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🚗 $TSLA FSD (Supervised) has now surpassed 8.41B miles driven, per Tesla’s latest safety report. That’s one of the largest real world autonomy data sets on earth.

Mario Nawfal

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192,983 views • 5 months ago •via X (Twitter)

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Tesla’s global fleet has now crossed 12 billion cumulative miles driven on FSD (Supervised) Tesla passed 10 billion miles in early May. Since then, owners have added another 2 billion miles in roughly just 75 days That is around: • 26 million miles per day • 1 billion miles every ~38 days • Nearly 1,000 miles every three seconds The scale continues to grow: • More markets are approving FSD (Supervised) • European customers are beginning to contribute meaningful mileage • Tesla’s global fleet continues to expand • Every mile gives Tesla greater exposure to real-world roads and driving conditions Tesla's latest safety reports vehicles using FSD (Supervised) experience: • 7x fewer major collisions • 7x fewer minor collisions • 5x fewer non-highway collisions Autonomy is scaling at an extraordinary pace Tesla’s real-world fleet advantage is becoming increasingly difficult for competitors to match

Tesla’s global fleet has now crossed 12 billion cumulative miles driven on FSD (Supervised) Tesla passed 10 billion miles in early May. Since then, owners have added another 2 billion miles in roughly just 75 days That is around: • 26 million miles per day • 1 billion miles every ~38 days • Nearly 1,000 miles every three seconds The scale continues to grow: • More markets are approving FSD (Supervised) • European customers are beginning to contribute meaningful mileage • Tesla’s global fleet continues to expand • Every mile gives Tesla greater exposure to real-world roads and driving conditions Tesla's latest safety reports vehicles using FSD (Supervised) experience: • 7x fewer major collisions • 7x fewer minor collisions • 5x fewer non-highway collisions Autonomy is scaling at an extraordinary pace Tesla’s real-world fleet advantage is becoming increasingly difficult for competitors to match

X Freeze

13,257 views • 22 days ago

Tesla's global fleet has officially crossed 10 BILLION cumulative miles driven on FSD Owners are collectively logging 28.8 million miles per day - that’s 1,000 miles every 3 seconds No competitor comes close to matching this scale of real-world training data

Tesla's global fleet has officially crossed 10 BILLION cumulative miles driven on FSD Owners are collectively logging 28.8 million miles per day - that’s 1,000 miles every 3 seconds No competitor comes close to matching this scale of real-world training data

X Freeze

20,362 views • 3 months ago

NEWS: Tesla has introduced a new FSD safety website page with a live counter of how many miles owners have driven on FSD (Supervised) overall, and in cities. FSD (Supervised) results in: • 7x fewer major collisions • 7x fewer minor collisions • 5x fewer off-highway collisions Link:

NEWS: Tesla has introduced a new FSD safety website page with a live counter of how many miles owners have driven on FSD (Supervised) overall, and in cities. FSD (Supervised) results in: • 7x fewer major collisions • 7x fewer minor collisions • 5x fewer off-highway collisions Link:

Sawyer Merritt

609,424 views • 8 months ago

NEWS: Tesla owners have now collectively driven over 6.9 billion miles on FSD (Supervised). On track to cross 7 billion by the end of the year.

NEWS: Tesla owners have now collectively driven over 6.9 billion miles on FSD (Supervised). On track to cross 7 billion by the end of the year.

Sawyer Merritt

240,576 views • 7 months ago

NEWS: For the first time, Tesla has launched a whole page on its website dedicated just to FSD, and they revealed a couple new pieces of info on it! • 3.8 billion miles have bene driven on FSD (Supervised) • FSD (Supervised) is 54% safer than a human driver when it's engaged • FSD (Supervised) is trained on what amounts to over 100 years of anonymous real-world driving scenarios from Tesla's fleet of over six million vehicles. Tesla's fleet collectively experiences a lifetime of driving scenarios in 10 minutes. Link to the FSD page in the thread below.

NEWS: For the first time, Tesla has launched a whole page on its website dedicated just to FSD, and they revealed a couple new pieces of info on it! • 3.8 billion miles have bene driven on FSD (Supervised) • FSD (Supervised) is 54% safer than a human driver when it's engaged • FSD (Supervised) is trained on what amounts to over 100 years of anonymous real-world driving scenarios from Tesla's fleet of over six million vehicles. Tesla's fleet collectively experiences a lifetime of driving scenarios in 10 minutes. Link to the FSD page in the thread below.

Sawyer Merritt

367,796 views • 1 year ago

It’s not going to be easy competing against Tesla’s Optimus. Just like no one’s been able to match Tesla’s FSD, this will be the same story. Only this time, it’s going to be even harder. Bc Tesla has everything integrated from AI training to hardware to real-world data, and Optimus is powered by the same FSD tech that’s already mastering real-world autonomy. No other company is this vertically integrated, it’s just that Tesla makes it look easy.

It’s not going to be easy competing against Tesla’s Optimus. Just like no one’s been able to match Tesla’s FSD, this will be the same story. Only this time, it’s going to be even harder. Bc Tesla has everything integrated from AI training to hardware to real-world data, and Optimus is powered by the same FSD tech that’s already mastering real-world autonomy. No other company is this vertically integrated, it’s just that Tesla makes it look easy.

Teslaconomics

99,840 views • 8 months ago

🚨 Tesla FSD (Supervised) approved in the Netherlands 🇳🇱 Jeff Lutz 🔋 highlights that after 18 months of testing, RDW has cleared FSD, marking Tesla’s first approval in Europe! Even bigger: the Dutch regulator is now pushing for EU-wide approval, which could unlock expansion across 27 countries via software updates! $TSLA

🚨 Tesla FSD (Supervised) approved in the Netherlands 🇳🇱 Jeff Lutz 🔋 highlights that after 18 months of testing, RDW has cleared FSD, marking Tesla’s first approval in Europe! Even bigger: the Dutch regulator is now pushing for EU-wide approval, which could unlock expansion across 27 countries via software updates! $TSLA

Herbert Ong

18,835 views • 3 months ago

The global fleet has now crossed 11 billion miles driven on FSD after reaching 10 billion just last month That means Tesla owners are collectively racking up 1 billion FSD miles every 37 days And it’s accelerating fast: - More European countries are approving FSD - The overall Tesla fleet keeps growing This is currently the most advanced vision-based AI driving system in the world FSD improves road safety by ~9x vs the average U.S. driver Autonomy is scaling at an insane pace The future of driving is here and it’s getting safer every single day

The global fleet has now crossed 11 billion miles driven on FSD after reaching 10 billion just last month That means Tesla owners are collectively racking up 1 billion FSD miles every 37 days And it’s accelerating fast: - More European countries are approving FSD - The overall Tesla fleet keeps growing This is currently the most advanced vision-based AI driving system in the world FSD improves road safety by ~9x vs the average U.S. driver Autonomy is scaling at an insane pace The future of driving is here and it’s getting safer every single day

X Freeze

14,077 views • 1 month ago

🚨FSD'S FIVE MILLION MILES OF PROOF: HUMANS ARE THE HAZARD Tesla just dropped data that obliterates the safety debate: Full Self-Driving travels five million miles between major collisions versus seven hundred thousand for human drivers. That's seven times safer. For minor collisions, FSD stretches to one and a half million miles compared to humans' two hundred twenty-nine thousand. The mathematics of mortality are undeniable. Thirty-two thousand lives could be saved annually if FSD became standard. Nearly two million injuries prevented. These aren't projections; they're calculations based on three billion supervised miles already driven. Every drunk driving death, every texting crash, every drowsy catastrophe becomes preventable with silicon reflexes that never tire, never rage, never check Instagram. Skeptics demanding perfect autonomy before deployment miss the genocide of gradualism. Every day FSD remains restricted, ninety people die on American roads. The data proves supervised autonomy already exceeds human capability by multiples. Demanding perfection while humans kill forty thousand annually isn't caution; it's complicity in preventable death. Source: Tesla

🚨FSD'S FIVE MILLION MILES OF PROOF: HUMANS ARE THE HAZARD Tesla just dropped data that obliterates the safety debate: Full Self-Driving travels five million miles between major collisions versus seven hundred thousand for human drivers. That's seven times safer. For minor collisions, FSD stretches to one and a half million miles compared to humans' two hundred twenty-nine thousand. The mathematics of mortality are undeniable. Thirty-two thousand lives could be saved annually if FSD became standard. Nearly two million injuries prevented. These aren't projections; they're calculations based on three billion supervised miles already driven. Every drunk driving death, every texting crash, every drowsy catastrophe becomes preventable with silicon reflexes that never tire, never rage, never check Instagram. Skeptics demanding perfect autonomy before deployment miss the genocide of gradualism. Every day FSD remains restricted, ninety people die on American roads. The data proves supervised autonomy already exceeds human capability by multiples. Demanding perfection while humans kill forty thousand annually isn't caution; it's complicity in preventable death. Source: Tesla

Mario Nawfal

77,220 views • 8 months ago

🚗✨ Smooth FSD Supervised magic in the Netherlands near my house. 🇳🇱 Watch as Tesla confidently handles traffic, slows for a construction tractor on the right, gives space to cyclists, and merges seamlessly, all while staying calm and in control. Speed drops naturally then resumes without drama. This is real-world Level 2+ autonomy doing its thing. Impressive safety and composure. It’s ready for more countries. 🇪🇺 🧿 #Tesla #FSD #FullSelfDriving #AutonomousDriving #EV

🚗✨ Smooth FSD Supervised magic in the Netherlands near my house. 🇳🇱 Watch as Tesla confidently handles traffic, slows for a construction tractor on the right, gives space to cyclists, and merges seamlessly, all while staying calm and in control. Speed drops naturally then resumes without drama. This is real-world Level 2+ autonomy doing its thing. Impressive safety and composure. It’s ready for more countries. 🇪🇺 🧿 #Tesla #FSD #FullSelfDriving #AutonomousDriving #EV

Rustavi

790,400 views • 26 days ago

De toekomst van mobiliteit is aangebroken FSD Supervised has been approved in the Netherlands 🇳🇱 & will begin rolling out in the country shortly! Trained on billions of kilometers of real-world driving data, it can drive you almost anywhere under your supervision – from residential roads to city streets & highways No other vehicle can do this. We're excited to bring FSD Supervised to more European countries soon

De toekomst van mobiliteit is aangebroken FSD Supervised has been approved in the Netherlands 🇳🇱 & will begin rolling out in the country shortly! Trained on billions of kilometers of real-world driving data, it can drive you almost anywhere under your supervision – from residential roads to city streets & highways No other vehicle can do this. We're excited to bring FSD Supervised to more European countries soon

Tesla Europe, Middle East & Africa

35,372,319 views • 3 months ago

Tesla’s FSD just hit 9.7+ billion cumulative miles Up from roughly 1 billion just two years ago This is currently the most advanced vision-based AI driving system in the world Now targeting unsupervised FSD at the 10 billion mile mark - expected late May to mid-June 2026 Cybercab / Robotaxi test fleet now at 582+ vehicles in live autonomous testing with ZERO incidents in the past 3+ months Tesla FSD (Supervised) improves road safety by ~9x vs the average U.S. driver

Tesla’s FSD just hit 9.7+ billion cumulative miles Up from roughly 1 billion just two years ago This is currently the most advanced vision-based AI driving system in the world Now targeting unsupervised FSD at the 10 billion mile mark - expected late May to mid-June 2026 Cybercab / Robotaxi test fleet now at 582+ vehicles in live autonomous testing with ZERO incidents in the past 3+ months Tesla FSD (Supervised) improves road safety by ~9x vs the average U.S. driver

X Freeze

19,955 views • 3 months ago

Bro… it’s 2026 and you’re still driving manually? I just press a button, and I don’t even remember how I got to my destination. If it was legal to do so, I’d be 100% comfortable closing my eyes and taking a nap the entire drive. It’s just the honest truth, I’m not hyping anything. Tesla FSD is really that good now. Tesla FSD has now driven more than 8 billion real world miles, including more than 3 billion city miles. In Tesla’s latest safety data, FSD logged about 1 major collision every 5.3 million miles, which Tesla says is about 7x fewer major collisions than the U.S. average. On top of this, Tesla FSD delivers 7x fewer minor collisions and 5x fewer off-highway collisions than the average. It’s significantly safer than anything out there. This AI system is learning from millions of Teslas out in the real world, not from geofenced areas, like literally anywhere a Tesla can drive. Tesla’s vehicles use 360 degree camera visibility, over-the-air updates, and has a neural net that keeps making the system smarter, safer, and better over time, for all Teslas. The FSD experience is so good now that manually driving already feels like the distant past. And once you’ve lived with what so many Tesla owners get to experience every day, going back to any other car feels almost impossible.

Bro… it’s 2026 and you’re still driving manually? I just press a button, and I don’t even remember how I got to my destination. If it was legal to do so, I’d be 100% comfortable closing my eyes and taking a nap the entire drive. It’s just the honest truth, I’m not hyping anything. Tesla FSD is really that good now. Tesla FSD has now driven more than 8 billion real world miles, including more than 3 billion city miles. In Tesla’s latest safety data, FSD logged about 1 major collision every 5.3 million miles, which Tesla says is about 7x fewer major collisions than the U.S. average. On top of this, Tesla FSD delivers 7x fewer minor collisions and 5x fewer off-highway collisions than the average. It’s significantly safer than anything out there. This AI system is learning from millions of Teslas out in the real world, not from geofenced areas, like literally anywhere a Tesla can drive. Tesla’s vehicles use 360 degree camera visibility, over-the-air updates, and has a neural net that keeps making the system smarter, safer, and better over time, for all Teslas. The FSD experience is so good now that manually driving already feels like the distant past. And once you’ve lived with what so many Tesla owners get to experience every day, going back to any other car feels almost impossible.

Teslaconomics

16,734 views • 4 months ago

🇰🇷 Cybertruck mastering South Korea’s chaos. Tesla’s beast was spotted crushing Full Self-Driving in dense traffic, narrow streets, and crowded city roads:handling it like a pro. This is real-world FSD in one of the toughest driving environments on Earth. 🔥 Writer: Val

🇰🇷 Cybertruck mastering South Korea’s chaos. Tesla’s beast was spotted crushing Full Self-Driving in dense traffic, narrow streets, and crowded city roads:handling it like a pro. This is real-world FSD in one of the toughest driving environments on Earth. 🔥 Writer: Val

Mario Nawfal

16,370 views • 1 month ago

Tesla map data causes the most FSD (Supervised) disengagements up until now 🇳🇱 This spot in particular keeps coming up. It’s due to long term construction on different canals, but nav data doesn’t catch up with reality Unintentionally this clip shows the extreme safety and capability of FSD (Supervised) in dealing with Vulnerable Road Users Specifically that “bakfiets” that jolts from the right rear is pretty awesome

Tesla map data causes the most FSD (Supervised) disengagements up until now 🇳🇱 This spot in particular keeps coming up. It’s due to long term construction on different canals, but nav data doesn’t catch up with reality Unintentionally this clip shows the extreme safety and capability of FSD (Supervised) in dealing with Vulnerable Road Users Specifically that “bakfiets” that jolts from the right rear is pretty awesome

Kees Roelandschap

11,464 views • 2 months ago

TESLA’S GOING FULL ROBOTAXI IN AUSTIN - NO HUMANS ON BOARD Not a drill - real driverless rides, no safety babysitters, no training wheels. Autonomy unlocked: * FSD now good enough to ditch human oversight entirely * Elon says “unsupervised is pretty much solved” * Austin rollout kicks off the validation phase * FSD v14.3 lands early 2026 with next-level reasoning upgrades This isn’t a test - it’s Teslas autonomy boom! Source: Tesla, Notateslaapp

TESLA’S GOING FULL ROBOTAXI IN AUSTIN - NO HUMANS ON BOARD Not a drill - real driverless rides, no safety babysitters, no training wheels. Autonomy unlocked: * FSD now good enough to ditch human oversight entirely * Elon says “unsupervised is pretty much solved” * Austin rollout kicks off the validation phase * FSD v14.3 lands early 2026 with next-level reasoning upgrades This isn’t a test - it’s Teslas autonomy boom! Source: Tesla, Notateslaapp

Mario Nawfal

135,250 views • 7 months ago

$NVDA CEO Jensen Huang says he wouldn’t be surprised if Elon Musk is the first to hit a gigawatt of AI compute. That’s the whole ballgame. $TSLA is quietly assembling one of the largest AI supercomputers on the planet to power FSD and Optimus.

$NVDA CEO Jensen Huang says he wouldn’t be surprised if Elon Musk is the first to hit a gigawatt of AI compute. That’s the whole ballgame. $TSLA is quietly assembling one of the largest AI supercomputers on the planet to power FSD and Optimus.

Shay Boloor

119,040 views • 10 months ago

NVIDIA CEO Jensen Huang on Tesla FSD at CES: “Tesla’s FSD stack is completely world-class. They’ve been working on it for quite some time. It’s world-class. Not only in the number of miles it has, but it’s world-class in the way that it’s designed, the way they do training to data collection and curation, synthetic data generation, all of their simulation technologies. Of course, the latest generation is end-to-end full self-driving, meaning it’s just one large model that is end-to-end trained. Elon’s AV system is, in every way, 100% state-of-the-art. And so I’m really quite impressed by the technology. I have it and I drive it in our house and it works incredibly well.”

NVIDIA CEO Jensen Huang on Tesla FSD at CES: “Tesla’s FSD stack is completely world-class. They’ve been working on it for quite some time. It’s world-class. Not only in the number of miles it has, but it’s world-class in the way that it’s designed, the way they do training to data collection and curation, synthetic data generation, all of their simulation technologies. Of course, the latest generation is end-to-end full self-driving, meaning it’s just one large model that is end-to-end trained. Elon’s AV system is, in every way, 100% state-of-the-art. And so I’m really quite impressed by the technology. I have it and I drive it in our house and it works incredibly well.”

Nic Cruz Patane

52,826 views • 7 months ago

🇲🇽TESLA FSD HITS MEXICO—AUTONOMOUS DRIVING GOES GLOBAL Mexico gets a front-row seat to the future of self-driving tech! Tesla’s Full Self-Driving just landed in Mexico - its first expansion beyond the U.S. and Canada. FSD Unlocked – Teslas in Mexico can now navigate city streets, stop signs, and traffic lights—no hands needed (but eyes on the road). Next-Level Adaptation – From chaotic city streets to unpredictable traffic, Tesla’s AI is learning fast. One Step Closer to Full Autonomy – Every mile driven fine-tunes Tesla’s AI for a driverless future. Tesla’s global expansion is in motion—where’s next? Source: Tesla Owners Mexico 🇲🇽

🇲🇽TESLA FSD HITS MEXICO—AUTONOMOUS DRIVING GOES GLOBAL Mexico gets a front-row seat to the future of self-driving tech! Tesla’s Full Self-Driving just landed in Mexico - its first expansion beyond the U.S. and Canada. FSD Unlocked – Teslas in Mexico can now navigate city streets, stop signs, and traffic lights—no hands needed (but eyes on the road). Next-Level Adaptation – From chaotic city streets to unpredictable traffic, Tesla’s AI is learning fast. One Step Closer to Full Autonomy – Every mile driven fine-tunes Tesla’s AI for a driverless future. Tesla’s global expansion is in motion—where’s next? Source: Tesla Owners Mexico 🇲🇽

Mario Nawfal

1,116,966 views • 1 year ago

If insurance companies don’t adapt to Tesla FSD, they’re going to have a real problem. In 2024 at the Berkshire Hathaway shareholder meeting, Warren Buffett got asked, “Assuming Elon delivers on his fully autonomous driving goal. Elon said, if you’ve got at scale, a statistically significant amount of data that shows conclusively that the autonomous car has half the accident rate of a human driven car, I think that’s difficult to ignore. Assuming Elon succeeds in reducing accidents by 50% vs human drivers, wouldn’t auto insurance rates fall to reflect the reduced underwriting risks, thereby adversely impacting Geico’s revenues and float and perhaps margins, too?” His main response was, “Well, let’s just take the extreme example. Let’s say there are only going to be 3 accidents in the U.S. next year for some crazy reason… anything that reduces accidents is going to reduce costs… If accidents get reduced 50%, it’s going to be good for society and it’s going to be bad for insurance companies’ volume… but good for society is what we’re looking for.” I’ve followed Tesla closely for years and now the proof is impossible to ignore. Profiting from insurance is built on risk and FSD is systematically removing it. FSD has now crossed the data threshold that insurers can’t ignore. By 2026, Tesla FSD has logged over 10B+ real world miles from real human behavior, real streets, real weather, real chaos, and it’s materially more data than ANY company in the world has today. Tesla’s own safety reports show it clearly: • Human driven U.S. average: ~1M miles per accident • Tesla Autopilot: ~4.5M miles per accident • Tesla FSD engaged: ~7.5M miles per accident That’s a 7.5x safety improvement over human driving! If the risk is 7.5x lower, and your premiums you’re charging customers don’t change, something is wrong. Insurance pricing is supposed to reflect this risk. This is why today’s Lemonade announcement is a wake up call to insurance providers. When Lemonade announced it’s offering a 50% insurance discount when FSD is steering, they’re reacting to Tesla FSD data. Fewer crashes results in fewer payouts, period. This is what adaptive insurance looks like and thus why Tesla & Lemonade insurance has an advantage. They are adapting to real FSD data and real time risk, and adjusting the prices. All while traditional insurance companies are still using broad historical averages, falling behind and losing customers. Companies like GEICO, State Farm, and Allstate were built for a world where humans are driving, risk is random, and prices update slowly. I believe this era of insurance is ending. Even Warren admitted it in this video, saying cutting accidents in half is great for society, but BAD for insurance volume. Bc less risk means lower premiums and lower premiums mean less float and less float is the core of traditional insurance profits! If FSD adoption hits even 50% of Tesla’s fleet, I bet accident rates could drop 30-50% industry wide. That alone puts massive pressure on a ~$300B U.S. auto insurance market today. This is also why I believe Tesla insurance has a MAJOR advantage. Your premium is solely based on data. It uses real time vehicle telemetry, scores you based on actual driving behavior, and rewards your FSD usage directly and right away. In places like California, Tesla Insurance premiums for FSD users are already 20-30% cheaper than competitors. In some cases, safe drivers see up to 60% discounts. And in Texas, claims for FSD users are 40% lower than non-FSD drivers. The long term outcome is becoming obvious to me. Insurance companies that DO NOT adapt prices dynamically, use real time data, and recognize FSD’s safety advantage will most likely lose their best customers to companies that do. For Tesla owners, this is great news bc safer driving, esp using FSD will result in cheaper insurance, but for legacy insurers, this is an existential moment. You either adapt or risk getting left behind.

If insurance companies don’t adapt to Tesla FSD, they’re going to have a real problem. In 2024 at the Berkshire Hathaway shareholder meeting, Warren Buffett got asked, “Assuming Elon delivers on his fully autonomous driving goal. Elon said, if you’ve got at scale, a statistically significant amount of data that shows conclusively that the autonomous car has half the accident rate of a human driven car, I think that’s difficult to ignore. Assuming Elon succeeds in reducing accidents by 50% vs human drivers, wouldn’t auto insurance rates fall to reflect the reduced underwriting risks, thereby adversely impacting Geico’s revenues and float and perhaps margins, too?” His main response was, “Well, let’s just take the extreme example. Let’s say there are only going to be 3 accidents in the U.S. next year for some crazy reason… anything that reduces accidents is going to reduce costs… If accidents get reduced 50%, it’s going to be good for society and it’s going to be bad for insurance companies’ volume… but good for society is what we’re looking for.” I’ve followed Tesla closely for years and now the proof is impossible to ignore. Profiting from insurance is built on risk and FSD is systematically removing it. FSD has now crossed the data threshold that insurers can’t ignore. By 2026, Tesla FSD has logged over 10B+ real world miles from real human behavior, real streets, real weather, real chaos, and it’s materially more data than ANY company in the world has today. Tesla’s own safety reports show it clearly: • Human driven U.S. average: ~1M miles per accident • Tesla Autopilot: ~4.5M miles per accident • Tesla FSD engaged: ~7.5M miles per accident That’s a 7.5x safety improvement over human driving! If the risk is 7.5x lower, and your premiums you’re charging customers don’t change, something is wrong. Insurance pricing is supposed to reflect this risk. This is why today’s Lemonade announcement is a wake up call to insurance providers. When Lemonade announced it’s offering a 50% insurance discount when FSD is steering, they’re reacting to Tesla FSD data. Fewer crashes results in fewer payouts, period. This is what adaptive insurance looks like and thus why Tesla & Lemonade insurance has an advantage. They are adapting to real FSD data and real time risk, and adjusting the prices. All while traditional insurance companies are still using broad historical averages, falling behind and losing customers. Companies like GEICO, State Farm, and Allstate were built for a world where humans are driving, risk is random, and prices update slowly. I believe this era of insurance is ending. Even Warren admitted it in this video, saying cutting accidents in half is great for society, but BAD for insurance volume. Bc less risk means lower premiums and lower premiums mean less float and less float is the core of traditional insurance profits! If FSD adoption hits even 50% of Tesla’s fleet, I bet accident rates could drop 30-50% industry wide. That alone puts massive pressure on a ~$300B U.S. auto insurance market today. This is also why I believe Tesla insurance has a MAJOR advantage. Your premium is solely based on data. It uses real time vehicle telemetry, scores you based on actual driving behavior, and rewards your FSD usage directly and right away. In places like California, Tesla Insurance premiums for FSD users are already 20-30% cheaper than competitors. In some cases, safe drivers see up to 60% discounts. And in Texas, claims for FSD users are 40% lower than non-FSD drivers. The long term outcome is becoming obvious to me. Insurance companies that DO NOT adapt prices dynamically, use real time data, and recognize FSD’s safety advantage will most likely lose their best customers to companies that do. For Tesla owners, this is great news bc safer driving, esp using FSD will result in cheaper insurance, but for legacy insurers, this is an existential moment. You either adapt or risk getting left behind.

Teslaconomics

140,963 views • 6 months ago