Stay focused, don't be distracted by all the noise. This Tesla Ecosystem will be huge once fully developed & deployed, it takes time achieving synergy when the business has so many tentacles to it.
To become the leader in the race of AI you will experience Delayed deployment, tariffs being but one of these delays.... your Competitors are indeed being affected too.
Ponder for just a moment on the following points & ask yourself this question... are any of my competitors on par & or doing the same at this very moment Like...
Integrating & Deploying AI into their products .
1. Grok deployment into Tesla vehicles.
2.Bullding a 100 000 cpu/gpu's in 92 days.
3.Optimus deployment & their AI capabilities.
4.FSD autonomy. ( AI @ next level ).
5.Dojo supercomputer - own in-house design, no longer relying on a 3rd party providing these supercomputers at a premium. Margins are improved 10 fold.
6.Charging stations - your competitors pay you for this service.
7.Starlink- the internet connection for all your AI requirements including video Data for the required FSD training.
8. Own proprietary cell technology- Energy.
9.Semi
10. Giga factories with Giga presses & how Optimus would play a role in manufacturing & production line deployment.
11.Cybercab
12.RoboTaxi deployment and their competitors like Waymo & Uber & Google & Amazon.
13. Tesla being the leaders in AI technology period.
Tariffs , Doge & the world as we know it has suddenly placed enormous pressures on Industries not to mention Quarterly results.
What's your opinion Tiger traders , are you bullish or bearish & how do you see the AI space unfolding for Tesla ?
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