Part 7/9:
In exploring competitors, BYD was mentioned as a significant player, but the investor highlighted their complexity and extensive product lines as potential weaknesses. They believe that Tesla’s streamlined operations and focus on autonomy will ensure its dominance in the EV market.
Moreover, they expressed confidence that even amidst the competitive landscape, Tesla's data advantage in AI and software will keep them ahead, as no other company possesses a comparable dataset to optimize autonomous driving.