Tesla’s FSD Breakthrough Sparks Autonomous Driving Race
Tesla's Full Self-Driving software reaches a pivotal moment with version 14, demonstrating smoother operation and improved reliability. Crowdsourced data shows 9,000 miles between critical disengagements—a metric that matters for both engineers and investors.
The company's Austin robotaxi tests mark a bold departure from industry norms. Unlike Waymo's monitored fleet, Tesla pushes ahead with fully driverless prototypes. This gamble could redefine regulatory conversations about autonomous vehicles.
Market penetration accelerates as 12% of U.S. Teslas now carry FSD subscriptions. The revenue stream—while currently modest—positions Tesla uniquely among automakers betting on software-as-a-service models.