It's no surprise that Musk is leaning into AI — the CEO has spoken about the idea in many of Tesla's earnings calls over the last year. What sets his approach apart, analysts say, is the way he's blending the boundaries between his companies.

Usually, when you try to mess with an AI chatbot, you have to be pretty clever to get past its guardrails. But Bad Rudy basically has no guardrails, which is its whole point. Getting Bad Rudy to suggest that you burn a school is as easy as getting Ani to fall in love with you.