Скачать или смотреть 2025-12-04: Tesla's Next Big Moves: FSD, Robotaxis, Optimus, & Stock Surge

Tesla investors, buckle up! We've got a packed show today, diving deep into the latest developments that are shaping the future of Tesla. Let's get straight to the five most important stories:First up, the ever-evolving saga of Full Self-Driving (FSD). While Tesla continues to push the boundaries with FSD 14.2, the debate around its safety and transparency is heating up. Dr. Jonathan Slotkin, in a New York Times piece on December 2nd, pointed out the stark contrast between Waymo's clear safety reporting and Tesla's perceived efforts to obscure its data. September's NHTSA data also showed Waymo's robotaxis outperforming Tesla's in terms of crashes per mile, a significant point when considering Waymo's lack of human supervision. Elon Musk chimed in in November, noting legacy automakers' hesitancy to adopt Tesla's FSD. This continues to be a critical area for investor scrutiny as FSD's public rollout expands.Next, Tesla's bold move into the Robotaxi service. Officially launched in June of this year, Tesla is already planning to double its robotaxi presence in Austin by December 2025 and expand to more U.S. cities. Cathie Wood's projection of a staggering $756 billion in annual revenue by 2029 from this venture underscores the massive potential investors are seeing. We'll be watching closely as this service rolls out across California, Arizona, and beyond.Our third major story is the Optimus Humanoid Robot. Tesla is gearing up to supply these robots to commercial customers in the second half of 2026, with an ambitious goal of producing one million units by the end of that year at a target cost of $20,000 each. Recent footage showing Optimus moving with impressive fluidity has only amplified investor excitement about this long-term growth driver.Fourth, let's talk Stock Performance and Valuation. After a slump earlier in the year, TSLA has seen a significant climb over the past three months, gaining over 33%. Year-to-date, it's up 16%. While the valuation remains high, trading at a substantial forward earnings multiple, analysts are forecasting robust earnings growth of nearly 65% in 2026. This premium valuation hinges on investor belief in Tesla's transformative technologies.And finally, a notable shift in Consumer Reports Rankings. The 2026 Brand Report Card, released just this week, shows Tesla jumping from 18th to 10th overall in U.S. auto brand rankings. This improvement is a testament to their refining models and leveraging over-the-air updates for reliability. While the Cybertruck received a mixed review due to its novel technologies, and older models still lag in reliability, this overall brand improvement is a positive sign.That’s your quick rundown of the top 5 Tesla news items. Don't forget to subscribe and share your thoughts, see you next time!