Elon Musk is quoted as saying they may get into mining, it is not dreaming to think they may go for Ardea nickel and cobalt.
Yes, they are streets ahead on FSD, with more than half a million customers in Tesla cars providing them with data. Waymo are using expensive and unnecessary Lidar system which also requires geo fencing. The first to prove FSD will have access to robo taxi market which could be valued in trillions.
Vehicles are now more about software and computer hardware not pistons and valves!
The cyber truck will be the cheapest way to move 6 people and their equipment in human history.
The Semi will be a competitive advantage for large haulage companies, and therefore critical to their fleet because they operate on tiny margins.
The Model Y manufacturing process has been improved, with a new wiring harness reducing the wire required from 1,.5 Kms to 100 metres, resolving the automation issues from Model 3.Ideas borrowed from system in a fighter jet.As if the 20%+ margins were not already industry leading.
Unfortunately for the legacy car makers, Tesla has also perfecting the machine to make the machine. Gigafactory 3 in Shanghai is reported to be producing 150k cars per week and is going to start delivering Model 3’s to customers next week, just 12 months from breaking ground, that is a staggering achievement.
Take a look at this time lapse video of the construction of Giga 3 and prepare to be stunned:
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