Part 11/12:

Tesla's progress—evident through regulatory approvals, technological advancements, and strategic data collection—indicates that the slow and steady approach is paying off. The industry is increasingly recognizing Tesla's lead in AI, a fact underscored by the bankruptcy of lidar-focused companies and the mounting evidence supporting vision-only autonomy.

Looking ahead, the pivotal moment will be the successful deployment of unsupervised FSD at scale. If achieved, this could transform the automotive landscape, creating a new paradigm of mobility, profitability, and technological dominance. Investors and industry watchers should be attentive to these developments, as the market is likely underestimating just how transformative Tesla's autonomous driving future could be.