Morgan Stanley analyst Adam Jonas has praised Tesla’s Full Self-Driving (FSD) system as a “game changer” after completing a 1,400-mile trip from New York to Michigan in his 2021 Model Y. His endorsement adds weight to Tesla’s autonomous driving ambitions on Wall Street.
Hands-Free Experience
Jonas used FSD Supervised v12.6.4 on Hardware 3 and said the car managed more than 99% of the miles without intervention.
“Having your hands off the wheel and feet off the pedals for nearly 12 hours of driving is a real game changer that is hard to appreciate without experiencing it for yourself,” Jonas noted.
He added that apart from two heavy downpours and a few parking maneuvers, the system handled highways safely and confidently.
Morgan Stanley's Adam Jonas says he recently competed a 1,400-mile round trip from New York to Michigan and back, and @Tesla's FSD drove 99% of the miles. “It's a game changer.”
— Sawyer Merritt (@SawyerMerritt) September 14, 2025
“Having your hands off the wheel and feet off the pedals for nearly 12 hours of driving is a real… pic.twitter.com/hxjCs7ubSL
Value and Market View
Jonas considers the $8,000 FSD package a bargain and highlighted Tesla’s Supercharger network as another strength during the trip. He maintains a $410 price target for Tesla stock, underscoring his bullish view on the company’s autonomy push.
Jonas’s comments reflect both consumer confidence and market optimism. His praise positions Tesla’s FSD as a potential benchmark for the auto industry, reinforcing its role in shaping the future of autonomous driving.