Success in developing autonomous vehicle capabilities depends on three things: data (fleet/mileage), compute, and algorithms (AI models). Tesla has all three at a much larger scale than many EV peers,

The automotive industry is reaching an AI-driven inflection point, and TSLA holds a substantial — and growing — lead

New $TSLA note:

However, Grok outperforms on logic tasks—software being logic at scale—when those patterns aren't covered by Opus's pretraining For example, the Tesla chip design team prefers Grok to Opus even after being

Credit is due: Opus 4.5 is outstanding The team behind it is producing especially strong work at the pretraining level

The Tesla chip design team prefers Grok to Opus even after being asked to try Opus

Electric vehicles and unsupervised autonomy are table stakes for staying in the automotive business Each manufacturer will build its own EV and autonomous capabilities

This has been argued for years Legacy automakers may allow their EVs to use Tesla superchargers, but would not let Tesla take control of their full-self driving systems

Legacy automakers don't seem to be moving urgently on self-driving, even though it's table stakes. They are years behind and still appear to be dragging their feet