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The evolving regulatory landscape, particularly surrounding autonomous driving regulations, is also crucial for Tesla. With new regulations emerging in China concerning the deployment of Level 3 autonomous vehicles, experts anticipate that regulatory approvals for FSD could arrive sooner than expected in the U.S. market, setting a stage for accelerated development in autonomous driving capabilities.
Morgan Stanley's optimistic projections for Tesla expect substantial growth, estimating that the company could deploy approximately 7.5 million autonomous vehicles by 2040. This aligns with expectations that as Tesla rolls out its Cyber Cab and converts existing models into potentially autonomous versions, the company will exceed projections.