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Discussion also centered around the anticipated shift toward FSD and its implications for the company. There’s a collective feeling amongst analysts that while self-driving capabilities are the future, Tesla's automotive business appears stagnant. With Elon Musk often focusing on FSD and its potential rather than traditional production numbers, the concerns deepen if the technological promises don’t translate into sales.
An intriguing question was posed regarding the availability of FSD for personal vehicles, which remains vague. Analysts expressed skepticism about any clarity coming from the call, with many believing that initial FSD services would primarily be available through Tesla's own fleet rather than individual customers.