Changes can happen much faster than the consensus believes…
by Kerry Lutz
Kerry Lutz’s Substack
Tesla’s rollout of unsupervised Full Self-Driving isn’t just a product launch—it’s an extinction-level event for any business still chained to yesterday’s transportation models. With FSD now capable of operating with no human driver, the fallout will hit far more than just car companies. Think aviation. Insurance. Ride-hailing. Real estate. Even roadside pit stops.
This isn’t evolution. This is detonation. And it’s due to be released in early June, while empty Teslas have already been driving themselves around in Austin Texas for weeks.
We’re entering a world where machines drive themselves, nobody owns a car, and software eats what’s left of the middleman. So here it is—15 companies and sectors that may be headed straight for the windshield.
