Billionaire Investor Ron Baron Urges Buying Tesla, Citing Rapid Full Self-Driving Adoption

Billionaire investor Ron Baron has reiterated a strong bullish stance on Tesla, asserting that now is the optimal time to buy shares due to accelerating Full Self-Driving adoption rather than robotics or robotaxis. Baron, who holds a Tesla stake valued at roughly $4.7 billion, points to tangible software monetization as the primary near-term catalyst. Tesla's second-quarter results support this shift, with active FSD subscriptions jumping 56% year-over-year to 1.48 million and over 55% of new North American deliveries activating the feature, lifting services revenue 50% to $4.6 billion.