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Morgan Stanley posts optimistic Tesla FSD expectations after V12.3.6 experience

  • Morgan Stanley analyst Adam Jonas recently shared his impressions of Tesla's FSD (Supervised) V12.3.6.
  • Jonas praised the advanced driver-assist system's cautious and assertive behavior.
  • He mentioned that FSD (Supervised) V12.4 is expected to bring substantial improvements.
  • Jonas estimated that Tesla could have a fleet of over 50 million units by 2035, driving a collective 100 billion miles per year.

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