Brian Wang Five weeks ago, I, Brian Wang, said that Tesla would reach $450 within 90 days. It is now at $436. — TesAli (@alifarhat6_ali) December 5, 2024 I said there would be a bull market after the election and this will likely last 2-4 months. Tesla should have a strong fourth quarter with more earnings from cars, energy and FSD. There are more improvements with 4680 batteries which lowers costs for Tesla. This will increase margins and earnings. FSD could have breakthroughs with approvals in China and Europe. Tesla is on the verge of superhuman driving in the next few months. Tesla is starting the release of a vastly improved FSD (full self driving) version 13 this weekend (4 weeks ago). It will be feature complete for unsupervised driving. FSD will be vastly improved for safety to reach beyond human capability around the middle of 2025. I have had numerous videos about FSD and Robotaxi. Two months ago, I described the start of an epic 3-4 year share price run for Tesla. I describe the huge market for distributed AI inference. I described how Tesla Megapack factory in China is twice as big as people were thinking. In September (three months ago) I had a video describing Tesla getting to $1000 in 2025. Tesla will 6X earnings in 2025, resulting in Tesla reaching close to the value of Apple, Microsoft, and Nvidia. Six months ago in July, I described getting to $1000 per share in 2025. There will be big catalysts on a monthly and then weekly basis throughout 2025. The FSD Licensing cascade will be company after company over 3-12 months. There wil be an FSD regulatory approval cascade (China, Europe, then Australia, Japan etc…). The earnings will start growing again so every volume announcement and every earnings call will be catalyst (like Nvidia’s quarterly). There will be multiple new car models announcements and ramps. FSD and robotaxi getting to human and beyond and then going into trucks (semi and other). Tesla transitions through all of the those catalysts to a recognition that within 2-4 years that they have fully solved autonomy at complete scale, the entire auto industry will be using tesla autonomy inside, robotaxi will be winner take most (90% of the business by miles and vehicles and 60%+ of the profits), robotrucking adoption will not involve any robotaxi ride user adoption curve – it will be a business economics calculation where only those who adopt survive, within 4 years the robotaxi, robotrucking and energy with unlimited AI demand stories and ramp will be clearly on the way to complete domination. Brian Wang Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology. Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels. A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements. Categories