Part 9/10:
The speaker firmly believes that the progress of FSD will eventually make roads safer, create new efficiencies, and unlock vast economic value. They argue that Tesla, with its hardware advantages and relentless software development, is uniquely positioned to capitalize on this transformation.
Despite current high valuations, the speaker sees Tesla’s stock as a "buy," considering the untapped potential of FSD. They contend that most analysts overlook the magnitude of this opportunity, and they advocate for "going all-in" — investing heavily in Tesla to gain exposure to what could be a trillion-dollar industry.