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Tesla owner’s manuals outside North America hint at FSD beta rollout
Tesla has begun including Full Self-Driving (FSD) beta information in some of its newer owner’s manuals across Europe, China and Australia, further suggesting that the automaker may be inching toward a release of the system beyond North America.
The FSD beta was spotted being tested in Australia and Europe by just a few vehicles earlier this year, and Tesla has been ramping up hiring for the system in China in the past few months. In addition, China debuted a smart expressway for self-driving last month, designed for the use of up to Level 4 driving automation.
On Saturday, Tesla software observer Teslascope pointed out that the automaker has been hinting at the deployment of its FSD beta beyond North America, as details about the software can now be found in newer vehicle manuals from the company in Europe, China, Australia and elsewhere.
Although Tesla has been testing the software outside of North America for years, Teslascope notes that the FSD beta will still require regulatory approval in many countries, even as U.S. officials continue to navigate how to create a regulatory framework around self-driving software.
As a reminder with today’s “hinting” to Full Self-Driving (Beta) outside of North America within Owner’s Manuals, Tesla has been testing their autonomous suite for 2+ years now.
Many countries will require regulator approval, however, we remain confident in expansion soon. https://t.co/tyOkA5jDvN
— Teslascope (@teslascope) November 18, 2023
Credit: Tesla | Model 3 Owner’s Manual in Europe
It’s still not clear when Tesla will be rolling the FSD beta out publicly in these regions, though the addition of the system to its owner’s manuals is definitely not a bad thing.
Other sources have also claimed that Tesla’s FSD beta is set to enter the Chinese market, adding that the company is just waiting to announce the news.
https://twitter.com/bentv_sh/status/1725906555361808877
In each of the owner’s manuals, Tesla notes that “Depending on market region, vehicle configuration, options purchased, and software version, your vehicle may not be equipped with Full Self Driving (Beta) (also referred to as Autosteer on City Streets), or the feature may not operate exactly as described.”
The automaker also details plans to roll the feature out to customers beyond North America gradually, as can be seen below from the manuals.
“As Full Self-Driving (Beta) deployment expands, Tesla will gradually make it available to eligible customers in select countries outside of the United States and Canada,” the automaker writes.
“Because every country contains unique infrastructure, driving behaviors, and traffic patterns that Full Self-Driving (Beta) must adapt to over time, it is essential for drivers using Full Self-Driving (Beta) in newly eligible countries to be extra attentive and overly cautious. You must be ready to take over safely at any time.”
The company also notes that its FSD beta is a “hands-on feature that requires you to pay attention to the road at all times,” rather than offering higher levels of automation that would allow the driver to stop monitoring road conditions.
Last month, Tesla’s FSD beta program reached half a billion cumulative miles driven, ahead of the company’s release of the system’s version 12 in North America, which reportedly will no longer be a beta, according to CEO Elon Musk. It’s not clear exactly when the release will take place, though it’s expected to come soon.
In what seemed to be a joke tinged with self-awareness around Tesla’s failure to stick to rollout deadlines and his many prior claims that software would be released in just two weeks, Musk last week said customers might be able to try out FSD version 12 in “about 2 weeks.”
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
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Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
Tesla hits major milestone with Full Self-Driving subscriptions
