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Furthermore, Tesla’s strategy involves making more affordable models available in various markets. In China, for instance, the Model Y and potentially the Model Y L (local version) will serve as key volume drivers, especially if exported to other regions. This diversified product lineup aims to capitalize on each market's unique demand side and positioning.
Self-Driving Capabilities: The "Killer App"
One of the most hotly debated topics is Tesla’s progress on Full Self-Driving (FSD). Elon Musk’s confidence in having solved unsupervised FSD has sparked speculation that Tesla’s vehicles, once equipped with truly autonomous, unsupervised capabilities, could see sales skyrocket.