According to Sawyer Merritt, Tesla has released a new paid advertisement on X promoting its FSD (Supervised) system, emphasizing that 'FSD Supervised drives like the best chauffeur imaginable.' This campaign spotlights Tesla’s continued investment in AI-driven autonomous driving technology, positioning FSD (Supervised) as a top-tier solution for advanced driver assistance. The ad underscores Tesla's strategy to differentiate its AI-powered Full Self-Driving system in the competitive autonomous vehicle market, aiming to boost user confidence and drive adoption among tech-savvy consumers and fleet operators. By leveraging AI advancements and targeted advertising, Tesla is seeking to expand its footprint in the AI mobility sector and create new business opportunities related to smart transportation and autonomous vehicle services (source: Sawyer Merritt on X).

According to Sawyer Merritt, TD Cowen analyst Itay Michaeli reaffirmed a Buy rating and a $509 price target for Tesla after personally experiencing Tesla's robotaxi service in Austin, Texas. The analyst highlighted that the autonomous driving system demonstrated advanced AI capabilities by effectively navigating two complex real-world scenarios, underscoring Tesla's leadership in AI-powered self-driving technology. This positive assessment signals growing business opportunities for fully autonomous ride-hailing services and strengthens Tesla's competitive position in the AI mobility market (source: Sawyer Merritt on Twitter).