Part 7/11:
One of the hottest themes is Tesla’s AI and Full Self-Driving (FSD) initiatives. Despite some skepticism about FSD’s near-term adoption, recent developments point to significant progress:
Tesla is launching new projects such as “Tesla AI” Twitter handle and the production of Dojo, a system designed to train AI models for autopilot and driver assistance.
The Dojo computer—set to start production next month—could revolutionize Tesla’s deep learning capabilities by processing visual data more efficiently, bolstering their FSD ambitions.
While some market participants remain cautious about the binary nature of FSD success—seeing it as either a game-changer or a long-term failure—the prevailing view is that even partial breakthroughs will add substantial value to Tesla stock.