AI INSIGHT
Tesla dominates with the only genuinely AI-native business model. Its 84 overall score reflects vertical integration from training data (Dojo supercomputer) through product monetization (FSD subscriptions), with product integration and R&D investment closest to parity. Ford and BYD both lag significantly, but their gaps reveal opposite problems: Ford's 42 score masks dangerous fragmentation—strong threat rating despite weak AI revenue and infrastructure, suggesting reactive bolting-on rather than strategic foundation.