An update on FSD Supervised in Europe
FSD is currently approved in five EU countries (NL, DK, BE, EE, LT), used by >70k customers for over 1 million km per day, and is 4.1x less likely to get into a crash compared to manual driving, measured across 100 million km on public EU roads.
Leading up to a potential EU-wide approval vote for FSD Supervised on October 6th, 2026, we have decided to open-source one of the key pieces of evidence used to support the Netherlands approval.
As a reminder, we adjusted the FSD design to be compliant with existing regulation (UN-R-171 DCAS) but requested an exemption for certain behaviors via the EU Article 39 procedure. The following dashboard is evidence of safety for those exemptions.
This exact dashboard was shared with all EU Member States in April 2026, shortly after RDW’s approval, and all data presented is from before that date.
https://t.co/hh2dAKi8oP
European countries recorded 19,400 road deaths in 2025. That's around 53 deaths/day, with the vast majority of these crashes attributed to human error. These deaths are largely preventable with technology we have today.
FSD Supervised is already saving lives where it’s approved – yet in much of Europe, that safety benefit remains locked behind bureaucracy.
Q2 Shareholder Update → https://t.co/u0UcDOuMNa
Highlights
– Cybercab began production at Gigafactory Texas
– Tesla Semi remains on track for volume production this year at our new factory in Nevada
– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)
– Megafactory Texas is nearing completion (start of production planned for this year)
– More customers are now opting to subscribe to FSD at the time of vehicle purchase!
– Robotaxi rollout continued in the US. Now live in 7 major metros
– Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year
From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation.
We’ve never been more optimistic about the future.
Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania
– We launched the Model YL in the US in July and have seen a positive response from customers
Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production
– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas
– Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit
Robotics
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon
– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development
– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing
AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026
– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year
Battery
– Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products
– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y
Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year
AI Software
– Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware
This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness
AI Inference Compute
– Making progress on construction & equipment procurement for our semiconductor fab in Austin
Automotive and Other Software
– Rolled out Summer Release:
Self-Driving stats are now available in the mobile app
Grok can make phone calls, search & play music, and adjust climate controls, among other things
Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule
Robotaxi
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet
– Began offering employee rides in Cybercabs on our GFTX campus in July
– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training
– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July
FSD Supervised
– Record net new subscriptions in Q2
– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions
– Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July
Lieber @PSchnieder, @BMV,
solange Tempomaten nicht verboten sind, die schneller fahren als erlaubt, kann das nicht der Grund sein, ein lebensrettendes System nicht freizugeben.
Bitte tun Sie das Richtige und helfen Sie uns dabei Europa ein bisschen sicherer zu machen.
Neben @Tesla ist auch @XPENG_Global mit ihrem System bereits in der Lage komplexe Situationen selbst zu bewältigen.
Europäische Menschenleben sollten nicht riskiert werden wegen Lobby-Interessen unserer deutschen Hersteller!
@Tesla Can you please add important navigation road conditions, e.g. road closures, high traffic, construction work zones, accidents…
Would be very helpful 🙏🏼
@elonmusk@aelluswamy
@Tesla Can you please add important navigation road conditions, e.g. road closures, high traffic, construction work zones, accidents…
Would be very helpful 🙏🏼
@elonmusk@aelluswamy
@teslanerdX Ja, Lenksäulenbereich bzw im Bereich Fahrer-Fußraum. Das ist super schlecht zu lokalisieren beim Fahren 😅
Wird stärker, wenn ich mein Lenkrad ganz runterfahre bis zum Anschlag
@teslanerdX Habe ein ähnliches Geräusch bei mir, allerdings aus dem Bereich der Lenksäule. Nach 2 Service-Terminen leider immer noch keine Lösung. Die haben sich auf das Plastikgehäuse hinterm Lenkrad beruht, aber das Geräusch kommt nicht daher. 🤷🏼♂️
@teslanerdX Das ist so eigenartig: in der Eifel darf mit FSD seit Monaten quasi Personentransport betrieben werden (gelobt von lokalen Politikern), aber das KBA bekommt erst jetzt ein Testfahrzeug und will ausführlicher testen…
🚨 BREAKING 🚨
Offizielle Antwort von BMV-Staatssekretär Christian Hirte (CDU) soeben auf Abgeordnetenwatch eingetroffen (17.07.2026):
Die niederländische RDW hat Tesla Fahrzeugen mit FSD Supervised bereits eine Genehmigung nach Artikel 39 der Verordnung (EU) 2018/858 erteilt (Ausnahmegenehmigung für innovative Systeme, die von den bestehenden Typgenehmigungsvorschriften abweichen).
Die Unterlagen wurden an die Europäische Kommission und alle Mitgliedstaaten übermittelt.
Aktuell werden sie gemeinsam mit dem KBA unter Verkehrssicherheitsaspekten ausgewertet.
Und der entscheidende Satz:
Dem KBA wird voraussichtlich noch im Juli ein Tesla-Fahrzeug zur eigenständigen Erprobung des Systems zur Verfügung gestellt, um eine fundierte deutsche Position dazu zu erarbeiten.
Danach folgt die Abstimmung über die europaweite Genehmigung im Technical Committee – Motor Vehicles. Bei positivem Votum erlässt die Kommission einen Durchführungsrechtsakt – und die RDW kann dann eine in der gesamten EU gültige Typgenehmigung erteilen.
Das ist der klarste und konkretste Stand, den wir bisher offiziell aus dem BMV haben.
Der Prozess läuft. Deutschland testet selbst.
Link zur Antwort:
https://t.co/NDbxgPqYit
#FSD #Tesla #FSDSupervised #Deutschland #KBA