Tesla has built Windows for cars.
The stock market hasn’t figured it out yet.
Consumers have no idea what this means.
For decades every car has needed a human operator to drive manually, wasting hours of time every day.
In a few years every single new car in the world will be sold with Full Self Driving technology.
Buying a car without FSD will be like buying a computer without Windows and using the black Command Prompt screen to interact with it.
There is no credible competition building a generalised solution - the gap is probably over 5 years and growing.
It has already happened once with charging.
Every single manufacturer in North America has switched to Tesla’s standard because it would be stupid not to.
Car software with Full Self Driving is next.
If you’re wondering what being the default software on every car in the world might mean, check out how Microsoft has performed since Windows 3.11 was launched.
When FSD reaches genuine autonomy, people will be buying apps, movies, music, etc on their car software via the app store.
Want Premium Connectivity while you’re driving and more features? Subscribe to Tesla Plus.
Most people are not seeing what’s happening right in front of them.
“But I enjoy spending 2 hours every day staring at the car in front of me on my boring commute to work.”
This is going to revolutionise transport.
Pack your bags, get a takeout dinner in New York City. Watch a movie, eat your food, go to sleep. Wake up in Florida.
The future is here.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
