Tesla's FSD software could bring major gains to the company's revenue, Gene Munster said.
If Tesla licenses out the technology and lowers the price, that could add up to $20 billion a year.
Sharing Tesla's FSD technology could be a major boost, since competitors are likely to use a first-to-market technology instead of spending money to develop their own version.
By the fifth year, that could likely expand to an additional $20 billion in annual revenue, he added.
"While these targets are many years away, it illustrates the FSD licensing opportunity is meaningful and worth the wait,"Munster said.
Persons:
Gene Munster, Tesla, Elon, Munster
Organizations:
Service, Deepwater Asset Management, Munster
Locations:
Wall, Silicon