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).

According to Sawyer Merritt, Tesla's Full Self-Driving (FSD) feature is poised for significant adoption growth over the next 12-18 months as user reliance on AI-powered autonomous driving increases and existing owners become more aware of its capabilities (source: Sawyer Merritt via Twitter). This trend highlights the growing market potential for advanced driver-assistance systems (ADAS) and AI-driven mobility solutions. Businesses in the automotive AI sector can capitalize on this surge by developing complementary technologies, such as sensor integrations and data analytics platforms, to support the rapid expansion of autonomous vehicle adoption.

According to @slotkinjr, as highlighted by @JeffDean, an analysis of Waymo's AI-powered autonomous vehicles demonstrates significantly better safety outcomes compared to human drivers. If every vehicle in the U.S. matched Waymo's safety performance, it could prevent 33,000 to 39,000 road deaths annually and save $0.9 to $1.25 trillion in societal costs. Even partial adoption at 27% market share could save around 10,000 lives per year. This analysis underscores the transformative business and public health impact of AI-driven autonomous driving technology, presenting substantial opportunities for growth and investment in the AI mobility sector (Source: @slotkinjr via X, 2025).