Dojo Could Boost Tesla Value by $500B: Morgan Stanley

The transcript discusses Tesla's potential market growth, driven by its proprietary silicon and compute Dojo, which could add $500 billion to its market cap according to Morgan Stanley. Adam Jonas's past predictions about Tesla's future as a rideshare service are revisited. Tesla's commitment to developing its own silicon and neural networks is highlighted, with a $1 billion investment in Dojo. Despite the potential, there is skepticism about the valuation. Tesla's revenue from software sales, particularly its Full Self-Driving (FSD) feature, is compared to AWS's early cloud market success, emphasizing the high-margin potential of software services.

What is the potential market cap increase for Tesla according to Morgan Stanley's latest thesis?

• 500 billion

• 400 billion

• 300 billion

• 200 billion

What was Adam Jonas's vision for Tesla's future in 2015?

• Tesla developing flying cars

• Tesla becoming a leading electric car manufacturer

• Tesla operating a fleet of robo-taxis

• Tesla focusing on solar energy solutions

How much is Tesla planning to invest in Dojo from an R&D perspective?

• 500 million dollars

• 1 billion dollars

• 2 billion dollars

• 5 billion dollars

What is the price range for Tesla's Full Self-Driving (FSD) beta?

• $20,000 to $25,000

• $5,000 to $10,000

• $10,000 to $15,000

• $15,000 to $20,000

Which company's early success in the cloud market is Tesla's Dojo strategy compared to?

• Google Cloud

• IBM Cloud

• Microsoft Azure

• Amazon Web Services (AWS)