According to Sawyer Merritt, Elon Musk stated during Tesla's Q3 earnings call that he is now confident in rapidly expanding Tesla's production due to recent advancements in achieving Unsupervised Full Self-Driving (FSD) capabilities. Musk emphasized that he previously held back on scaling production until there was clarity on the AI system's ability to operate without human supervision, highlighting that this milestone unlocks significant business opportunities for Tesla in the autonomous vehicle market. The integration of advanced AI-driven FSD positions Tesla to capitalize on growing demand for autonomous mobility solutions, potentially reshaping the competitive landscape in automotive AI and accelerating commercial deployment of self-driving technologies (Source: Sawyer Merritt, Twitter, Oct 22, 2025).