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).

According to Dave Lee (@heydave7), Tesla made several key announcements at its shareholder meeting, highlighting major advancements in AI applications for autonomous driving and robotics. Elon Musk stated that unsupervised Full Self-Driving (FSD) is expected to be solved within months, representing a significant leap in real-world AI deployment for autonomous vehicles. The company will begin production of Optimus v3 humanoid robots next year, with v4 and v5 models following in 2027 and 2028, indicating a strong commitment to scaling robotics manufacturing. These developments underline Tesla's accelerated push into AI-powered automation, with implications for both automotive and industrial sectors. Additional updates include scaling auto production, volume production of the Tesla Semi next year, and the start of Cybercab production in April 2026, all supporting Tesla’s mission of sustainable abundance (Source: Dave Lee on Twitter).

According to Sawyer Merritt, Elon Musk emphasized that the breakthrough AI application for autonomous vehicles is achieving unsupervised Full Self-Driving (FSD) technology so reliable that users can safely text while the car drives itself. Musk stated he is 100% confident in reaching this milestone, highlighting a pivotal business opportunity for automakers and AI developers. This advancement would position FSD as a must-have feature, driving mass adoption and opening new markets for AI-powered mobility solutions (Source: Sawyer Merritt on Twitter, Oct 22, 2025).

According to Sawyer Merritt on Twitter, Elon Musk stated he feels 100% confident that Tesla can solve Unsupervised Full Self-Driving (FSD) with artificial intelligence at a safety level much greater than a human (source: Sawyer Merritt, Twitter, Oct 22, 2025). This assertion highlights ongoing advancements in autonomous vehicle technology, specifically AI-driven FSD solutions. The potential for superhuman safety performance could accelerate regulatory approval and mass adoption of AI-powered autonomous vehicles, opening significant business opportunities in mobility-as-a-service, fleet management, and AI software licensing for automotive manufacturers.

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).