Part 11/12:
Kevin’s recent testing shows that FSD can often handle city driving with minimal intervention, shifting perceptions from skepticism to cautious optimism. As Tesla’s AI and data collection from the millions of miles driven by FSD users accelerate, the likelihood of achieving fully autonomous vehicles increases, promising significant future revenue from software and licensing.
Conclusion
Tesla’s recent stock surge reflects a complex interplay of technological innovation, strategic partnerships, and positive market sentiment. Analysts like Dan Ives highlight that Tesla’s expanding ecosystem — from Superchargers and batteries to autonomous driving — is poised to generate substantial revenue streams that will materially bolster its valuation.