Description
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00:00 Introduction
02:00 Tesla AI Chips in Cars
05:41 AI Inference Will Be 1000x Bigger Than Training and Why Inference is the Real Prize
08:33 Nvidia Issues vs Tesla AI5/AI6
13:26 Nvidia vs LLMs vs Google TPUs
20:36 Why Tesla's AI5 Has a Structural Advantage
23:32 Tesla AI Chip Roadmap
25:55 Vertical Integration = Tesla's Superpower
28:35 Financial Assumptions for TSLA Chip Valuation