$Tesla Motors(TSLA)$

There's a lot of uncertainty here, even if FSD gets perfect, I'm not sure how that moves the needle exactly. I mean it would be nice to have a car that drove itself, but it is not necessary, obviously, as we all get along with a certain amount of carnage driving ourselves. And there's going to be a significant amount of cultural propagation time before people accept that FSD is perfect, and then things might start changing. Question is will other companies take the same AI approach as Tesla and produce something similar relatively quickly considering that Tesla took less than a year to produce FSD at its current state once they adopted the AI approach? Eventually autonomous driving will dramatically change the world, maybe to the point where ownership of a vehicle is simply not necessary. But it will take quite some time, and I'm not sure who will monetize it.

# EV Companies and Industry DIG

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  • It's true, having a self-driving car is nice to have, but not a must.
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