Long before any of us have the option of a robotaxi, the effect of really-really-really good FSD, even if technically you have to still be the driver is going to noticeable.
Take a look at the advertising budgets of major car companies, and then look at the ads. Notice anything?
They say NOTHING about the capabilities of the car. Its all style, no substance. Its all trying to associate with certain attitudes, or 'vibes' or styles. Why is this? Because virtually every car is the same, in terms of capabilities. Anti-lock brakes? remote lock/unlock? central locking? power-steering? electric windows? Every car, at every trim, has almost identical capabilities.
And then along comes FSD. The car that can drive itself. It can park itself, it can summon itself out of the garage, or out of that puddle. It makes highway driving relaxing and trivial. It makes commutes super easy. It will save the life of your 18 year old kid who can barely drive and makes dumb mistakes. It saves the life of your young children in the back seat because its better at avoiding accidents than you. Why would you buy any other car? Why would you put your children in any other car?
If FSD gets even *slightly* better, it will already be doing the work of a colossal advertising budget for free, long before every uber and taxi driver on the planet realizes that leasing a tesla with FSD is a no brainer, long before robotaxis are possible.
And this could start happening with FSD 12.4, or 12.5. It looks inconceivable that it doesn't boost sales this year, in a big, big way.
We think its good for the stock if a kardashian poses with a cybertruck. Imagine what happens when a similar megastar literally has their life saved by FSD. And we know it will happen, and it will go viral, and even the mainstream media wont be able to pretend it never happened
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