According to Sawyer Merritt, reporting on insights from Morgan Stanley analyst Andrew Percoco, Tesla continues to lead the autonomous driving AI industry due to its large, active vehicle fleet collecting real-world driving data daily. This data advantage enables Tesla to train and improve its self-driving software at a pace unmatched by competitors. Percoco emphasized that Nvidia’s latest AI hardware advances for automakers do not materially impact Tesla’s lead, as building a robust autonomous driving stack requires years of real-world data collection and software iteration. The analysis highlights how Tesla’s scale and proprietary data set present significant business opportunities and market barriers for AI-driven competitors, reinforcing Tesla’s position as an industry leader in AI-powered autonomous vehicle technologies (Source: Sawyer Merritt on X, citing Morgan Stanley).