Part 5/8:
The potential sales impact of the Juniper model is placed under scrutiny. Given its enhanced features, such as an upgraded sound system and rear infotainment display—a rarity in the automotive sector—Brian predicts a noticeable uptick in Model Y sales. As the narrative unfolds, the discussion pivots to long-term outlooks, speculating on Tesla's future once full autonomy is achieved.
Brian suggests that, under conditions of true autonomous driving, demand dynamics may shift drastically, allowing Tesla to sell cars at zero margins while profiting from the FSD service. This draws an interesting parallel between the expansion of personal vehicle usage and the anticipated growth in sharable, autonomous transport options.