Ron Baron made the case that now is the time to buy $Tesla Motors(TSLA)$ , pointing to how fast FSD adoption keeps accelerating. He mentioned that 55% of new buyers are choosing FSD and said he believes it is going to be everywhere. On CNBC, he described how his Model S handled the garage, driveway, gate, traffic, street, wildlife, and parking on its own. His reaction was that the car is unbelievable. But the bigger takeaway for him is adoption. He said once people experience FSD, driving without it starts to feel like horse and buggy. If consumers start thinking that way, FSD goes from nice to have to something people may not want to give up.
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