Gary Black(@garyblack00):I seriously doubt FSD’s progress in solving for unsupervised autonomy is driving $TSLA sales. Many auto manufacturers ($GOOG, $BIDU, $PONY, $WRD, $AMZN) now have self driving vehicles. As I’ve posted many times, unsupervised autonomy becomes table stakes for remaining in the global EV business. Absent advertising, few consumers other than $TSLA bulls are even aware of how good FSD has become.

Gary Black

@garyblack00

Managing Partner, The Future Fund LLC, SEC registered investment adviser. CEO/CIO/PM. Disclosure:

Joined August 2019

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Gary Black@garyblack00

2026.10.02 14:05

I seriously doubt FSD’s progress in solving for unsupervised autonomy is driving $TSLA sales. Many auto manufacturers ($GOOG, $BIDU, $PONY, $WRD, $AMZN) now have self driving vehicles. As I’ve posted many times, unsupervised autonomy becomes table stakes for remaining in the global EV business. Absent advertising, few consumers other than $TSLA bulls are even aware of how good FSD has become.