Cathie Wood says “Tesla is the biggest AI play ...
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Cathie Wood says “Tesla is the biggest AI play out there” and “autonomous vehicles are robots.” #cathiewood #elonmusk #musk #tesla #teslatok #ai #artificialintelligence #robots #autonomousvehicle #robotics #tech #selfdriving #car #cars #taxi

1:13 Jun 08, 2025 170,400 4,768
@fortune
157 words
We think that Tesla is the biggest AI play out there, the biggest beneficiary. So I described the five platforms around which we have centered our research. Tesla is a play on the convergence among three of them. Robotics, autonomous vehicles are robots. So autonomous taxi platforms are what we're talking about here. Autonomous vehicles are robots. They will be electric and they will be powered by artificial intelligence. So think about what's happening there. Each one of these is growing exponentially. And then you have them feeding each other. So S-curves feeding, S-curves feeding. This could be explosive growth. We believe that globally the autonomous taxi platform business will grow from nothing today to $8 to $10 trillion in revenue in 2030 or thereabouts. And just to put that in perspective, the size of the U.S. economy today is $22 trillion. So we're talking about one of the biggest growth engines and growth trajectories in history.

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