Tesla is a world-class execution machine that's systematically expanding into the largest addressable markets in history.

• The auto business was just their first act - AI transport and AI labor are where the real massive value creation will happen.
• AI Transport will be much larger than the entire traditional auto industry.
• Data and network effects will create a virtuous cycle of continuously improving AI driving giving Tesla a competitive advantage.
• AI labor will be biggest market of all - even AI transport is just a subset of AI labor.

In summary, Tesla's true advantage is their ability to out-execute world-class competitors in massive new markets.