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Introduction: Europe Is Catching the Tesla Wave
Europe is entering a new phase of the electric-mobility race, and Tesla is right at the center of it. The company’s Full Self-Driving (Supervised) ride-along program is expanding, crowds are filling up every available slot, and regulatory momentum appears to be building behind the scenes. Meanwhile, in China, the six-seat Model Y L is selling out months in advance. Even more striking: two industry titans—NVIDIA’s Jensen Huang and GM’s Mary Barra—are publicly crediting Elon Musk in ways that reshape long-running narratives around innovation, leadership, and the EV transition.
This article brings all these threads together: Europe’s FSD fever, China’s Model Y L boom, and the unexpected praise surrounding Musk’s impact on global technology.
Europe’s Three-Month FSD Extension
Tesla has officially extended its European Full Self-Driving (Supervised) demonstration program until March 31, 2026. The company’s EU Policy and Business Development Manager announced that ride-alongs will continue across Germany, France, and Italy as Tesla pursues full regulatory approval. Public interest appears overwhelming, with cities like Cologne and Düsseldorf already fully booked.
The Ride-Along Frenzy in Europe
Slots from December 1, 2025, through March 2026 are now open in several major European cities, indicating a surge in demand. Social media users are describing the system as “booked out almost everywhere,” and many are asking Tesla to expand into territories like Switzerland and Finland. Tesla is encouraging participants to film and share their ride-along experiences, using grassroots excitement to boost social proof.
Building Momentum Toward Approval
Tesla has recently demonstrated FSD for Rome officials and received positive coverage from French and German media after real-world tests. Europe has traditionally enforced strict regulatory standards, but early signs suggest growing interest in supervised autonomy—especially as ride-along programs show how the system performs in complex European city centers.
Model Y L in China: Sold Out Into 2026
Tesla’s six-seat extended wheelbase Model Y L has become a hit in China. New estimated delivery dates now stretch into February 2026, meaning the vehicle is effectively sold out through all of 2025 and January 2026. Initially projected for an October 2025 delivery, wait times tightened over time and then jumped straight to early 2026.
China’s Unbroken Model Y Demand
Even beyond the Model Y L, Tesla’s Model Y lineup continues to dominate China’s competitive EV market. The vehicle remains among the country’s top 5 New Energy Vehicles, despite newer and cheaper competitors such as the BYD Seagull. In global rankings, the Model Y has been the world’s best-selling vehicle for two consecutive years. Tesla’s China-exclusive trims, particularly the Model Y L, continue to help the company maintain strong traction in the world’s largest EV market.
Jensen Huang’s Unexpected Tribute to Musk
NVIDIA CEO Jensen Huang recently revealed on the Joe Rogan Experience that Elon Musk was the only person willing to believe in the DGX-1 supercomputer when it launched. Huang said he personally delivered the first DGX-1 to Musk in 2016, calling Tesla and OpenAI his first true partner in large-scale AI compute.
This early collaboration became foundational to both FSD development and the broader AI boom—powering research that years later would underpin breakthroughs like ChatGPT.
GM’s Mary Barra Credits Musk for EV Leadership
In a surprising admission, GM CEO Mary Barra shared in an interview that she corrected President Biden when he credited GM with leading the EV revolution. Barra told Biden that credit should go to Musk and Tesla, whose work kick-started the transition the rest of the industry eventually followed.
This admission stands in stark contrast to earlier White House narratives that placed GM at the forefront of EV innovation—even as Tesla was delivering hundreds of thousands of EVs while competitors delivered only a fraction.
Main Summary (≈30 lines)
Europe’s FSD Fever
Tesla has extended its European Full Self-Driving (Supervised) ride-along program by three months, now running until the end of March 2026. The expansion follows intense public demand, with cities like Cologne and Düsseldorf quickly filling all available slots. Tesla executives describe the program as a crucial source of public feedback as the company pursues regulatory approval. Demonstrations already conducted for officials in Rome, and positive reviews from media in Germany and France, have underscored growing European openness toward supervised autonomy. Social media buzz reflects this momentum, with users requesting expansions into new territories such as Switzerland and Finland.
China’s Model Y L Boom
The six-seat extended wheelbase Model Y L has become one of Tesla China’s strongest sellers, now sold out through February 2026. Delivery windows have steadily shifted from October 2025 projections to multi-month delays driven by overwhelming demand. The Model Y continues to dominate globally, ranking as the world’s best-selling vehicle for two years in a row. In China’s dense EV market, where offerings are more numerous and competitive than anywhere else, the Model Y remains a top-tier New Energy Vehicle. Despite cheaper rivals like the BYD Seagull, Tesla’s brand influence and exclusive China-specific trims maintain high market appeal.
Unexpected Praise for Musk
Two major industry leaders—NVIDIA’s Jensen Huang and GM’s Mary Barra—have recently acknowledged Musk’s pioneering role in the EV and AI landscape. Huang revealed that Musk was his first and only customer for the DGX-1 supercomputer, a decision that helped propel NVIDIA to its later dominance in AI hardware. Similarly, Mary Barra publicly corrected President Biden’s claim that GM led the EV transition, instead crediting Tesla and Elon Musk for catalyzing the industry’s shift toward electrification. These statements reflect a broader acknowledgment of Tesla’s early risks and outsized impact on both autonomous driving and electric vehicle adoption worldwide.
What Undercode Say:
The Strategic Power of Public Ride-Alongs
Tesla’s ride-along program isn’t just a showcase; it’s a strategic tool. By letting everyday Europeans experience FSD firsthand, Tesla bypasses traditional skepticism and builds bottom-up pressure on regulators. This approach echoes Tesla’s long history of using public enthusiasm to accelerate institutional change—similar to how early Model S test drives reshaped consumer expectations for electric vehicles.
European Regulators Are Watching Closely
Europe’s streets are dense, narrow, historic, and often chaotic—conditions far different from North America. Tesla knows that demonstrating competence in these environments offers a powerful signal. If FSD Supervised can handle Rome, Paris, or Frankfurt, its case for approval strengthens dramatically. That may explain why the company is accelerating real-world exposure and inviting media coverage.
China’s Model Y L Success Signals Global Shifts
The sellout of the Model Y L into 2026 highlights something deeper: Tesla is learning to tailor regional products with precision. The extended wheelbase format responds directly to Chinese consumer preferences for rear-seat space. As Tesla continues developing region-specific trims, it strengthens its foothold in markets where competitors have local advantages. This adaptability marks a new stage in Tesla’s global strategy.
Demand Surges Despite Growing EV Competition
Many assumed the flood of new Chinese EVs would weaken Tesla’s position. Instead, the Model Y’s sustained popularity suggests Tesla has achieved something rare: consumer trust at scale. In a market saturated with alternatives, people are still willing to wait months for a Tesla. That waitlist may signal that Tesla’s brand is evolving into a premium identity in China, similar to Apple’s role in smartphones.
Jensen Huang’s Story Matters More Than It Seems
Huang’s acknowledgment reveals how early Musk’s AI ambitions truly were. Before “AI boom” became mainstream, Tesla and OpenAI were quietly building foundational systems using NVIDIA’s earliest hardware. This partnership not only influenced Tesla’s FSD development but also helped jump-start the modern AI ecosystem that now dominates global markets. The $2 trillion growth NVIDIA experienced since that moment underscores the multi-industry impact of that early collaboration.
Mary Barra’s Remark Shows a Shift in Industry Narrative
For years, legacy automakers and government officials attempted to frame Detroit as the epicenter of the EV transition. Barra’s admission challenges that narrative. The industry now appears more willing to credit Tesla for dragging competitors into electrification—sometimes reluctantly. This transparency may indicate a maturing EV landscape where competitors acknowledge Tesla’s role rather than trying to overshadow it.
FSD in Europe Could Become a Regulatory Turning Point
If Tesla succeeds in gaining approval for supervised FSD in Europe, it will set a precedent for autonomous systems across the continent. Approval from one major country could trigger a domino effect. Given that Europe’s regulatory environment is often mirrored globally, this could accelerate international acceptance of supervised autonomy.
Fact Checker Results
Tesla’s FSD ride-along extension to March 2026 is confirmed by Tesla EU leadership. ✅
China’s Model Y L delivery estimates shifting to February 2026 align with Tesla’s official listings. ✅
Jensen Huang’s statements about delivering the first DGX-1 to Elon Musk match his recent JRE interview. ✅
Prediction
Europe may grant partial or conditional approval for FSD Supervised sometime in 2026, opening the door for wider rollout. 🔮
China’s Model Y L demand could push Tesla to develop additional region-specific trims across Asia.
Public statements from major industry leaders may broaden recognition of Tesla’s influence, reshaping future EV policy discussions.
🕵️📝✔️Let’s dive deep and fact‑check.
References:
Reported By: www.teslarati.com
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