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Tesla’s Monster Week: $29B + Robotaxi Boom

Tesla is poised for significant growth and expansion, driven by advancements in its Full Self-Driving technology, robotaxi initiatives, and strategic partnerships, which could lead to a major increase in its stock value ## ## Questions to inspire discussion.

Tesla’s FSD and Robotaxi Advancements.

🚗 Q: What major update is coming to Tesla’s Full Self-Driving (FSD) system? A: A new FSD model with 10x more parameters is expected to be ready for public release by the end of next month, offering a big leap forward in capabilities.

🛣️ Q: How much safer is Tesla’s FSD compared to human drivers? A: Tesla’s FSD is reported to be 10x safer than human drivers, with the new model expected to provide a magnitude increase in safety and features.

🚕 Q: How is Tesla’s Robotaxi service expanding? A: Tesla’s Robotaxi service is expanding rapidly, with the geofenced area in Austin quadrupled to 80 square miles in just 42 days, and ride-hailing launched in California.

Tesla’s Strategic Moves.

💼 Q: What decision has Tesla’s board made regarding Elon Musk’s compensation? A: Tesla’s board has decided to unfreeze 96 million shares from the 2018 compensation package, allowing Elon to purchase them in 2 years at the original share price.

🗳️ Q: How does this decision affect Elon Musk’s voting rights? A: This decision gives Elon immediate voting rights for 96 million more shares, formalizing his commitment to staying at Tesla for more than 2 years.

📅 Q: What important event is coming up for Tesla shareholders? A: A shareholder meeting on November 6 will vote on a new compensation plan for Elon, a new equity incentive plan, a new board remuneration plan, and a potential XI investment.

Tesla’s AI and Chip Developments.

🧠 Q: What happened to Tesla’s Dojo team? A: The Dojo team was disbanded, but Tesla continues to advance its AI and chip plans.

💻 Q: Who are Tesla’s reliable sources for chips? A: Nvidia, Samsung, Intel, and AMD are mentioned as reliable sources for Tesla’s chips.

FSD Features and Benefits.

🎥 Q: What new capabilities will the updated FSD model offer? A: The new model will enable better video compression loss, pothole detection, parking lot driving, pickup and drop-off at robo taxis, better path planning, anomaly avoidance, first responder driving, smoother traffic handling, and faster driving in high-chaos situations.

👴 Q: How does FSD benefit older drivers? A: FSD makes older people more confident drivers and is considered life-saving technology that should be better educated about, not just advertised.

Robotaxi and Unsupervised FSD

🛌 Q: What is the expected timeline for unsupervised FSD? A: Unsupervised FSD is expected by the end of the year, allowing users to play games or sleep while driving, pending regulatory approval.

🏙️ Q: What is required for Robotaxi expansion in different locations? A: Regulatory approval is needed for each city and state to expand the Robotaxi service.

Tesla’s future value and optimus program.

🤖 Q: What is the significance of Tesla’s Optimus program? A: The Optimus program accounts for 80% of Tesla’s future value and is a major milestone, not just about building robots but also about developing the brain.

📈 Q: How does FSD development relate to Optimus scaling? A: FSD getting close to unsupervised enables Optimus to scale, which is crucial for Tesla’s future value.

Safety and Public Perception.

📊 Q: How does FSD affect human drivers’ safety? A: FSD makes human drivers safer and better, with data showing it reduces accidents.

📢 Q: What opportunity is Tesla missing regarding FSD? A: Tesla is missing an opportunity to educate the public about the benefits of FSD, especially for older drivers and its life-saving potential.

## Key Insights.

🚀 Tesla’s board unfroze 96 million shares from the 2018 compensation package, giving Elon Musk immediate voting rights and making him a majority shareholder.

💰 The unfrozen shares are not taxable as they’re purchased at the original price, unlike the 8% of shares taxed at 45% if bought at current market price.

🤖 Tesla’s FSD (Full Self-Driving) is claimed to be 10x safer than human drivers, with no injuries reported in Austin’s Robotaxi service.

🚕 Tesla’s Robotaxi service in Austin is expanding by hiring people and increasing geofenced areas, but remains in a test phase.

FSD and Public Perception.

🧠 FSD reportedly makes human drivers safer and more confident, especially beneficial for older drivers.

📢 Tesla has not made efforts to increase FSD awareness since the earnings call, despite Elon’s promise to do so.

🔒 The company is waiting for a new 10x parameter model to further improve safety and minimize legal risk before scaling up Robotaxi services.

👥 Some argue Tesla should educate the public about FSD benefits rather than advertising it.

Technological Advancements.

🖥️ Tesla’s AI and chip plans are progressing, with a new FSD model featuring 10x more parameters expected soon.

🔧 The company relies on Nvidia, Samsung, Intel, and AMD for chips, potentially increasing Nvidia’s strength.

🧠 Tesla is working on unsupervised FSD, which could scale to supercomputer-like performance, possibly eliminating the need for in-house chip production.

🚗 Tesla plans to remove safety drivers from Robotaxis by year-end, a major milestone for unsupervised FSD.

Future Projections and Risks.

📈 Tesla is expected to reach 5 million deliveries per year by 2028, primarily Cybercabs and Model Ys.

💼 The Optimus program is critical, with 80% of future value dependent on its success.

⚠️ The cancellation of Optimus is a small risk but would have a significant impact if it occurred.

🌍 The Croatian law making vendors responsible for unsupervised FSD accidents poses a challenge to Tesla’s expansion plans.

💰 Profits from the Robotaxi fleet are expected to be substantial, regardless of the exact number of vehicles delivered.

🔬 Setbacks and edge cases are considered inevitable in the development of unsupervised FSD technology.

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