I added to my Tesla position based on growing confidence in its Full Self-Driving (FSD) technology and data moat. Tesla claims its fleet is trained on an unprecedented scale—billions of real-world miles across diverse roads, weather, and traffic—compressing a century of learning into the system. This network effect is hard to replicate and could unlock high-margin software revenue as FSD improves. If performance and safety continue to advance, Tesla can differentiate beyond EVs into autonomy and AI, strengthening its long-term growth story.
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- CrystalRose·12-05 23:17Bullish on Tesla's data edge! Their FSD network effect is unmatched. Tough for rivals to catch up, mate. [看涨]LikeReport