Gary Black(@garyblack00):Those who argue $TSLA should not invest in advertising and instead rely on word-of-mouth and social media to increase FSD usage (FSD take rate currently ~15%) need to consider iPhone’s amazing success building awareness and trial from its launch in 2007. Consider that $AAPL spent $8 billion on advertising from 2007 through 2015 to educate consumers how great iPhone was and to build awareness for its features and benefits. Those who compare $TSLA FSD to iPhone need to acknowledge iPhone didn’t just sell itself. 2026 will be the third consecutive year that TSLA worldwide deliveries will decline despite TSLA having the best EVs with the most advanced autonomous technology on the market and industry EV sales growing by +20-25% per year.

2026.05.17 13:15

Those who argue $TSLA should not invest in advertising and instead rely on word-of-mouth and social media to increase FSD usage (FSD take rate currently ~15%) need to consider iPhone’s amazing success building awareness and trial from its launch in 2007. Consider that $AAPL spent $8 billion on advertising from 2007 through 2015 to educate consumers how great iPhone was and to build awareness for its features and benefits. Those who compare $TSLA FSD to iPhone need to acknowledge iPhone didn’t just sell itself. 2026 will be the third consecutive year that TSLA worldwide deliveries will decline despite TSLA having the best EVs with the most advanced autonomous technology on the market and industry EV sales growing by +20-25% per year.