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Introduction:
Tesla is no stranger to innovation, and its autonomous driving ambitions are quickly becoming a reality. In China, one of the most competitive EV markets globally, Tesla’s Full Self-Driving (FSD) system is earning praise from early adopters, even without frequent updates. At the same time, in the U.S., Tesla is expanding its Robotaxi service in Austin, Texas, inviting more users to test its driverless ride-hailing platform.
This article delves into the firsthand experiences of Chinese FSD users, the early success of Tesla’s Robotaxi project, and the market’s response to its performance. We also explore how Elon Musk’s leadership and strategic autonomy focus continue to shape Tesla’s trajectory, despite political noise and economic hurdles.
Real-World Performance:
A Chinese Tesla driver using FSD for over two months offered striking insights: the system performs with human-like smoothness, showing both caution and intelligence. According to this user, not a single safety intervention was needed in that period—a significant statement given how often Chinese Tesla users test FSD in difficult, unpredictable environments.
In narrow lanes and areas crowded with pedestrians or scooters, the system reportedly slows down appropriately and exercises “over-cautious politeness.” This is in stark contrast to Huawei’s ADS system, which the same driver tested in an Aito M9 SUV. During just 90 minutes of use, the Huawei ADS system triggered four safety interventions—moments where the driver had to take over to prevent potential accidents.
The Tesla user noted that Huawei’s ADS felt robotic, with jerky acceleration and braking. The takeaway? Tesla’s FSD may not be perfect, but it’s currently outperforming a major Chinese rival in both safety and user confidence.
Tesla’s influence in China is particularly interesting because drivers there tend to challenge autonomous systems aggressively. Despite this, Tesla’s FSD continues to shine, guiding vehicles through complex terrains like unpaved roads, narrow city lanes, and even dense wooded paths.
Tesla’s Robotaxi Expansion: From Test Rides to Real-World Impact
Meanwhile, in Austin, Texas, Tesla has expanded access to its Robotaxi service. Originally offered to a small group, the service is now reaching more locals after its public debut on June 22, 2025. Those selected filled out a simple interest form, showing Tesla’s readiness to scale the service quickly.
Initial users reported mostly smooth rides with only minor, expected hiccups. As more people engage with the platform, Tesla is using real-world data to further refine the system. Over time, the company plans to remove human Safety Monitors, pushing closer to full autonomy.
This local expansion aligns with Tesla’s bigger vision: a world where ride-hailing is fully automated. CEO Elon Musk believes Robotaxis could eventually become a core part of Tesla’s business model, rivaling or even replacing traditional vehicle sales.
Wall Street Reaction: Autonomy Trumps Political Distractions
Despite recent political friction between Elon Musk and former President Donald Trump, analysts urge investors to stay focused on Tesla’s autonomy progress. Gene Munster of Deepwater Management emphasized that Tesla’s advancements in FSD and Robotaxi technology matter far more than public disagreements.
Munster, along with Dan Ives (Wedbush) and Cathie Wood (ARK Invest), reiterated that the future of Tesla lies in autonomy, robotics, and AI. These elements are expected to contribute to 90% of Tesla’s future valuation.
Delivery Milestone: Tesla Surprises with Q2 Results
Adding to Tesla’s momentum, the company delivered 384,122 vehicles in Q2 2025—slightly above expectations. Analysts predicted 385,000, making Tesla’s performance a strong affirmation of stability despite production pauses and global economic tension.
Tesla remains on track to match or even exceed its 2023 and 2024 delivery numbers. Analysts believe a refreshed Model Y and new affordable vehicle platform (set to debut later this year) could trigger another growth surge in late 2025.
Dan Ives maintains a \$500 price target for Tesla stock, highlighting Musk’s leadership and ongoing commitment to innovation as key factors in the company’s trajectory.
What Undercode Say: Tesla FSD and Robotaxi—Redefining the Future of Driving 🚘
FSD Dominance in China Reflects Maturity
The Chinese market is known for its high standards and aggressive testing. That Tesla’s FSD system can handle such conditions without a single safety intervention is a testament to its maturity. It’s no longer just about technology—it’s about trust, and Tesla is quietly earning it.
Huawei’s ADS system, though promising on paper, struggled in real-world tests. Jerky movements, robotic reactions, and frequent interventions reveal it’s still behind Tesla’s human-like approach. This underscores a critical edge for Tesla: naturalistic behavior that inspires confidence.
Robotaxi Momentum Suggests Mass Adoption Is Near
Tesla’s expansion of its Robotaxi service is more than a test—it’s a proof of concept. With smooth launches and positive feedback, Tesla is gathering data that will feed into broader deployment strategies. Once safety monitors are phased out, we may witness a major transportation shift, particularly in urban centers.
This also opens the door to broader applications—logistics, deliveries, even public transit. The implications are massive. And Tesla is positioning itself as the leader not just in EVs, but in transportation automation.
Investors Should Tune Out the Noise
Market analysts are right: political distractions are just that—distractions. Tesla’s delivery success, its expanding FSD footprint, and its aggressive Robotaxi rollout signal a company not just surviving but leading the next mobility era. The stock’s upward movement post-Q2 results is further proof that real-world performance matters most.
The company’s strength in China, coupled with innovations in the U.S., creates a powerful dual-front strategy. If Tesla continues at this pace, traditional automakers and newer autonomous tech companies will struggle to keep up.
✅ Fact Checker Results
Tesla FSD users in China confirm zero safety interventions after months of use ✅
Huawei ADS showed multiple interventions in short time, confirming lower reliability ❌
Robotaxi expansion in Austin is ongoing, with confirmed public invitations and test rides ✅
🔮 Prediction
If current trends hold, Tesla is on track to dominate the autonomous driving sector globally by 2026. China’s positive reception of FSD signals potential market leadership, while the U.S. Robotaxi rollout sets the stage for a driverless urban transport revolution. Expect major cities worldwide to begin regulatory evaluations of Tesla’s Robotaxi within 18–24 months. As autonomy becomes a revenue-generating service, Tesla’s valuation and public trust are poised to soar.
References:
Reported By: www.teslarati.com
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