Tesla, SpaceX and AI could be approaching huge unlocks at the same time. Could Cybercab and worldchanging FSD 15 change Tesla’s demand? Could Starship unlock more satellite capacity—and eventually computing in orbit? And when does AI become a worker you can actually delegate to? • Tesla’s robotaxi rollout, FSD demand, and the opportunity in Europe. …
When did Tesla FSD 15 get installed into Robotaxi? It happened 2 month ago and Tesla slowed the unsupervised robotaxi program to reset and work with the new software. Tesla said they had 380,000 miles without notable incident, which also coincides with the amount of unsupervised robotaxi miles of the last 2 months. Clearly Tesla …
Tesla v14 Lite is being rolled out to FSD Hardware 3 customers. This gives most of the FSD 14 capability to older HW3 cars. They distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that …
The bear cases against Tesla are being defused and destroyed. Profit Margin Back Over 20% and Increasing. Car sales increasing in China and Europe. Car exports from China increasing. More margin from FSD. FSD TAM will double in Q3. 500,000+ quarterly car sales can finally happen. Robotaxi unsupervised making steady progress. Tesla Semi mass production …
Tesla has added another 7 unsupervised robotaxi in Austin, Dallas and Houston. There are hundreds parked and ready to be added. This is likely an undercount because the crowdsourcwed robotaxitracker.com miss over half of the supervised vehicles for Tesla and Waymo. Just getting Dallas and Houston to the Austin level with population and other adjustments …
TESLA Unsupervised FSD Will Change Everything in 2026. TESLA Robotaxis do not crash — they only hesitate and unsupervised FSD will roll out to owners in ~7 months. The driving experience will be transformed. The full global million-scale robo-taxi is tied to v15, but unsupervised for personal cars + early robotaxi fleet will have meaningful …
Tesla financial and operations numbers like free cash flow and margin were growing. Those were good things. They beat on earnings and other forecasted metrics. However, the discussion about higher capital expenditures spooked Wall Street. There was also not a hard core locked in timeline for scaled unsupervised robotaxi. The growth in FSD and the …
In about seven months Tesla will Start region by region deployment of unsupervised TESLA FSD for Customer Usage. The owners of FSD will start to get unsupervised FSD. This will be before extreme (aka material) scaling of unsupervised robotaxi. Getting beyond 20,000 to 60,000 unsupervised robotaxi will be a few months after FSD 15 is …
Dutch regulators (RDW), which just approved Tesla FSD (Supervised) in the Netherlands. They have just issued an official statement. Due to the continuous strict monitoring of the driver in the vehicle, the system is safer than other driver assistance systems. We have thoroughly researched and checked this system, more than a year and a half. …
Tesla FSD V14.3 first drive impressions • Highway follow distance is more comfortable • Quicker take off from stop signs after coming to a complete stop • Highway lane change hesitation from previous versions seems gone for me • The navigation routes it takes are still sometimes confusing • It understood detour signs correctly on …
Tesla FSD 14.3 is in testing right now. Wide release in a few weeks. It’s in testing right now. Wide release in a few weeks. — Elon Musk (@elonmusk) March 19, 2026 AI5 will punch far above its weight, because the entire Tesla AI software stack is designed to make maximally effective use of every …