New Tesla Price Target (Patreon)

Robotaxis are coming... last nite I drove 300 miles - including on snow and in freezing fog... i could not see a thing but I watched the car tracking the road lines (which I could not see either)... no idea how it tracked so well but I had complete confidence. If I was driving I would have driven at 20 mph instead of 70mph. Anyhooo FSD on AI 4 is pretty unreal. Makes long distance driving in horrific conditions a breeze.

Back to this story... Brian Wang is one of the few that I watch. He is smart as a whip. I like his take here... it is based on 2 parts 1) robotaxis - I am 95% sure they will be out in one form or another in 2025 in a select area eg Austin TX. 2) is FSD licensing. Once this happens it will be a watershed moment. Wall Street will all of a sudden realize that Tesla is not a car company but it's a software company and then the multiples go nuts. remember the North American charging standard and how one company started and then 35 followed within weeks while I anticipate something similar happening here to those car companies that want to survive

I stick with my $650 target out of being conservative in nature... but if FSD licensing happens.... $750+ is easy. Not to mention crazy FSD uptake rates in China....