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Elon’s Most Impactful Tweet Didn’t Move Markets — It Shaped Tesla’s Future - Tesla (NASDAQ:TSLA)
Benzinga· 2025-10-27 13:51
Core Insights - Elon Musk's tweet in November 2015 initiated a significant shift in Tesla's future by calling for the ramp-up of the Autopilot software team, leading to the establishment of a dedicated team for full autonomy [2][3] - Ashok Elluswamy, who responded to Musk's tweet, became the first engineer on Tesla's Autopilot team and now leads Tesla's AI and Autopilot division, showcasing the evolution of Tesla's software capabilities from basic functions to advanced real-time decision-making [3][4] - Tesla's growth has been predominantly organic, with Musk emphasizing that approximately 90% of its strengths were developed internally rather than through acquisitions, highlighting the company's unique approach to building its AI capabilities [4] Importance to Investors - The story of Elluswamy's journey from a tweet to leading Tesla's AI division signals the company's evolving competitive advantage, especially as rivals like Waymo and Mercedes rely on partnerships and acquisitions for advancements in autonomy [5] - If full self-driving technology becomes a major profit driver for Tesla, Musk's 2015 tweet could be seen as a pivotal investment that laid the groundwork for Tesla's future valuation [6]