Dec. 04, 2023 11:00 AM ET Tesla, Inc. (TSLA)
- Tesla, Inc.'s limited release of FSD 12 has the potential to change how drivers view autonomous driving and add billions of dollars in revenue and market capitalization.
- The FSD 12 update marks a critical juncture in Tesla's journey towards achieving true full self-driving capabilities, with a shift towards a neural network-based system for driving decisions.
- Tesla's supremacy in the autonomous vehicle sector, backed by its unparalleled data collection and extensive real-world testing, gives it a competitive advantage over rivals like Cruise and Waymo.
The article discusses Tesla, Inc.'s recent limited release of Full Self-Driving (FSD) version 12 and its potential implications. The FSD 12 update represents a significant leap in Tesla's journey towards achieving true full self-driving capabilities, marked by a shift towards a neural network-based system for driving decisions.
Key points highlighted in the article:
- Game-Changing FSD 12: The author considers FSD 12 as a game-changer, emphasizing its shift from hardcoded controls to neural networks. This update is expected to make autonomous driving smoother and more adaptive, bringing Tesla closer to true autonomy.
- Revenue and Market Capitalization Impact: The article suggests that FSD 12 could change how drivers perceive autonomous driving and potentially add billions of dollars in revenue and market capitalization to Tesla. The technology could lead to increased adoption among Tesla owners, with the possibility of leasing their vehicles into an autonomous fleet for revenue share.
- Competitive Advantage: Tesla's supremacy in the autonomous vehicle sector is attributed to its extensive real-world testing and unparalleled data collection, giving it a competitive edge over rivals such as Cruise and Waymo.
- Neural Network Approach:
