Autonomous And AI OpportunitiesThe AV/AI opportunity has drawn excitement over the large total addressable market opportunity ahead, with renewed hopes of Tesla’s role as a disruptor.
Autonomous TechnologyThe performance of Tesla’s FSD (full self-driving) software has meaningfully improved with V13 compared to V12, reinforcing the view that Tesla is one of the leaders in autonomous technology.
Market LeadershipTesla is a leading global EV manufacturer, backed by its firm market leadership with an estimated 20% market share based on global sales.