Categories: 테슬라(TSLA)투자정보

Stifel analyst “The more FSD experiences, the higher the adoption rate”

Stifel analyst “The more FSD experiences, the higher the adoption rate”
Stephen Jengaro, Tesla analyst at Stifel Securities, predicted that FSD adoption will grow quickly in the coming years. Referring to his own experience of driving multiple versions of FSD, he stressed that the technology is constantly improving. He also analyzed that users who actually experienced FSD will be more comfortable and positive for paying for it.
Tesla Gets Official Permission to Operate Robotsaxi Across Arizona
Tesla has been granted Transportation Network Company (TNC) permission by the Arizona State Transportation Authority (ADOT) to operate its robo-taxi service on public roads.
Tesla was approved on Nov. 17 after meeting the requirements after filing on Nov. 13, and the permit applies statewide rather than specific cities. Now Tesla can legally offer paid autonomous calling services across Arizona.
Tesla Launches $60 ‘Semi + Cybertruck Wooden Playset’
Tesla Unveils ‘Semi + Cybertruck Wood Playset’ Priced At $60.
The set includes a real Cybertruck and a semi-truck made of wood, and is a “collection and toy” product designed to carry Cybertrucks on top of the semi.
Full access to robo-taxi services for iOS users
Tesla has officially opened up access to Bay Area calling services and robo-taxi services in Austin, Texas, to iOS users starting today.
It has been reported that users who have newly installed the app have also immediately confirmed their access rights, and in fact, Robotaxi public access seems to have begun in earnest.
Robotaxi Access Expands to More Areas, including Canada
Tesla is further expanding its robo-taxi access, with reports continuing that Canadian users and some overseas users have also received new access.
Overall, the service area is rapidly expanding.
Flydubai Announces Introduction of Starlink to Over 100 Aircraft
Dubai-based airline Flydubai has announced the installation of SpaceX’s Starlink high-speed Internet on more than 100 of its aircraft.
The service is free to passengers, and it will be installed in stages from 2026.
“Not only does the fast, free internet revolutionize the customer experience, but it also helps the crew deliver real-time data,” said Daniel Kerrison, senior vice president of Flydubai.
Waymo Expands Full Self-Driving Services in 5 Cities
Waymo announced the launch of its fully autonomous driving service in five cities: Miami, Dallas, Houston, San Antonio and Orlando.
Operations will begin first in Miami today, with the rest of the city phased in within weeks before being serviced by ordinary passengers starting next year.
Amazon-affiliated ‘Jukes’ Starts Pilot Operation for the Public in San Francisco
Amazon-owned self-driving company Zoox has started piloting robo-taxi for ordinary citizens in San Francisco.
This is evaluated as a preparatory step for the future launch of commercial robo-taxi services.
Volvo removes LiDAR from EX90·ES90… End cooperation with Lumina
Volvo announced the removal of LiDAR sensors from its EX90 and ES90 vehicles, and the end of its collaboration with supplier Lumina.
This comes after Lumina failed to meet its contractual obligations, which Volvo described as a decision to minimize supply chain risks.
Meanwhile, Lumina has recently warned investors of a possible bankruptcy.