Part 4/9:
The discussion pivots to the concept of network effects, which could signify a critical point of superiority for Tesla. Both in the context of autonomous vehicles and humanoid robotics, Tesla’s rapid scaling—projected to produce 50,000 to 1 million bots in upcoming years—means its fleet will outdistribute competitors significantly. While competitors lag with a fraction of that, they also lose out on accumulating live data and insights from their vehicles’ interactions in the real world.