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Progress over the past 14 months has been substantial, with Intervention Rates (how often human drivers need to take control) dropping significantly. These improvements underpin bullish sentiment, as widespread deployment becomes increasingly feasible. Nonetheless, until consumers feel completely safe in a Tesla operating autonomously in the back seat, skepticism will persist.
Regulatory and Market Implications: Foundations for Scaled Deployment
Tesla’s aggressive push into autonomous vehicles isn’t limited to North America. The company has shown solid progress in China, surpassing initial registration estimates with the accelerated ramp-up of the Model Y. Tesla's ability to adapt FSD to different markets underscores its technological robustness.