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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.
Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
News
Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Elon Musk
Elon Musk: Tesla could be first to build AGI in humanoid form
Musk’s statement was shared in a post on social media platform X.
Elon Musk predicted that Tesla could become one of the developers of Artificial General Intelligence (AGI) in humanoid form. Musk’s statement was shared in a post on social media platform X.
In his post, Musk stated that “Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form.”
The comment comes as Tesla expands development of its Optimus humanoid robot.
During Tesla’s Q4 earnings report, Elon Musk stated that production of the Model S and Model X would be phased out at its Fremont, California, facility. The vehicles’ production line will then be converted to a pilot line for Optimus. Tesla is looking to produce 1 million units of the humanoid robots annually to start.
Musk has previously stated that Optimus could eventually function as a von Neumann probe. The concept, proposed by mathematician John von Neumann, describes a machine capable of replicating itself using planetary resources and sending those replicas to other worlds.
Optimus would likely only be able to achieve this potential if it manages to achieve Artificial General Intelligence.
Other leaders in the AI sector have also expressed strong expectations about AGI’s potential. Demis Hassabis, CEO of Google DeepMind, recently spoke about the technology at the India AI Impact Summit 2026, as noted in a Benzinga report.
“It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed,” Hassabis said.
Elon Musk’s recent comments about Tesla producing a product with AGI could hint at further collaboration among his companies. So far, Tesla is actively pursuing autonomous driving, but it is xAI that is pursuing AGI with its Grok program.
Considering that Elon Musk mentioned a Tesla humanoid product with AGI, it appears that an Optimus robot running xAI’s AI models could become a reality.
xAI had recently merged with SpaceX, though reports suggest that Elon Musk is also considering an even bigger merger for all his companies, including Tesla.
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
Tesla to discuss expansion of Samsung AI6 production plans: report
