I cut every FSD moment from Tesla’s Q3 earnings call into one 10-minute video. If you don’t feel like listening 👇 Elon: FSD is now the #1 driver of Tesla demand 75%+ of North American deliveries signed up for paid FSD at delivery, even though every new car comes with a free month FSD is approved in many European countries, and Elon would be surprised if EU-wide approval takes past Q1 Unsupervised FSD comes to customer cars with V15. The first customer cars could join the robotaxi network around Q2 2027 Tesla is building its own AI maps and navigation (speed limits, parking, routing), which you can talk to and which learns your preferences. It starts rolling out in V15 Ashok on competitors: getting to a cool demo is easy, but the long tail is so hard that “anyone with their sane mind should not attempt to solve this problem” An analyst estimates FSD is approaching $1B in annual recurring revenue, and Tesla’s CFO says that math is right

ooo Tesla is working on its own maps for FSD and it will take over over the next several months. That sounds excellent.