Part 13/15:
Musk hinted at the critical role of supply chains and chip production. He pointed out that Tesla’s future AI chips must be mass-produced by partners like Nvidia, with margins of 30-40%. With a demand that could dwarf automotive requirements—especially as robots and AI applications expand—Tesla expects that chip manufacturing capacity and cost reductions will be vital components of their autonomous strategy.
He also addressed the regulatory landscape, projecting that Tesla's current beta system and testing program will soon reach a level where fully autonomous, driverless ride-sharing becomes commonplace. Musk remains confident that Tesla's latest hardware and software iterations will cross safety thresholds necessary for widespread deployment in the coming months.