EVNow
Well-Known Member
Right … but current valuation is based on current understanding of Tesla FSD. If Tesla were to suddenly change strategy, it will have an impact. For eg. If Elon were to say their current strategy is not working and they need to reevaluate, SP will go down. So, the current price has current strategy built in - with some market expectation of success in some future.But does not matter much for their current valuation, which is what I responded to. What we have is priced in for the most part; it’s not like there is some expectation that all of a sudden there will be Tesla robotaxis everywhere. That just is not anticipated at all.
If there is regulatory action to restrict FSD, for eg., it will adversely affect SP (and revenue). That is why you see a lot of “critics” trying to spread FUD and get regulators to ban AP/FSD.