Telsa will make MORE money from THIS than cars

The value to me in Tesla is not in the hardware. That is the way they monetize the thing that is valuable. But it is the computer vision, machine learning, artificial intelligence.It's all the models, the [music] data, the real world application and the specific workflows in terms of how do you take all these models and this data [music] and then make the hardware do something. And so I think that Tesla is to me a pix and shovels company because of what is valuable in that product or inside that company. Bu ...