Jason argues Tesla is an extraordinarily complex, multi-division business — spanning batteries, trucks, self-driving, and more — built over decades, making Musk essentially irreplaceable and the company's prospects deeply tied to his continued leadership.
Who is capable of running the 4 or 5 major product lines at Tesla? I mean, this is the madness of it. It's a very complex business... It's not a very simple thing to run. I don't think there's an Elon equivalent out there.” ⚑
Musk warns he will not build Tesla's robot army if he can be easily removed by activist investors via ISS/Glass Lewis, implying his continued leadership is a prerequisite for Tesla's long-term value creation in robotics and autonomy.
Let's just say I'm not going to build a robot army if I can be easily kicked out by activist investors.” ⚑
Elon Musk argues Tesla's fleet of 100M vehicles could collectively offer 100 gigawatts of inference compute in downtime, and that all current Tesla cars are already capable of unsupervised full autonomy, with CyberCab production starting Q2 next year scaling to millions of units annually — positioning Tesla as far more than a car company.
If ultimately there's a Tesla fleet that is 100 million vehicles, which I think we probably will get to at some point... they have, you know, mostly state-of-the-art, uh, inference computers in them... you'd have 100 gigawatts of inference” ⚑