Morgan Stanley posts optimistic expectation after trying Tesla FSD V12.3.6
$Tesla(TSLA.US$ $BYD COMPANY(01211.HK$ $NIO Inc(NIO.US$ $XPeng(XPEV.US$ The article reported that Morgan Stanley analyst Adam Jonas recently shared some thoughts after personally experiencing FSD (Supervised) V12.3.6. Jonas seemed quite impressed with the advanced driver-assist system, noting that it becomes cautious or assertive when it should be. He also noted that the improvements from FSD (Supervised) V12.3.4 to V12.3.6 are quite evident.
Jonas also noted that Tesla’s vehicle fleet should be driving a collective 100 billion miles per year run rate by late 2025. Such a number translates to 11.6 million miles an hour or 3,200 miles per second, or almost 2 billion collective miles per week. Provided that FSD’s take rate does increase, a significant number of these miles could be driven without human input.
My Take: It means that Tesla should achieve 6 billion cumulative miles in about 1 month. Musk predicted in his Master Plan Part Deux in July 2016 that worldwide regulatory approval for autonomous cars may be possible with 6 billion cumulative miles. Morgan Stanley statement is yet another evidence that Tesla's autonomous vehicle will get regulatory approval soon.
Source:
$BYD COMPANY(01211.HK$ $BYD Co.(BYDDF.US$ $S&P 500 Index(.SPX.US$ $Nasdaq Composite Index(.IXIC.US$ $Tesla(TSLA.US$ $VOLKSWAGEN A G(VWAGY.US$ $NIO Inc(NIO.US$ $Li Auto(LI.US$ $XPeng(XPEV.US$ $General Motors(GM.US$ $Ford Motor(F.US$ $Rivian Automotive(RIVN.US$ $MERCEDES-BENZ GROUP AG(MBGAF.US$ $TOYOTA MOTOR CORP(TOYOF.US$ $GEELY AUTO(00175.HK$ $Stellantis NV(STLA.US$
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I reflected trading experiences by writing journals. My comments are for educational purposes not financial advice.
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72734102 : FSD is a trillion dollar market that Tesla will dominate! Period! Sell ur BYD before Buffet gets embarrassed into selling to stop boycotts of All his Woke businesses.
ZnWCOP 72734102: Buffett said Tesla FSD may affect his insurance stock. Will he bet on Tesla?
https://www.moomoo.com/community/feed/112395716657158?share_code=00WZHE
72734102 : Yes, apparently Buffett is concerned Tesla’s FSD will be dropping number of accidents will really hurt his Insurance Franchises! And put dent in Berkshire Hathaway. If he’s smart he can more than recoup losses by Owning Tesla Stock that is gonna dominate that Market!