According to Sawyer Merritt, more Tesla owners have purchased or subscribed to Tesla’s Full Self-Driving (FSD) system in Q4 2025 than in any previous quarter over the past 5.5 years, indicating a significant uptick in consumer adoption. This spike is attributed to the positive impact of FSD (Supervised) V14, which has improved user experience and trust in Tesla's AI-powered autonomous driving technology. Merritt notes that ongoing free trials are further boosting engagement, and anticipates an additional surge in sales and subscriptions when the free trial period ends and FSD V14.3 is released next month. This trend highlights a growing market opportunity for AI-driven mobility solutions and positions Tesla’s FSD as a leading example of scalable AI application in the automotive industry (Source: @SawyerMerritt, Dec 5, 2025).

According to Sawyer Merritt, TD Cowen has reaffirmed its Buy rating and a $509 price target on Tesla after visiting the Giga Texas factory and testing Full Self-Driving (FSD) version 14. The analysts reported that the FSD V14 rides were 'smooth and impressive,' and highlighted manufacturing innovations for the upcoming Cybercab autonomous vehicle. TD Cowen sees the planned April 2026 production start for Cybercab as proof of Tesla's confidence in scaling its robotaxi business using the Hardware 4 platform. The firm projects that autonomous vehicles could become significant revenue contributors for Tesla as soon as the second half of 2026, underscoring the strong business opportunity in the commercial deployment of self-driving cars. (Source: Sawyer Merritt on Twitter)

According to Sawyer Merritt, Tesla's FSD V14 continues to impress with its ability to handle emergency vehicles effectively (source: Sawyer Merritt, Twitter, Oct 25, 2025). This highlights significant advancements in AI-driven autonomous driving, specifically in recognizing and responding to emergency vehicles—a critical challenge for full self-driving technology. The improved performance of FSD V14 suggests growing reliability for real-world deployment, opening new business opportunities in autonomous fleet operations and urban mobility solutions. Enhanced emergency response recognition can also boost regulatory acceptance and accelerate commercial adoption of AI-powered vehicles.