Market ExpansionTesla's competitive position in China is poised to improve with the deployment of Full Self-Driving (FSD), attracting increased attention and strengthening its foothold in a key market.
Product DevelopmentWith the advancement of Large Language Models and General AI, Tesla's exploration into AI technologies such as the Dojo project places the company at the forefront of AI and robotics integration, promising innovative developments.
Strategic PartnershipsThe potential for a licensing deal for Tesla's Full Self-Driving technology with another major OEM, expected before the end of 2024, presents a new earnings growth opportunity and a significant catalyst for the company.