Did Tesla FSD Just Have its "ChatGPT Moment"?
Autonomous Driving Breakthrough Provides Significant Upside for Tesla's Share Price
Summary:
Following years of disappointments, Tesla's release of FSD 12.3 marks a pivotal breakthrough, hinting at the eventual realization of full autonomy. Notably, the market has yet to account for this development's potential value.
I estimate that Tesla currently trades around the fair value of its electric vehicle business, assuming moderate success,…