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The functionality of Tesla's vehicles extends far beyond automotive sales. The earnings call emphasized how the company is strategically positioned to capitalize on its FSD technology. Other companies may be working on similar concepts, but none come close to the data and software capabilities that Tesla holds.
Robo Taxi Network: Tesla envisions a future where its FSD technology powers a fleet of autonomous vehicles that generate direct cash flow. This system is regarded as being far cheaper and more efficient than comparable offerings from competitors.
Provider of FSD Solutions: Tesla also has the potential to license its FSD technology to other automotive manufacturers. This dual approach sets Tesla apart from rivals.