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Tesla FSD Beta program reaches half a billion cumulative miles

Credit: @sabber_dev/Twitter

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Elon Musk puts a lot of value in Tesla’s full self-driving program, so much so that during an interview published last year, he noted that autonomous driving would be the key to the company’s value in the future. Without autonomy, Musk noted that Tesla would basically be worth nothing. 

“The overwhelming focus is on solving full self-driving. That’s essential. It’s really the difference between Tesla being worth a lot of money or worth basically zero,” Musk said during an interview with EV owners from the Tesla Owners Silicon Valley group. 

One could easily argue against Musk’s statement, considering that Tesla is far more than a car company. Even without self-driving, the company’s vehicles are already several cuts above their competition in tech, features, and performance. Tesla Energy, another business that’s not in any way connected to self-driving, also has the potential to become one of the company’s biggest profit drivers

Yet despite this, there is no denying that autonomy can indeed take Tesla to new heights. And to achieve this, Tesla is building up its self-driving system on the back of real-world data gathered by its fleet. Tesla’s FSD Beta program is turning three years old, and since its beginning, it has made some solid advances. The number of vehicles that are part of the program has grown significantly as well. 

As could be seen in Tesla’s Q3 2023 Update Letter, Tesla’s FSD Beta fleet has now passed the 500 million mile mark. That’s a lot of useful real-world data that can hopefully help the company achieve its ambitious target of achieving autonomy. Musk discussed this, as well as the potential of FSD V12, during the Q3 earnings call

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“Regarding Autopilot and AI, our vehicles have now driven over half a billion miles with FSD Beta, and that number is growing rapidly… We’re also seeing significant promise with FSD Version 12. This is the end-to-end AI where it’s photon count in, controls out, or really you can think of it as there’s just a large bitstream coming in and a tiny bitstream going out, impressing reality into a very small set of outputs, which is actually kind of how humans work. 

“The vast majority of human data input is optics from our eyes. And so, we are like the car, photons in, controls out, with neural nets in the middle… We will continue to invest significantly in AI development as this is really the massive game changer, and success in this regard in the long term, I think, has the potential to make Tesla the most valuable company in the world by far. If you have fully autonomous cars at scale and fully autonomous humanoid robots that are truly useful, it’s not clear what the limit is,” Musk said. 

One could hope that FSD V12 will really be the iteration of Tesla’s advanced driver assist system that takes the company’s autonomous driving program forward. 

Check out our coverage of Tesla’s Q3 2023 Update Letter here

Check out our Q3 earnings call Live Blog, which contains our live coverage of the event, here

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Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Robotaxi rival Waymo confirms massive fleet expansion in Bay Area

New data from the California Public Utilities Commission (CPUC) said Waymo had 1,429 vehicles operating in California, and 875 of them were “associated with a terminal in San Francisco,” according to The SF Examiner.

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Credit: Uber

Tesla Robotaxi rival Waymo has confirmed that it has expanded its fleet of driverless ride-sharing vehicles in the Bay Area of California massively since its last public disclosure.

It is perhaps one of the most important metrics in the race for autonomous supremacy, along with overall service area. Tesla has seemed to focus on the latter, while expanding its fleet slowly to maintain safety.

Waymo, on the other hand, is bringing its fleet size across the country to significant levels. In March, it told The SF Examiner that there were over 300 Waymos in service in the San Francisco area, which was not a significant increase from the 250 vehicles on the road it reported in August 2023.

In May, the company said in a press release that it had more than 1,500 self-driving Waymos operating nationwide. More than 600 were in the San Francisco area.

Tesla analyst compares Robotaxi to Waymo: ‘The contrast was clear’

However, new data from the California Public Utilities Commission (CPUC) said Waymo had 1,429 vehicles operating in California, and 875 of them were “associated with a terminal in San Francisco,” according to The SF Examiner.

CPUC data from March 2025 indicated that there were a total of 1,087 Waymo vehicles in California, with 762 located in San Francisco. Some were test vehicles, others were deployed to operate as ride-sharing vehicles.

The company’s August update also said that it deploys more than 2,000 commercial vehicles in the United States. That number was 1,500 in May. There are also roughly 400 in Phoenix and 500 in Los Angeles.

While Waymo has done a good job of expanding its fleet, it has also been able to expand its footprint in the various cities it is operating in.

Most recently, it grew its geofence in Austin, Texas, to 90 square miles. This outpaced Tesla for a short period before the company expanded its Robotaxi service area earlier this week to roughly 170 square miles.

Tesla one-ups Waymo once again with latest Robotaxi expansion in Austin

The two companies have drastically different approaches to self-driving, as Waymo utilizes LiDAR, while Tesla relies solely on cameras for its suite. Tesla CEO Elon Musk has made no mistake about which he believes to be the superior solution to autonomy.

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Tesla launches Full Self-Driving in a new region

Today, Tesla launched Full Self-Driving in Australia for purchase by car buyers for $10,100, according to Aussie automotive blog Man of Many, which tried out the suite earlier this week.

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Credit: Tesla

Tesla has launched its Full Self-Driving suite in a new region, marking a significant step in the company’s progress to expand its driver assistance suite on a global scale.

It is also the first time Tesla has launched FSD in a right-hand-drive market.

Today, Tesla launched Full Self-Driving in Australia for purchase by car buyers for $10,100, according to Aussie automotive blog Man of Many, which tried out the suite earlier this week.

Previously, Basic and Enhanced Autopilot suites were available, but the FSD capability now adds Traffic Light and Stop Sign Control, along with all the features of the previous two Autopilot suites.

It is the first time Tesla has launched the suite by name in a region outside of North America. In China, Tesla has “City Autopilot,” as it was not permitted to use the Full Self-Driving label for regulatory reasons.

However, Tesla still lists Full Self-Driving (Supervised) as available in the U.S., Canada, China, Mexico, and Puerto Rico.

The company teased the launch of the suite in Australia earlier this week, and it appeared to have been released to select media members in the region earlier this week:

Tesla FSD upcoming Australia release seemingly teased bv media

The rollout of Full Self-Driving in the Australian market will occur in stages, as Model 3 and Model Y vehicles with Hardware 4 will receive the first batch of FSD rollouts in the region.

TechAU also reported that “the initial deployment of FSDs in Australia will roll out to a select number of people outside the company, these people are being invited into Tesla’s Early Access Program.”

Additionally, the company reportedly said it is “very close” to unlocking FSD in customer cars:

Each new Tesla sold will also come with a 30-day free trial of the suite.

Australia is the sixth country to officially have Full Self-Driving available to them, following the United States, Canada, China, Mexico, and Puerto Rico.

Here’s the first look at the suite operating in Australia:

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Tesla AI6 chips will start sample production at surprising Samsung site

AI6 is expected to be used in Tesla’s expanding lineup of high-volume products, such as the Cybercab and Optimus.

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Credit: Tesla/YouTube

It appears that the initial sample production of Tesla’s next-generation AI6 chip would not start in Samsung’s United States-based facilities. 

AI6 is expected to be used in Tesla’s expanding lineup of high-volume products, such as the Cybercab and Optimus.

Early AI6 production

As noted in a ZDNet Korea report, the production of initial samples of Tesla’s AI6 chip is expected to start at Samsung Electronics’ domestic foundry and packing facilities in South Korea. Mass production for AI6 chips will follow at the tech giant’s Texas-based foundry in Taylor, which is expected to start operations in 2025. Investment in mass production facilities for the Taylor plant are expected to start this year, the publication noted.

Samsung has reportedly finalized the process design kit for its second-generation 2nm technology. This node offers a 12% performance improvement, 25% lower power consumption, and an 8% reduction in chip area compared to its previous-generation counterparts. 

Tesla’s AI6 deal

As per previous reports, Tesla has signed a $16.5 billion contract with Samsung for the production of its AI6 chips. In a post on social media platform X, Musk clarified that $16.5 billion is actually just the bare minimum. Considering that the demand for AI6 chips will be substantial due to the ramp of products such as Optimus and the Cybercab, it would not be farfetched if the deal becomes notably larger in the future.

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Musk has shared his excitement for Samsung’s production of AI6 chips, with the CEO stating on X that he would “walk the line personally” in the facility to “accelerate the pace of progress.” In a follow-up comment, the Tesla CEO stated that Samsung is fully aware of what a real partnership with Tesla will be like. “I had a video call with the chairman and senior leadership of Samsung to go over what a real partnership would be like. Use the strengths of both companies to achieve a great outcome,” Musk wrote in his post. 

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