Elon Musk’s visit to China has resulted in approval in principle for FSD in China and a FSD mapping partnership with Baidu.
Here’s what you need to know:
• Tesla Inc. received in-principle approval to deploy driver-assistance system in China
• Tesla did manage to clear two of the most important hurdles: reaching a mapping and navigation deal with Chinese tech giant Baidu Inc., and meeting requirements for how it handles data-security and privacy issues.
• Approval for FSD in China could be a major revenue boost for $TSLA and unlock new opportunities
Last week and the last month, I had described how Tesla could make huge stock gains with significant milestones with FSD.
$TSLA Tesla Milestones and Catalysts:2024 & 2025
Q1 Results. Some revenue recognition, Item 7 Consistent guidance on FSD and energy and Cars. More sales in 2024 vs 2023 (aka over 1.8 million).1. FSD feature complete Q2 earnings $1-2B revenue recognition]
2. FSD free trial… https://t.co/7g3INQb0Wr— nextbigfuture (@nextbigfuture) April 26, 2024
Tesla Milestones and Catalysts:2024 & 2025
1. FSD feature complete Q2 earnings $800M revenue recognition over 12 months based on Q1 10Q
2. FSD free trial signups May, June, July
3. FSD 12.4 May
3a. FSD 12.4 Major Improvement
4. FSD 12.5 May/June
4a. FSD 12.5 Next Level
5. Energy Add 1+ GWh Megapack each quarter
6. Change quarter-end volume note adds energy and FSD (April 2? July 2? Oct 2? Jan 2)
7. Change earnings to call out energy and FSD as material. Provide consistent guidance. Force analyst recognition
8. First OEM license FSD/software [April-Oct] discussions with major OEM per Q1 call
9. FSD Feature Complete
10. FSD 12.5+ quality/comfort drives major adoption increase
11. Good FSD drives more car sales
12. FSD quality FSD in China, Asia, Europe
13. FSD starts many local regulatory processes
14. Unsupervised FSD in Boring Tunnel
15. Tesla states +200k added FSD subs in Q2
16. Tesla states +500k FSD subs in China/US Q3/Q4
17. Aug 8, 2024 reveals new models and timeline of ridesharing rollout
18. Tesla over 500k car deliveries Q2 2024
19. Tesla over 600k car deliveries Q4 2024
20. Tesla starts making new models Q1 2025
21. Tesla over 700k car deliveries in Q2 2025
22. Tesla over 800k car deliveries in Q4 2025
23. Tesla makes megapacks for XAI/Tesla AI datacenter
24. Unsupervised FSD in some cities in 2025
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.