Jo Bhakdi RSS

AI Chips, Jo Bhakdi, Samsung, Tesla -

Tesla's $16.5 billion deal with Samsung to manufacture AI chips is a strategic move that could give Tesla a significant advantage in the development and scaling of AI-powered products, potentially disrupting various industries and allowing the company to rival Nvidia ย  Questions to inspire discussion Tesla's AI Chip Strategy ๐Ÿš— Q: What is Tesla's new chip deal with Samsung? A: Tesla secured a $16.5 billion deal with Samsung for advanced AI computing chips called AI6, to be manufactured near Giga Texas. ๐Ÿญ Q: How does this deal impact Tesla's manufacturing capabilities? A: It allows Tesla to vertically integrate AI chip...

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AutoMobility, Jo Bhakdi, Robotaxi, Tesla -

Tesla plans to roll out its Robotaxi service in multiple US cities and states this year, with a goal of reaching half of the US population and significantly boosting the company's stock ย  Questions to inspire discussion Rollout Strategy ๐Ÿš— Q: What is Tesla's robo taxi rollout plan? A: Tesla aims to deploy 40,000 robo taxis by 2026 and 100,000 by 2027, targeting 141 million Americans in 41 states through self-certification, capturing 50% of US population by end of 2025. ๐Ÿ™๏ธ Q: How will Tesla scale its robo taxi deployment in cities? A: Tesla plans to start with 15-30 robo...

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Alex Potter, Dan Ives, Jo Bhakdi, Tesla -

Despite mixed earnings and some concerns, Wall Street analysts have turned bullish on Tesla, citing its growth potential in areas such as autonomous driving, energy, and AI, and viewing it as a long-term investment opportunity ย  Questions to inspire discussion Investment Strategy ๐Ÿ” Q: How are analysts changing their approach to valuing Tesla? A: Analysts like George Jananicus and Larry Goldberg are beginning to value Tesla as a venture company with 5-10 year investment horizons, rather than a publicly traded company with short-term focus. ๐Ÿ’ผ Q: What's the recommended investment approach for Tesla? A: Measure Tesla as a venture company...

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