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Tesla is a weird company. They are hyperfocused on GM-like micro cost cutting in the cars.

Yet they spend expensive engineering time on stuff like this. Maybe there’s some big cost savings in the backend.



I think the difference is that Tesla plans like a tech company in that they assume they will build an infinite number of cars so any fixed cost optimization is going to be worth it eventually


It’s for FSD, which when fully realized, will have a global market cap of over $10 trillion.




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