Part 7/9:
For a transformative shift in market perception regarding Tesla’s value, several pivotal events must take place. As Wang outlines, regulatory clearances for Robotaxi operations, advances in FSD capabilities, and successful implementation of AI tools within the manufacturing process all contribute to an evolving narrative that could prompt analysts to reconsider Tesla's projections.
Realization of these developments — particularly unambiguous evidence of productivity gains driven by AI systems and validation from actual earnings reports — may not only shift stock valuations aggressively upwards but also transition Tesla into the narrative of not merely being a car manufacturer, but a dominant AI technology entity.