AI is no longer just software: Tesla wants to control the entire chain

The big story is not that Tesla wants to build a chip factory. The big story is that artificial intelligence is becoming more than just software. Every advance in models demands more energy, more memory, better factories, more robust networks, and products capable of justifying all that spending. Tesla wants to control a larger part of that chain because it believes computing will be as strategic as batteries. Its diagnosis may be right. But there is an enormous gap between identifying the problem and solving it, especially in the semiconductor industry.

Full episode: https://youtu.be/XRgydJAkWVs

🤖 AI-generated content: the script, voices, and images for this episode were produced using artificial intelligence tools.

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