Autonomy
Skepticism Grows as Tesla's Unsupervised Robotaxis in Austin Fail to Materialize
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Following Tesla's January 22, 2026, announcement of unsupervised robotaxi rides in Austin—a claim covered in prior reporting—riders report no such experiences a week later amid service disruptions from an ice storm and ahead of Q4 earnings. Bay Area operations face legal barriers, fueling doubts amid absent evidence.
Tesla has disclosed that more than 1.1 million drivers worldwide are actively using its Full Self-Driving Supervised software, marking the first time the company has shared such adoption figures. This milestone, reported in the firm's Q4 2025 earnings, shows FSD penetration at about 12.4% of its global fleet of 8.9 million vehicles. The growth highlights accelerating subscriptions even as vehicle deliveries softened.
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On January 30, 2026, Tesla and its Cybertruck account posted cryptic messages on X about advanced technology. The official Tesla account declared that 'Autonomy is inevitable,' while the Cybertruck account followed with 'Alien tech.' These posts hint at upcoming innovations in autonomous driving and vehicle design.
Tesla shares closed at $485.40 on December 24, 2025, dipping slightly to around $484.62 after hours, as a new NHTSA investigation into Model 3 door releases weighed on sentiment. Despite lowered Q4 delivery forecasts, analysts raised price targets up to $551, emphasizing robotaxi and AI potential. A court victory reinstating Elon Musk's $140 billion pay package further boosted investor confidence.
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Canaccord Genuity analyst George Gianarikas has raised the price target for Tesla stock from $482 to $551 while maintaining a Buy rating. The upgrade reflects optimism about Tesla's long-term growth in autonomy and robotics, despite lowered fourth-quarter 2025 delivery estimates. Tesla shares are on track to end 2025 at record highs amid broader investor enthusiasm for its future plans.
Tesla has rolled out Full Self-Driving (Supervised) software in South Korea, marking the seventh global market for the feature. The initial launch targets Model S and Model X vehicles with AI4 hardware, leveraging a trade agreement to bypass some certifications. Early user reports praise its performance in dense urban traffic.
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As his trial for embezzlement of public funds nears its end, Serge Letchimy, president of Martinique's territorial collectivity, advocates for the island's autonomy within the Republic. The political heir to poet Aimé Césaire, who served as mayor of Fort-de-France for over fifty years, he reflects on a career shaped by urban challenges. At 72, he remains committed to the island's governance.
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