[KG] Tesla — momentum

{
  "entity_slug": "tesla",
  "entity_name": "Tesla",
  "entity_type": "company",
  "title": "Tesla's FSD V14.3 Ships as Terafab Chip Play Widens",
  "narrative": "Tesla pushed Full Self-Driving Beta V14.3 to customer fleets this month, marking its latest autonomous driving milestone. Yet the graph reveals a company fighting on multiple fronts: it competes with Wayve in autonomous driving, with Boston Dynamics and Unitree Robotics in humanoid robotics (Optimus), and with TSMC, Samsung, and Intel in chip manufacturing. Its partnership with Intel on the Terafab project signals a bid to secure custom silicon—a dependency that competitors like TSMC could exploit. Meanwhile, Andrej Karpathy's LLM-Wiki framework and CLAUDE.md guidelines hint at Tesla's AI efficiency push. CEO Elon Musk, founder and hirer, keeps Tesla vertically integrating across vehicles, energy, and robotics. The question is whether this breadth will produce a unified moat or stretch the company thin against specialized rivals attacking each front.",
  "key_points": [
    "FSD V14.3 began customer rollout on April 7, 2026",
    "Competes with Wayve (autonomy), Boston Dynamics/Unitree (robots), TSMC/Samsung/Intel (chips)",
    "Partnered with Intel on Terafab chip project alongside SpaceX and xAI",
    "Karpathy's LLM-Wiki and CLAUDE.md indicate focus on AI memory and token efficiency",
    "Elon Musk remains founder and CEO, deeply involved in AI and robotics strategy"
  ],
  "angle": "momentum",
  "neighborhood_size": 17,
  "generated_at": "2026-04-25T12:28:18.602154+00:00"
}