Leaders in the X community should encourage both positive and negative opinions on $Tesla(TSLA.US), rather than make it personal for posting something negative. That is not how it works in the institutional community, where top analysts are expected to post both positive and negative notes on TSLA. By definition an analyst has to like $Tesla(TSLA.US) more at $140 than $340.
IMHO expectations are too high for the TSLA Austin robotaxi test. Currently, Tesla’s autonomy can’t be operated hands off/eyes off in most areas of the country, yet many on X continue to analyze it as if it’s already unsupervised (i.e., exclude the cost of a driver in their analyses). I believe the risk distribution associated with Austin is asymmetrical - i.e., no mishaps are expected, but even one injury or accident will get outsized negative press coverage, given TSLA’s lack of PR. The latest FSD community tracker (13.2.8 and 13.2.9) still shows just 450 miles per critical disengagement vs 10,000 miles likely needed to be considered by investors to be considered unsupervised autonomy.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
