Elon Musk emphasizes that Tesla's future success relies on its potential domination of the global autonomous driving market rather than merely on electric vehicle sales. Analysts cite Tesla's considerable advantages, including the expertise of its workforce and its relationship with xAI. Tesla's extensive data collection from cars driving millions of miles surpasses that of any other US car manufacturer. Dan Ives notes that Tesla is poised to become a key player in the physical AI landscape. Unlike competitors like Waymo, Tesla's integrated approach of hardware and software gives it a competitive edge.
Tesla's future success should be measured by its dominance in the autonomous driving sector globally rather than EV unit sales. This positions Tesla's stock for significant growth.
With a vast amount of collected data from millions of miles driven, Tesla possesses an unmatched advantage in developing autonomous technology compared to US competitors.
Dan Ives from Wedbush Securities emphasizes that Tesla will be a key player in physical AI alongside firms like NVIDIA, driven by its autonomous driving technologies.
Contrary to competitors like Waymo, who separate hardware and software, Tesla integrates both, benefiting from extensive real-world operational data.
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