Tesla(US:TSLA) Huan Qiu Wang Zi Xun·2026-01-09 01:51Core Viewpoint - Tesla CEO Elon Musk's goal for fully autonomous driving (FSD) has once again failed to materialize, with the promise of launching an unsupervised autonomous taxi service by the end of 2025 not being met [1][4] Group 1: Current Status of FSD - Tesla is currently only piloting its "autonomous taxi" service in Austin and San Francisco, which still requires staff oversight and an emergency stop switch, and is not open to all users [4] - The population in the pilot cities is far from reaching 50% of the total U.S. population, as previously promised by Musk [4] Group 2: Data Requirements and Adjustments - Musk has adjusted the requirement for achieving "safe unsupervised driving" to 10 billion miles of driving data, while Tesla's FSD system has only accumulated slightly over 7 billion miles [4] - The threshold for data needed for regulatory approval has been raised from 6 billion miles in 2016 to 10 billion miles currently, raising questions about the feasibility of Musk's previous commitments [4] Group 3: Legal and Competitive Landscape - Tesla's legal team is believed to play a crucial role in decision-making, as the current FSD system is classified as a Level 2 supervised system, which limits the company's liability in accidents [4] - Once the system transitions to unsupervised driving, Tesla will face significant liability pressures, especially as competitors like Waymo have already obtained licenses for unsupervised autonomous driving, leading to market skepticism about Tesla's technological capabilities [4]