Full Self-Driving (FSD)
12 articles on this topic, newest first.
Nov 2026 1 story
Democrats Won Congress. That Doesn't Settle Tesla's Future
Tesla and SpaceX fell more than 4% in premarket trading after Democrats took both chambers. A six-year Tesla holder asks what politics can and cannot decide.
Oct 2026 6 stories
Tesla Slipped Just 0.87% While the Nasdaq 100 Fell 3.46%. What Held It Up?
Tesla held up on a day of heavy tech selling. The reason is unconfirmed, and the long-term case rests on FSD, auto margins, energy and AI, not only a possible SpaceX merger.
Tesla's Paradox: Profit Halved, Yet Cash Came In Positive
Tesla posted $1.53 billion in free cash flow against an expected $4.92 billion outflow. What matters is less the cash itself than how fast Tesla invests in AI and what that capital eventually earns.
Tesla's Q3: Operating Profit Down 56%, but the Future Businesses Moved Forward
Operating income fell 56%, auto gross margin hit 18.1% and FSD reached 1.74 million users. Tesla's third quarter split sharply between today's profit and tomorrow's businesses.
Tesla's FSD Clears Eight European Countries. The Number That Matters Now Is Paid Conversion
European regulatory barriers for FSD Supervised are falling. But investors who lump supervised software revenue together with the value of driverless robotaxis risk pricing the same news twice.
Tesla Isn't Selling Cars: Three Proofs Its "Operating System for Abundance" Needs
Master Plan Part IV bets that energy, mobility and labor costs can fall together inside one vertically integrated system. Investors should watch how far each cost is actually falling, not how big the story is.
Tesla's Two-Year Sales Slide May Be Ending. Margins Will Say If It Counts
Third-quarter deliveries beat Wall Street estimates by about 30,000 vehicles. The number that matters more is 311,449, the fourth-quarter total that would snap two straight years of annual declines.
Sep 2026 5 stories
Tesla's FSD Approval in Europe May Slip to December Over a '50%' Problem
The EU-wide vote on Tesla's Full Self-Driving software has slipped from October to at least December, and the sticking point is a feature that lets cars drive up to 50% faster than the posted limit.
Tesla's FSD Wins a 7th European Approval, But the Real Prize Is a Copy-Paste Regulatory Playbook
Czechia's recognition of the Netherlands' provisional FSD Supervised approval brings the country count to seven. The revenue impact is small, but a regulatory strategy that stacks national recognitions and real driving data is starting to work.
Cybercab's Next Bottleneck Isn't FSD. It's Legally Deploying a Car With No Steering Wheel
NHTSA has told Tesla to submit the legal basis for Cybercab's self-certification by September 30. That does not mean an imminent halt or recall, but it makes clear the next hurdle for the robotaxi business is not just self-driving software. It is whether a purpose-built vehicle with no steering wheel or pedals can legally be deployed at scale on US roads.
Tesla's biggest asset is not the car: when Robotaxi and Optimus stop being options
Tesla's AI value sits in autonomy and humanoids, and both could dwarf car manufacturing. The gap is between a demo and a fleet that earns cash per vehicle.
The Cybercab is not a $30,000 car. Tesla is selling hours, not vehicles
No steering wheel, no pedals. The economics of Tesla's robotaxi turn on how many paid hours a day it runs, not on what it costs to build.
Nothing featured in this section yet.
Not more news. Ideas that stay with you.
Instead of the daily flood of headlines, we send the knowledge and perspective you need to think long-term about U.S. stocks and AI investing, in one email each morning.
We only ask for your email. Every issue has a one-tap unsubscribe link.