Dojo Could Boost Tesla Value by $500B: Morgan Stanley

The transcript discusses Tesla's potential market growth, driven by its proprietary silicon and compute Dojo, which could add $500 billion to its market cap according to Morgan Stanley. Adam Jonas's past predictions about Tesla's future as a rideshare service are revisited. Tesla's commitment to developing its own silicon and neural networks is highlighted, with a $1 billion investment in Dojo. Despite the potential, there is skepticism about the valuation. Tesla's revenue from software sales, particularly its Full Self-Driving (FSD) feature, is compared to AWS's early cloud market success, emphasizing the high-margin potential of software services.

What is the significance of the price changes for Tesla's full self-driving software?

Evaluate responses using AI:

OFF

How do Tesla's software sales relate to the overall market trends in the automotive industry?

Evaluate responses using AI:

OFF