Gary Zhou 
- 💼 Tesla CEO Elon Musk plans to update the vehicle delivery process, as per a leaked email.
- 🚗 Tesla employees in North America will now be required to offer supervised test rides with FSD V12.3.1 to customers during vehicle deliveries.
- 📧 The leaked email, shared by @WholeMarsBlog, emphasizes the importance of showcasing the effectiveness of FSD to customers.
- 🛣️ Elon Musk acknowledges that this requirement might slow down the delivery process but deems it necessary.
- 🤖 Musk’s directive suggests a new marketing strategy to promote Tesla’s Full Self-Driving (FSD) capabilities.
- 📈 Wall Street analyst Gary Black speculates that this move could increase FSD take rates and potentially impact TSLA stock positively.
In a surprising turn of events, a leaked email from Tesla CEO Elon Musk has unveiled a significant update to the company’s vehicle delivery process. As Tesla continues to push boundaries in the electric vehicle (EV) market, this move signals a strategic shift towards promoting its Full Self-Driving (FSD) capabilities directly to customers.
A Revolutionary Change in Delivery Process
The leaked email reveals that Tesla employees in North America are now mandated to provide supervised test rides featuring FSD V12.3.1 during vehicle deliveries. This bold step indicates Tesla’s commitment to showcasing the potential of its autonomous driving technology firsthand.
Emphasizing FSD Effectiveness
The email, initially shared by @WholeMarsBlog, underscores the importance of demonstrating the efficacy of FSD to customers. By allowing prospective buyers to experience FSD in action, Tesla aims to dispel any skepticism and instill confidence in its cutting-edge technology.
Addressing Potential Challenges
Elon Musk, in the leaked email, acknowledges the potential slowdown in the delivery process due to the implementation of supervised FSD test rides. Despite this concern, Musk asserts the necessity of this requirement, highlighting Tesla’s unwavering dedication to delivering top-notch customer experiences.
A Strategic Marketing Move
Musk’s directive signifies more than just a procedural update. It reflects Tesla’s strategic pivot towards marketing FSD as a key selling point for its vehicles. By integrating FSD demonstrations into the delivery process, Tesla aims to leverage firsthand experiences to drive adoption and loyalty among customers.
Implications for FSD Take Rates and TSLA Stock
Notably, Wall Street analyst Gary Black suggests that this move could have significant implications for FSD take rates and TSLA stock performance. By offering supervised FSD test rides and potentially coupling them with free trial periods, Tesla could witness a surge in FSD adoption rates, thereby bolstering investor confidence and positively impacting TSLA stock.
Conclusion: Shaping the Future of Autonomous Driving
Tesla’s decision to require supervised FSD test rides during vehicle deliveries marks a pivotal moment in the evolution of autonomous driving technology. By prioritizing customer experiences and embracing innovative marketing strategies, Tesla reaffirms its position as a trailblazer in the EV industry, setting the stage for a future where autonomous vehicles redefine mobility.
