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Tesla isn't the only company in the autonomy game, some are arguably farther ahead (and much more likely to get to FSD than with Tesla's camera-only system), and will license that tech out to the big players at some point.

Tesla arguably hit its peak already as an early mover in a lot of what it offers. Its likely all down from here even if Musk wasn't a giant asshat.


Maybe. Fusing different sensor inputs is timely and difficult. And there's a lot of existing data that can be utilized with ongoing vision system improvements on the same hardware.

If camera systems become the best path forward for autonomy, Tesla could be in a good spot.
 
I think once China gets up and going, things will start heading in the right direction, slowly. Interest rates will keep a tap on things though while inflation falls due to China production.
- Interest rates to cool off
- Inflation to continue to go down
- China reopening

If we get 2 out of those 3, next year can be a rebound year.
 
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