EVsSeeking Alphaabout 17 hours ago
Tesla May Not Exist In 5 Years (Rating Upgrade)
1 min read
Tesla is transforming into an AI company, with CEO Elon Musk claiming the upcoming AI6 chip might set a record for intelligence per silicon wafer at lower costs. The chip could reduce compute costs and improve margins across robotaxi, Optimus, and FSD businesses. Risks include execution delays, high valuation, and governance concerns.
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