According to Sawyer Merritt on X, a new image post drew attention to Tesla’s AI stack and data collection, highlighting the role of on-vehicle compute and centralized training. As reported by Tesla’s 2023–2024 AI Day materials and earnings calls, Tesla is investing in Dojo to scale video model training for Full Self-Driving with billions of real-world miles as training data. According to Tesla’s 2024 Q4 update, the company continues to expand its autolabeled video datasets and multi-camera neural networks for end-to-end driving. Based on The Information’s reporting, Tesla is procuring Nvidia H100 clusters in parallel with Dojo for model training throughput. These developments create five business implications: 1) lower per-mile data acquisition costs through fleet learning; 2) faster iteration on end-to-end driving models via vertically integrated training; 3) potential licensing of autonomy stacks to OEMs once safety metrics are validated; 4) margin expansion from software subscriptions such as FSD; and 5) defensible moat from proprietary, large-scale driving video corpora. All statements are drawn from the above sources; the image post by Sawyer Merritt serves as a topical pointer to Tesla’s ongoing AI strategy.

According to Sawyer Merritt, Tesla is enabling more members of the general public to experience Full Self-Driving (FSD) unsupervised rides, marking a significant step in the deployment of autonomous vehicle technology. As reported by Sawyer Merritt on Twitter, this expansion provides valuable real-world data and accelerates the validation of Tesla's FSD neural networks, potentially opening new business opportunities for ride-hailing and autonomous transport services.

According to Sawyer Merritt, Tesla has received approval from Israel's Ministry of Transportation to participate in a trial allowing its vehicles to operate on public roads using the FSD (Supervised) autonomous driving system. As reported by Sawyer Merritt, this initiative marks a significant step for Tesla in expanding the real-world testing of its Full Self-Driving technology outside the United States. The trial aims to evaluate the system's performance and safety under local conditions, presenting new business opportunities for Tesla and setting a precedent for regulatory acceptance of advanced driver-assistance systems in international markets.

According to Sawyer Merritt on Twitter, more members of the public in Austin are now experiencing Tesla's FSD Unsupervised feature, marking a significant step in the deployment of autonomous vehicle technology. As reported by Sawyer Merritt, this expansion allows real-world users to engage with Tesla’s advanced driver-assistance system without requiring active supervision, highlighting progress toward fully autonomous driving and opening new business opportunities in mobility services and urban transportation.

According to Sawyer Merritt, Tesla owners have collectively driven over 7.5 billion miles using FSD (Supervised), with 64% of these miles on highways and 36% in city environments. This milestone demonstrates the extensive real-world deployment of Tesla's supervised autonomous driving technology and highlights its significant role in collecting large-scale driving data for continuous improvement. As reported by Sawyer Merritt, the vast mileage achieved by Tesla FSD (Supervised) underscores the company's leading position in the autonomous driving sector and offers valuable business opportunities for data-driven advancements in safety and performance.

According to Sawyer Merritt via @theallinpod, David Friedberg shared that he was so impressed by Tesla's Full Self-Driving (FSD) technology that he purchased additional Model X vehicles for his family. This highlights Tesla's growing success in leveraging advanced AI-driven autonomous features to deliver superior user experiences, which is accelerating consumer adoption and opening new business opportunities in the automotive AI sector.

According to Sawyer Merritt, a notable 60% of new Tesla buyers using his referral code this month have opted to purchase Full Self-Driving (FSD) outright for $8,000. This trend highlights increasing consumer interest in Tesla's advanced driver-assistance feature and suggests significant business opportunities for Tesla in the autonomous vehicle market. As reported by Sawyer Merritt on Twitter, the high adoption rate of FSD could further drive Tesla's revenue and accelerate the mainstream use of autonomous driving technology.

According to Sawyer Merritt on Twitter, two unsupervised Full Self-Driving (FSD) rides were completed in Austin using different Tesla Model Ys, with no chase or follow car present. This development demonstrates Tesla's ongoing advancement in autonomous vehicle technology and could signal increased confidence in the safety and reliability of the FSD system. As reported by Sawyer Merritt, such milestones may accelerate regulatory acceptance and commercial opportunities for Tesla's FSD, particularly in urban environments.

According to Sawyer Merritt on Twitter, the 2026 Tesla Model Y Premium AWD introduces several advanced updates including a larger 16-inch display, an all-black headliner, updated exterior badging, and an improved front camera housing. Most notably, the vehicle supports a free transfer of Tesla’s Full Self-Driving (FSD) capability from a previous model, highlighting Tesla’s commitment to AI-driven autonomous driving advancements. As reported by Sawyer Merritt, these features underscore Tesla’s ongoing focus on integrating AI technologies for improved user experience and expanded business opportunities in autonomous vehicles.

According to Sawyer Merritt, Tesla has disclosed for the first time the number of active subscriptions and purchases for its Full Self-Driving (FSD) Supervised package, revealing a significant growth trajectory. Active FSD subscriptions rose from 400,000 in 2021 to 1.1 million projected in 2025. This transparency highlights Tesla's expanding footprint in autonomous vehicle technology and suggests increasing consumer confidence and adoption of advanced driver assistance systems. As reported by Sawyer Merritt, the rapid uptick in FSD subscriptions offers substantial business opportunities in the AI-powered automotive sector, positioning Tesla as a leading player in the integration of supervised machine learning models for real-world driving applications.

According to Sawyer Merritt, Tesla reported that monthly subscriptions for FSD (Supervised) continued to grow sequentially and more than doubled in 2025. Tesla announced it is transitioning access to FSD (Supervised) exclusively to monthly subscriptions, phasing out the up-front payment model. This move signals a significant shift in Tesla's AI-powered software monetization strategy, aiming for recurring revenue streams and broader adoption of autonomous driving features. As reported by Sawyer Merritt, this transition is expected to impact customer engagement and further embed Tesla's AI-driven technology in the automotive market.

According to Sawyer Merritt on Twitter, Tesla has received approval from the Swedish Transport Administration to conduct supervised Full Self-Driving (FSD) tests in the municipality of Nacka, Sweden. This marks the first time Tesla is permitted to test its FSD technology in a Swedish urban environment. The trial involves three Tesla vehicles operated by employees only, not by customers. As reported by Sawyer Merritt, this regulatory approval allows Tesla to advance its autonomous driving research in Europe, potentially paving the way for future commercial deployments and partnerships within the region. The decision also highlights the growing acceptance and regulatory oversight of autonomous vehicle technologies in European markets.

According to Sawyer Merritt on Twitter, Tesla has updated the eligibility criteria for its free Full Self-Driving (FSD) transfer offer. To qualify, customers must have their new Tesla vehicle delivered between April 24, 2025, and March 31, 2026. This change, as stated on Tesla's official website and highlighted by Sawyer Merritt, signals Tesla's ongoing commitment to promoting FSD adoption. The new timeline may impact purchasing decisions and could drive increased adoption of Tesla's autonomous driving technology among existing and new customers, according to Sawyer Merritt.

According to Sawyer Merritt, Tesla's Full Self-Driving (FSD) technology achieved the highest score of 90 out of 100 in Hyundai's internal autonomous driving AI assessment, outperforming competitors such as Huawei (70), Mobileye (50), Momenta (50), and Hyundai's own Atria AI (25). This evaluation highlights Tesla FSD's strong performance in supervised autonomous driving scenarios and underlines its market leadership. As reported by Sawyer Merritt, Hyundai's results may influence future business partnerships and procurement strategies in the rapidly evolving autonomous vehicle technology sector.

According to Sawyer Merritt on Twitter, Tesla's Full Self-Driving (FSD) version 14.2.2.4 showcased the ability to counter-steer effectively after sliding, demonstrating significant progress in autonomous driving safety features. This latest update highlights Tesla's ongoing advancements in real-world vehicle control under challenging conditions, which could enhance the company's competitive edge in the self-driving market. As reported by Sawyer Merritt, such improvements may create new business opportunities for Tesla in regions with harsher driving environments, reinforcing its leadership in autonomous vehicle technology.

According to Sawyer Merritt on Twitter, Tesla's Full Self-Driving (FSD) V14.2.2.4 demonstrated impressive navigation and control during a real-world drive in 18 inches of fresh snowfall. The video commentary highlights how V14 continues to handle harsh winter road conditions, providing insights into the robustness of Tesla’s advanced driver-assistance system. As reported by Sawyer Merritt, these results underscore potential advancements in autonomous vehicle reliability in adverse weather, which could further enhance Tesla’s market position and expand business opportunities for real-world autonomous driving solutions.

According to Sawyer Merritt, Tesla has officially confirmed on its current offers page that free Full Self-Driving (FSD) transfers will end on March 31, 2026. This announcement may impact customers planning to transfer FSD capabilities between vehicles and could influence the adoption and resale value of Tesla’s advanced driver-assistance systems. As reported by Sawyer Merritt, it is uncertain whether Tesla will reinstate this offer in the future, highlighting a potential shift in business strategy for its FSD product.

According to @ai_darpa, a recent real-world test of Tesla's Cybertruck equipped with Full Self-Driving (FSD) technology demonstrated the vehicle cruising smoothly at 78 mph with minimal driver intervention, closely resembling unsupervised robotaxi performance. This live demonstration emphasizes Tesla's rapid progress towards fully autonomous vehicles, with immediate business opportunities in autonomous ride-hailing and fleet operations (source: @ai_darpa, Twitter, Dec 22, 2025). As Tesla continues to refine FSD, the competitive landscape for robotaxi services is intensifying, signaling potential disruption in traditional transportation and logistics sectors.

According to Sawyer Merritt, Elon Musk shared insights at the 2025 Baron Investment Conference about Tesla's advancements in artificial intelligence, including the AI5 chip and Optimus humanoid robot, as well as xAI’s Grok 5 model. Musk discussed Tesla's plans for potentially building its own chip fabrication facility to address AI supply chain constraints and highlighted the role of FSD (Full Self-Driving) in advancing autonomous vehicle technology. He also explored Neuralink’s brain-computer interface developments. These topics underscore significant business opportunities in custom AI chip manufacturing, robotics, and AI-driven software solutions for the automotive industry, with Musk emphasizing the pivotal role of AI in Tesla's future strategy (Source: Sawyer Merritt via Twitter).

According to Sawyer Merritt, Tesla has launched a new program called 'Tesla Ride' in the U.S. to promote its Full Self-Driving (FSD) technology and AI-powered features. The initiative allows potential customers to experience Tesla vehicles firsthand, with a Tesla Advisor guiding them through advanced features such as comfort settings, in-car games, and the Grok AI companion. This move highlights Tesla's strategy to increase FSD adoption and demonstrate the practical applications of its proprietary AI technologies for consumer engagement and upselling opportunities (Source: Sawyer Merritt on Twitter).