Part 7/8:
The broader market sentiment appears to be shifting, with many analysts suggesting that current macroeconomic factors and battery constraints may not significantly hinder Tesla’s reputation or growth. In fact, even amid a temporary downturn in delivery volumes, there’s confidence that long-term battery production challenges will be overcome.
Investors are now also focusing on Tesla's Full Self-Driving (FSD) technology, evaluating its expected advancements and how they might impact Tesla’s valuation. Research reports from institutions like ARK Invest point towards a potential surge in FSD capability within the next year, provided the compute resources support the scaling necessary for achieving higher autonomy levels.