According to @ai_darpa, a recent real-world test of Tesla's Cybertruck equipped with Full Self-Driving (FSD) technology demonstrated the vehicle cruising smoothly at 78 mph with minimal driver intervention, closely resembling unsupervised robotaxi performance. This live demonstration emphasizes Tesla's rapid progress towards fully autonomous vehicles, with immediate business opportunities in autonomous ride-hailing and fleet operations (source: @ai_darpa, Twitter, Dec 22, 2025). As Tesla continues to refine FSD, the competitive landscape for robotaxi services is intensifying, signaling potential disruption in traditional transportation and logistics sectors.

According to Sawyer Merritt, Elon Musk shared insights at the 2025 Baron Investment Conference about Tesla's advancements in artificial intelligence, including the AI5 chip and Optimus humanoid robot, as well as xAI’s Grok 5 model. Musk discussed Tesla's plans for potentially building its own chip fabrication facility to address AI supply chain constraints and highlighted the role of FSD (Full Self-Driving) in advancing autonomous vehicle technology. He also explored Neuralink’s brain-computer interface developments. These topics underscore significant business opportunities in custom AI chip manufacturing, robotics, and AI-driven software solutions for the automotive industry, with Musk emphasizing the pivotal role of AI in Tesla's future strategy (Source: Sawyer Merritt via Twitter).

According to Sawyer Merritt, Tesla has launched a new program called 'Tesla Ride' in the U.S. to promote its Full Self-Driving (FSD) technology and AI-powered features. The initiative allows potential customers to experience Tesla vehicles firsthand, with a Tesla Advisor guiding them through advanced features such as comfort settings, in-car games, and the Grok AI companion. This move highlights Tesla's strategy to increase FSD adoption and demonstrate the practical applications of its proprietary AI technologies for consumer engagement and upselling opportunities (Source: Sawyer Merritt on Twitter).

According to Sawyer Merritt, Cantor Fitzgerald has raised its Tesla ($TSLA) price target by 43% to $510, citing strong optimism for medium to long-term growth driven by advancements in AI-powered products such as full self-driving (FSD), Robotaxis/Cybercab, and Optimus Bots. The firm highlights significant future upside in Tesla’s energy storage and deployment, autonomous vehicle platforms, and robotics, underlining the transformative potential of these AI-driven technologies for automotive and energy markets (Source: Sawyer Merritt on X, Oct 23, 2025).