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![Mag7Watch Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1926142977337888768.png) Mag7 Watch [@Mag7Watch](/creator/twitter/Mag7Watch) on x XXX followers
Created: 2025-07-22 20:06:07 UTC

Tesla owns the hardware, the inference engine, the training compute, and the distribution.
Others are piecing together suppliers and sensors.
Tesla is building an integrated AI stack with no lidar crutches.

Harder up front, but if it works, the margin structure is untouchable.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947750023351177481/c:line.svg)

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[Post Link](https://x.com/Mag7Watch/status/1947750023351177481)