Tesla(US:TSLA) Benzinga·2026-01-21 10:12Core Insights - ARK Invest predicts that Tesla's Full Self-Driving (FSD) service will provide consumer value approximately eight times its current subscription price once it achieves unsupervised autonomy [2][3] Group 1: Tesla's Full Self-Driving Service - The FSD service is currently offered at $99 per month or $999 per year, which is considered a good value, especially as the technology progresses towards full autonomy [4] - The Robotaxi service is projected to account for 90% of Tesla's value by 2029, indicating significant future growth potential [4] Group 2: Market Position and Expansion - Investor Dan Ives estimates that Tesla could capture up to 80% of the Robotaxi market in the U.S., emphasizing the importance of expanding services across multiple cities [5] - ARK Invest has made substantial investments in the autonomous driving sector, including shares in WeRide Inc. and BYD Co. Ltd., reflecting confidence in the industry's growth [7] Group 3: Technological Developments - Elon Musk confirmed that Tesla vehicles equipped with the AI4 (HW4) chip will be capable of running Unsupervised FSD without additional upgrades, which is a significant technological advancement [6] - Production timelines for the Optimus robot and Cybercab are targeted for ramp-up this year, indicating ongoing innovation at Tesla [6]