Goldman Sachs has recognized Tesla Inc. (NASDAQ:TSLA) as a front-runner in the autonomy and Advanced Driver-Assistance Systems (ADAS) landscape, projecting that software and digital services will significantly enhance the business model of Elon Musk‘s electric vehicle (EV) empire. The interest in Tesla's capability to sell ADAS/autonomy software has surged among investors, especially concerning its Full Self Driving (FSD) offering for consumers and its potential robotaxi services. Tempered Expectations for Near-Term Revenue Growth from Robotaxis and FSD Mark Delaney, an equity analyst at Goldman Sachs, stressed the potential but also the hurdles in Tesla’s path. He stated, “It will take time before Tesla can drive more significant growth in either robotaxi or FSD revenue.” For Tesla to significantly impact the market with its FSD subscription at $99 per month, Delaney believes Tesla needs to achieve at least Level 3 autonomy, which allows drivers to divert their eyes from the road in certain conditions like highway driving. He noted that Tesla's initiatives toward Level 4 and Level 5 autonomy, which would enable fully autonomous robotaxis, are still in the nascent stages, reflecting the typical challenges such as research and development costs and regulatory hurdles. Read also: Elon Musk ...