Tesla is Not a Car Company—It's an AI Empire What do you see when you look at a Tesla? Most people see a premium electric vehicle. But if you look closer, past the steel and glass, you'll see a towering AI, Data, and Robotics company that simply uses the car as its primary delivery mechanism. This view is the key to understanding Tesla's massive valuation and its long-term strategy. The company isn't competing with Ford or Toyota; it's building an infrastructure designed to rival giants like Amazon Web Services (AWS) or Microsoft Azure, but specialized for real-world AI. The Unstoppable Advantage: Vertical Integration The true power of Tesla's AI lies in its total ownership of the entire tech stack—a concept known as vertical integration. Think about the world’s leading AI company, OpenAI. They develop revolutionary models (the software), but they rely on an outside provider (like Microsoft Azure) for the actual supercomputing power and infrastructure (the ha...
Posts
Why Tesla is a AI company? What every one sees is the car. But what i see is an AI company which makes car and the AI component can be used for other cars/manufactures, even for any other robot. Tesla is making an AI empire without telling you. Here is an image capturing this. (ignore the details). What everyone see is the car using Supervised FSD. What they miss is the infrastructure driving that. Which is better than any AI company which exist today. Think about this, Open AI uses Azure/Microsoft infrastructure to train the models and for running the real time services. Tesla owns and maintain them and even has its own super computer. So Tesla is like Azure for AI, Open AI, Waymo, Uber. + EV car.