The article is hit and miss. It rolls out the laundry list of plausible problems and assigns them all the most negative interpretation. It also doesn't compare

The article is hit and miss. It rolls out the laundry list of plausible problems and assigns them all the most negative interpretation. It also doesn't compare problems other EVs have had. For example, FSD might be a multi-billion dollar liability if it doesn't work soon, which it won't. But so was the Bolt battery fire recall. The real problem with FSD is that "robotaxi" revenues are a big big part of analyst price targets: ARK's PT is mostly based on robotaxi revenue. That's fantasyland. FSD isn't even designed to a robotaxi, and several companies are testing actual robotaxis in actual cities. $TSLA is, still, way overpriced. On the basis of a tide of hype. When that tide ebbs, FSD will be seen to be swimming naked, and $TSLA will get repriced like other car makers are priced.