Many Tesla investor-fans (including some big names) are FSD and/or Robotaxi evangelists. They believe Tesla will continue to be incredibly successful but not because of sales to the public.
Rather, the key to Tesla's success will be mass rollout of FSD leading to the Robotaxi fleet.
Which in turn will lead to the banning of personal car ownership (save for a few exceptions). Everyone will be using Robotaxis instead. And Tesla, being in a first mover position to take advantage of such a paradigm shift, will continue to skyrocket to success.
Some of the extremists want Tesla to stop selling cars to the public ASAP so that they can stock them up for the Robotaxi fleet, which they confidently believe will be here much sooner rather than later.
Disclaimer: These aren't my personal views (although I am an investor). Personally I'd rather Tesla downplay the emphasis on FSD/RT, at least until the tech is far more mature than it is now. But I hang out in a few TSLA investor communities where these views are quite popular.
The much publicized rollout, and reverts of FSD show just how little testing actually goes on at Tesla. It's a really poor look. And Elon's "that's why we're beta testing it publicly!" is the opposite of confidence-inspiring, especially given the latest roll back is due to a slew of phantom emergency braking activations and forward collision warnings. "Move fast and break things" sucks for everyone on the road when it is applied to car technology.
The Robotaxi thing, if it ever happens, is easily a decade away, no matter how much he says "this year!" "next year!".
Completely agree. Just saying that there are people out there who are pricing in some huge factor based on assumed blockbuster successful rollout of FSD and/or Robotaxi.
Rather, the key to Tesla's success will be mass rollout of FSD leading to the Robotaxi fleet.
Which in turn will lead to the banning of personal car ownership (save for a few exceptions). Everyone will be using Robotaxis instead. And Tesla, being in a first mover position to take advantage of such a paradigm shift, will continue to skyrocket to success.
Some of the extremists want Tesla to stop selling cars to the public ASAP so that they can stock them up for the Robotaxi fleet, which they confidently believe will be here much sooner rather than later.
Disclaimer: These aren't my personal views (although I am an investor). Personally I'd rather Tesla downplay the emphasis on FSD/RT, at least until the tech is far more mature than it is now. But I hang out in a few TSLA investor communities where these views are quite popular.