According to Sawyer Merritt on X, Elon Musk said Tesla’s FSD (Supervised) will be approved for use on customer cars in the Netherlands on March 20, 2026. According to the post, this marks one of the first EU country-level approvals for Tesla’s vision-based driver-assist stack, signaling regulatory traction for its end-to-end neural network approach. As reported by Sawyer Merritt, the approval could accelerate European data collection for Tesla’s training stack, supporting continuous model improvement and localization to EU driving rules. According to the same source, the Netherlands rollout creates a commercial pathway for subscription revenue and upsell opportunities for Tesla’s ADAS features while pressuring rival systems that rely more heavily on HD maps or lidar. As reported by Sawyer Merritt, broader EU expansion will still depend on country regulators and UNECE compliance, but the Netherlands milestone indicates growing acceptance of supervised autonomy with strict driver oversight.

According to Sawyer Merritt on X, BMW will remove its Level 3 driver assistance from the refreshed 7 Series and revert to a Level 2 system, eliminating hands-off, eyes-off capability in highway traffic jams supported in the current model. As reported by Sawyer Merritt, this change means the upcoming 7 Series will no longer offer conditional automation under UNECE Level 3 but will rely on supervised Level 2 features that require constant driver attention. From an AI and ADAS market perspective, this signals a strategic recalibration toward more scalable, lower-liability supervised perception and sensor fusion stacks, according to Sawyer Merritt, potentially reducing compute costs and regulatory exposure while narrowing feature differentiation against rivals that are pursuing Level 3 on limited-use cases. For suppliers, the shift could reallocate budgets from high-redundancy L3 hardware to improved L2 perception, HD-map usage, and over-the-air update cadence, as indicated by Sawyer Merritt’s report.