According to ARK Invest via Sawyer Merritt, Tesla logged over 1 million unsupervised driverless miles across seven cities in three states in ~7 months, expects acceleration with FSD V15, and frames it as key to scaling robotaxi service.

According to SawyerMerritt, JPMorgan says Tesla sees FSD V15 as a step change and key to scaling Cybercab robotaxis soon, maintaining a $475 TSLA target.