Tesla's Rapid Transition To An AI Company
This is becoming clearer by the day.
When we look at the basic components of AI, at least how it is shaping up today, we can start to judge where certain companies are. With that, we look at computing, data, and an expanding feeder system.
In this video I discuss how this is all starting to align for Tesla. When we focus upon FSD, from this perspective, we see exactly how the transition is occurring.
▶️ 3Speak
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I think this is a great move for them. Just focusing on cars felt like a waste of their technology and potential. Seeing them do solar panels and batteries made me realize that they were branching out. AI is a good one since it is new, and they are entering in a relatively even playing field. All of these being somewhat connected to their factories and cars is just genius.
I think tesla relies on AI chips not from Nvidia any more which means they might even one day try to compete with Nvidia in the transition to become an AI company meaning they will manufacture their own chips even who knows.
That is true, Tesla buy from Nvidia. They also make some of their own. It is a very interesting situation.
We are seeing the lines blurred between competition and cooperation.
I saw somewhere that Tesla stopped buying from Nvidia but when I searched google just now for this there are some websites that say Tesla still buys hardware from Nvidia am really confused about this and will do further research to find a reliable source of information to clear my confusion but you are right.