The Dragons of Tesla: How Fully Operational FSD Could Revolutionize the Automotive Industry

Wednesday - April 10 2024, 04:11 UTC - 9 months ago

Tesla's FSD feature is set to be out of beta testing in April, with several developments and potential catalysts that could significantly impact Tesla's valuation. These include OEM licenses for FSD, a shift in perception from a car company to a software/AI company, and the potential for a PE multiple shift in the long term.

When people think of Tesla, they often think of their sleek electric vehicles or their innovative solar and energy products. However, in the near future, Tesla could become synonymous with something entirely different - dragons. Yes, you heard that right, dragons. This may seem like a far-fetched comparison, but hear us out. Just like the dragons in Game of Thrones, Tesla is set to become a powerful force that will completely disrupt the automotive industry. And just like how other kingdoms had no choice but to submit to the mighty dragons, other carmakers will have no choice but to license Tesla's fully operational FSD.

But what exactly is FSD? Full Self-Driving is an advanced driver assistance system that allows Tesla vehicles to navigate and drive themselves on highways, city streets, and even parking lots. This technology has been in beta testing for some time now, with Tesla owners eagerly awaiting its full release. And with good reason, too. The potential for FSD's impact on Tesla's valuation is massive, and here are some of the developments that will contribute to that growth: .