FSD

GheorgheMuresan77

users report FSD 12 requires little user intervention over previous versions. Waymo is currently trialing automated FSD trips in select cities. slowly at first, then all at once

Commercial_Method278

I’ll buy FSD when I don’t have to sit and watch it. Might as well just drive yourself 

Either-Wallaby-3755

Ah so your saying there is no way they keep their current valuation. They are not even attempting to make progress on FSD having eliminated LiDAR.

polytaco

I despise Elon but if Tesla is anything, it is a series of positive feedback loops that, with the exception of auto, still show no sign of slowing down why I still hold: Energy: booming energy storage business. Megapacks are selling like gangbusters, they have consistently beat deployment records with no sign of slowing (impressive in the macro environment we are in). On track to outpace their auto business Autonomy: I have used fsd since June of 2022 and have seen firsthand its evolution. The bottom line imo is that It has come a very long way and still has a ways to go. I use it every few days and personally am of two minds on this as it still makes boneheaded mistakes (wrong or late turns being a big one) but also wildly intelligent decisions that made me go WOW. For example, it makes room for oncoming motorcycles on the highway by moving a few inches depending on which side the guy is coming from. No other ADAS does that except for probably Waymo. Their robot runs on the same platform, time will tell if that thesis plays out but if it does, the upside is insane. This is a huge reason why I’m leaning bullish. Scale: More cars means more data means more training means FSD learns faster. You don’t have to have a crazy imagination to see how this is a significant competitive advantage This being said, I wish Elon would step back and chill out as he is a huge stain on the company’s reputation. The company itself is fine.

gamusils

i like elon cos he is extremely fertile. i won't be surprise to see musk as one of the most common last names in the next decades. but i don't like business takes ppl lives lightly. the camera based machine learning AI FSD total crap. e.g., i watched youtube a guy from TSLA convincing the guest that TSLA FSD is the best not waymo. he told himself camera based FSD is primitive approach to Lidar. Lidar is the thing for FSD. while praising TSLA he ran into accident TSLA car crossed center line twice wtf. machine learning data not a big deal competitors can catch up quickly. i am game.

Intelligent-Read-549

lol @ FSD. Total lie 😁

xCAPTSTONERB91x

TSLA launching FSD on mars tmrw. Tsla to 200 eod

bdh2067

FSD is Elon’s evil-genius tactic to fuck the planet so badly, the survivors HAVE to get to Mars

No-Establishment8330

TSLA got gift of FSD from the King

Intelligent-Read-549

It’s up 25% on lies about FSD that doesn’t exist here OR in China lol so be real. Lucky it’s even holding close to $180, and that’s just the usual institutional rescue crews who swoop in literally every time. It’s a janky car company pretending to be anything but 🤡

IfUrBrokeWereTeam8s

They buy it because they have no idea what they're doing. Accounting for all possible financial fundamentals, the complete lack of any actual work culture at Tesla other than 'work to bone and be Elon's b*tches', their need to lower prices to compete in an EV space where by ~2030 they'll almost certainly lose all the ground they gained by being one of the first scaling large to EV market, and all this horse sh*t about robotaxis and FSD, the share value itself is disgustingly, excessively, inconceivably priced. And that doesn't seem to matter whatsoever. So we will close the classic, "The market can stay irrational longer than you can stay solvent." (Keynes)

notahoppybeerfan

FSD is the only thing at play here. Without that Tesla is ridiculous overvalued. The cybertruck, layoffs, Phony Stark’s antics, a cheap car, we’re an energy wait no AI wait no robotics company, it’s all just distractions and delaying tactics to give the magicians time to forge the gold ring. There is no endgame where Tesla loses the FSD race and pivots somewhere else and keeps its current valuation.

bighand1

Its easy to believe about FSD if you tried it recently, shit is magic. Yeah it will probably never be approved for actual no human interaction FSD, but for everyday purpose it is good enough for most people.

toonguy84

The market hasn't realized that Elon lies about everything yet. In other words, Elon came out with a bunch of bullshit ideas (lower cost model which he dismissed just a few months ago and promising FSD this year even though he'll change the definition of FSD and then not even deliver on his new FSD definition) and the market believes him.

TimeTravelingChris

What exactly is holding TSLA up? -Elon is going full Ketamine Karen -Profits and revenue down sharply -Cash flow negative -And now today, DELIVERIES down 20% even with price cuts -Seriously, even the Model Y is down 10% -Lots piling up with cars -Super charger team is gone -A good % of the executives have been fired or left -FSD / Autopilot issues This is just market maker f*ckery right? Even the cult is turning on them and the price is sort of stable despite all this. No way there are enough Cyber Bros to prop up the price.

NVDAismygod

Tesla going back down. Robotaxi’s and FSD isn’t going to save the stock

Decent-Ad-4358

Bro, China gonna use Tesla FSD on every vehicle in the country and pay Tesla billions in royalties every mile driven! Or they will just steal that tech like they have been from the China gigafactory

Decent-Ad-4358

lol ok dude, clear fanboy. Maybe you yourself should try to look at things objectively for once, How many times has your fearless leader lied to pump up the stock? Yes I’ve driven all of them, I used to work there. 90% of electric cars drive great like a Tesla, only difference is the FSD and in the past 3 years cars equipped with LiDar are starting to catch up to teslas visual approach to FSD. Dont get me wrong , it’s an amazing car company but this imaginary world with Tesla being like the movie iRobot + Robotaxi is not going to happen.

merenotions

I have used FSD since the update and can attest it is fucking incredible. It's not autonomous people misunderstand. But I have been using it for my morning commute and never once had an issue in heavy traffic, 4 way stops, lane changes, turns. It follows the gps and anticipates shit before I even notice it. The thing is crazy advanced.

slax03

FSD this year bro. I promise bro.

Big_Daddy_C00P

TSLA isn’t going to be a car company for much longer. The other arms of their business are projected to make way more than they ever will selling cars. That’s why I am buying hand over fist right now. FSD on their own platform alone should bring in high profit margin cash flows in the hundreds of billions of dollars over the next 6-10 years. Add in any other car company that wants a piece of the action and they can license the software out at a a pretty penny and make that number even higher.

blackbarminnosu

I dipped my toe in some Tesla stock for the first time about a month ago. Does Elon drastically over estimate the speed at which he can deliver? Absolutely. But does he sometimes deliver on crazy shit? Absolutely. While I’m not expecting FSD to be solved by 8/8/24 I still think there is a reasonable chance that they will be the first auto maker to have a legit level 4 autonomous driving system. It’s not a huge position for me but the FSD potential makes it worthwhile for me. I don’t see any other car company close to them (and spare me the Mercedes level 3 sham).

Healthy_Razzmatazz38

I'm largely overweight google and am not happy about the fact that they started a dividend, and i'm not happy with their cash position. I want that money funneled back into waymo, i want it funneled into verily, and i want it funded into data centers & cloud. I want our own TPU factories. We need our cloud to have a lower cost of compute than microsoft & amazon and we have the opportunity to do so. I want our ads running on how verily is saving lives using our proprietary AI. I want youtube lectures with AI generated course plans & tests teaching kids. I do not want a 20c dividend the government takes half of. All these projects will require 10s if not hundreds of billions of dollars to win, and represent 10x returns and they represent investments that have to be made quickly. FSD is a multi-trillion dollar business. If google does not significantly invest in waymo, they will not win it. Waymo needs hundreds of thousands if not millions of cars on the road to win. Wheres the money coming for that. Why are we training investors to expect steady growing margins and investing in projects that will eat our free cash flow if we ever want to capitalize on them.

Staplersarefun

AI is the same bullshit as Tesla FSD/Waymo were a few years ago. Huge amount of promises and optimism, but the only winner is Nvdia right now selling their chips. In about 2 years, the limitations of AI and LLM will become apparently to even the most regarded investor and the next bubble will take over.

ShaidarHaran2

Year of the dragon and also means good luck in China, and then the tentative FSD approval there 8/8 is their Robotaxi reveal day. Of course, with Elon, reveal doesn't necessarily mean the timeline is that close.

Soggy-Maintenance

There are videos on You Tube right now that show FSD aggressively accelerating.

maltewitzky

The latter. This not full FSD is kinda boring in China. Some assistence comes with many new chinese EVs. This was simply the short squeeze. Transportation of mass employees will efficiently be done by less cars.

Mavnas

Right, Elon is way more flexible about which type of sensors his FSD tech will use.

MyopiaCapital

The year is 2028. TSLA no longer sells cars, batteries, or superchargers...it only offers FSD software that it licenses from Baidu and resells with extra features on top (your car farts when you hit the horn). The company has rebranded to Testock - the stock company (tm) - and primarily sells stock. Elon Musk is the only employee and the board consists of Elon's pet cockatoo and a wax figurine of Ross Gerber made to scale but for an exceptionally small penis.

DramaCute8222

Yupp, I already know this and that's why I'm just going to ignore. People are so clueless when it comes to Tesla but they think they understand it all perfectly, it's quite hilarious. I'm pretty sure FSD is 1-2 years out from being near perfect (always can improve with more data). Obviously it may take longer to implement and for adoption to set in but to answer the posts question, I'm in my low twenties, so stashing away Tesla for my thirties is my bet, ONLY because I believe they will solve autonomy.

clarity_scarcity

What’s the time horizon for FSD again? At this point, I’m a disbeliever. If it was solveable someone would’ve done it already, but it’s gone as far as current tech allows and became a pump n dump buzzword a long time ago. Elon etc peddling promises..

Certain-Corner-7195

Surprised that happened? Giant pump with nothing but hopes and dreams of FSD and cheap vehicles...FSD has been Elmo's get out of getting margin called on his loans card, promise since 2019 for FSD...cheap vehicles? How? He just fired the whole team! Superchargers? Whole team fired too, I see nothing but bad moves soo far, has to go down and hurt his wallet before gets any better

KeenStudent

FSD isnt gonna save dwindling sales.

Investiv

Sofi is one of the most shorted stocks on the market and frequently nose dives for no good reason. AMD's results aren't great because they barely beat when NVDA GPUs are selling like hotcakes, and AMD is way behind the competition and not showing many signs of catching up. Tesla's competitors had even worse results because auto sales are awful for everyone at the moment. TSLA went up because it was very oversold and because of the announcements that lower cost cars and FSD/robotaxis are in the near future. Often the market is irrational, but these post earnings moves aren't that hard to understand with the proper context and perspective.

tofutak7000

Sounds almost like FSD…

hey_itsmeurbrother

electric vehicles! no wait... FSD! no wait... AI! no wait... Bitcoin! no wait... Dogecoin! no wait... PS1 TRUCK!

grizzly_teddy

Dude I called the bottom at $140, peak bearish sentiment on this sub. Ppl are stupid, you can't fix that. Q2 will surprise on the upside for earnings especially with FSD revenue from China. Robotaxi reveal will be huge because they prob revealing more than one model. Going to $300 by end of year.

samp1800

Amazon needs to buy Rivian and announce their own FSD

Cal_wow

That’s 100% wrong, you have to mention the deference between FSD and autopilot before spreading misinformation.

Objective-Detail-189

They don’t need to improve their product faster, it’s already better. And it’s not even close. FSD is a meme at this point. I have more faith in Tesla fucking paint process than FSD.

No_Luck420

Tesla is committing accounting major fraud, they would have not made profit at all this quarter had they not realized profit from FSD auto park sold multiple quarters back. They are literally cooking the books

elijahpcz

Anddddd…. Sideways it is?! Bezos needs to announce FSD Amazon trucks like now

Commercial_Method278

They already stole EVs why not FSD too 

pareofdocks

"We", and by that I mean the Tesla cult, treat musk as a god and his tweets as holy scriptures. Tesla has been trading at a high valuation for years and every time that it looks like the bubble is finally about to pop, a new shiny toy is introduced by Musk to prop up the valuation. Once the FSD hype dies down, musk will just shift all the attention to the bot. Cathie will then upgrade Tesla's price target from $2000 per share to $10,000 per share and the show will continue.

ExactLobster1462

Don’t worry, Tim will cook up a Ultra FSD AI Apple Car with a built in iPhone 17

Mavnas

Yeah, I'm wondering how much Tesla can actually make off FSD in China. I suspect the potential upside to their profits is less than the huge jump that the stock had yesterday. I only wish I'd bought some puts and cashed in today.

Glittering_Bill9176

Everything is burning to light the world’s biggest blunt. Jassey gonna mention AMZN is going to get into the weed AI FSD robotics business

Intelligent-Read-549

It was up on lies since  earnings, so don’t be surprised. FSD…ok bro lol no such thing for the next 5-10 years.

ctiger12

They are focusing on FSD software and will sell that package to Chinese EV makers?

MelancholyKoko

Baidu already had their own self driving program even before the Tesla "partnership" on FSD. A risky move for sure.

Defiant_Douche

More smoke and mirrors. Not like China will copy anything of value from this tech transfer either since there's nothing to copy! FSD is another con by Felon Musk.

Glittering_Bill9176

I’m looking for funding for an AI powered FSD weed delivery company. Only need $5m for 5% in seed funding. This is the ONLY TIME I WILL OFFER

MelancholyKoko

CCP's entire thesis is letting the tech leader into their market, using them as benchmark and stealing as much IP as possible. And then once they aren't useful anymore, throwing them away. Apple luckily still has some value to squeeze out so their local competitors like Huawei and Xiaomi can take advantage of Apple's innovation as well as co-opting Apple's supply chain inside China. We'll see how it goes with Tesla. I fully expect Baidu to try to suck Tesla's FSD IP as much as possible while they are "partnered" in China. China already sucked everything useful out of Tesla's physical Electric Vehicle architecture. Chinese companies like BYD can make EVs cheaper and more efficiently than Tesla. All that's left is FSD.

jayplus707

How the hell do you lay off a WHOLE TEAM? One that has, by all purposes, executed so far? Tesla is chasing down crap that is distracting: robotaxi, robots, and FSD. Sure you want some pet projects? Choose 1, but all 3. Let’s not pretend that they’re swimming in money. He surely believes he is….

Easy-Yogurt4939

Alright. Even though I still don’t believe true FSD can be solved with vision only, I will admit that I was wrong about linking autopilot with FSD since it looks like you follow the update more closely.

noghead

There are no new features added to Autopilot, no release notes mentioning anything about it are all signs that it has been largely untouched. Only thing I can think of is they did something about emergency flashing lights. But to your point, it literally is different, no overlap whatsoever. Everything from visualization, planning and control. This is known if you follow the progress of FSD.

Easy-Yogurt4939

Not been touched for 5 years, are you personally responsible for implementing this technology or where did you get your source from? The center of adaptive cruise control is not to run into stuff in front of you. I could very well be wrong since I don’t work for Tesla, but hard to imagine FSD’s “not running into shit” tech is completely different from autopilot with zero overlap.

No-Pirate-4773

Chinese manufacturers already have self driving software. They don’t need to copy US made software for their own streets. Not only that but their Baidu maps are a lot more accurate and even show red traffic light countdowns. It will be hard for Tesla to own that part of the market in China but I believe the Chinese people who buy a Tesla will go for FSD, albeit in much lower prices.

Willing_Group7351

On Robotaxi day Elon Musk will announce that Tesla has developed a version of FSD that can drive into former war zone areas that are full of minefields, and the AI technology can accurately locate and detonate the mines by driving on top of them eventually 

Nowshewannaphoto

No he went to China to finalize FSD. Man the libs on Reddit have a great Elon hate. Own the stock and sit back. Doesn’t matter what the man tweets. A good product will sell. Go look at Cali and see all the Teslas? If the chinease came to the US right now only Tesla would be the true competitor.

Ill_War65

That’s the point. Test and fix FSD in a place where you know shit will happen so by the time it’s used here more widely, it’ll be good to go.

Willing_Group7351

Funny how people think FSD in China is a reason to buy the stock.  Developing countries have horrible, awful, chaotic traffic conditions. If your software isn’t 100% trustworthy in the US with wide fucking roads, regular road maintenance, and a culture of people generally following the laws… then you’re not ready for China.  Walk before you run, little musktards 

jglover82

Also, All the FSD take memberships will increase massively

Coda70

Friendly reminder that FSD is the largest AI project in history

noghead

Autopilot has not been touched for something like 5 years. Its just lane keeping and adaptive cruise. Judging the capabilities of vision only FSD by pointing to an Autopilot incident indicates you dont know the difference.

Noddite

Can you remind me, what is it that FSD goes into?

yeaughourdt

When I interviewed there a few years ago their headcount was already extremely slim, and this was something they were proud of. I don't disagree that lean teams can deliver much more efficiently than huge ones, but Tesla hasn't been pushing exciting new hardware or software for a long time now. Mass layoffs when you're already unable to deliver on your promises (see Cybertruck range, FSD, robotaxi) is plain stupid and terrible for morale in an industry where all of the design, hardware, and software people could all go get new jobs anytime they want. Taking the employees who actually do the work for your companies for granted is classic egotistical rich boy behavior and it's going to kill Tesla in the long run unless an adult gets put in charge.

GalacticMegaHold

[https://www.accesswire.com/857887/fsd-pharma-signs-agreement-with-applied-science-and-performance-institute-aspi-to-conduct-a-clinical-trial-in-the-united-states-to-assess-the-safety-and-efficacy-of-unbuzzd-in-an-induced-state-of-alcohol-intoxication](https://www.accesswire.com/857887/fsd-pharma-signs-agreement-with-applied-science-and-performance-institute-aspi-to-conduct-a-clinical-trial-in-the-united-states-to-assess-the-safety-and-efficacy-of-unbuzzd-in-an-induced-state-of-alcohol-intoxication) FSD Pharma, based in Toronto, recently made an exciting announcement regarding a partnership with Applied Science and Performance Institute (ASPI) in Tampa, Florida. This collaboration aims to conduct a study called the METAL-2 TRIAL, focusing on the safety and effectiveness of their product, unbuzzd™, in reversing the effects of acute alcohol intoxication. Unbuzzd™ is a unique dietary supplement containing natural ingredients and vitamins designed to potentially enhance cognition and accelerate alcohol metabolism. The study will involve thirty healthy volunteers in a randomized, double-blind, placebo-controlled crossover design. FSD Pharma is enthusiastic about this partnership, highlighting ASPI's expertise in clinical trials with dietary supplements. Mr. Zeeshan Saeed, CEO and founder of FSD Pharma, expressed confidence in this trial as a significant milestone in establishing their company as a leader in products targeting alcohol intoxication.

jglover82

FSD take will be massively....car sales are gonna matter less and less going forward

Jelly__Rogers

TSLA crashing faster than FSD beta into a motorcycle

Jumpy_Elevator_6603

FSD in China may actually be safer than trying to drive yourself there.

Right-Acanthaceae493

China FSD is not the same as America FSB. I work at an OEM bigger than Tesla and we have zero contact allowed with China market teams. All software is basically CPP owned and as best as I can tell, all the training data is shared amungst them. Which on its face sounds crazy but that’s the price you pay for doing business in a communist country. So my conclusion is they are entering that market with a similarly named product using the same or similar algorithms and training on a whole heapload more data. Another point to note is that chinas ev scene didn’t pop off until Tesla opened there, meaning the deal was to take that technology and kickstart the whole market there in a way the rest of the world is scrambling to meet before they are all made redundant in the face of software driven design architecture. FSB as a concept is something powerful. But its risk for harm is huge. Autopilot is itself an insane name to call cruise control and the competitors have been saying so for a long time NOW the gov is looking into it!? How bloody long has it been called that? Day one! Something is off

kad202

They are the master of “copypasta” Go from debut an EV model to 10000th vehicle in 32 days is no easy feat. Their copypasta from industry lead is something. This maybe why Elon had to fly over to sign the deal to sell FSD in China before they “copypasta” it eventually.

Jarlaxle_rigged_it

FSD solves this

Jarlaxle_rigged_it

FSD solves this

Amareisdk

Elon wants to kill ICE cars and see FSD succeed. He honestly doesn't care much if Tesla gets overtaken in the process. He just wants it to happen. This is the faster path due to overly complicated legislation in western countries. We need someone to blame before we'll allow FSD. China will just blame the west or Tesla, grab the tech and make a "better" version for BYD.

ClenAndOptions

FSD only killing *some* pedestrians is seen as a good thing in the chinese market

VentriTV

I hope he’s not dumb enough to share TSLA’s driver data. All that data they use for FSD is basically the only thing TSLA has going for it.

Worried_Quarter469

Citi said FSD China was no big deal

P_Slayer_99

Tesla : we are going towards robotaxis Musk : let's remove all sensore except cameras RIP FSD

zztopsthetop

FSD is a controversial implementation of a driving assist aiming to become self-driving. There's legal complications, legislative uncertainty, negative reporting, naming ambiguity, data unclarity,.. Most companies active in self driving have similar controversy. Just because you deny there are many obstacles doesn't mean that there aren't any. Applying current FSD revenue as the revenue going forward might seem unfair. But, FSD is also at least one and possibly two orders of magnitude off on number of interventions per million miles compared to for example waymo. Based on that and the lack of open credible neutral FSD data I would assume that Tesla needs an unmanned pilot stage first before a commercially viable autotaxi version makes sense. Demand isn't increasing across EV. Demand growth does. That's different. The result is that YoY more BEV sold globally (and Europe, China, US), but less Tesla's (amongst some other brands). Tesla has 95% of the sales in 2 models and even after repeatedly decreasing prices couldn't sell everything it produced. Granted, this happened only 1 quarter, but it's a very bad omen. Reducing the prices brought Tesla from operating margins that were close to Ferrari to margins that are now below Toyota. Tesla also has been cutting employees and has been silently scaling down on expansions and new factories. Therefore I believe that even if demand picks up they will respond in a delayed fashion. Similarly for Model2. They are unlikely to make more than 500000 per year without more factories. You can expect scaled up production earliest about 2 years after investment decision (and probably later). So, that's a reasonable upper bound on revenue. Assuming current margins, since competition won't get easier, that's a reasonable estimate for optimistic profits. Tesla retention rates seem to be industry leading according to what I've seen. I'm sceptical of using interviews as data since it's not hard data, but it's the best that was available, so not going to deny that. Actually retention rate on average was over 50% across all brands, so your last claim there was false. Nevertheless Tesla came out markedly higher. What do US politics have to do with this? Open data is agnostic and doesn't care about ideology. The data for Tesla relative to its valuation is terrible. Can they outperform again? Sure, but it doesn't look likely. Will it hurt me in any way if they do? No. In fact it will benefit me.

Fox_n_Roll

Jim Cramer Says Tesla Stock Will 'Keep Running Until All Shorts Are Crushed,' Praises Elon Musk's China FSD Deal As 'Perfect Example Of Redefining Narrative' Pack it up, we're done

ExplanationMajestic

Simple logic....Elon votes for Trump, Trump gets elected, Trump will not all Chyna to beat USA, approves FSD in USA with unlimited immunity for Tesla. 3x in 2025. FSD is pretty darn close to L5. We just have to agree that it will kill some people, but probably less than driving yourself. Accidents will happen.

sonofalando

Can’t wait to hear the stories about Tesla’s running over their victims with FSD then programmatically backing up and moving forward to be sure the job is done to avoid lawsuits 

Worried_Quarter469

TSLA is the liminal stock between meme and blue chip It’s both at the same time: * it has earnings (cars) and has no earnings (robots/robotaxi/arguably FSD) * its CEO has been involved with many large companies but doesn’t seem to do anything at any of them, spending most of his time posting memes * it’s in trouble with every regulatory organization, but hasn’t been banned by any * institutions love him, but the institutions that like him are like Cathie Wood, of questionable judgment and repair

Easy-Yogurt4939

The number of people downplaying the difficulty of vision only FSD is astonishing. Just not too long ago on 4/19, a Tesla on autopilot killed a motorist with clear weather in snohomish WA. Elon’s theory of vision is how humans drive therefore FSD has to be vision only is just flawed in itself. FSD is meant to surpass human driving capabilities to compensate for people surrendering full control to it and just because humans have biological limitation doesn’t mean machine or technology needs to have the same constraints.

RNG2WIN

this comment section is so unbelievably brainded lmao. ppl going "omg they gonna steal Tesla tech". lmao u regards do know that the Chinese evs actually have WAY better self driving techs right. u do know they can do *a lot* of stuff shitty Tesla cars can't right. u do know Chinese EVs have actual FSD tech and it's not allowed on the road simply bcoz the government still wants more tests. u do know the Chinese EVs' FSD tech are tested in Chongqing? literally THE most complicated roads anywhere. Btw, Elon's "robo taxi"? Guess what, China already has it, and has been testing it for like a year now, while Tesla is still floating that idea as if it's some futuristic stuff. lmao. The information bubble yall in is unreal.

pinghing

He said he said "Tesla will finally be able to have FSD in China after the sloppy seconds of Chinese automakers."

Austinstart

Those of us that drive with the “FSD” feature like it. It’s excellent cruise control. It just has a stupid name. If they had called it “super duper kewl cruise” everyone would understand.

34Dad

Tesla is only level 2, the only legally unsupervised driving system is MB, at level 3. Just because Elon calls it FSD doesn't mean it's any better than the competition, of which many have been better. Check out the Tech crunch Dec 2023 article, BMW, Chevy Super Cruise, Ford Blue Cruise were all rated higher.

paintballboi07

[Mercedes already has level 3](https://www.gearpatrol.com/cars/a45337819/mercedes-benz-drive-pilot-level-3/), while Tesla FSD is level 2. [Waymo](https://en.wikipedia.org/wiki/Waymo#:~:text=Waymo%20operates%20in%20some%20of,with%20other%20drivers%20and%20pedestrians.) is level 4.

CopperMurphy

I don't understand why the news of China was so popular. It's a market he is losing market share in fast. And like 10% of people buy FSD. So this means he sells 10% of a shrinking 6.7% market share. Woopty doo.

BAGross85

TSLA just fixed one of the greatest problems in current geopolitical activities. Chinese drivers will be off the road, and FSD will be in charge.

RaspingHaddock

Gambling on his freedom too if his FSD romps the motorcyclist in front of him.

BearBullCombo

lol the best part is when you go back to the 2020 earnings calls, he states that Robotaxi will be available by end of 2020 and FSD within 6 months of that call. It’s every 4 years

mysuruhuduga

FSD maybe coming to Korea https://twitter.com/Tslachan/status/1785098494942102015

PrimaxAUS

FSD was weeks away when I bought my m3 in *2019*

Excellent-Pack268

Pe is irrelevant to some stocks depending where they are in the business cycle. Many businesses will have a negative ratio cuz they're not even profitable, and then it will just be a very high ratio as the business turns profitable consolidating its growth and trimming down expenses in a mature business. Chegg has like a 5 fwd pe or something but its business is contracting so the stock is getting run into the ground. More relevant information needs to be taken into account to judge the merit of investing in a stock. Frankly, the best information we get is usually just in the chart technicals. I would say with near certainty big money knew TSLA would get FSD into China before their earnings even. News we get is often stale and just used to manipulate naive traders.

IncomingAxofKindness

Also... FSD (full self-dipping) wings coming out next year. Wet wipe makers are gonna get disrupted big time.

UtahItalian

A little over 40,000 people die a year in auto accidents, or around 100/day. I am sure FSD will be a lot less than that. However, with FSD the auto maker exposes themselves to the risk of all accidents instead of individual drivers. If you crash your ford F150 into a pile of school children you don't get to sue Ford. If your FSD F150 crashes into the school children Ford is on the line for that accident. Why would the auto industry expose themselves to that kind of risk?