Tesla could become the most powerful AI company in the world. Here’s how it will disrupt Finance & FinTech forever 🚘💸
FinTech is Eating the World, 11 September
Hey Everyone,
Happy Monday! I hope you recharged over the weekend because today’s issue is a very special one. Today we’re going to do a deep dive into Tesla which could soon become the most powerful AI company in the world. It’s not only a FinTech. More importantly, with its own AI, it will disrupt the Finance & Financial Technology space forever (the potential here is massive!) So let’s just jump straight into the fascinating stuff 🌶
Tesla could soon be the most powerful AI company in the world 🚘🤖
The BIG news🔥 I earlier called it and I must repeat this again - 90% of people might not realize this but Tesla is a FinTech. And now this unconventional FinTech is developing its own Supercomputer called Dojo that would not only be a significant catalyst for the automaker.
More importantly, it could make Tesla the most powerful AI company in the world 🤯
And with that comes major implications for the future of Finance, FinTech, and InsurTech.
But let’s start from the beginning.
More on this 👉 Investment banking giant Morgan Stanley MS 0.00%↑ just released a phenomenal 66-page report on Tesla TSLA 0.00%↑.
It seems that for the first time, analysts have finally understood that Tesla is not just a car company. It's a tech company at least, and soon - a super powerful AI company as well.
And Dojo is the catalyst to unlock it.
Dojo - not Mojo 🤖 Dojo is a custom AI chip and supercomputer system designed in-house by Tesla specifically for training autonomous driving systems. It's been in the works for 5 years already, and Morgan Stanley believes it could significantly outperform Nvidia's NVDA 0.00%↑ chips on efficiency and cost.
If successful, Dojo could accelerate Tesla's autonomous driving capabilities and enable new high-margin revenue streams like robotaxis and software-as-a-service (SaaS). It would thus serve as the key to unlocking Tesla's double flywheel between hardware and software 🚀
This alone could add up to $500 billion in enterprise value for Tesla 😳
But that's just the tip of the iceberg.
Looking beyond Tesla 🚘 Beyond autonomy, Dojo has huge potential in other vision-based AI applications like robotics, security, healthcare, etc. This positions Tesla to potentially become a major player in custom AI silicon and services.
More importantly, Dojo could also be a solution that builds a moat around Tesla and other Musk-universe companies with highly advanced ML and AI capabilities.
Leveraging these capabilities, Tesla (or to be more precise - Elon Musk) is uniquely positioned and strategically equipped to disrupt the future of FinTech & InsurTech forever, not to mention wide-ranging implications for the broader Finance industry.
Let’s take a closer look at this.
P.S. you will also be able to download Morgan Stanley’s 66-page report & unlock more deep dives