Tesla Unveils FSD Timeline: What Does It Mean for Stock Prices?

Continuing with the topic of Tesla. Early this morning, Tesla's AI team's official X account posted a timeline for future product releases.

Let me extract the key points here. The statement said that in September, the full self-driving FSD version 12.5.2 will be released. This version will triple the number of intervention miles and also incorporate parts of the highway sections into the full-stack neural network. The number of intervention miles is an important indicator of how intelligent an autonomous driving system is. The longer the mileage, the more human-like the AI driving becomes. The full-stack neural network is the key reason for Tesla's FSD to achieve significant breakthroughs, but it is mostly trained on urban roads. Integrating highway sections in the future can make the entire system more comprehensive, and the self-driving experience on highways is expected to be enhanced. The CyberTruck will also have FSD.

Then in October, FSD will be further upgraded to version 13, at which point the number of intervention miles will be six times the original, which can be considered a 50% increase in just one month.

The full self-driving FSD can be said to be Tesla's greatest competitive advantage because now, with the popularization of electric vehicles, especially with the competition among Chinese manufacturers, there is a wide variety of choices for electric vehicles, from appearance to interior. Tesla still has only a few models, and its minimalist style has also been criticized by many. Many investors and analysts are looking forward to the approval of FSD to enhance Tesla's appeal and promote local sales, especially in China.

In June, Tesla FSD made a significant breakthrough in China, obtaining official approval, not only solving the problem of data transmission but also getting the opportunity to test in Shanghai, so everyone thought that FSD was very likely to enter China by the end of the year. It is unknown whether the Tesla team intentionally made a conservative estimate, delaying the launch time.

I believe this news basically declares that FSD will go international. For long-term Tesla investors, it is undoubtedly good news. There is no need to say how large the market size of autonomous driving is, but I have always been worried that Tesla's FSD training will be too adapted to the Californian or American environment. Many users have also reported that using FSD in San Francisco is different from using it in other parts of the United States.

So, if FSD can only be used in the United States, its value ceiling will definitely be discounted. And the official gave a timetable for the launch in China and Europe, which also means that the team is confident that FSD's AI can adapt to the road conditions of different countries and has strong learning capabilities. This enhances the prospects for FSD in the future and makes me look forward to the Robotaxi conference on October 10th even more. In the long term, if FSD can really be fully rolled out globally, it will be a huge boost to the stock price.