Dan Ives Predicts $1 Trillion Opportunity For Tesla's AI, Autonomous Exploits, Says Elon Musk Is In 'Wartime CEO' Mode

Group 1 - Dan Ives predicts a $1 trillion market opportunity for Tesla in robotics and autonomous driving [2] - Ives describes Elon Musk as being in "Wartime CEO" mode, emphasizing Tesla's role in the AI Arms Race [2] - Tesla is expected to play a major role in the Robotaxi industry, with anticipated easing of federal regulations for autonomous driving [3] Group 2 - Tesla's Q3 deliveries are expected to exceed analyst expectations, driven by a rush to utilize the $7,500 IRA credit for electric vehicles [4] - The surge in Tesla's stock value is attributed to the expected sales milestone rather than advancements in autonomous driving technology [4]