Tesla FSD: Headed Straight Towards A Scientific Dead End

Summary:

• Tesla, Inc.’s vision-only approach to full self-driving, or FSD, faces significant challenges due to the long-tail problem, sensor limitations, and lack of contextual understanding.
• Tesla’s incremental development strategy struggles with fundamental issues, making exponential progress in full autonomy unlikely.
• Tesla’s current valuation is unsustainable without transformative success in FSD, which is implausible given scientific and engineering constraints.
• Investors should be skeptical of Tesla’s valuation and consider competitors like Waymo, which uses a more comprehensive sensor-rich approach to autonomy.

In my previous article, I explained my view that Tesla, Inc.’s (NASDAQ:TSLA) full self-driving (“FSD”) narrative is seriously beginning to falter. Yet, the comments section has shown me that such debates just go in circles without a more in-depth

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