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Volvo Engineer Calls Tesla Autopilot a “Wannabe”

Volvo engineer Trent Victor says the Tesla Autopilot system is a “wannabe” because it cannot avoid a dangerous driving situation without assistance from the driver.

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Tesla Autopilot screen

Trent Victor, senior technical leader of crash avoidance at Volvo, calls the Tesla Autopilot system “an unsupervised wannabe.” At best, he thinks it is a semi-autonomous system masquerading as an autonomous one. “It gives you the impression that it’s doing more than it is.” When it comes to Autopilot, color Trent Victor unimpressed.

Why is he so harsh in his judgment? Because he believes Autopilot conveys the impression that the driver is free to check e-mail or watch a video while the car drives itself. Victor says Volvo believes Level 3 autonomy, in which a driver needs to be ready to take over at a moment’s notice, is an unsafe solution. “Our position on autonomous driving is to keep it quite different so you know when you’re in semi-autonomous and know when you’re in unsupervised autonomous,” he says.

Tesla’s Autopilot semi-autonomous technology gives drivers the ability to take their hands off the wheel while the car effectively drives itself on the highway. Although it is the most advanced semi-autonomous system available in an automobile today, that doesn’t mean it’s a good implementation of technology, according to Victor.

Volvo plans to unveil its Drive Me autonomous car in 2017. The pilot program will feature a Level 4 autonomous car capable of driving like a Tesla on Autopilot, but it will also be able to handle any situation that arises without any human intervention. The driver won’t need to be involved at all. If something goes wrong, the car will be able to stop itself safely and park on the side of the road.

“In our concept, if you don’t take over, if you have fallen asleep or are watching a film, then we will take responsibility still,” says Victor. “We won’t just turn [autonomous mode] off. We take responsibility and we’ll be stopping the vehicle if you don’t take over.”

Victor says that Autopilot as presently configured will simply disengage if a dangerous situation is imminent. The assumption is that the driver will then resume control of the car. But if the driver is distracted, an accident can ensue before the driver realizes that human control is required.

“That’s a really important step in terms of safety, to make people understand that it’s only an option for them take over,” says Victor. Volvo is “taking responsibility both for crash events, and we’re also programming it for extreme events like people walking in the road even where they’re not supposed to be. There’s a massive amount of work put into making it handle a crash or conflict situations.”

Ultimately, the development of self driving vehicles will be as much about government regulation as it is about differences in corporate philosophy. The National Highway Transportation Safety Administration is pondering what those regulations should be. In fact, it is soliciting public comments at a hearing in Silicon Valley today.

Ford, Volvo, Uber, Lyft, and Google have formed a new consortium called The Self Driving Coalition for Safer Streets. It will lobby NHTSA for regulations its members believe will best serve their business interests. It is interesting that Tesla is not part of the coalition. No doubt, Tesla is pursuing its own lobbying campaign.

Although details are sketchy at the moment, there is little doubt that Tesla expects the self driving capabilities of the upcoming Model 3 to represent a major step forward from the Autopilot system available in its cars today. Will it be good enough to meet the objections of people like Trent Victor? We will know in about 18 months.

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Source: The Verge

"I write about technology and the coming zero emissions revolution."

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Tesla hits major milestone with Full Self-Driving subscriptions

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Credit: Ashok Elluswamy/X

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.

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.

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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.”

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Credit: Tesla

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:

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.

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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.

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.

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Investor's Corner

Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

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Credit: @AdanGuajardo/X

Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments. 

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

Key takeaways

Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.

The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.

Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.

Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.

Production shifts, robotics, and AI investment

Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.

Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.

Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.

More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs. 

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