저자: CathieWood · 외국인
요약 보기
캐시 우드는 테슬라를 전기차 업체가 아닌 AI 기업으로 보며, 약 500만 대 로봇에서 수집되는 데이터와 로보택시 플랫폼을 근거로 제시한다. 테슬라가 향후 5년간 어떤 AI 기업보다 큰 잠재력을 가진다고 주장하며, 2038년 로보택시 매출이 최대 10조 달러에 이를 수 있다고 전망한다. 또한 AI가 주가를 300달러 수준에서 2027년 약 2,000달러까지 끌어올릴 수 있다고 언급한다. GM·포드는 재무적 이유로 전기차 전환이 어려울 것이라고 평가한다. 과거에 주식을 매도해 수익을 실현했다는 언급도 있다.
다듬은 글
Today we'll examine some of the most recent developments in the field of technology. Developments that are not only centered around artificial intelligence, but are also being led by the top automaker Tesla. This is what Kathy Wood has to say about Tesla's pursuit of artificial intelligence. February 23rd, 24.
In comparison to Elon, we actually postpone ours by a year. So perhaps it should be 2 years. However, this is where we discover the significance of Tesla's secret data. There are 5 million robots worldwide. Crews had hundreds of them instead of anything like that. Every day, 5 million robots worldwide gather data and transmit it to Tesla in terms of disengagements, accidents, and other incidents.
Tesla has more corner cases than all other companies combined. And I must admit that the speed at which artificial intelligence is developing is remarkable. Thus, it's intriguing. I believe there's a data problem. Since the largest AI project in the world is autonomous taxi platforms, we believe Tesla.
You are undoubtedly aware that Tesla is a manufacturer of electric vehicles. But did you also know that it is a pioneer in artificial intelligence? Tesla is actually the greatest investment you can make right now and has more potential than any AI startup in the next 5 years, claims Kathy Wood, founder and CEO of Arc Invest.
Today, we'll discuss why Kathy would believe Tesla is the best AI project and how the company is utilizing AI to develop a number of goods and services that will change the world. We'll also look at some of her incredible forecasts on Tesla's future development and valuation. You won't want to miss anything if you want to understand more about Tesla and AI.
So, keep watching to the very end. Will you? Will there be GM and Ford EVs everywhere when I gaze out in 5 years? Kathy would. It's fascinating to watch them both retreat. But do you believe that with this new approach, we won't even be discussing GM and Ford in five years. The story is intriguing because both of them are retreating for financial reasons.
They must grow if they want to be lucrative in this market. This is a catch 22 situation. Their shareholder base is heavily focused on internal combustion engines. So, it's a catch 22 situation. They want their dividends and earnings now. and they don't want that kind of thing. Is it possible for them to?
I'm not sure. I'm not sure. All I know is that returning to the Tesla subject, our estimates for Tesla's market share increase as a drawway. Correct. In order to respond to the query, we sold because it had increased by 150% in comparison to everything else. Since then, we haven't sold anything. And if we're correct about this autonomous taxi opportunity, it will continue to be in our flagship fund's top five with his advancements in AI.
Tesla is a firm that is revolutionizing the globe. Few individuals are aware of the extent to which the automaker is altering the rules. One of those individuals is Kathy Wood, and Tesla has had its share of bulls. Additionally, she has once again forecast that by 2038, Tesla's autonomous taxi platforms will generate up to $10 trillion in income worldwide, up from nearly nothing at the beginning.
Welcome back to Tesla tomorrow, everyone. In addition to being well known for it electric vehicles, Tesla is a pioneer in artificial intelligence. According to Kathy Wood, Tesla has greater potential than any other AI firm over the next 5 years and is the largest AI project in the world. Wood believe that Tesla is much more than just an automobile stock, despite the fact that many people view it as such.
She claims that Tesla is the largest AI firm in the market and that AI has a potential to raise Tesla stock from below $300 to about $2,000 in 2027. How is this going to occur? Let's investigate. Before we do though, if you enjoy this kind of information, please press the like button, subscribe, and enable post alerts to stay informed about all things related to Tesla.
Kathy Wood's optimism in Tesla's AI potential stems in part from the company's access to private data. The corporation has a significant advantage in creating and refining its self-driving software since it gathers data from its fleet of more than 1 million vehicles on the road. Based on this information which thinks that Tesla's robo taxi and autonomous divisions will be the primary sources of future revenue growth and profit margin increase.
Tesla gathers the appropriate data to train its algorithms and then feeds it to its AIS in order to create completely autonomous vehicles. They are able to make snap decisions and organize their movements thanks to the data gathered from Tesla vehicles. This implies that the cars will certainly perform better with more training data, which is what Tesla is aiming for.
Since its founding, Tesla has benefited from data from its current customer base, and its efforts to put artificial intelligence, AI, at the forefront of its operations include its work on autonomous vehicles. AI and big data will be extremely helpful to Tesla as it moves on with its most recent initiatives which include plans to transform the electrical grid with residential solar panels.
Wood also believes that Tesla's creativity and vision make it the finest AI investment at the moment. Tesla is creating its own platform for AI applications in addition to automobiles. The car maker is creating its own AI chips, software, and hardware, which will allow it to provide a variety of AI powered services and goods.
Tesla is positioned for long-term success thanks to its unwavering focus on AI technology, especially with regard to autonomous driving and improved driver aid systems. The company is well positioned to address the market need for AI powered vehicles thanks to its cutting edge and AIdriven technologies.
Tesla has reiterated that it develops and implements large-scale autonomy for its robots and cars. According to the business, this strategy is the only way to accomplish a universal solution for fully autonomous and bipedal robotics. It is based on sophisticated AI for vision and planning bolstered by effective use of inference hardware.
Tesla significantly increased the capabilities of its self-driving software thanks to advances in AI and language. Martin Vicha, Tesla's head of investor relations, has provided some information about the company's plans to enhance FSD, claiming that the iterative process is what will eventually lead to complete autonomy.
Additionally, he stated that he thinks AI and large data collecting are two of the only solutions to the problem of universal autonomy and that Tesla is following this course using the same AI technology. Tesla is also developing a humanoid Tesla bot that will be extremely beneficial to the business with its humanoid robot.
The AI and IT company is making significant strides that Musk believes will bring about a fundamental shift in civilization. According to a number of AI specialists, including Andre Carpathy, Tesla is headed in the correct direction if it hopes to create autonomous and practical robots that will assist in all facets of people's personal and professional lives.
Even though it might take some time for the Tesla robot to be widely used in homes and offices, Elon Musk is certain that the business will achieve its aim of creating a practical humanoid robot as soon as feasible. The CEO of Tesla has great expectations for this initiative. And since the company has already become wellknown for it electric vehicles and is working to introduce Tesla bots, there's a good chance we'll see a Tesla bot operating in realworld situations soon.
According to Kathy Wood, Tesla's AI potential may be valued at $6 trillion by 2027, meaning that the company's stock price will rise by 76% from its current level. Additionally, she believes that Tesla will be the first business with a $3 trillion market capitalization. The professional investor in Tesla Bull is certain that Tesla will surpass rivals like Nvidia, Google, and Amazon and control the AI business.
One of the largest backers and investors, Kathy Wood, believes that Tesla is the best AI investment of the upcoming 10 years. She is also one of the few bulls that genuinely believes that Tesla is an AI firm that is building a miniature sun on Earth rather than just a car manufacturer. However, what are your thoughts?
Tell us below. Go ahead and click on the next video on your screen to learn more about Tesla's recent activities. I'll see you there.
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