🚀⚡Elon Musk rarely reveals: What he spends the most time on at Tesla is actually 'AI chips'

While everyone is still watching the volatility of $Tesla(TSLA.US)'s stock price, Elon Musk himself dropped a signal that truly changes long-term valuation—what he spends the most time on at Tesla is not car production, not factory expansion, but "AI chips."

The weight of this statement is immense because it directly points to two of the most critical future value drivers: #AI, #Robotaxi, and the humanoid robot Optimus.

1️⃣ Why AI chips?
For Robotaxi to hit the roads at scale and for Optimus to perform tasks in the real world, computing power is the biggest bottleneck. Designing AI chips in-house means:
• Computing paths are no longer constrained by external supply chains
• The speed of optimizing deep learning models will improve exponentially
• Training costs drop, and product iterations accelerate

In other words, where Musk invests his time is where Tesla's valuation is headed.

2️⃣ Implications for Robotaxi
Robotaxi isn’t a software problem; it’s a computing power problem.
Only with sufficient computing power can autonomous driving training speed up, and only then can large-scale deployment truly drive a revaluation of $Tesla(TSLA.US)'s business model.

When the CEO personally devotes more time to the most critical technological bottleneck, it’s the clearest signal: Robotaxi is accelerating.

3️⃣ Implications for Optimus
Optimus’s key isn’t mechanics but perception, motion planning, and reasoning capabilities.
All of these rely on AI chips.
A chip breakthrough = earlier commercialization of humanoid robots.

4️⃣ The market hasn’t fully digested this information yet
Traditional institutions still value $Tesla(TSLA.US) as an automaker, while Musk’s focus is pushing Tesla toward being an "AI computing company" and a "robotics company."
The valuation model is quietly shifting.

How long do you think it will take for the market to truly digest this signal?

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#TSLA #AI #Robotaxi #ElonMusk #AutonomousDriving #Optimus