Part 11/14:
Tesla's Full Self-Driving (FSD) rollouts are highlighted as transformative milestones—"the greatest step change in driving technology." The new software update (12.3.2) is described as a ChatGPT moment, with confidence that millions of Teslas reaching full autonomy will revolutionize transportation, saving lives and lowering stress.
Tesla's margins benefit significantly from FSD deployment, making it a massive profit boost, and auto OEMs like Ford and GM are eager to adopt Tesla’s tech—signaling a shift from auto manufacturing to AI-driven mobility solutions.