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The Bitcoin Monthly
Big Ideas 2023
Today we are thrilled to be in Fremont, CA with Tesla CEO Elon Musk. In this episode Tasha Keeney, Analyst at ARK Invest and Cathie Wood, Founder, CEO, and CIO at ARK Invest chat with Elon about the future of Tesla and autonomous driving. The podcast conversation kicks off by sizing the upcoming boom in global electric vehicle demand which leads into a discussion around linear versus exponential growth. Elon explains Tesla’s competitive edge against autonomous driving peers like Waymo and talks about a key upcoming milestone for Tesla, which he thinks most people are overlooking. Elon shares his insights about Tesla’s autonomous strategy, and the timeline of how the process is laid out. We also discuss the autonomous driving regulatory environment and the crucial role that machine learning plays in getting full autonomy on the roads. For an incredibly insightful conversation do not miss out on this podcast episode.
Key Points From This Episode:
- Sizing the market for electric vehicles
- Tesla’s competitive advantage in data collection
- The roll out strategy for fully autonomous driving features
- Regulatory response and safety proof points
- Why Elon believes Tesla has the best people to solve this problem.
- Importance of consumer use of autopilot to further the process.
- The balance between hardware and software to achieve full autonomy
- Tesla’s approach to letting other automakers use their technology.
- Curveball Question: What does Elon think about Bitcoin?
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