Tesla(US:TSLA) 大鱼聊电动·2025-08-29 03:21FSD Technology and Market Expansion - Tesla's FSD (Full Self-Driving) Supervised has launched in Australia and New Zealand, marking its entry into right-hand drive markets [1] - The launch in Australia signifies Tesla's ability to overcome the challenges of right-hand drive environments, potentially paving the way for expansion into other right-hand drive markets like the UK, Japan, Hong Kong, and Singapore [1] - Australian customers are experiencing a significant upgrade from basic Autopilot to FSD V13.2.9, a more mature and capable system [1] - Tesla is conducting FSD testing in underground tunnels in Las Vegas, using standard consumer versions of the software [2] - The underground testing in Las Vegas aims to address challenges specific to tunnel environments, such as dynamic lighting and limited environmental features, to improve the FSD system [2] Challenges and Future Developments - The rollout of FSD is prioritizing vehicles with HW4.0 hardware, creating uncertainty for HW3.0 owners who previously purchased FSD [1] - Discussions are emerging within the Tesla community regarding potential solutions for HW3.0 owners, such as hardware upgrades or trade-in programs with FSD credit transfers [1] - The underground Robotaxi network could provide a commercially viable and data-rich environment for autonomous driving, circumventing regulatory hurdles and environmental factors affecting surface-level Robotaxis [2] Strategic Vision - Tesla's AI strategy is demonstrating its ability to adapt to complex road conditions in different countries, positioning it ahead of competitors like General Motors' SuperCruise and Ford's BlueCruise [1] - The development of underground Robotaxi networks represents a strategic move to establish a controlled environment for commercial autonomous operations and data accumulation [2]