Global Scans · Tesla · Weekly Summary

• [New] By integrating affordability with cutting-edge software like FSD v14, Tesla is redefining what consumers expect from electric vehicles. chandra-luxe-capital news
• [New] Alongside hardware updates, Tesla plans to introduce Full-Self Driving version 14, the latest iteration of its autonomous driving software. chandra-luxe-capital news
• [New] Even diversified companies like Tesla, Inc., which holds a notable amount of Bitcoin, could see an uplift in the value of their digital asset reserves. The Chronicle-Journal
• [New] In the pursuit of expanding its robotaxi network, Tesla plans to accelerate its rollout beyond Texas, with an eye towards widespread adoption that could potentially reshape the landscape of urban mobility. OpenTools
• [New] Tesla will need to navigate a fragmented global regulatory landscape, potentially requiring adjustments to its vision-only FSD approach to meet diverse safety standards and build public trust. FinancialContent
• [New] Waymo (Alphabet subsidiary), a leader in fully driverless Level 4 robotaxis, could face intensified competition if Tesla scales successfully. FinancialContent
• [New] If the expansion plan succeeds, Tesla could soon offer autonomous rides in many US metropolises - and collect important data for the later international launch. Shop4Tesla
• [New] Tesla, BMW, and Japanese automakers continue to invest in Mexico, attracted by its proximity to the U.S. and cost advantagesMexico's Role in Global Trade: Opportunities and Challenges. Ainvest
• [New] Mobileye, as a prominent supplier of ADAS and AV platforms to the wider automotive industry, could benefit as automakers seek third-party solutions to compete with Tesla without relying on a direct rival. The Chronicle-Journal
• [New] Tesla CEO Elon Musk plans to shift his focus from electric vehicles to humanoid robots. Yahoo Finance
• Tesla Base Case: Tesla's growth will likely be constrained more by FSD development and regulatory approvals than by robotaxi production capacity. Laniakea Research
• Tesla could start removing human safety monitors in selected areas in Austin before the end of the year. Laniakea Research
• Tesla has already expanded its Austin service area to 173 square miles, and at the current pace, it should be possible to cover the 300 largest U.S. urban markets (roughly 79,000 square miles) by the mid-2030s. Laniakea Research
• If Tesla can begin operating without human safety monitors by year-end in select geofenced areas, it could realistically scale from the current 10-20 vehicles covering roughly 173 square miles in Austin to approximately 100,000 vehicles across around 5,000 square miles over the next five years. Laniakea Research
• Tesla stock currently represents an attractively priced option on long-term upside, with the potential for outsized returns as the mobility transformation takes shape. Laniakea Research
• Tesla's ability to produce 2 million self-driving cars annually will undermine Uber's value proposition, as Tesla can create its own network and generate higher revenue per vehicle compared to traditional ride-sharing models. Digital Habitats

Last updated: 13 October 2025