A former Tesla executive has warned about a delay to regulations in Europe that could affect the launch of Full Self-Driving (FSD) in the region.
Earlier this month, former Tesla Global Vehicle Automation and Safety Policy Lead Marc Van Impe announced his departure on LinkedIn, along with sharing a few choice words about the delay of certain regulations surrounding advanced driver assistance systems (ADAS) in Europe. Van Impe simultaneously served as a Secretary of the United Nations (UN) task force, creating the new UN Regulation 171, known as DCAS.
The former executive, who will now serve as the Global Policy Advisor at SpaceX, says that a decision was made to delay certain elements of the DCAS regulation, “possibly until 2028,” potentially affecting FSD’s launch in Europe and the UK. He says that the move also “impacts Europe’s competitiveness,” coming at a time when Tesla has seemingly been eager to launch the software beyond North America.
Xpeng executive names unlikely challenge for Tesla FSD in China
During Tesla’s Q2 earnings call earlier this year, Elon Musk said he expected to gain approval for FSD Supervised in Europe and China and elsewhere by the end of 2024, so the setback could come as a major blow. Despite this, Van Impe also notes that it may be possible for Tesla to gain a “temporary certification or deployment through pre-certification” as potential options to avoid delaying the FSD launch.
You can read Van Impe’s statements on the matter below, as part of his longer departure post.
Over the past 4 years, I’ve strived to accelerate the deployment of new ADAS technologies in global markets as the Secretary of the UN Taskforce ADAS developing the new UN Regulation 171 (or ‘DCAS’). This regulation was a step-change in the ADAS homologation approach – from technically explicit requirements to performance-based assessment – opening the door for a wider array of systems. Just recently, UN GRVA adopted an amendment which will make more capabilities such as system-initiated maneuvers possible.
Sadly, the decision was made to delay some of these capabilities for urban environments – possibly until 2028 (!).
This impacts Europe’s competitiveness and it’s clear that the type-approval framework needs to evolve to better and more quickly tackle innovative technologies. Perhaps temporary certification or deployment through pre-certification can prove a solution.
In the post, the former Tesla executive also highlighted two others previously in the company’s public policy ranks: former VP of Public Policy Rohan Patel, and Jos Dings, Tesla’s former EMEA public policy director, who left earlier this year and earlier this month, respectively. He called them both “dear mentors,” who he says were “extremely patient” with him, along with sharing a few other shoutouts.
Meanwhile, Tesla’s launch of FSD Supervised in China appears to be full steam ahead, with the company earlier this month announcing that it would open FSD transfers on new purchases through the end of the year.
In June, local reports also said that Tesla China would be testing 10 FSD Supervised-equipped vehicles ahead of a public rollout of the software. The company also reportedly gained tentative approval for FSD in China in late April, so the broad expectations for a launch this year aren’t unwarranted.
RELATED: NHTSA launches Tesla FSD probe covering 2.4M EVs
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Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
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Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
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Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
