Tesla's autonomy business is much bigger than any feud with the President, says Deepwater's Munster

Tesla & Elon Musk - Deep Water Asset Management suggests there's an 80% chance the feud between Trump and Elon Musk will blow over, as both parties have much to lose [1] - The industry believes Tesla's progress in autonomy is more critical than the feud between Elon Musk and the president [2] - The industry expresses concern that Elon Musk is jeopardizing Tesla and SpaceX by antagonizing the president [4] - The industry notes that Tesla shareholders want Elon Musk to focus on his companies and stay out of politics [5] - The industry suggests Elon Musk's involvement in politics could potentially cause more damage to Tesla [6] - The industry emphasizes that autonomy is where Tesla's future growth will come from [7] - The industry views Tesla as one of the leading companies in autonomy, which is considered an important example of physical AI for the US [9] Autonomy & AI - The industry highlights that Tesla's brand will improve if Elon Musk steps back from political issues and focuses on autonomy [8] - The industry believes the US government doesn't want to hinder the development of autonomous vehicles [10] - The industry reports Apple is looking to a third party for AI related to Siri [11] - The industry interprets Apple's move to outsource AI as a positive change, allowing them to focus on product development [12] - The industry suggests that the value in AI will accrue to those who build products on top of AI models, rather than the model builders themselves [13]