$TSLA FSD reality check: Tesla might be late on timelines, but progress is real. Hardware's mostly done—now it's all software grind. Edge cases, model improvements, v15 architecture could be the unlock.
Robotaxi miles doubling every 5–8 weeks. More hardware rolling out. Don't get distracted by random clips on X—ask where this looks in 3–6 months.
If you're long $TSLA, the FSD story is still building. Delays don't kill the thesis if execution keeps improving. Watch for v15 and Robotaxi scale-up as next catalysts.
Robotaxi miles doubling every 5–8 weeks. More hardware rolling out. Don't get distracted by random clips on X—ask where this looks in 3–6 months.
If you're long $TSLA, the FSD story is still building. Delays don't kill the thesis if execution keeps improving. Watch for v15 and Robotaxi scale-up as next catalysts.