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.
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Elon Musk
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI, Elon Musk’s artificial intelligence startup, has purchased five additional 380 MW natural gas turbines from South Korea’s Doosan Enerbility to power its growing supercomputer clusters.
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI’s turbine deal details
News of xAI’s new turbines was shared on social media platform X, with user @SemiAnalysis_ stating that the turbines were produced by South Korea’s Doosan Enerbility. As noted in an Asian Business Daily report, Doosan Enerbility announced last October that it signed a contract to supply two 380 MW gas turbines for a major U.S. tech company. Doosan later noted in December that it secured an order for three more 380 MW gas turbines.
As per the X user, the gas turbines would power an additional 600,000+ GB200 NVL72 equivalent size cluster. This should make xAI’s facilities among the largest in the world. In a reply, Elon Musk confirmed that xAI did purchase the turbines. “True,” Musk wrote in a post on X.
xAI’s ambitions
Recent reports have indicated that xAI closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development. The funding, as per the AI startup, “will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products.”
The company also teased the rollout of its upcoming frontier AI model. “Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote in a post on its website.
Elon Musk
Elon Musk’s xAI closes upsized $20B Series E funding round
xAI announced the investment round in a post on its official website.
xAI has closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development.
xAI announced the investment round in a post on its official website.
A $20 billion Series E round
As noted by the artificial intelligence startup in its post, the Series E funding round attracted a diverse group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group, among others.
Strategic partners NVIDIA and Cisco Investments also continued support for building the world’s largest GPU clusters.
As xAI stated, “This financing will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products reaching billions of users, and fuel groundbreaking research advancing xAI’s core mission: Understanding the Universe.”
xAI’s core mission
Th Series E funding builds on xAI’s previous rounds, powering Grok advancements and massive compute expansions like the Memphis supercluster. The upsized demand reflects growing recognition of xAI’s potential in frontier AI.
xAI also highlighted several of its breakthroughs in 2025, from the buildout of Colossus I and II, which ended with over 1 million H100 GPU equivalents, and the rollout of the Grok 4 Series, Grok Voice, and Grok Imagine, among others. The company also confirmed that work is already underway to train the flagship large language model’s next iteration, Grok 5.
“Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote.
Tesla (NASDAQ: TSLA) stock received a price target update from Pierre Ferragu of Wall Street firm New Street Research, citing the company’s growing lead in self-driving and autonomy.
On Tuesday, Ferragu bumped his price target from $520 to $600, stating that the consensus from the Consumer Electronics Show in Las Vegas was that Tesla’s lead in autonomy has been sustained, is growing, and sits at a multiple-year lead over its competitors.
CES 2026 validates Tesla’s FSD strategy, but there’s a big lag for rivals: analyst
“The signal from Vegas is loud and clear,” the analyst writes. “The industry isn’t catching up to Tesla; it is actively validating Tesla’s strategy…just with a 12-year lag.”
The note shows that the company’s prowess in vehicle autonomy is being solidified by lagging competitors that claim to have the best method. The only problem is that Tesla’s Vision-based approach, which it adopted back in 2022 with the Model 3 and Model Y initially, has been proven to be more effective than competitors’ approach, which utilizes other technology, such as LiDAR and sensors.
Currently, Tesla shares are sitting at around $433, as the company’s stock price closed at $432.96 on Tuesday afternoon.
Ferragu’s consensus on Tesla shares echoes that of other Wall Street analysts who are bullish on the company’s stock and position within the AI, autonomy, and robotics sector.
Dan Ives of Wedbush wrote in a note in mid-December that he anticipates Tesla having a massive 2026, and could reach a $3 trillion valuation this year, especially with the “AI chapter” taking hold of the narrative at the company.
Ives also said that the big step in the right direction for Tesla will be initiating production of the Cybercab, as well as expanding on the Robotaxi program through the next 12 months:
“…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
Tesla analyst breaks down delivery report: ‘A step in the right direction’
Tesla has transitioned from an automaker to a full-fledged AI company, and its Robotaxi and Cybercab programs, fueled by the Full Self-Driving suite, are leading the charge moving forward. In 2026, there are major goals the company has outlined. The first is removing Safety Drivers from vehicles in Austin, Texas, one of the areas where it operates a ride-hailing service within the U.S.
Ultimately, Tesla will aim to launch a Level 5 autonomy suite to the public in the coming years.
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
Elon Musk’s xAI closes upsized $20B Series E funding round
