While discussing Alpamayo, Nvidia CEO Jensen Huang made a stunning prediction about the future of autonomy:
"Everything that moves in the future could be autonomous" ๐ฅ
If you buy into Huang's vision, you instantly realize this exposes the massive $TSLA software moat: FSD ๐ฅ
FSD may currently be for cars, but it is primed to transition way beyond four wheels ๐
It would one day be the definitive 'ANYTHING THAT MOVES' platform, ready to scale effortlessly from vehicles directly to armies of humanoid robots ๐