Tesla comment from Samsung Securities

※Tesla comment from Samsung Securities

Technology-driven performance will drive stock prices rather than expectations!!!!🔥🔥🔥

Hello, I’m Lim Eun-young of Samsung Mobility.

Tesla over the weekend has been distributing the FSD 13.2 supervised version, starting with some influencer.
Influencers made headlines all weekend, posting videos on X and YouTube in unison.

Tesla commented that our children no longer need to get a driver’s license, and Elon Musk is stressing that Tesla is the best AI company in the real world.

It shows various technologies to use general vehicles as robot taxis, such as entering destinations with smartphones, immediate departure after boarding, smooth driving, and autonomous parking in wireless charging facilities.

Tesla also shared its update goals to triple the size of the model and add support for destination options by expanding data center capabilities.

In the near term, we expect Q4 surprise results, as we expect to reflect some of our deferred sales in our earnings due to a significant upgrade from FSD.

In 2025, coupled with deregulation, the era of robo-taxi is expected to blossom and change Tesla’s valuation method.
If expectations have led the stock price so far, the improvement in performance due to technology is now expected to drive the stock price higher.

■ FSD 13 Supervised Version Distribution

• Upgrade all parts of the end-to-end driving network
• Expand data processing power by 4.2x; increase training computer scaling by 5x.
• A single button can start the FSD supervised version while parked.
• Integrated parking release, propulsion and parking functions.
• I’ll put the controller back on for smoother and more accurate tracking.

■ Future Improvements

• 3x AI model size expansion, 3x model context length expansion.
• Support for audio input and destination options for handling emergency vehicles (supports specific parking spaces)
• Efficient representation of maps and input navigation