According to Sawyer Merritt, Stifel TSLA analyst Stephen Gengaro highlights that increased exposure to Tesla's Full Self-Driving (FSD) AI system is driving higher adoption rates. Gengaro notes that after experiencing multiple FSD iterations firsthand, the technology has shown significant improvements. He emphasizes that as potential customers experience FSD directly, their comfort and willingness to pay for the advanced AI-powered system increases, suggesting practical business opportunities for Tesla as AI-driven autonomous driving becomes more mainstream (source: Sawyer Merritt on Twitter).