Investment Banks Says Tesla FSD Is Going To Be Worth More Than Present Company

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An investment bank came out with a forecast that the value of FSD is going to be worth more than all of Tesla right now.

In this video I discuss the framework that we have to factor this against and how this could be possible. It does require the presumption that Tesla will solve autonomous driving. If that isn't believe, then the analysis is useless.


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9 comments
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definitely possible. only time will tell right

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It is a forecast, not a reality today. So yeah, we will have to see in time.

Tesla has to solve autonomy first. If they dont do that, it is a wasted discussion.

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O.O I believe they are capable of solving it. they have a lot of money to spend to make it happen and if they can't make it happen with the money they have that is a shame.

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Money is important but one piece of the puzzle. It comes down to compute (which does take money) and data. The latter cannot be bought.

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they can buy data as well no? If anybody can do it, Elon will find the way lol

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Buy data of cars driving? Where are they going to buy that?

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who knows there could be someone gathering that data. if nobody is then whoever does it can do it and they will make some serious $$$ if it's good data

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My goodness this guy's are killing it. Believe me the are going to work to achieve that

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I tend to agree. FSD is something that car companies really want. Not only will it be a futuristic accomplishment, but it can increase car purchases from those who can't drive. It doesn't have to be Tesla, any company that completes FSD will be huge. I can even see them renting out their software to other car companies.

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