Part 9/13:
FSD and Autonomy: The rollout of Tesla’s latest Full Self-Driving (FSD) software, particularly version 12.3, is generating excitement. Testers report substantial improvements, bringing Tesla closer to a fully autonomous, robotaxi-ready system. Elon Musk's vision of licensing FSD technology globally could unlock vast revenue streams, positioning Tesla as an AI powerhouse.
AI and the Tesla Bot: The development of Tesla’s humanoid robot, Optimus, shows promising momentum. The company’s ambitious timeline aims to deploy functionally capable robots next year, with profound implications for labor and productivity. Musk’s assertion that Tesla’s AI capabilities—powered by hardware like Dojo—could revolutionize numerous industries remains compelling.