Part 5/9:
As the conversation notes, the anticipation among Wall Street analysts that “competition is coming” seems misplaced in the face of such scalability. The idea that once Tesla perfects autonomous driving, others can merely replicate this success 15 minutes later does not take into account the vast amount of data, capabilities, and enhancements Tesla will have amassed by that time. With seven million vehicles in circulation, the potential comparative backlog for competitors remains substantial.