Questions to inspire discussion.
Autonomy and FSD
🤖 Q: What is the biggest valuation upside for Tesla? A: Tesla’s autonomy roadmap is considered the biggest valuation upside, with the company’s robotaxi plans involving 5-passenger vehicles without a driver seat potentially increasing upside option values for investors.
🚘 Q: How has Tesla’s Full Self-Driving (FSD) system improved? A: FSD has made massive improvements with Version 13, and Version 14 may be the breakthrough moment that pushes Tesla past human-level driving and conquers another three nines of safety.
Future Projections.
📈 Q: What is the expected FSD take rate in the coming years? A: The FSD take rate is projected to increase to 20% in the next few years, with cyber cabs having FSD included, while individual owners may need to opt-in for a while before it becomes standard on all new cars.