Part 5/11:
The real tipping point, Goldberg argues, will be when FSD starts generating demand en masse, possibly this year. He observes that even now, in areas like the Research Triangle Park in North Carolina, one encounters Tesla vehicles with self-driving capabilities in everyday use, reflecting a shift from early adopters to broader consumer acceptance.
The Significance of the SpaceX IPO for Tesla’s Stock
Perhaps the most compelling part of the discussion was Goldberg’s emphasis on the upcoming SpaceX IPO as the single most impactful event for Tesla’s stock this year. He anticipates that a successful IPO could propel Tesla’s stock by 30–40%, given its role in reigniting investor enthusiasm around Elon Musk’s enterprises.