Is Tesla undervalued or overvalued? It’s seriously overestimated in terms of profitability, and its “An Si Meng rate” is seriously underestimated. Tesla’s autonomous driving is the only embodied intelligence that has been realized in practice so far. Later on, there will be humanoid robots with embodied intelligence as well. I think the ceiling for embodied intelligence in physical AI is even higher than that of language models. $TSLA

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