In this episode of the DeFi Podcast, hosts Bill, JF, Jared, and Rhett dive deep into Tesla’s revolutionary potential beyond just being a car company.
JF makes the compelling case for why Tesla is actually an AI company positioned to dominate two massive markets: robotaxis and humanoid robots.
Key Topics:
Tesla’s robotaxi business model and profit potential
End-to-end AI vs LIDAR approaches to self-driving
Economic transformation through automation
Job displacement and historical precedents
Battery longevity concerns for fleet vehicles
The future intersection of blockchain and AI
Market dynamics and competition in autonomous driving
The conversation takes fascinating turns into job displacement concerns, drawing historical parallels to agricultural automation, and whether this time might truly be different.
Chapters:
(00:00) Market Update and Introduction
(03:30) Tesla Bull Case Begins
(09:40) Tesla vs Waymo Technical Differences
(14:25) Real-World Self-Driving Experience
(19:55) Economic Impact of Vehicle Utilisation
(21:20) Labour and Economic Theory
(26:00) Battery Degradation Concerns
(32:50) Historical Job Displacement Patterns
(41:00) Tesla as AI Company
(44:25) Blockchain and AI Integration
(46:00) Wrap-Up and Next Week Preview
Follow the Hosts:
@Bill_Tanyeri
@JFSaine
@M0xrrissey
@RhettShipp
Disclaimer: Nothing discussed on this podcast constitutes financial advice. The hosts may hold positions in assets mentioned. Please consult a professional investment advisor and do your own research before making financial decisions.
