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He also touched on expanding FSD to international markets like China, noting the similarities in basic driving rules across countries, with small regional modifications. Tesla’s "approach is to make the system drive well everywhere," adjusting through regional datasets and training.
Strategic Outlook and Future Growth
Investors received a reassuring message: demand remains high, though short-term macroeconomic headwinds impacted sales. Elon Musk reiterated Tesla’s intent to grow units in 2024 year-over-year and highlighted the transformative potential of AI and robotaxi networks—which he described as fully scalable, potentially unlocking the greatest asset appreciation in history.