Part 5/10:
The release of FSD beta to more users remains one of Tesla’s most anticipated milestones. The speaker, based in Vancouver, expresses personal eagerness to gain access to the full self-driving feature, highlighting not just the technological significance but also the potential impact on Tesla’s valuation.
5. Upcoming Tax Credits and Demand
A significant boost is expected from a $7,500 EV credit coming into effect, which is likely to stimulate demand, particularly in North America. Despite current high demand, the introduction of this credit could lead to a sales surge and improve margins.