April 29, 2024

Optimism on Full Self-driving Near Historical Peak

"And I think it might be the biggest asset value appreciation in history when that day happens when you can do unsupervised full self-driving."
~Elon Musk on Tesla's earnings call yesterday.

The optimism on full self-driving is near its historical peak, as depicted in the image below.

The image shows the average sentiment sentences referencing "FSD", "self driving" and "self-driving" (red line) in Tesla's earnings calls since 2019. Tesla's stock price is in black.