According to Sawyer Merritt on Twitter, Morgan Stanley's latest note emphasizes that the automotive industry is approaching a major AI-driven inflection point, with Tesla maintaining a significant and growing lead in the race for autonomous vehicle technology. The report identifies three critical factors for success in developing autonomous vehicle capabilities: access to extensive data (from fleet and mileage), advanced compute infrastructure, and additional undisclosed elements. The analysis underscores that Tesla’s vast fleet data, proprietary compute solutions, and continuous AI advancements position it ahead of competitors, offering substantial business opportunities for AI-enabled mobility platforms and software services (Source: Sawyer Merritt on Twitter, December 15, 2025).