$特斯拉(TSLA)$  TSLA is on the verge of a major breakthrough, one that will dwarf all previous ones.

The company's manufacturing prowess continues to improve fast, enabling it to accelerate its AI and energy businesses.

The combination of these three businesses will create a platform akin to the internet. 

$TSLA's core competency lies in optimizing its unit economics., which is now spilling over into other areas: renewable energy and AI. 

The better $TSLA gets at manufacturing, the better its production of new battery packs and solar panels becomes. The more cars $TSLA manufactures, the more data it can gather for training its Full Self-Driving (FSD) software.

Two metrics in particular have shown an inflection point since Q2 2023:

1. Cumulative miles driven with FSD: This metric has increased significantly, indicating that $TSLA's self-driving technology is becoming increasingly reliable.

2. Solar storage deployed: $TSLA's deployment of solar storage has increased by 222% year-over-year. This growth is likely due to the increasing popularity of solar energy and the affordability of $TSLA's batteries.

As the amount of data available for training FSD increases, the intelligence of the AI model improves non-linearly. Elon Musk, $TSLA's CEO, described this phenomenon during the Q2 conference call:

"Basically, it's like at one million training examples, it barely works; at two million, it slightly works; at three million, it's like wow, okay, we're starting to see something, but then you get like 10 million training examples, and it's like -- it becomes incredible."

As $TSLA continues to improve its manufacturing capabilities, its AI and energy businesses will grow exponentially. In the years to come, we can expect to see $TSLA powering autonomous robots that produce their own energy.

This platform will revolutionize the world economy, much like the internet revolutionized the way we communicate and share information. 

$TSLA's manufacturing, AI, and renewable energy platform will abstract away much of the work required to produce goods and services, leading to an era of unprecedented material abundance.