According to @garyblack00, the next major TSLA catalyst is removing safety monitors from roughly 150 Robotaxis, a step he says would signal imminent scale-up with Elon Musk targeting Austin, Texas by year-end (source: @garyblack00). Community FSD tracking shows v14.x nearing ~4,000 miles per critical disengagement, about 10x v13.x across ~1,100 participants, highlighting improving reliability for trading models and risk assessment (source: teslafsdtracker.com; @garyblack00). He adds that other players including BIDU, PONY, WRD, and GOOG may reach unsupervised autonomy, and he states GOOG is already operating at that level in certain contexts, which could shape relative positioning trades across AV equities (source: @garyblack00). For traders, the concrete triggers to watch are confirmed removal of safety monitors in Austin and sustained v14.x reliability gains as tracked by the community dataset, which he frames as indicators of scale-up readiness (source: @garyblack00; teslafsdtracker.com). Crypto market impact: the source provides no direct crypto linkage (source: @garyblack00).

According to Gary Black, the TSLA FSD community tracker shows FSD v14 at 1,677 miles per critical disengagement, source: Gary Black on X (Nov 1, 2025) https://twitter.com/garyblack00/status/1984682908393541892 and Elias Martinez on X https://x.com/eliasmrtnz1/status/1984680253806031110. Gary Black characterized this as a huge step-up versus v13, highlighting a notable reliability gain tracked by the community, source: Gary Black on X (Nov 1, 2025) https://twitter.com/garyblack00/status/1984682908393541892.