News
Elon Musk discusses Tesla FSD rollout challenges for Europe and China
It is no secret that Tesla’s future relies largely on the company’s ability to achieve true autonomous driving through its Full Self-Driving (FSD) program.
However, while FSD is making huge headways in North America, the program has yet to be rolled out in key markets such as Europe and China.
FSD milestones:
- Tesla has been initiating a continued push to roll out improvements to FSD, with recent v13 releases getting positive reviews from users.
- As hinted at by Tesla’s Q4 2024 Update Letter, FSD users have likely passed 3 billion cumulative miles since the program was launched in October 2020.
- Prior to the Q4 2024 earnings call, Tesla posted a video demonstrating Unsupervised FSD in action at the Fremont Factory.
- Elon Musk also reiterated during the recent earnings call that customers who bought FSD with their HW3 vehicles will get an AI4 hardware upgrade for free.
Europe challenges:
- While FSD is already training very well in North America, Elon Musk noted during the Q4 2024 earnings call that there are challenges to rolling out the system in Europe.
- In Europe, Musk noted that tons of regulations and bureaucracy make it difficult to roll out FSD in the region.
- “Europe is a layer cake of regulations of bureaucracy, that really needs to be addressed. This is like America innovates, Europe regulates. So, guys, there’s too many reps in the field. For example, for us, just to release supervised full self-driving in Europe, even though it works really well, we have to go through a mountain of paperwork with the Netherlands, which is our primary regulatory authority.
- “Then the Netherlands presents this to the EU in, I think, May. And there’s like this big EU country committee. We expect it to be approved at that time. There’s nothing we can do to make that happen sooner.
- “In fact, nobody seems to do — but I guess all the countries would have to somehow vote in some way to have it happen sooner than May. Otherwise, it wouldn’t happen sooner than May. So, when is unsupervised FSD a lot in Europe? I’m like May next year, maybe? I don’t know. Sometimes it’s a 12-month cadence, sometimes it’s six-month cadence,” Musk said.
China challenges:
- It’s not just Europe that is proving challenging. As per Musk, even China has some challenges when it comes to the rollout of FSD.
- “Then China, which is a gigantic market, we do have some challenges because they weren’t — they currently don’t allow us to transfer training video outside of China. And then the US government won’t let us do training in China. So, we’re in a bit of a bind there. It’s like a quandary.
- “So, we’re resolving that by literally looking at videos of streets in China that are available on the internet to understand and then feeding that into our video training so that publicly available video of street signs and traffic rules in China can be used for training and then also putting it in a very accurate simulator. And so, it will train using sim for bus lanes in China. Like bus lanes in China are one of our biggest challenges in making FSD work in China. Their bus lanes are very complicated. And there’s like literally like hours of the day that you’re allowed to be there and not be there.
- “And then if you accidently go in at bus lane at the wrong time, you get an automatic ticket instantly. And so, it was kind of a big deal, bus lanes in China. So, we put that into our simulator train on that, the car has to know what time of day it is, read the sign. Anyway, we’ll get this solved,” Musk said.
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Elon Musk
Brazil Supreme Court orders Elon Musk and X investigation closed
The decision was issued by Supreme Court Justice Alexandre de Moraes following a recommendation from Brazil’s Prosecutor-General Paulo Gonet.
Brazil’s Supreme Federal Court has ordered the closure of an investigation involving Elon Musk and social media platform X. The inquiry had been pending for about two years and examined whether the platform was used to coordinate attacks against members of the judiciary.
The decision was issued by Supreme Court Justice Alexandre de Moraes following a recommendation from Brazil’s Prosecutor-General Paulo Gonet.
According to a report from Agencia Brasil, the investigation conducted by the Federal Police did not find evidence that X deliberately attempted to attack the judiciary or circumvent court orders.
Prosecutor-General Paulo Gonet concluded that the irregularities identified during the probe did not indicate fraudulent intent.
Justice Moraes accepted the prosecutor’s recommendation and ruled that the investigation should be closed. Under the ruling, the case will remain closed unless new evidence emerges.
The inquiry stemmed from concerns that content on X may have enabled online attacks against Supreme Court justices or violated rulings requiring the suspension of certain accounts under investigation.
Justice Moraes had previously taken several enforcement actions related to the platform during the broader dispute involving social media regulation in Brazil.
These included ordering a nationwide block of the platform, freezing Starlink accounts, and imposing fines on X totaling about $5.2 million. Authorities also froze financial assets linked to X and SpaceX through Starlink to collect unpaid penalties and seized roughly $3.3 million from the companies’ accounts.
Moraes also imposed daily fines of up to R$5 million, about $920,000, for alleged evasion of the X ban and established penalties of R$50,000 per day for VPN users who attempted to bypass the restriction.
Brazil remains an important market for X, with roughly 17 million users, making it one of the platform’s larger user bases globally.
The country is also a major market for Starlink, SpaceX’s satellite internet service, which has surpassed one million subscribers in Brazil.
Elon Musk
FCC chair criticizes Amazon over opposition to SpaceX satellite plan
Carr made the remarks in a post on social media platform X.
U.S. Federal Communications Commission (FCC) Chairman Brendan Carr criticized Amazon after the company opposed SpaceX’s proposal to launch a large satellite constellation that could function as an orbital data center network.
Carr made the remarks in a post on social media platform X.
Amazon recently urged the FCC to reject SpaceX’s application to deploy a constellation of up to 1 million low Earth orbit satellites that could serve as artificial intelligence data centers in space.
The company described the proposal as a “lofty ambition rather than a real plan,” arguing that SpaceX had not provided sufficient details about how the system would operate.
Carr responded by pointing to Amazon’s own satellite deployment progress.
“Amazon should focus on the fact that it will fall roughly 1,000 satellites short of meeting its upcoming deployment milestone, rather than spending their time and resources filing petitions against companies that are putting thousands of satellites in orbit,” Carr wrote on X.
Amazon has declined to comment on the statement.
Amazon has been working to deploy its Project Kuiper satellite network, which is intended to compete with SpaceX’s Starlink service. The company has invested more than $10 billion in the program and has launched more than 200 satellites since April of last year.
Amazon has also asked the FCC for a 24-month extension, until July 2028, to meet a requirement to deploy roughly 1,600 satellites by July 2026, as noted in a CNBC report.
SpaceX’s Starlink network currently has nearly 10,000 satellites in orbit and serves roughly 10 million customers. The FCC has also authorized SpaceX to deploy 7,500 additional satellites as the company continues expanding its global satellite internet network.
Energy
Tesla Energy gains UK license to sell electricity to homes and businesses
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
Tesla Energy has received a license to supply electricity in the United Kingdom, opening the door for the company to serve homes and businesses in the country.
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
According to Ofgem, the license took effect at 6 p.m. local time on Wednesday and applies to Great Britain.
The approval allows Tesla’s energy business to sell electricity directly to customers in the region, as noted in a Bloomberg News report.
Tesla has already expanded similar services in the United States. In Texas, the company offers electricity plans that allow Tesla owners to charge their vehicles at a lower cost while also feeding excess electricity back into the grid.
Tesla already has a sizable presence in the UK market. According to price comparison website U-switch, there are more than 250,000 Tesla electric vehicles in the country and thousands of Tesla home energy storage systems.
Ofgem also noted that Tesla Motors Ltd., a separate entity incorporated in England and Wales, received an electricity generation license in June 2020.
The new UK license arrives as Tesla continues expanding its global energy business.
Last year, Tesla Energy retained the top position in the global battery energy storage system (BESS) integrator market for the second consecutive year. According to Wood Mackenzie’s latest rankings, Tesla held about 15% of global market share in 2024.
The company also maintained a dominant position in North America, where it captured roughly 39% market share in the region.
At the same time, competition in the energy storage sector is increasing. Chinese companies such as Sungrow have been expanding their presence globally, particularly in Europe.
Brazil Supreme Court orders Elon Musk and X investigation closed
FCC chair criticizes Amazon over opposition to SpaceX satellite plan
