Tesla has highlighted multiple recent Full Self-Driving (FSD) experiences from customers with the v12 software, as shared in a mega-thread on X this week.
On Tuesday, the main Tesla X account shared an article featuring multiple FSD videos from customers across the platform, showing a number of edge cases and how the vehicles handled them. The drivers in the videos are using either FSD Supervised v12.3.4 or v12.3.6, and Tesla notes the specific situations tackled by the semi-automated driving system in each video.
The so-called article, which is essentially just the series of seven videos, details different edge-case traffic situations, showing off some of the positive encounters customers have recently had with the neural net-based system. We’ve embedded each video below, or you can check out the article directly on X here.
Navigating a construction zone & taking into account signs from workers indicating when to proceed
FSD 12.3.6 vs road works.
This was quite impressive!
Going up this hill, there were road works causing my lane to be closed. Workers were there with signs indicating when we could move.
Without hesitation, FSD put the indicator on and went around onto the other side, cleared the… pic.twitter.com/uazXrd8diN— Darryn Appleton (@DrTeslaFSD) May 16, 2024
Making a turn in a busy area with a large number of pedestrians crossing the street
How many pedestrians can FSD track simultaneously?
All of them.LA is nothing like Manhattan but we have this little area of town that gets super busy with tourists and a great test for FSD at low speed negotiation around pedestrians and traffic. The key for success is to always… pic.twitter.com/ASWWA0T3Ru
— Edge Case (@edgecase411) May 6, 2024
Driving like a human would—with good spatial awareness & reaction time
Thank you @Tesla and @elonmusk for #FSD v12.3.4 — avoiding hazards, oncoming traffic, merging in/out of lanes. Insanely good. Human. pic.twitter.com/PS8gnkxeSp
— CyberMan (@thalerz) April 15, 2024
Road etiquette matters
Navigating through heavy traffic in my Tesla Model X with FSD (Supervised) v12.3.4 today, my car showed impeccable manners, stopping to let a fellow driver pass. A true example of how technology can enhance road etiquette! pic.twitter.com/0iQFbg5iQc
— TeslaFamOnBoard – Jose Negron⚡️??? (@TeslaFamOnBoard) April 15, 2024
Braking for another vehicle despite having right of way
FSD deals with driver failing to yield due to light malfunction?@Tesla @cityoflubbock @LubbockPolice
Guys can we get Lubbock Traffic control on X! Would make reporting much easier!
9 Major Accidents Avoided! Save lives & drive a Tesla! pic.twitter.com/74EKlMg2Ze— Allen Iron (@myprojectpluto) May 23, 2024
Adjusting to real-life situations that require temporary overriding of traffic rules
Nothing to see here.
Just a robot car making a left at a light and calmly driving over a double yellow line avoiding a garbage truck.
No other car you can buy is capable of anything close to this.
FSD 12.3.4 pic.twitter.com/AKWHQmQ3Qu— Pete Balls to the wall FSD ?? (@kylaschwaberow) April 13, 2024
Giving adequate space to pedestrians
FSD V12 prioritizes pedestrian safety more than most human drivers pic.twitter.com/MH45CAo544
— AI DRIVR (@AIDRIVR) May 19, 2024
While it’s not entirely clear where Tesla’s social media and advertising divisions stand following multiple rounds of layoffs in the past several weeks, the company has taken no break from sharing select ads across socials.
Throughout late last year and early this year, Tesla’s focus on using social media platforms, especially X, as a means of advertising was becoming more apparent than ever. Meanwhile, many shareholders had been calling for the company to increase its advertising presence in general, especially for the sake of helping to educate the public on misconceptions about electric vehicles (EVs).
Many of the company’s executives had also been interacting directly with fans and shareholders on the social media platform in recent months, though at least a few of said executives have since departed. Tesla has also been highly focused on FSD ahead of the unveiling of a future robotaxi platform in August, recently offering free one-month trials of the software for the first time ever, and rolling out mandatory demos of the system with purchase of a vehicle.
The company is also seemingly preparing to launch FSD in China and potentially other markets in the coming months, being granted tentative approval in April. Recent wording spotted in a Tesla customer vehicle in China also suggests that FSD could be coming to the country sooner rather than later.
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.
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
