FSD is only going to continue being a bigger tailwind for Tesla's legacy business. Should have zero issues funding this next buildout as people continue to become aware of what FSD is.
I think it really just took V14 for FSD to become objectively impressive to anyone who experiences it. V12.5 was a breakthrough, V13 was incredible, but nothing before 14.2 was truly just "press the button and forget it." Us nerds loved it, but the average person wasn't going to deal with it.
That changed earlier this year. And with V14.3 now being polished, it's just become more and more autonomous. From here this only continues to improve. The masses really only started getting the "holy shit" experience a few months ago. The data speaks for itself.
It's so hard to see past the trenches when you're in them, but the setup really is better than ever for this company. Just gotta let them carry out the biggest industrial scale-up since WW2 and accept that it's a haul.