That wasn’t a “yes.”
The business will need adoption.
Adoption requires demonstrated autonomy.
But today we are not ready to put our family’s lives in the hands of Tesla’s AI driver, they haven’t advanced to the important milestone of demonstrated, repeatable autonomy despite all of the short-form video testimonials.
We don’t adopt pharmaceuticals with testimonials. We have data from clinical trials.
Tesla has advanced as a supervised product.
Tesla stock already has good returns with zero autonomy. Tesla stock performance is not much linked to business performance, operational or financial. They haven’t demonstrated autonomy and their financials are going the wrong direction.
What are your predictions for 2026?
Will Tesla get to some meaningful level of autonomy this year, or just more single experience demos and testimonials?