Tesla(US:TSLA) The Motley Fool·2025-12-07 02:05Core Insights - Elon Musk aims to expand Tesla's full self-driving (FSD) technology into new markets by 2026, with a significant focus on Europe [1] - The approval of supervised FSD in the Netherlands is a crucial step towards broader European deployment, potentially enhancing Tesla's growth and robotaxi concept [4][7] Tesla's Stock Valuation - Tesla's stock valuation is heavily influenced by developments in its robotaxi and FSD businesses, which are closely related but distinct [2] - The current supervised FSD is available in several regions, including the U.S., Canada, and China, but is not the same as the unsupervised version targeted for robotaxi rollout [3][4] FSD Approval and Market Impact - The approval of supervised FSD in the Netherlands could lead to wider approvals across the EU, increasing potential customer base [7][8] - A successful approval process would enhance the investment case for Tesla, as the stock's valuation is not primarily based on its electric vehicle business [9] Future Production Plans - Tesla is committed to ramping up production of Cybercabs in 2026, driven by confidence in the near-term availability of unsupervised FSD [9][11] - The ongoing rollout of robotaxis and the approval of FSD are critical for maintaining investor interest and stock performance [11][12]