Comparing the Amazon AWS Tipping Point With Tesla FSD
by Brian Wang from NextBigFuture.com on (#6ENMV)
A recent Morgan Stanley 66 page report on Tesla makes the case that Tesla AI, Dojo training computer and the FSD (full self driving system) can be as critical to Tesla share price as AWS (amazon web services cloud computing) was to Amazon. AWS has become 70% of the Amazon's profit (EBIT). This means the ...