According to Sawyer Merritt, Tesla has initiated a new email marketing campaign promoting its Full Self-Driving (Supervised) feature, positioning it as a holiday gift. The email emphasizes that, with FSD (Supervised) enabled, Tesla vehicles can operate from start to finish with minimal human intervention. Tesla highlights that its AI-powered FSD system has accumulated over 6.7 billion miles of driving experience, which contributes to improved road safety and a reduced likelihood of collisions. This campaign underscores Tesla's ongoing investment in AI-driven autonomous vehicle technology and its strategy to leverage extensive real-world data for continuous improvement and market differentiation (Source: Sawyer Merritt on Twitter).

According to Sawyer Merritt, Waymo has officially begun autonomous vehicle testing in London, marking a significant step toward launching AI-powered robotaxi rides in the city by 2026 (source: Sawyer Merritt, Twitter, Dec 8, 2025). This expansion demonstrates Waymo’s commitment to globalizing its autonomous driving technology and leveraging advanced artificial intelligence for urban mobility solutions. The London trials are focused on adapting Waymo's AI systems to the city’s complex traffic patterns and regulatory environment, positioning the company to capture new business opportunities in the rapidly growing European autonomous vehicle market.

According to Sawyer Merritt, Tesla's upcoming Cybercab will debut with the AI4 chip, which is already present in current Tesla vehicles. This launch strategy allows existing AI4 owners to benefit from new features without immediate hardware upgrades. Merritt confirms that AI5 chips will begin integration in Tesla vehicles around mid-2027, but a significant update to Full Self-Driving (FSD) software leveraging AI5’s advanced capabilities is not expected until late 2027 or early 2028 (source: x.com/elonmusk/status/1989835743829922168). For businesses and investors, this staggered rollout offers continued market appetite for AI4 vehicles, extending the life cycle of the current hardware platform and providing opportunities in FSD software, retrofitting solutions, and AI-powered mobility services.

According to Sawyer Merritt, General Motors (GM) will integrate conversational Google Gemini AI into its vehicles starting next year, followed by the rollout of an eyes-off, hands-free driver-assistance system by 2028. This next-generation system enables drivers to take their eyes off the road under specific circumstances, representing a significant advancement in AI-powered autonomous driving technology (Source: Sawyer Merritt via Twitter). GM will also introduce a new centralized computing platform in 2028, debuting with the Cadillac ESCALADE IQ, designed to unify propulsion, steering, infotainment, and safety systems on a single core. The new platform is expected to deliver 10 times greater over-the-air update capacity, 1,000 times more bandwidth, and up to 35 times enhanced AI performance, paving the way for rapid deployment of AI software and advanced vehicle features (Source: Sawyer Merritt via Twitter). These developments strengthen GM’s position in the AI-driven automotive market and create significant business opportunities for AI service providers, software developers, and automotive technology partners.