Analysis

Musk's Grand Tour: FSD Approval in Europe & China on the Horizon?

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Musk's Grand Tour: FSD Approval in Europe & China on the Horizon?

TL;DR: Elon Musk, fresh from rubbing elbows at the World Economic Forum, is dropping hints that Tesla's Full Self-Driving (Supervised) software might get the green light in Europe and China next month. This isn't just about cool tech; it's about new money, baby, especially with Tesla's vehicle sales lookin' a little soft lately.

Meta: Elon Musk suggests Tesla's Full Self-Driving (Supervised) could gain regulatory approval in Europe and China as early as next month, a move poised to open new software revenue streams amidst shifting market dynamics.

Alright, alright, settle down now! Y'all know Elon Musk don't usually do no World Economic Forum in Davos. But he showed up, he spoke, and he dropped a little bombshell that could shake up Tesla's playbook. We're talkin' about regulatory approval for his 'Supervised' Full Self-Driving system, potentially hitting Europe and China as soon as next month. Now, that's a power move!

The Software Gold Rush

See, Tesla ain't just a car company no more, at least that's what Elon's been preachin'. It's an 'AI and robotics company.' And what does an AI company need? Software revenue! With vehicle registrations fallin' and BYD stealin' the crown for top EV maker, Tesla needs to diversify. Expanding FSD into two of the biggest EV markets in the world? That's like finding gold in your backyard, except the gold is digital and doesn't get you arrested for digging it up.

Europe, with its strict safety standards and fragmented approval processes, has been a tough nut to crack. But word on the street is the Dutch vehicle authority, RDW, might make a decision in February, and that could open the floodgates for the rest of the EU. China? Well, they're usually all about that tech, so if the stars align, we could see FSD rollin' through Shanghai and Paris by spring. Just imagine: self-driving Teslas navigating those tight European streets. Now that's a show I'd pay to see!

A Boost for the Bots?

This ain't just about cars, though. Musk's been clear: the AI powering FSD is the same brain that's gonna make those Optimus humanoid robots strut their stuff. So, every mile FSD drives, every bit of data it collects, it's all feeding the robot revolution. If FSD gets the green light, it’s not just a win for Tesla's cars; it's a giant leap for robot-kind. Who knows, maybe one day Optimus will be driving your Cybercab to Davos. Now wouldn't that be somethin'?

What’s Next

All eyes are on next month to see if these regulatory approvals actually materialize. If they do, expect a significant push from Tesla to monetize FSD in these new territories, which could provide a much-needed boost to their software revenue streams. We'll also be watching to see how this impacts their AI and robotics ambitions. Will the robot uprising start in Europe or China? Stay tuned!

Whether it's the cars or the robots, Tesla's always got somethin' cookin'. And if this FSD approval comes through, it's gonna be a five-star meal. Believe that!

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Eddie W

Eddie W

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