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.
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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 extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
News
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
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The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Tesla extends FSD Supervised ride-alongs in Europe by three months
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
