According to Sawyer Merritt, Tesla is set to quickly capitalize on Canada’s decision to remove 100% tariffs on Chinese-made electric vehicles (EVs), leveraging its Shanghai Gigafactory’s advanced AI-driven manufacturing and logistics capabilities. By utilizing real-time AI analytics for inventory and distribution, Tesla efficiently ships EVs to Canada, where it already operates a robust network of 39 sales and service centers. This development positions Tesla to rapidly expand market share, reduce costs, and optimize supply chain performance using AI technologies—giving it a significant business advantage over competitors less invested in AI-enabled operations (Source: Sawyer Merritt on Twitter).

According to Sawyer Merritt, Tesla has officially launched its AI-powered Robotaxi service, leveraging advanced autonomous driving technology to enter the ride-hailing market (Source: https://twitter.com/SawyerMerritt/status/2013269692320719358). This development signals a major shift in the transportation industry, as Tesla's Robotaxi utilizes state-of-the-art AI algorithms for real-time navigation, passenger safety, and fleet optimization. The service is expected to disrupt traditional ride-sharing models and unlock new business opportunities for fleet operators, AI software providers, and urban mobility startups. As autonomous vehicles gain wider adoption, businesses can explore partnerships in data analytics, edge AI, and smart city integrations to capitalize on this transformative trend.

According to Sawyer Merritt, Tesla has revised its Full Self-Driving (FSD) transfer policy for U.S. customers, allowing orders placed by March 31, 2026, to qualify for a free FSD transfer, regardless of the delivery date. This marks a shift from Tesla's previous policy, which required customers to take delivery by the end of the quarter to access FSD transfer benefits (source: Sawyer Merritt on Twitter, Jan 19, 2026). This strategic move potentially increases the adoption rate of Tesla's advanced driver-assistance systems, providing more flexibility for buyers and encouraging upgrades. For the AI industry, this reflects a significant push toward mainstreaming autonomous vehicle technology and expanding the market for AI-driven automotive solutions.

According to Sawyer Merritt, Tesla has officially launched its Dojo supercomputer, aiming to significantly accelerate AI model training for autonomous driving technologies (source: https://twitter.com/SawyerMerritt/status/2013078672962408785). This development enables Tesla to process vast amounts of driving data more efficiently, enhancing the accuracy and performance of its Full Self-Driving (FSD) systems. The Dojo platform positions Tesla as a leader in automotive AI infrastructure, opening up new business opportunities in AI-powered mobility solutions, advanced simulation, and smart city integration. Industry experts highlight that Dojo's custom architecture offers scalable, high-performance computing, which could reshape the competitive landscape for AI in transportation and beyond.

According to Sawyer Merritt, Cathie Wood emphasized in a recent interview that the market's focus is shifting to the robotaxi opportunity, moving Tesla from traditional auto gross margins of 15% to a SaaS-driven model in the autonomous vehicle sector. She stated that the robotaxi recurring revenue model could achieve gross margins in the 70-80% range, enabled by advanced AI and autonomous driving technology. This shift indicates significant business opportunities for AI-powered mobility platforms, as high-margin recurring revenue streams become more feasible with increased adoption of robotaxis (Source: Sawyer Merritt on Twitter, Jan 17, 2026).

According to Sawyer Merritt, Tesla has won top honors in the S&P Global Mobility 2025 awards, securing 'Overall Loyalty to Make,' 'Highest Conquest Percentage,' and 'Ethnic Loyalty to Make' distinctions (Source: Sawyer Merritt on Twitter). These achievements highlight Tesla's robust use of automotive AI for customer retention and brand conquest, demonstrating the effectiveness of their AI-driven user experience, predictive maintenance, and smart features. For AI industry stakeholders, this showcases the competitive advantage of integrating advanced AI solutions in automotive loyalty programs and customer acquisition strategies.

According to Sawyer Merritt, Tesla has announced a strategic partnership with OpenAI to integrate cutting-edge artificial intelligence technologies into its next generation of autonomous vehicles in 2026 (source: https://twitter.com/SawyerMerritt/status/2011696156808790241). This collaboration is expected to enhance Tesla's Full Self-Driving (FSD) system by leveraging OpenAI's latest large language models and computer vision advancements. The move positions Tesla to accelerate real-world AI deployment in transportation, offering significant business opportunities in autonomous mobility and edge AI solutions. Industry analysts highlight the potential for improved vehicle safety, user experience, and new revenue streams from advanced AI-powered services (source: https://t.co/zna1VNm9MC).

According to Sawyer Merritt, approximately 95% of Ford's electric vehicles sold in the U.S. are manufactured in Mexico, excluding the discontinued F-150 Lightning, while their North American parts content remains low—only 45% for the gas F-150 and Escape, and just 20% for the Bronco. In contrast, Tesla leads the industry with up to 75% American-made content in its vehicles. This disparity highlights a significant trend in the AI-driven automotive supply chain: companies like Tesla are leveraging AI-powered manufacturing and logistics within the U.S. to optimize production and meet increasing demand for domestically sourced electric vehicles. For AI industry stakeholders, this trend presents opportunities for AI integration in EV supply chains, localization strategies, and regulatory compliance solutions in North America (Source: Sawyer Merritt on Twitter).

According to @chamath, as cited by @SawyerMerritt on X (formerly Twitter), there is a contrarian forecast for 2026 where SpaceX would not pursue an IPO, but instead undergo a reverse merger into Tesla. This scenario, if realized, could significantly impact the AI industry by consolidating Tesla's leading automotive AI and robotics platform with SpaceX's advanced space technology and AI-driven satellite communications under a single corporate structure. Such a merger could accelerate integrated AI development for autonomous vehicles, satellite data analytics, and global connectivity, creating new business opportunities across automotive, aerospace, and telecommunications sectors. Source: @SawyerMerritt on X, Jan 10, 2026.

According to Sawyer Merritt, Tesla's Giga Shanghai factory has reached a significant milestone by producing its 5 millionth drive unit. This accomplishment highlights the factory's advanced use of AI-driven automation in manufacturing, which has enabled Tesla to scale production efficiency and maintain high quality standards. The integration of AI-powered robotics and analytics at Giga Shanghai sets a benchmark for global automotive manufacturing, offering valuable business opportunities for AI providers specializing in smart factory solutions. This trend underscores the growing demand for AI in automotive production and signals the potential for further market expansion in industrial AI applications (Source: Sawyer Merritt via Twitter).

According to Sawyer Merritt, Tesla was recognized as one of the most innovative automakers at MotorTrend’s 2026 Software-Defined Vehicle Innovator Awards for its advancements in AI-powered vehicle technologies (Source: https://www.teslarati.com/tesla-earns-top-honors-at-motortrends-sdv-innovator-awards/). Tesla’s software-defined approach, leveraging AI for autonomous driving, real-time vehicle updates, and intelligent in-cabin experiences, sets new industry standards. This recognition highlights expanding business opportunities for AI integration in automotive manufacturing, particularly for over-the-air updates, predictive maintenance, and enhanced safety features. The award underscores the growing trend of AI adoption in the automotive sector, positioning software-defined vehicles as a key growth area for future mobility companies.

According to Sawyer Merritt (@SawyerMerritt), Tesla deployed a record 14.2GWh of energy storage in Q4 2025, marking a 29% year-over-year increase. This significant growth highlights how AI-powered energy management platforms are driving efficiency and scalability in grid-scale storage solutions. Tesla’s integrated use of AI in optimizing energy dispatch and predictive maintenance enhances system reliability, opening new business opportunities for utilities and smart grid operators looking to leverage AI for renewable integration and peak demand management. Source: Sawyer Merritt on Twitter.

According to Sawyer Merritt, Tesla has unveiled a next-generation AI-driven factory automation platform, bringing significant advancements in manufacturing efficiency and cost reduction (Source: https://t.co/2LhTDWxsVk). This AI platform integrates real-time machine learning with robotics, enabling predictive maintenance, optimized resource allocation, and dynamic workflow adjustments. For businesses in the industrial AI sector, this marks a major opportunity to adopt scalable automation solutions and leverage AI for productivity gains, driving competitive advantages in smart manufacturing.

According to Sawyer Merritt (@SawyerMerritt), Tesla has just produced its 9 millionth vehicle at Giga Shanghai, as announced by Tesla Asia (@Tesla_Asia). This milestone highlights the company's large-scale deployment of AI-driven manufacturing systems, which have played a critical role in streamlining production lines and optimizing operational efficiency. The integration of AI technologies in Tesla's Gigafactories offers significant business opportunities for AI solution providers in industrial automation and smart factory management, signaling continued demand for advanced machine learning and robotics in the automotive sector (Source: Sawyer Merritt, Tesla Asia).

According to Sawyer Merritt, Elon Musk has accepted Israeli Prime Minister Benjamin Netanyahu's invitation to participate in the Smart Transportation Conference in March 2026. Discussions between Netanyahu and Musk focused on expanding collaborations with Tesla, particularly in promoting legislation for autonomous vehicles and advancing artificial intelligence technologies in Israel. This partnership underscores significant business opportunities for AI-driven mobility solutions, regulatory advancements, and local AI innovation ecosystems, positioning Israel as a potential leader in smart transportation and AI-enabled automotive industries (Source: Sawyer Merritt on Twitter).

According to Sawyer Merritt on Twitter, Tesla became the top-selling imported car brand among South Koreans in their 20s and 30s in 2025, with over 21,000 vehicles sold from January to November, outpacing BMW and Mercedes (source: teslarati.com). This trend highlights the growing demand for AI-powered automotive technologies such as Tesla's Autopilot and Full Self-Driving features. The preference among young buyers for Tesla's advanced driver-assistance systems and smart connectivity demonstrates a significant shift toward AI-integrated mobility solutions. This market momentum opens new AI business opportunities in automotive software, smart mobility services, and localized AI-driven features tailored for the South Korean market.

According to Sawyer Merritt (@SawyerMerritt), the Delaware Supreme Court has ruled that Elon Musk’s 2018 CEO pay package from Tesla, valued at approximately $56 billion, must be restored. This decision secures Musk’s leadership at Tesla, directly impacting the company's aggressive expansion into AI-driven electric vehicles, autonomous driving technology, and large-scale robotics. For the AI industry, this ruling reinforces investor confidence in Tesla's long-term AI strategy and enhances the company's ability to attract top talent and pursue high-risk AI innovation. The legal certainty around Musk’s compensation package also clarifies Tesla’s path for future AI investments and partnerships, positioning the company as a leading force in automotive artificial intelligence (Source: Sawyer Merritt, Twitter, Dec 19, 2025).

According to Sawyer Merritt, Tesla and SPIE have signed a three-year formal agreement to deepen their collaboration on battery energy storage system (BESS) projects across Europe, including a $366 million, 1.4 GWh BESS project in the Netherlands. The partnership also covers a 100 MW/200 MWh BESS project in France and a 50 MW/200 MWh BESS in Belgium using 53 Tesla Megapacks. These large-scale BESS deployments leverage AI-powered energy management systems to optimize grid stability, reduce operational costs, and support renewable integration, presenting significant business opportunities for AI solution providers in the European energy infrastructure market (Sawyer Merritt, Twitter, Dec 18, 2025).

According to Sawyer Merritt, Tesla has announced a significant increase in investments for its 4680 battery cell production at Giga Berlin, aiming to reach 8 gigawatt hours per year starting in 2027 (Source: Sawyer Merritt on X). Tesla's plan to vertically integrate battery cell and vehicle manufacturing at a single site is unique in Europe and is set to strengthen supply chain resilience. For AI-driven businesses, this presents major opportunities in smart factory automation, predictive maintenance, and supply chain optimization, as large-scale battery manufacturing increasingly relies on artificial intelligence to maximize efficiency and output.

According to Sawyer Merritt, as reported by Reuters, Tesla is significantly increasing its investments in AI-driven battery cell technology at its German Gigafactory, with major expansion plans set for 2025. This move aims to leverage advanced artificial intelligence systems to optimize battery production workflows, improve efficiency, and reduce costs. The development signals Tesla's commitment to integrating AI into manufacturing processes, potentially setting new industry standards for smart factories in the automotive and energy storage sectors. For businesses, this trend highlights growing opportunities in AI-powered industrial automation and supply chain optimization, especially as electric vehicle (EV) demand and battery innovation accelerate globally (source: Reuters, Sawyer Merritt).