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Tesla Full Self-Driving changes your perception of travel — long or short
Tesla Full Self-Driving will ruin controlling your vehicle manually.
Tesla does not tell you what Full Self-Driving will do to your perception of travel. Whether your next trip is a two-minute ride up the street to the grocery store or a 1,500-mile trip across multiple states, you’ll never look at driving the same way.
This past weekend, I was lucky enough to have a new Tesla Model Y for the weekend. Equipped with the company’s Hardware 4 computer, the latest software version, and all of the new Model Y’s improvements from the legacy iteration, I knew much of my weekend would be spent testing FSD, as I have never had an extended experience with it.
By the time the weekend was over and it was time to pick up my non-Tesla car, I realized I was not ready to let go. Having the car drive me around from location to location all weekend was something I truly enjoyed, but it was more than just a convenience thing. I felt impressed, relaxed, and even, in some instances, safer.
🚨 The final leg of our trip here: FSD did a great job of navigating through this parking lot and getting us onto a highway with a very short on-ramp (a very typical part of living and driving in Pennsylvania).
Also, Autopark did a great job! I would like to see it improve by… pic.twitter.com/OBefKZKDCo
— TESLARATI (@Teslarati) May 5, 2025
What Tesla Full Self-Driving Did Well
Now, before I truly begin, I do want to say that I don’t think I’ll ever feel safer than when I’m in ultimate control of the vehicle. However, a lot of things that give me stress during a drive were handled with relative ease by the car — and I was happy I didn’t have to deal with it.
One instance was merging onto a busy highway with a very short merge lane. Full Self-Driving took a no-holds-barred approach, taking the space it was given and grabbing a spot in the right lane quickly.
It was not willing to be passive, but it was also not willing to sacrifice safety. It will not wait for others to pull the trigger and go at intersections or four-way stops. If there are a few seconds of stagnation from the car and another driver in that instance, it will go, of course, proceeding safely.
It even did a handful of things I didn’t expect it to do. It would stay in the right lane if multiple on-ramps were approaching. I took it on a stretch of highway where three on-ramps are all within a mile of one another.
It passed a tractor-trailer just before we made it to the first of those three on-ramps. It stayed in that left lane after overtaking the 18-wheeler, as Driver Visualization showed more cars approaching to merge. It was one of those moments that, even though I have written about this topic for several years, was unbelievably impressive.
It not only drives people safely, but it is also considerate of other drivers, which is very impressive.
I was incredibly surprised to see my Fiancè have so much ease when it was operating.
🚨 Tesla Full Self-Driving takes my Fiancé and I to Target
Flawless drive! We’ll document the rest of our errands today! pic.twitter.com/TAx3mWmVgh
— TESLARATI (@Teslarati) May 4, 2025
I figured, just because she is not as familiar with what Tesla does to make FSD better and how it works, that she would be very on edge during our rides. This was the opposite. She felt comfortable enough to look away from the road while in the passenger seat. Scrolling her phone or looking out at the blooming flowers was what she did in the car. It was no different from when I’m driving, and I think that was what was most impressive to me.
Driving after FSD
I found that picking up my car and driving manually back home truly brought me back to real life. Everyone with a Tesla and Full Self-Driving says that when you go back to another car, you feel like you’re stuck in the past.
I really did feel that way. Not only because of the aesthetic of the interior, but just because I was doing something that I just realized could be done for me with the right vehicle.
🚨 100% the truth!
Once you go FSD, you never go back! https://t.co/uq7qkgAbtA pic.twitter.com/lUN3rT2Kkl
— TESLARATI (@Teslarati) May 8, 2025
While I love the car I own now, I’m still deciding whether I love it enough to keep it. To be completely honest, I have hopped around with the idea of trading in my car for the new Model Y. Whether I will or not truly depends on the next few weeks and how I feel, but I know that I will be considering it for the next few months easily.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
