Executive Summary
Tesla's FSD 14.2 represents the first commercially viable end-to-end neural network controlling physical reality at scale - no if-then statements, pure AI decision-making from photons to steering wheel. The intervention rate improved 5X in 18 months (from every 150 miles to every 800 miles), suggesting exponential learning curves that could reach human parity within 24 months. But the real alpha lies in understanding what this breakthrough demands: massive energy infrastructure and spatial compu...
Key Investment Opportunity
Unity: The Spatial Intelligence Infrastructure Play
Tesla's FSD 14.2 breakthrough validates that AI is moving from 2D text/image processing to 3D spatial reasoning. This transition requires massive 3D simulation and development infrastructure that Unity provides. While markets focus on Tesla's $1.4 trillion valuation, they're missing that Tesla's neu...
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