According to Sawyer Merritt quoting Melius Research analyst Rob Wertheimer, Tesla’s lead in autonomous driving AI is approaching an irreversible tipping point that could trigger one of the most significant value shifts in modern industrial history. Wertheimer asserts that Tesla's advanced Full Self-Driving (FSD) technology positions the company as a must-own asset for investors, with projections of hundreds of billions in value moving to Tesla over the next five years. He highlights the low public exposure to self-driving vehicles, noting that less than 1% of Americans have experienced autonomous cars and only tens of thousands have tried Tesla’s latest FSD (Supervised) system. As the widespread rollout of autonomous driving arrives, most consumers and competing automakers will be caught off guard, presenting substantial business opportunities for Tesla in both the automotive and AI sectors (Source: Sawyer Merritt via Twitter, Nov 24, 2025).