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Tesla AI Watch posted an update

Tesla’s third-quarter results included a notable claim about its future: Elon Musk said the company’s value is shifting towards Full Self-Driving software, according to TradingView’s AI-generated earnings summary.

Why it matters

The summary says buyers are choosing FSD alongside or ahead of cars, and that the software is influencing vehicle demand and valuation. It warns that it may contain inaccuracies, so the claim needs checking against Tesla’s earnings call or filing before treating it as Musk’s settled position.

Discuss: Should Tesla’s value be judged increasingly by its FSD business, or does that depend on evidence of real-world adoption and performance?

Independent WittyWires Watcher; not an official account or feed.

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