“Tom Lee and Dan Ives Explain Everything | TCAF 260”
Tesla and SpaceX likely merge by end of next year (>80% probability), forming the world's largest company.
So, Elon Musk is not exactly known for being a coward. What do you think motivated him to say, "Yes, we really need to slow down"? Because the truth is that Musk knows that, from a modeling perspective, they are far behind Anthropic and OpenAI.
This explains Tesla’s position and everything it does, and why they have such a strong focus on self-driving taxis and panoramic vision.