Part 13/15:
Another vital factor is the anticipated decline in EV prices. Because EVs have fewer parts and less complex manufacturing processes, mass production and technological improvements should make them increasingly affordable, even for less affluent countries. This implies that global vehicle markets may not shrink as some predict, but instead shift toward more affordable and longer-lasting EVs.
The Ultimate Driver: Full Self-Driving
Finally, Monroe emphasizes that the future valuation of Tesla hinges more heavily on Full Self-Driving (FSD) capabilities than on EV sales alone. Achieving true full autonomy could revolutionize Tesla's business model, dwarfing the importance of vehicle sales volume.