jimmah
@jamesdouma · Jul 25, 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· Jul 24, 2023Let'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
04:30 PM · July 25, 2023 · 186K views
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