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Tesla could deploy up to 16 GW in energy storage—doubling last year's numbers—with China and other markets continuing to fuel growth. Regulatory approvals and regional expansions for robo-taxi services are potential catalysts capable of moving stocks over 3%.
6. Autonomy and Robo-Taxi Expansion
Autonomous driving remains Tesla’s highest growth driver. Updates on unsupervised FSD rollout, especially version 14.2 and 14.3, are crucial. These updates could enable full autonomous operation without human intervention, dramatically shifting Tesla’s valuation.
Details from the latest status suggest Tesla aims for initial unsupervised FSD deployment by late 2025—possibly as early as December—though regulatory hurdles could delay broader release into 2026.