Tesla - Its not a Car, Its an AI Device on Wheels

Tesla - It's not a Car, It's an AI Device on Wheels

Tesla - Evolution

Tesla - AI Device on Wheels

Teslas Secret of Success

In 2013, Elon Musk sent a meeting request to Apple's CEO Tim Cook, but Tim refused to meet him.  Musk confirmed this by tweeting in Dec 2020, that he had tried to sell Tesla to Apple for 1/10 of its current value during "the darkest days of the Model 3 program." 

It's still a mystery why Apple didn't end up buying Tesla, but there are a few theories out there. One possibility is that Apple's CEO, Tim Cook, just wasn't interested in acquiring Tesla. Another theory is that Cook was worried about some of the difficulties Tesla was going through at the time, like production delays and financial losses. Lastly, it's also possible that the two companies couldn't agree on a fair price for Tesla.

Occasionally, there is a rumour that Elon Musk aspired to become the CEO of Apple. Following Steve Jobs' passing in 2011, whom he admires and finds inspiring, Elon believed he would be a fitting successor due to their shared strategic vision. Notably, Jobs was passionate about electric vehicles and had expressed a desire to create one.

To date, Cook has neither denied nor commented on Musk's claim.

Tesla - Where is the Growth

Tesla's Fully Self Driving (FSD) Ambition

Tesla - Powered by AI-Enabled Dojo 

What is Dojo and its Purpose 

Dojo is a supercomputer and is deemed to be the 3rd fastest supercomputer in the world behind  the other two Frontier (Oak Ridge National Laboratory, USA) Fugaku (RIKEN Center for Computational Science, Japan)
These supercomputers are both capable of performing more than 1 exaflop of floating-point operations per second (FLOPS). An exaflop is equal to one quintillion (1 followed by 18 zeros) operations per second.
It is estimated to be able to perform more than 1 exaflop of training operations per second (TOPS). TOPS is a measure of the performance of a supercomputer on AI workloads.
Dojo uses a custom-designed chip called the D1 chip. Tesla has not released many details about the D1 chip, but it is known to be a very powerful and efficient chip for AI workloads. Dojo is expected to use tens of thousands of D1 chips. 
Tesla had previously utilised Nvidia chips, however, it remains uncertain if the Dojo system incorporates Nvidia's Accelerators. Historically, Elon Musk has expressed dissatisfaction with Nvidia's inability to meet its demands and scale accordingly.
The cost of building and running Dojo is significant and Tesla has not released the cost of building and running Dojo. However, they have mentioned it has invested more than $1Bn to build it.

My other posts on Generative AI and Strategic Analysis of Key Players