Uploaded May 2026 | Updated September 2026, 2 weeks ago

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Is Tesla an exception to the supply chain systemic risk facing AI stocks? ASML, Zeiss Optics, TSMC and Nvidia are all key elements in a supply chain growth story for AI companies that create systemic risk.

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0:00 AI Systemic Risk
1:10 AI Stocks
3:05 AI Supply Chain
5:35 Chokepoints
7:50 What Could Go Wrong?
11:25 Tesla Safer?
14:48 Optimus Risk
16:00 AI Investing






#tesla #ai #systemicrisk