This makes Musk’s latest admission incredibly strange. If the internal metric for true, safe, regulatory-grade autonomy is 10 billion miles, why on earth was the CEO promising it would launch last year when the company was mathematically nowhere near that goal?

Last year, Tesla defied its critics by boldly launching a robotaxi service that, by the end of the year, required no human supervision and was available to over 50 percent of the US population. At least that’s what Tesla CEO Elon Musk told us would happen by the end of 2025. The reality, of course, was much different.

TSLA is set to end one-time FSD purchases, moving fully to subscriptions for steady revenues, to cut legal risk, and reset autonomy expectations.

Tesla’s Full Self Driving program has entered a strange new phase, where the software is improving quickly, the business stakes are enormous, and the regulatory and competitive pressures are finally catching up.

David Moss, a Tesla owner since 2024, said he traveled 11,000 miles across the US with Full Self-Driving. He said FSD is indispensable.