According to Sawyer Merritt on Twitter, a Tesla equipped with Full Self-Driving (FSD) V14 completed 3,000 miles with zero miles driven by a human and no interventions, across 78 navigation destinations—10% city and 90% highway. This performance demonstrates significant advancements in AI-powered autonomous driving, highlighting the reliability of Tesla's latest AI software in real-world mixed traffic scenarios. Such results reinforce the growing business opportunities in autonomous vehicle deployment and AI-driven mobility solutions, particularly for ride-hailing, logistics, and fleet management sectors (source: Sawyer Merritt, Twitter).

According to Sawyer Merritt, Tesla is strategically evolving its product lineup by prioritizing cost control, scalability, and future monetization through services powered by its proprietary AI software (source: Sawyer Merritt, Twitter, Oct 22, 2025). The company’s focus is on leveraging existing production capacity and optimizing operations, rather than rapidly expanding with new factories. This AI-driven approach is designed to boost sales volumes through differentiated, efficiently managed products, and to unlock new revenue streams in automotive and mobility services. This strategy positions Tesla to capitalize on AI-based recurring revenue opportunities such as autonomous driving, fleet services, and software subscriptions, enhancing its competitive edge in the AI-powered automotive market.