Keep in mind.. Jordan is an outsider with an opinion just like everyone else here. He seems to have a big following because he is very good at explaining his videos.
Nobody knows what is going on behind the scenes except a few individuals directly tied with those companies.
Wether it's Tesla or another major auto player, it shouldn't matter at the moment. Just the fact that a major player in that field is interested speaks volumes to where HPQ have gotten with their technology. With the hel of PYR and Apollon, obviously.
This is also just one field that HPQ can/will address, they've listed many more others that could potentially want/need/ask/beg for what HPQ is about to deliver. Fun times ahead, the unknown on this play is so punishing. The upside is so massive, but there's always risks involved with these plays. So far so good.