Core Insights - Tesla's former AI lead, Andrej Karpathy, praised the Full Self-Driving (FSD) system, highlighting its significant improvements over previous hardware [2][4] - Karpathy compared the driving experience to being on a "super high tech Maglev train pod," emphasizing the system's advanced capabilities [3] - Tesla is currently under investigation by the NHTSA regarding its FSD system, which involves 2.88 million vehicles due to reports of traffic violations and accidents [5] Technology Performance - Karpathy noted that the FSD system performed a "basically flawless drive," successfully negotiating tight lanes and recognizing stop signs [3][4] - The FSD system's HW4 hardware demonstrated smoother and more confident driving compared to the previous HW3 version [2] Regulatory Challenges - The NHTSA probe into Tesla's FSD system is a response to multiple reports of traffic incidents involving Tesla vehicles operating under FSD or Autopilot [5] - Tesla's Autopilot faced challenges in India, where it misidentified a "tuk-tuk" as a motorcycle, indicating a need for software calibration for local driving conditions [6] Market Outlook - Elon Musk claimed that the FSD technology could spread "faster than any technology ever," suggesting a strong potential for rapid adoption [7] - Tesla's performance metrics indicate strong momentum and quality, with satisfactory growth but poor value, alongside a favorable price trend in the short, medium, and long term [8]