""They're gonna have to revisit this. We don't think investors understand just how important xAI is to Tesla and the broader Muskonomy. Tesla's relationship with xAI (financially and strategically) is deterministic to the long-term success of Tesla due in part to the natural synergies of data, software, hardware, and manufacturing in recursive loops. The values (and value systems) of both Tesla and xAI are endowed by the values of their shared creator. We believe this co-determination becomes more obvious in the next phases of physical AI/ autonomy for Tesla in the year ahead.""
""As Tesla grapples with scaling Optimus and preparing for its imminent production and the development of the Full Self-Driving suite, xAI's computational edge could provide leverage for the millions of miles of data the company accumulates, providing a more stable and accurate development strategy for the autonomous and AI efforts it has put its chips all in on. xAI has the opportunity to provide an incredible strategic and financial bolstering to Tesla, especially with how important a role data plays in the development of the company's biggest products.""
Elon Musk indicated his companies are trending toward convergence, suggesting strategic fusion among his ventures. Morgan Stanley analyst Adam Jonas emphasized that Tesla's relationship with xAI could be deterministic to Tesla’s long-term success because of natural synergies across data, software, hardware, and manufacturing. Tesla must scale Optimus, begin production, and advance Full Self-Driving, where xAI’s computational capabilities could leverage millions of miles of data to improve autonomy and AI outcomes. Tesla shareholders voted against a direct financial investment with xAI, but the decision may be revisited given the strategic and financial importance of data-driven cooperation.
Read at TESLARATI
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