Tesla(US:TSLA) Benzinga·2025-10-08 06:53Core Viewpoint - Tesla's introduction of affordable models and the Full Self-Driving (FSD) V14.1 updates has generated optimism among investors, particularly from Dan Ives of Wedbush Securities, who believes these developments could significantly impact Tesla's delivery rates and market valuation [1][2][4]. Group 1: Affordable Models - The launch of lower-priced models is seen as a crucial step towards achieving a quarterly delivery run-rate of approximately 500,000 units [2]. - Ives expressed disappointment regarding the pricing of the new Model Y and Model 3 trims, which are only $5,000 lower than existing variants, potentially limiting their market appeal [3]. Group 2: Full Self-Driving (FSD) Updates - The FSD V14.1 update includes improvements that promise fewer interventions and enhanced parking options, which could bolster Tesla's market position [4]. - Ives projects that Tesla could reach a $2 trillion market cap by early 2026 and $3 trillion by the end of 2026, driven by full-scale production of autonomous vehicles and robotics [5]. Group 3: Robotics and AI Initiatives - Tesla's focus on autonomous driving and robotics is viewed as a trillion-dollar market opportunity, with the company advancing its AI initiatives through Master Plan IV and the introduction of the Optimus robot [7]. Group 4: Analyst Perspectives - Some analysts have criticized Tesla's affordable models, suggesting they may not sell well due to fewer features compared to existing options [9].