Your Tesla Will Remember How You Drive

Tesla shares were little changed in premarket trading as investors focused on Elon Musk’s comments that Full Self Driving will increasingly learn individual driving preferences and adapt to them. The article frames this as another incremental improvement to Tesla’s AI-driven software stack, which could support higher subscription adoption and longer-term revenue growth. Tesla’s FSD ended Q1 with 1.3 million subscriptions, up from 850,000 a year earlier, though it still requires human oversight at all times. Investors are also looking ahead to Q2 earnings, where Wall Street expects EPS of 54 cents versus 40 cents a year ago, helped by roughly 480,000 deliveries, up 25% year over year. The piece suggests that FSD, robotaxis, and humanoid robots remain key catalysts for the stock, even as Tesla was down 15% year to date heading into Monday trading.