Self-driving AI sends shivers through traditional supply chains

I'm a known Tesla skeptic, but...
glitch p-udding:

This piece his long on hyperbole and short on attributable (or even non-attributable) facts. It's not clear what they mean by "teardown", but they don't seem to have acertained any hard data from it, other than that there are two AI chips and a water-cooled heat sink. It wouldn't have been hard for me to write this, and I wouldn't have had to do much research to do it.