According to Sawyer Merritt, the top 7 investor questions for Tesla's upcoming Q4 earnings call focus on the current bottlenecks to increased Robotaxi deployment and personal use of unsupervised Full Self-Driving (FSD), specifically whether the primary constraint is the safety and performance of the latest AI models or the need for human oversight to monitor autonomous vehicles. This line of questioning underscores growing investor interest in Tesla's AI-driven autonomous vehicle strategy, regulatory hurdles, and the business potential of scaling Robotaxi services. Verified sources indicate that resolving these AI system limitations could unlock significant market opportunities in autonomous transportation, impacting both revenue streams and competitive positioning within the AI mobility sector (Source: Sawyer Merritt, Twitter, Jan 21, 2026).

According to Sawyer Merritt, Tesla's latest Model Y Performance features a new black headliner and demonstrates advanced Full Self-Driving (FSD) capabilities. The video highlights the vehicle autonomously navigating urban environments, showcasing improvements in Tesla's proprietary AI-driven FSD system. These updates reflect Tesla's ongoing investment in computer vision and neural network technologies for enhanced safety and user experience. The continuous development of Tesla's FSD platform offers significant business opportunities in the autonomous vehicle and AI mobility markets, as the company leverages real-world data to refine and deploy scalable autonomous solutions (Source: Sawyer Merritt on X).

According to Sawyer Merritt, Tesla has released a new paid advertisement on X promoting its FSD (Supervised) system, emphasizing that 'FSD Supervised drives like the best chauffeur imaginable.' This campaign spotlights Tesla’s continued investment in AI-driven autonomous driving technology, positioning FSD (Supervised) as a top-tier solution for advanced driver assistance. The ad underscores Tesla's strategy to differentiate its AI-powered Full Self-Driving system in the competitive autonomous vehicle market, aiming to boost user confidence and drive adoption among tech-savvy consumers and fleet operators. By leveraging AI advancements and targeted advertising, Tesla is seeking to expand its footprint in the AI mobility sector and create new business opportunities related to smart transportation and autonomous vehicle services (source: Sawyer Merritt on X).

According to Sawyer Merritt, TD Cowen analyst Itay Michaeli reaffirmed a Buy rating and a $509 price target for Tesla after personally experiencing Tesla's robotaxi service in Austin, Texas. The analyst highlighted that the autonomous driving system demonstrated advanced AI capabilities by effectively navigating two complex real-world scenarios, underscoring Tesla's leadership in AI-powered self-driving technology. This positive assessment signals growing business opportunities for fully autonomous ride-hailing services and strengthens Tesla's competitive position in the AI mobility market (source: Sawyer Merritt on Twitter).