This will likely delay any mainstream autonomy availability, he added. Against the backdrop, expectations for a full self-driving (FSD) vehicle to go public in 2025 appear to be optimistic. "In the end, autonomy will likely take longer than most think to come to fruition, and almost certainly be more transformative than anyone can imagine," Munster said. FSD to Face Near-term Hit: Tesla may now have to soften its marketing language around FSD, Munster said. This will have a near-term negative impact on FSD's upfront and subscription uptake, he added.