Goldman Sachs' Opinion On $TSLA FSD : Thank you for mentioning it

Goldman Sachs' Opinion On $TSLA FSD
: Thank you for mentioning it

Whether the latest version (FSD v12) using FSD (Full Self-Driving) and neural networks can significantly improve Tesla's self-driving capabilities (because it can repeat R&D faster using enhanced GPUs and AI training tools) will lead to much higher software revenue

Our current view sees Tesla as a leader in AI and software technology in the automotive space, with software and services as potentially meaningful contributors to Tesla's 2030 revenue. However, we believe it will take more time for Tesla to reach the L3 version of FSD (with eyes peeled depending on the situation) ✅ Sam Altman interview: AGI, GPT-5, Energy

Sam Altman conducted a two-hour interview with Rex Friedman.

Rex Friedman is a computer scientist and podcast host. Although not well known in our country, he is a celebrity with 3.85 million YouTube subscribers.

It mainly produces content that interviews prominent figures in a variety of fields, including science, technology, politics, and sports. He has already had four interviews with Elon Musk.

It has been a full year since I interviewed Sam Altman. The interview mainly dealt with general-purpose artificial intelligence (AGI), GPT-5, and energy fields.

You can find out Sam Altman's perspective on AI development. A phrase that impressed me personally was the prospect that computing would become the currency of the future.

Tesla also sees 'electric car casuals', Q1 sales drop 8.5%

Tesla's stock price plunged by more than 4 percent in the first quarter of this year as the world's No. 1 electric vehicle maker posted sales results that were well below market expectations. Analysts say that the "casm" that has hit the global electric vehicle market since last year has affected the global electric vehicle market amid adverse external conditions coupled with the economic downturn and high interest rates. On the other hand, Toyota and other Japanese car brands showed mixed feelings as they changed their all-time performance with hybrid vehicles. Musk once said,
FSD will be licensed to other automakers.

in my opinion
Premium brands such as BMW, Benz, Cadillac, Lincoln, Lexus, Audi and Genesis are expected to do it first.

In the future, vehicles without FSD are no longer luxury cars. It's just a tin can car.

Premium Car 란,
It is defined as BEV + FSD + luxury interior and exterior + comfortable ride.

The biggest advantage of BEV vehicles is fuel costs, but there are more essential ones.
PT-based NVH and driving acceleration, these two are extreme.