Summary

• Tesla has approximately 4 million FSD-enabled vehicles on the road today, and the fleet is collectively driving an estimated 30–40 million miles on FSD every single day.
• Every Tesla sold adds another data-generating node to the network, making the training dataset richer and more diverse across every climate, road type, and driving culture on earth.
• Terafab is a $20–25 billion joint venture designed to become the largest semiconductor fabrication facility ever built, targeting one terawatt of AI compute annually.
• Fully unsupervised, credible estimates put Tesla’s Robotaxi cost somewhere between $0.20 and $0.40 per mile at scale, making personal car ownership economically irrational for much of the population.
• Tesla anticipates hitting a hard supply ceiling within three to four years if the company doesn't manufacture chips itself, specifically regarding memory bandwidth for AI models.

Three structural advantages that make Tesla (TSLA)’s moat deeper than the numbers suggest — and why they’re almost impossible to replicate.

We went through Tesla’s (TSLA, TSLA:CA, ZTSL:CA) Q1 2026 earnings

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