(1) Tesla's FSD still remains the market leader in consumer-available technology & recently won the Best Tech 2026 for driver assistance systems due to its vast utility on both city and highway roads. So yes, this trend seems real and also depends on how unsupervised FSD in select earmarked areas in 2026 performs. 

(2) again yes, NVIDIA's DRIVE Thor platform could be a direct challenge to Tesla's robotaxi ambitions, though the two companies operate on very different business models. The technological threat is quite material. Musk has obviously downplayed this as a near-term threat, suggesting legacy automakers will take several years to integrate such chips at scale, placing the real competitive pressure 5–6 years out. So let us be patient.

(3) Depends! Are you a bull?: if yes, then 2026 could be a "breakout year" for Tesla, with a price target of $600 based on the anticipated rollout of the Robotaxi Network and FSD expansion into Europe. Are you a bear: if yes, then EV sales is slowing and no new consumer models until the Cybercab, some see a potential downside to $241 if autonomous milestones are delayed. See where you fit in! And play smart.

# Tesla FSD vs Nvidia Thor: Is Robotaxi Vision at Risk?

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.

Report

Comment1

  • Top
  • Latest
  • AuntieAaA
    ·00:46
    Good
    Reply
    Report