Melius Research analyst Rob Wertheimer: "Tesla’s autonomous-driving lead is approaching an irreversible tipping point that could trigger one of the biggest value shifts in modern industrial history. Tesla is a must own because the world is about to change, dramatically.” “Our point is not that Tesla is at risk, it’s that everybody else is.” He adds that the next five years “will see hundreds of billions in value shift… to Tesla.” Public awareness remains low. “Not even 1 out of 100 Americans have ridden in a self-driving car,” Wertheimer stated, adding that only “tens of thousands” have tried Tesla’s latest FSD (Supervised) system. When widespread rollout arrives, “it will still shock most people.”