Morgan Stanley came out with a report a while back that talked about Dojo, Tesla's AI supercomputer, could add $600 billion to the market cap.
In this video I discuss the future of Dojo and how Tesla might use it. I do disagree with Morgan Stanley in the sense I do not see it having a direct impact on revenues since I dont think they will rent it out. However, in house use could really impact other aspects of the business.
▶️ 3Speak