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Posted: 2025-10-27 15:59:36 UTC
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
Status
Last Updated
2025-10-27 15:59:52 UTC
Verified By
Rollup News
Adam Jonas from Morgan Stanley suggests that autonomous cars are sufficiently advanced for safety drivers to be removed at scale, particularly for Tesla in major metropolitan areas. Tesla believes its optical-only AV system is safe without radar and LIDAR. If autonomy is solved for cars, it can be applied to other AI-enabled robotics. Tesla's FSD could generate significant EBIT.
Autonomous cars are sufficiently advanced to remove safety drivers at scale.
Tesla's optical-only AV system challenges conventional thinking.
Solving autonomy for cars can be applied to other AI-enabled robotics.
Tesla's FSD could generate significant EBIT.
Regulatory approval to remove drivers in areas other than Texas.