If Waymo or BYD (or Mercedes or GM, lol) get to Level 5 before 2030, and Tesla is still struggling with Level 4, the door shuts. Cameras-only autonomy starts getting banned. (We may see it sooner in e.g. China, India, the EU, and New York and California as a result of Trump-Musk politics.)
That said, it’s a Musk company, so downside is capped. If it fell below $100 to 500bn, xAI or SpaceX will buy it.
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Tesla is a one-way bet on cameras-only autonomy.
If Waymo or BYD (or Mercedes or GM, lol) get to Level 5 before 2030, and Tesla is still struggling with Level 4, the door shuts. Cameras-only autonomy starts getting banned. (We may see it sooner in e.g. China, India, the EU, and New York and California as a result of Trump-Musk politics.)
That said, it’s a Musk company, so downside is capped. If it fell below $100 to 500bn, xAI or SpaceX will buy it.