Part 8/12:
A key investor insight involves Elon Musk’s unique contribution to Tesla's success. Wood elaborates that Elon’s role is pivotal—not merely as a visionary but as a leader capable of executing the most ambitious aspects of Tesla’s growth plan.
She notes that Tesla has arguably solved the last mile problem for Full Self-Driving (FSD), meaning the core autonomous driving challenge is close to being cracked. If true, Tesla could scale its robo taxi fleet independent of Elon’s constant involvement, which would dramatically accelerate market capture.