Part 4/10:

A key piece of Wang's prediction rests on Tesla's ongoing enhancements to its AI chip technology. He provided a compelling analysis, suggesting that Tesla has a considerable advantage in AI chip deployment, which is pivotal for their future success. Wang estimates that Tesla has 300,000 AI chips already in operation and expects this number to continue to grow quickly, potentially reaching one million chips installed by the middle of next year. His analysis indicates that Tesla's ability to install these chips at a speed that outpaces competitors positions the company favorably in the AI landscape.