Post #9 by Captkerosene on the Tesla board

Stocks A to Z / Stocks T / Tesla (TSLA)

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According to Elon, "almost all of Tesla's value is in AI and robotics." I 100% agree with that statement. If someone's analysis only considers Robotaxi "plausible," then we fundamentally disagree about the business we're even in. That's where I started and stopped reading the analysis. (IMO, Robotaxi isn't plausible, it's inevitable.)

Recently, the capability of AI has been improving by roughly 400%/year; 200% in software and 200% in hardware. Yesterday, Elon said that in 2024 that rate was going up to 1,000%/year. (See Dojo.) I wouldn't ask a financial analyst what that means for TSLA any more than I would ask my dentist ... they aren't equipped. They use the tools they have but they're the wrong tools.

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