Drew Bernstein, co-founder and co-chair, MarcumAsia published an article on Forbes.com regarding Elon Musk’s plan for the future of Tesla and the EV market in China.

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In this updated version of Tesla’s investment thesis, autonomy rather than electrification will become the decisive factor in the future of the automotive industry, leading all the majors to license Tesla’s autonomous AI software or face extinction. “Once it becomes obvious that if you don’t have this in your car, nobody wants your car… All cars will become smart cars, or nobody will buy them,” Musk prophesied.

This vision of the future has several advantages from Musk’s perspective.

First, as an “AI company”, Wall Street will likely assign a much higher multiple to Tesla than as a manufacturer of EVs, solar panels and batteries.

Second, making AI central to the strategy presumably makes Musk more indispensable to Tesla’s future and worthy of a juicy new stock grant currently submitted for shareholder approval.

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