Part 9/11:
While critics often cite timelines extending into 2030 or beyond for full autonomy, recent modeling suggests that the industry might reach significant commercialization earlier. With aggressive market penetration assumptions—such as a low-to-mid single-digit percentage in China and Europe, and about 25% in the US—analysts see the total addressable market as a multi-trillion-dollar opportunity.
Most projections currently position commercial deployment around 2030 or later, but Tesla’s current momentum implies that breakthroughs could occur sooner, potentially before 2030, reshaping the automotive landscape well ahead of prior expectations.