We are looking at a real time launch at volume this year. You will own a vehical and sit is the drivers seat while your car actually does the driving.
It is good enough. and that is good enough to shift the industry.
it took a long time ,but that is expected. Yet here we are.
TESLA Unsupervised FSD Will Change Everything in 2026 before Robotaxi Scales in 2027
April 27, 2026 by Brian Wang
https://www.nextbigfuture.com/2026/04/tesla-unsupervised-fsd-will-change-everything-in-2026-before-robotaxi-scales-in-2027.html#
TESLA Unsupervised FSD Will Change Everything in 2026.
TESLA Robotaxis do not crash — they only hesitate and unsupervised FSD will roll out to owners in ~7 months. The driving experience will be transformed.
The full global million-scale robo-taxi is tied to v15, but unsupervised for personal cars + early robotaxi fleet will have meaningful financial and share price impact.
FSD take-rate and margins are actually already improving, This will continue and add 0.5-1.0% margin. They will also improve car sales which will further improve profits and margins.
Optimus production starts August (hundreds to thousands in Q3/Q4 this year) with v3 reveal in July. This can also shift the stock narrative if the demos and deployments are strong.
No comments:
Post a Comment