According to Sawyer Merritt, Tesla's long-term chip strategy is under-appreciated, as evidenced by recent job postings focused on AI hardware and chip development (source: Sawyer Merritt on Twitter, Dec 19, 2025). These postings indicate Tesla's commitment to expanding its in-house AI chip capabilities, which are critical for powering autonomous driving, advanced driver assistance systems, and manufacturing automation. The move positions Tesla to reduce reliance on third-party chip suppliers, enhance performance, and potentially create new revenue streams through proprietary AI hardware solutions. This strategy could redefine Tesla's competitive advantage in the automotive and AI sectors by integrating advanced AI processing directly into its vehicles and infrastructure.

According to @SawyerMerritt referencing Jim Cramer’s statement on X, Jim Cramer publicly advocated for granting Elon Musk his compensation package. This decision is significant for the AI industry because Musk’s leadership at Tesla is closely tied to advancements in AI-driven autonomous vehicles and robotics. Approving the package could accelerate Tesla’s AI initiatives, particularly in self-driving technology and AI chip development, and further position Tesla as a major player in AI-powered mobility solutions (Source: x.com/jimcramer/status/1981349359410094374).