Morgan Stanley believes that Tesla’s supercomputer, Dojo, could add $500 billion in enterprise value to Tesla by enhancing the company’s autonomous driving technology. Dojo collects data from Tesla vehicles’ cameras, processes it through machine learning, and aims to make self-driving cars a reality. If Tesla becomes a market leader in autonomous driving, it could potentially license Dojo’s software to other manufacturers, transforming Tesla into a software business. While there are challenges and competition in the self-driving space, Tesla’s advancements in AI make the company’s long-term potential compelling despite recent stock price fluctuations.