Tesla’s imminent wide release of FSD (Full Self-Driving) update to version 14.1.2. Some testers believe FSD 14.X will enable unsupervised driving by December. Chuck Cook is confident about FSD progress.
Backseat driving demos could supercharge word-of-mouth sales, making FSD irresistible and potentially overwhelming Tesla’s production capacity.
Today’s stock rally (from ~$423 to $440), attributing it partly to Cook’s comments, eased U.S.-China tariff tensions under Trump, and hype ahead of the October 22 Q3 earnings call.
Analysts are betting on an EPS beat (street at $0.55).
Q4 could remain strong with energy storage (potentially 16 GWh in Q4 via China ramp) and new vehicles driving car sales.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.