Talking Tesla with Bryce Smith of 10,000 Days Capital
Multibagger Nuggets
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Navigating AI and the Evolution of Technology Dependence
This chapter explores the shift in societal attitudes towards digital services like Uber, alongside the hurdles Tesla faces in developing its Dojo AI chip amid fierce competition with Nvidia. It emphasizes the need for Tesla to balance in-house technology development with leveraging established industry leaders.
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