jimmah

@jamesdouma · 25. Juli 2023

A nicely constructed and explained napkin-math valuation for Tesla's FSD in the referenced tweet below. You might prefer different assumptions but conservative numbers give FSD a valuation that is 10x the value of just selling cars. The assumptions in the model below are modest.

Cern Basher@CernBasher· 24. Juli 2023

Let's have some fun "valuing" Tesla FSD + Autonomy... ... Introducing the "CERN" Model for Tesla - a Conceived Estimate of Robotaxi Network. Let's look at just the potential value of Full Self Driving "FSD" software + Autonomy. (Note: I say "potential" - as this isn't a company

Elon Musk

@elonmusk

You understand, but few do

16:30 · 25. Juli 2023 · 186.006 Aufrufe

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