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RE: LeoThread 2025-10-20 18-08

in LeoFinance4 days ago

Part 6/10:

Tesla's FSD beta already demonstrates remarkable progress, especially given that it operates within a framework designed for humans. Video demonstrations, like those on channels such as "Dirty Tesla," showcase real-time FSD performance, giving a window into ongoing advancements.

Tesla’s unique business model—integrating hardware and software—offers immense value. The hardware is growing at a 50% annual rate, generating revenue that isn't contingent on FSD software alone. In essence, Tesla's vehicle hardware acts like a form of "margin of safety," providing a sturdy foundation for future software-driven profits.

Valuation and Investment Perspective