Tesla made a big truck called Cybertruck. It can drive by itself but not all the features work yet. People who bought it have to wait for a few months for the full self-driving system to be ready. Elon Musk, the boss of Tesla, said they need to focus on making the self-driving system work for other cars first before adding it to the Cybertruck. There are many more normal Tesla cars than Cybertrucks on the road, so he wants to help more people with the self-driving system. Read from source...
1. The title of the article is misleading and sensationalized. It implies that Cybertruck owners have to wait longer for FSD than other Tesla owners, which is not necessarily true. Musk only said that FSD software development is focused on "other 99% of the fleet", but did not specify a timeline or priority for Cybertruck owners specifically.
2. The article uses vague and ambiguous terms like "a few months" and "the lowest priority" without providing any concrete data, sources, or evidence to support them. These terms are subjective and open to interpretation, which can create confusion and misinformation among readers.
3. The article relies heavily on Musk's statements as the main source of information, without questioning their validity, accuracy, or context. This can be seen as a lack of journalistic integrity and objectivity, as well as a potential conflict of interest, since Tesla is a publicly traded company that Benzinga has a financial stake in.
4. The article does not mention any other factors or challenges that might affect the development, availability, or adoption of FSD software across different models and markets. For example, it does not consider the legal, regulatory, technical, environmental, social, or economic aspects of FSD deployment, which can have a significant impact on the timeline and feasibility of the project.
5. The article shows a bias towards Musk and Tesla, as well as a negative tone towards Cybertruck owners and their expectations. It does not present any alternative perspectives, counterarguments, or criticisms of Musk's vision or Tesla's performance. It also ignores the potential benefits and advantages of FSD software for drivers, passengers, society, and the environment.
Based on the information provided in the article, it seems that Tesla is focusing on improving its full self-driving (FSD) software for the majority of its fleet, rather than prioritizing the Cybertruck. This implies that Cybertruck owners will have to wait a few more months before they can enjoy the benefits of FSD.
One possible implication of this delay is that Tesla's stock price may not be negatively affected by the lack of FSD software for the Cybertrick, as the company is still working on enhancing its core product offering and expanding its market share in the electric vehicle industry. Another possible implication is that Cybertruck owners may become more loyal to Tesla, as they will have exclusive access to a unique feature that sets them apart from other Tesla drivers.
However, there are also potential risks associated with this strategy. For example, Tesla's competitors may use this opportunity to gain ground in the electric truck market by offering more advanced driver assistance systems or lower prices for their vehicles. Additionally, Cybertruck owners may become frustrated with the delay and lose confidence in Tesla as a reliable company that delivers on its promises.
Therefore, my comprehensive investment recommendation is:
- Hold TSLA stock if you believe in the long-term potential of Tesla's products and vision, and are willing to tolerate short-term volatility due to factors such as FSD delays for Cybertruck owners.
- Sell TSLA stock if you think that the lack of FSD software for the Cybertruck will hurt Tesla's competitive advantage and customer loyalty in the electric truck market, or if you expect Tesla to face increased competition from other automakers that offer better alternatives.
- Consider buying put options on TSLA stock if you are bearish on Tesla's prospects and think that the stock is overvalued at its current price level.