The next major catalyst for $Tesla(TSLA.US) is removal of safety monitors in its ~150 Robotaxis, which would signal an imminent scale up, and which Elon has targeted in Austin TX by year-end. The latest FSD community tracking data shows miles per critical disengement using FSD v14.x has soared to nearly 4,000 miles, roughly 10x higher than FSD v13.x among 1,100 FSD participants.
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