Tesla(US:TSLA) 大鱼聊电动·2025-10-08 06:20Industry Perspective - The automotive industry is shifting from selling transportation tools to selling AI-powered robots with future earning potential [1] - Traditional automakers like Ford and Hyundai are viewed as selling depreciating assets, while Tesla is selling an evolving asset [1] Tesla's Strategy - Tesla's strategy involves prioritizing core AI technology (FSD) over traditional car features like screens and sunroofs [1] - Tesla is positioning its vehicles as Robotaxis capable of generating income for owners through future OTA updates [1] Investment Implication - Purchasing a Tesla, even a base model, is framed as an investment in the future of AI and autonomous driving [1] - The purchase price of around $30,000 is considered an "entry ticket" to the AI revolution [1]