Part 8/13:
A recurring theme is Tesla’s progress (or lack thereof) on FSD. Elon Musk has consistently promised that fully autonomous driving will be available soon. Recently, Tesla shifted its timeline for deploying unsupervised FSD to the middle of 2026, a delay from previous expectations. Nonetheless, Musk remains confident that FSD, once achieved, will be safer than human drivers—a view that impacts Tesla’s valuation positively.
Tesla’s advances in AI, combined with its extensive cash reserves, bolster optimism that the technology will eventually be ready for widespread adoption. However, some analysts, like James of Arc Invest, are more cautious, citing demand weakness and the added competition from other automakers striving into the autonomous space.