Part 5/8:
While the prospects are compelling, Brian notes essential milestones that must align for any significant stock price movements. FSD licensing deals with major automakers, including Ford and BYD, represent potential profit multipliers. Further, the rollout of unsupervised taxi services in industrialized areas, such as California and Texas, remains pivotal for realizing the projected stock values.
Brian remains cautiously optimistic about the pace at which these developments take place, estimating an 80% likelihood that significant milestones will occur by mid-2024. However, he acknowledges the inherent risks in regulatory processes, typically unpredictable, and the challenges associated with scaling these programs to substantial volumes.