An executive from Zoox has shared some choice words for Tesla’s Full Self-Driving (FSD) software, just as the Amazon-owned company starts rolling out its first driverless ride-hailing vehicles in two U.S. cities.
During an interview at the Tech Crunch Disrupt conference on Wednesday, Zoox co-founder and CTO Jesse Levinson cast doubt on Tesla’s recent claims that Unsupervised FSD could be seen in some of the company’s vehicles as soon as next year. Levenson claimed that Tesla doesn’t currently “have technology that works” when asked if regulatory or technology issues were the larger problem in the company’s path to robotaxi deployment.
“The more fundamental issue is they don’t have technology that works,” Levinson said of Tesla’s FSD. “And by works, I want to differentiate between a driver assistance system that drives most of the time — except when it doesn’t, and then you have to take over — versus a system that’s so reliable and robust that you don’t need a person in it.”
The executive also highlighted that he doesn’t think Tesla’s camera-based FSD doesn’t have enough equipment to properly keep people safe, saying that it can “lull you into this false sense of complacency” before actually going on to do the wrong thing.
“Our perspective is you really do need significantly more hardware than Tesla is putting in their vehicles to build a robotaxi that is not just as safe, but as especially safer than a human,” Levinson adds.
-->Elon Musk followed up with a response to the story, highlighting the fact that Zoox wouldn’t exist today if it weren’t for Amazon bailing them out.
If he hadn’t gotten bailed out by Amazon, his company would be dead already
— Elon Musk (@elonmusk) October 30, 2024
You can watch the full interview with Levinson below, with the question about Tesla’s FSD taking place a little after 21 minutes.
-->Tesla’s FSD Supervised, Cybercab, and competition
Earlier this month, Tesla held its “We, Robot” event to unveil the two-seater fully autonomous Cybercab platform, which it expects to begin mass producing before 2027. Teslarati was among those at the event, and among the first to take a ride in the Cybercab, coverage of which you can see on X here.
While Tesla owners can already use FSD Supervised by either paying a monthly subscription or purchasing the software along with their vehicle, the company has yet to roll out a ride-hailing service for vehicle owners, or a completely unsupervised offering of the software. Tesla said during the event that Model 3 and Model Y owners will get access to Unsupervised FSD in California and Texas by next year, before rolling the software out to the Cybertruck, Model S, and Model X shortly thereafter.
Alphabet-owned Waymo has already started deploying driverless ride-hailing vehicles in San Francisco and Los Angeles, and Zoox also announced this month its plans to deploy completely driverless robotaxis in San Francisco and Las Vegas. Meanwhile, General Motors-owned (GM-owned) self-driving company Cruise is attempting to re-launch paid rides, after facing legal troubles and staff shake-ups following an accident with a pedestrian last October.
Still, Tesla has constantly said that its technology will be more scalable than those of other companies, due to the software being trained by the many drivers who use it in their own cars. The company has also touted its software’s neural network being trained on vast amounts of real-world driving footage, rather than with specific commands in a geofenced area of operation, which it claims makes it able to better handle fringe scenarios.
Tesla investment in autonomous driving program to exceed $10 billion this year: Musk
-->What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
News
Tesla Model 3 named New Zealand’s best passenger car of 2025
Tesla flipped the switch on Full Self-Driving (Supervised) in September, turning every Model 3 and Model Y into New Zealand’s most advanced production car overnight.
The refreshed Tesla Model 3 has won the DRIVEN Car Guide AA Insurance NZ Car of the Year 2025 award in the Passenger Car category, beating all traditional and electric rivals.
Judges praised the all-electric sedan’s driving dynamics, value-packed EV tech, and the game-changing addition of Full Self-Driving (Supervised) that went live in New Zealand this September.
Why the Model 3 clinched the crown
DRIVEN admitted they were late to the “Highland” party because the updated sedan arrived in New Zealand as a 2024 model, just before the new Model Y stole the headlines. Yet two things forced a re-evaluation this year.
First, experiencing the new Model Y reminded testers how many big upgrades originated in the Model 3, such as the smoother ride, quieter cabin, ventilated seats, rear touchscreen, and stalk-less minimalist interior. Second, and far more importantly, Tesla flipped the switch on Full Self-Driving (Supervised) in September, turning every Model 3 and Model Y into New Zealand’s most advanced production car overnight.
FSD changes everything for Kiwi buyers
The publication called the entry-level rear-wheel-drive version “good to drive and represents a lot of EV technology for the money,” but highlighted that FSD elevates it into another league. “Make no mistake, despite the ‘Supervised’ bit in the name that requires you to remain ready to take control, it’s autonomous and very capable in some surprisingly tricky scenarios,” the review stated.
-->At NZ$11,400, FSD is far from cheap, but Tesla also offers FSD (Supervised) on a $159 monthly subscription, making the tech accessible without the full upfront investment. That’s a game-changer, as it allows users to access the company’s most advanced system without forking over a huge amount of money.
News
Tesla starts rolling out FSD V14.2.1 to AI4 vehicles including Cybertruck
FSD V14.2.1 was released just about a week after the initial FSD V14.2 update was rolled out.
It appears that the Tesla AI team burned the midnight oil, allowing them to release FSD V14.2.1 on Thanksgiving. The update has been reported by Tesla owners with AI4 vehicles, as well as Cybertruck owners.
For the Tesla AI team, at least, it appears that work really does not stop.
FSD V14.2.1
Initial posts about FSD V14.2.1 were shared by Tesla owners on social media platform X. As per the Tesla owners, V14.2.1 appears to be a point update that’s designed to polish the features and capacities that have been available in FSD V14. A look at the release notes for FSD V14.2.1, however, shows that an extra line has been added.
“Camera visibility can lead to increased attention monitoring sensitivity.”
Whether this could lead to more drivers being alerted to pay attention to the roads more remains to be seen. This would likely become evident as soon as the first batch of videos from Tesla owners who received V14.21 start sharing their first drive impressions of the update. Despite the update being released on Thanksgiving, it would not be surprising if first impressions videos of FSD V14.2.1 are shared today, just the same.
-->Rapid FSD releases
What is rather interesting and impressive is the fact that FSD V14.2.1 was released just about a week after the initial FSD V14.2 update was rolled out. This bodes well for Tesla’s FSD users, especially since CEO Elon Musk has stated in the past that the V14.2 series will be for “widespread use.”
FSD V14 has so far received numerous positive reviews from Tesla owners, with numerous drivers noting that the system now drives better than most human drivers because it is cautious, confident, and considerate at the same time. The only question now, really, is if the V14.2 series does make it to the company’s wide FSD fleet, which is still populated by numerous HW3 vehicles.
News
Waymo rider data hints that Tesla’s Cybercab strategy might be the smartest, after all
These observations all but validate Tesla’s controversial two-seat Cybercab strategy, which has caught a lot of criticism since it was unveiled last year.
Toyota Connected Europe designer Karim Dia Toubajie has highlighted a particular trend that became evident in Waymo’s Q3 2025 occupancy stats. As it turned out, 90% of the trips taken by the driverless taxis carried two or fewer passengers.
These observations all but validate Tesla’s controversial two-seat Cybercab strategy, which has caught a lot of criticism since it was unveiled last year.
Toyota designer observes a trend
Karim Dia Toubajie, Lead Product Designer (Sustainable Mobility) at Toyota Connected Europe, analyzed Waymo’s latest California Public Utilities Commission filings and posted the results on LinkedIn this week.
“90% of robotaxi trips have 2 or less passengers, so why are we using 5-seater vehicles?” Toubajie asked. He continued: “90% of trips have 2 or less people, 75% of trips have 1 or less people.” He accompanied his comments with a graphic showing Waymo’s occupancy rates, which showed 71% of trips having one passenger, 15% of trips having two passengers, 6% of trips having three passengers, 5% of trips having zero passengers, and only 3% of trips having four passengers.
The data excludes operational trips like depot runs or charging, though Toubajie pointed out that most of the time, Waymo’s massive self-driving taxis are really just transporting 1 or 2 people, at times even no passengers at all. “This means that most of the time, the vehicle being used significantly outweighs the needs of the trip,” the Toyota designer wrote in his post.
-->Cybercab suddenly looks perfectly sized
Toubajie gave a nod to Tesla’s approach. “The Tesla Cybercab announced in 2024, is a 2-seater robotaxi with a 50kWh battery but I still believe this is on the larger side of what’s required for most trips,” he wrote.
With Waymo’s own numbers now proving 90% of demand fits two seats or fewer, the wheel-less, lidar-free Cybercab now looks like the smartest play in the room. The Cybercab is designed to be easy to produce, with CEO Elon Musk commenting that its product line would resemble a consumer electronics factory more than an automotive plant. This means that the Cybercab could saturate the roads quickly once it is deployed.
While the Cybercab will likely take the lion’s share of Tesla’s ride-hailing passengers, the Model 3 sedan and Model Y crossover would be perfect for the remaining 9% of riders who require larger vehicles. This should be easy to implement for Tesla, as the Model Y and Model 3 are both mass-market vehicles.
Tesla Model 3 named New Zealand’s best passenger car of 2025
Tesla starts rolling out FSD V14.2.1 to AI4 vehicles including Cybertruck
