According to Sawyer Merritt on Twitter, Piper Sandler’s Alex Potter reports that Tesla’s Full Self-Driving (FSD) technology is nearing true unsupervised capability. During a discussion with the designer of the FSD Community Tracker, it was revealed that the core metric—miles to critical disengagement—improved by more than 20 times after the release of FSD v14.1.x in October, rising from 441 miles to over 9,200 miles. This represents the largest sequential improvement seen in four years of data, indicating significant advancements in Tesla’s AI-driven autonomous driving systems. The rapid progress and subsequent performance fluctuations in v14.2.x have heightened investor interest, highlighting new business opportunities and competitive advantages for AI-powered mobility solutions. Piper Sandler maintains an Overweight rating and a $500 price target for TSLA, reflecting strong confidence in Tesla’s AI innovation trajectory (source: Sawyer Merritt on Twitter).