저자: DanIves · 외국인
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AI 소프트웨어 단계 진입으로 2025년 기술주 강세 전망. 테슬라의 FSD·자율주행(로보택시) 사업이 가장 저평가된 AI 투자처이며, 자율주행 가치만 약 1조 달러로 제시. 2~3년 내 사이버캡 확산 및 중국 수요 회복 기대, 규제 환경도 우호적이라 주장.
다듬은 글
I believe right now this AI revolution, it's hitting its next phase and I think this is just still the start of a fourth industrial revolution because I think this is a tech market that's going to be on fire not just for the going into the end of the year this week. Now the second derivative, the software piece of AI is here.
I think in 2025 that's going to be the key. I believe the the software AI age is now here. 2025 that's going to be front and center. Yeah, I think it's really it's the autonomous piece. I mean, if you look at full self-driving autonomous, I could argue it's the most undervalued AI play in the market today.
And I think autonomous cyber cab and the timing because I think the IoT industry is going to be on fire not only until the end of the year. I think the AI revolution is currently entering its next phase and that A4th industrial revolution is just getting started. The second derivative, the AI software component is finally available this week.
I believe that will be crucial in 2025. The software AI era in my opinion has arrived. That will be the main focus in 2025. Indeed, it's it's the autonomous component in my opinion. I mean, if you look at fully autonomous driving, I think it's the most underappreciated AI play on the market right now.
I also think that autonomous cyber tab and the time frame might be expedited in 2 to 3 years, which is significant when considering the total of the elements. If they truly carry out the vision I see, not just in terms of autonomous and AI, but really in terms of software penetration within Tesla, the stock could increase in value by a trillion dollars alone.
and you could be looking at 20 30% more revenue annually than you even see today. It alters the whole business paradigm from an FSD standpoint. Look, I believe that this is a narrative about autonomous AI for the foreseeable future and it relates to Musk's long-term wager. Trump went on, I believe that the autonomous future will actually come to pass in Tesla is what you are wagering on.
Even if such figures aren't visible right now, I believe that in the long run, the adoption of AI is worth a trillion dollars. However, we'll be discussing delivery for the next few hours this week since, in my opinion, autonomous technology alone is worth a trillion dollars. Regarding the regulatory situation in the beltway, it's a sweep the leg moment for those crowdy kid enthusiasts.
That's huge. Musk and Tesla will be the largest beneficiaries of all this, which is why we've seen so many bears hibernating in their dens over the past month. Look, I I believe it's insulting to refer to them as a vehicle manufacturer. This innovative technological business is currently at the next stage of the Tesla narrative when it comes to autonomy and robots.
It's the final result, which is why I believe we're only beginning this next phase of Tesla as autonomous technology now takes center stage in the years to come. Therefore, one autonomous in the sense of cybercab will be on the road by early 2026, which is something that eventually begins to be produced for cybercab.
That would be the first. It's not enough to merely watch Tesla's remarkable rise from the outside. With the most upto-date information on Tesla, stock price goal your clicks on the affiliate links in the description and makes a purchase. What we observe about the desire for EVs in China as a whole and about Tesla in particular, I believe that many of those price reductions are in the past.
There may be some rough patches, but in the long run, I believe China could provide 20% more delivered goods to Tesla. And for that reason, I believe that at this time, the bears have misinterpreted Tesla. In terms of Musk and Tesla's future, it is currently 85 90% AI autonomous compared to 10 15% delivery stories.
We see that the current growth renaissance is, I believe, continuing till 2025. AI autonomous is another development engine that in my opinion is essential to what I believe to be a market valuation of at least a trillion dollars. However, the truth is that they will build more than 2 million cars the next year.
And when you consider the growth narrative as a whole, more FSD discourse is necessary. Once more, I believe there were additional specifics about the autonomous FSD cyber cab last night. I wasn't disappointed by many of those things today. Perhaps some were left out of the robo taxi. Look, it's just execution now.
However, I think the most underappreciated AI play on the market exposes flaws in this narrative. I believe that within the next 2 to 3 years, you and I could find ourselves in a cyber taxi. Therefore, we're not discussing something that will happen in 5 to 10 years. This is something that will come to pass in the upcoming years.
Furthermore, I don't necessarily see this as a bad thing for Uber. Lyft, after all, clearly has its own problems. However, if you look at Tesla, this will be the next phase of development. AI, FSD, and autonomous. In the end though, you need the margins and the deliveries. They are fulfilling every requirement.
In fact, I believed that to be the finest conference call I've heard from Musk and Tesla in a long time. This is crucial for two reasons in my opinion. First, FSD, the autonomous vision is in our view Tesla's top priority. From a data standpoint alone, they required China in the next years. When considering their actions from an AI perspective, they required China.
In the end, though, if you consider what Musk has accomplished, keep in mind that years ago they predicted he would never be able to construct a plant in China. Take a peek at Giga. Now, the fact that it's the trophy case means that they depend on Tesla just as much as Tesla depends on China. You look at two of the greatest brands in the world, Apple and Tesla.
They permitted this with BYYD as a partner for that reason. Furthermore, the fact that Tesla nearly had its back turned by not having FSD in China is the reason it's so crucial they have that now. And I think demand is what's beginning to be taken into account here. I'm not predicting a revival in Chinese demand in the coming week or two.
You see, it would be like betting against Bronson in the playoffs to wager against Musk. here. Autonomy is the golden goose. You know, we think Tesla's autonomous component alone is worth a trillion dollars. I think it's important that the federal regulatory web is essentially torn away. It is certain that Newsome will attempt to combat some of the autonomous and uncontrolled FSD in California, but this will undoubtedly persist.
However, I think there will be a lot of space for Tesla to advance in what I consider to be autonomous. And that in my opinion is the crucial element in the Tesla narrative. It's about AI and autonomous since in my opinion autonomous is likely one of the most significant applications of AI in the direction that everything is going.
Autonomy in my opinion will become a reality within the next four to 5 years. And when you consider what it implies such as cyber cabs, I believe there will be a few hundred out there annually. You essentially grab 20 30% of the market from Uber and Lyft which may eventually be additive for Tesla. After then you begin to reach actual level four which is the perspective of FSD penetration for example.
Does it reach 50 60%. That's just software today. Where is it? Let's speak about numbers for a moment. um do they double such as from the standpoint of EPS for the next two three or four years infrastructure will be significantly more AIdriven and even with M and SoftBank we're already going to see where that's headed in the United States there isn't a governmental roadmap for autonomy for example they will have a federal regulatory roadmap which is the main point they intend to construct autonomous systems and I think that as time goes on there will be many instances when you'll walk out in 5 years and say to someone you know it's crazy where things are today 5 years ago could you have seen it go autonomous in my opinion is an illustration of the direction this is taking additionally I think that the robo taxi that is being released today is a fantastic illustration I mean the entire tale is
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