It has been several weeks since Tesla kicked off the roll-out of its latest FSD Beta update, and a few Beta testers shared their thoughts on v10.69.2. FSD Beta testers told Teslarati that v10.69.2 made noticeable improvements to FSD, but a few issues have lingered from 10.69.1.
Tesla FSD Beta 10.69.2 Reviews
After talking to quite a few FSD Beta testers about 10.69.1, a pattern started to emerge. Testers mentioned similar issues repeatedly. The top three mentioned by testers were phantom braking, issues with turns, and speed limit recognition.
Lane selection issues seemed to be a prevalent one in FSD Beta 10.69.2. Multiple FSD Beta testers mentioned that their Tesla would take the turn lane on the road even if they intended to go straight.
“A major issue that I’ve had with this release has to do with lane selection. I find that sometimes, it’s going into an inappropriate lane. And sometimes it’s confused which lane to choose and bunks between a couple of lanes,” noted Dr. Sultan Rahaman, M.D.
“On one occasion, it was moving from the right lane into a right-turn-only lane. A lane that was going into a plaza that was just a right only. But it was driving down that lane at normal speed as if it believed that this lane was going straight through, and it was not, it was just a right turn lane. So I had to disengage because it seemed like it was identifying that right turn lane as just a regular lane going straight,” said Dr. Rahaman.
Long-time Tesla FSD Beta tester Les also experienced issues with lane selection and turns with v10.69.2.
“After multiple test loops and drives, there’s really just one main problem remaining for me at this point on 10.69.2, it’s significant, and that is lane selection,” noted Les.
Les also pointed out two other issues with FSD Beta 10.69.2: multilane turns and opposing turns in close succession. He noted that midterm, his car crosses lanes on 50% of attempts.
Les also stated that his car was successful 50% of the time when taking succeeding turns in opposite directions. “If I have a right turn followed by a left (or vice versa), within a space of a half a block or less, the car at this point fails to get over in time or oddly moves in the opposite direction,” he noted.
Dr. Rahaman also mentioned some issues with turns. He noted seeing improvements with left turns, but he also highlighted that his vehicle would perform left turns a bit aggressively.
“There’s another left turn, however, that’s a simple left turn from just crossing two lanes of traffic into my community—which is an unprotected left turn. I don’t like how it does that. I find that it gets very close to the incoming traffic, and at one point, it seems like it was just hesitating. I think I had to disengage because it seemed like it was moving forward, and traffic was coming,” Dr. Rahaman noted.
Tesla FSD Beta 10.69.2.2 Reviews
Tesla FSD Beta 10.69.2.2 is currently rolling out to more drivers. Plans are underway to roll out FSD Beta 10.69.2.3 shortly after AI Day 2 next week.
Les told Teslarati that there wasn’t any notable changes between 10.69.2, though there were still issues with lane selection. “If this lane selection problem can be solved, it will feel like a good step improvement for me,” he said.
Beta tester Neeraj noted that FSD maintains the posted speed limit even during inclement weather, like while it’s raining, and at night or on curvy roads. He noted that it gets a little unnerving when FSD does not slow down during those appropriate times. Neeraj also noted that his vehicle took long to turn in areas with no traffic lights.
Beta tester Howard also mentioned having trouble with turns since 10.69.2. “Turns at lights and stop signs way, way worse than 69.0!!!! Unusable in my area. Two times it almost caused an accident, once by stuttering and once by entering the opposing lane! Both times there was light traffic, 90-degree turn, good center, and fog lines, two lane road intersection another two lane road,” Howard told Teslarati.
FSD Beta 10.69.2 and 10.69.2.2 Verdict
Overall, testers seem impressed with v10.69 updates thus far. Most of the testers who spoke with Teslarati highlighted that v10.69 significantly improved FSD Beta. A lot of the beta testers stated that they drive more confidently through residential streets after FSD Beta 10.69.
However, a few did note that FSD might not be ready for a wider release by the end of the year. The main reason they believe FSD Beta isn’t ready for more drivers is because it still needs to be well-monitored.
“I still have to be cautious though. I would not want it in the hands of individuals who will not be alert and ready to take control at a moment’s notice,” one beta tester noted.
Have you tried out FSD Beta 10.69.2.2? I’d like to hear from you! Contact me at maria@teslarati.com or via Twitter @Writer_01001101.
Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.
Elon Musk claps back at France’s Tesla Full Self-Driving approval delay
Google’s massive stake in SpaceX will shock you
