$TSLA The next chapter in Tesla's series?
Is Tesla about to bring about the physical AI revolution?
We present to you today's analysis written by Im Yoon-Jung from Samsung Mobility!
And he presents a scenario we really hadn't considered
Ready?! Action!
So what has happened in recent weeks?
In recent months, Google has become a company where the letters AI simply integrate with everything it does
The point that must be understood:
Google did this thanks to a rare set of tools
Google is essentially an AI player with a set of 4 critical components in the digital world:
1. A powerful AI model.
2. A chip (TPU), and even started selling it!
3. Data centers.
4. Massive online data.
But all this is fine in the AI of the data and software world
But the question arises: who is the Google of AI in the physical world?
And do the rules of the game change here?
In the physical world, there is only one company that fully possesses these four components:
Tesla!
What makes it unique?
Here is the key that no other tech giant in the US has:
Real-world data!
Quietly and under everyone's nose, Tesla began collecting real driving data, human movement data, and this is the Gold Standard?
Its quantity is the largest in the world.
FSD: not a matter of convenience, but a matter of safety
What's happening right now
1. In Korea, supervised FSD videos are already appearing.
2. February-March 2026: expected distribution of supervised FSD in China and European countries, such as the Netherlands.
Regulatory approval does not come because of "some nice official", but because according to regulatory tests, the system is proven to be safer than human driving!
And here too, the next pivot: licensing and chip sales
If Robotaxi and FSD technology is proven beyond any doubt, Tesla claims it is expected to begin FSD licensing and even chip sales (like AI5).
If this indeed happens according to Tesla's plan, this could be a new pipeline of passive income.
Tesla's technological roadmap for 2026
If AI changes the online world, is 2026 the year it turns the physical world upside down?
Note the following dates:
February-March: FSD distribution in China and the Netherlands (the major regulatory event).
Q1: Unveiling Optimus Gen 3: is the humanoid robot improving?
April: Start of Cybertruck production (Tesla expects 3-4 million units eventually).
Second half: Start of Semi-truck production (Tesla expects 60,000 units) and Optimus (Tesla expects 1 million units).
Q4: Installation of AI5 chip in vehicles.
Tesla aims to be much more than a car company.
It aspires to the crown of an AI technology company with an analog ecosystem.
The big question: will Tesla prove Elon Musk was right again?