自稱是“特斯拉狂熱鼓吹者”的史蒂文·皮特斯此前再一次花費數千美元購買該汽車制造商引以為豪的全自動駕駛(FSD)技術,但這一次,他開始質疑自己的這一決定。
這位比利時人被埃隆·馬斯克特立獨行的風格所吸引,長期以來也一直對自動駕駛汽車的概念十分著迷。2016年,特斯拉(Tesla)宣布,相關軟件開發完成后,旗下的所有新車都將配備所需的硬件實現自動駕駛,皮特斯隨即預訂了他目前的座駕P100D。從那以后,跟蹤P100D智能駕駛輔助系統的改進,并將結果上傳到他的YouTube頻道,就成為了他的日常愛好。
皮特斯是電動汽車設備供應商Powerdale的質量保證主管,過去幾個月一直在等待提取配備FSD的頂級車型Model S Plaid。這將是他接連購買的第三輛特斯拉。
然而,自10月11日以來,首批約1000名安全評分滿分的美國特斯拉車主一直在下載該支持在繁忙城市交通中自動駕駛的最新功能,但由于不在特斯拉控制范圍內的監管障礙和馬斯克自身的戰略重點,全球其他國家地區還無法用上FSD。
該技術最終何時、以何種狀態進入歐洲及其他地區還有待觀察。
客戶忠誠動搖
皮特斯表示,如果另一家電動汽車公司能夠搶在特斯拉之前將全自動駕駛技術推向歐洲市場,他在下次購買新車時會重新考慮自己的品牌選擇。對他而言,僅僅提供自動駕駛功能也無濟于事,因為他第一次購買FSD時,特斯拉就承諾FSD將支持全自動駕駛,讓他可以在車上睡覺休息。
“我花了9000歐元(約合1.04萬美元)購買FSD,但它基本上只值這個價格的一半,因為在擁有我的汽車近五年后,其余承諾要推出的功能尚未交付。”他向《財富》雜志表示。
這也不是一個小問題:FSD是特斯拉所畫的一個大餅,被認為是在資本市場支撐起特斯拉8000億美元以上高企市值的基礎。今年1月,馬斯克推測,FSD有朝一日可能每年產生約500億美元的利潤。他告訴投資者,僅憑FSD的這一貢獻保守估計就能夠創造20倍的市盈率,特斯拉由此就可以輕松實現1萬億美元的市值,躋身蘋果(Apple)、谷歌(Google)、微軟(Microsoft)和亞馬遜(Amazon)的精英俱樂部。
由于上周上線的10.2版本只是向特斯拉廣大的美國車主開放了之前封閉的“beta”測試,客戶仍然必須時刻監督該系統的運行。特斯拉明確警告他們:“它可能會在最不該出錯的時候出錯”,司機應該“做好立即采取行動的準備”。出于這個原因,對于該測試,它優先考慮依據特斯拉自己的內部風險模型計算出的安全評分最高的客戶。
暫且忽略一下FSD的意義,它并不是要不斷地監控和輔助像剛拿到駕照的少年那樣的人駕駛汽車,而是要幫助你節省出寶貴的時間來做其他的事情。目前FSD beta測試版的配置不會以前者為重點,至少現在還不會。
值得注意的是,如果該試驗技術使用期間發生碰撞事故,特斯拉甚至不承擔任何法律責任。也就是說,客戶要為自己的人身安全和財務問題負全責。
顛覆傳統供應商/客戶關系
FSD測試版顛覆了傳統上供應商與客戶之間的關系。從某種意義上說,等同于特斯拉車主掏錢幫助馬斯克完成他們所購買的功能的開發,因為他們的數據會被收集并傳輸到特斯拉的神經網絡,用以訓練它的自動駕駛軟件。迄今還沒有哪家車企敢用一款尚未完成開發的產品來圈那么多的錢,也沒有哪家車企敢將未完成開發的產品推向市場。
許多特斯拉粉絲樂于承認自己是精神股東——有些人甚至稱自己為“小白鼠”。然而,如果獎勵回報是成為社區中第一位測試FSD這一新技術的極限的人,他們會很樂意做志愿者。自去年10月被選中搶先體驗該自動駕駛技術以來,封閉式beta測試人員還十分積極地免費給FSD做廣告,將他們合計數千小時的駕駛數據上傳到網上——經由他們與特斯拉的合同商定。
不同于美國,歐洲和世界其他地區還沒有等來馬斯克的FSD技術,部分原因是美國有著有利于特斯拉的獨特監管環境,當局接受了該類技術的風險。只要沒有被明令禁止,車企原則上可以展開汽車技術的新創新。當然,鑒于所謂的“自行驗證”原則的模糊性,如果企業過于激進,冒了可能太大的風險,這種監管方式可能反而會給它們帶來訴訟麻煩。
相比之下,包括歐盟自己的“單一市場”在內的許多其他司法管轄區都需要企業獲得技術當局的批準(或“認證”),遵從聯合國歐洲經濟委員會(UNECE)制定的特定國際標準。
雖然汽車制造商歡迎為他們提供的這項法律確定性,但要獲得批準,就得經歷在數十個不同國家之間建立廣泛共識的艱苦過程,而且其中許多國家并沒有汽車行業組織游說政府加快審批。
出于這個原因,馬斯克更傾向于專注美國市場。在這一市場,他基本能夠掌控FSD的推出速度,他也可以自主決定是否要接受美國國家交通安全委員會(National Traffic Safety Board)的建議。例如,10月7日,他在年會上首次向股東提議道,他正在考慮是否停止向購買FSD、但特斯拉安全評分低于60分(滿分100分)的客戶提供該項功能。
馬斯克不切實際的預測
由于沒有什么門路可選,不耐煩的歐洲車主經常在推特(Twitter)上直接詢問馬斯克,他們什么時候才能夠像美國車主一樣參與FSD的測試項目。更糟糕的是,特斯拉在歐洲提供的一些軟件并沒有本土競爭對手的軟件那么好用,比如在正確應對高速公路的動態限速等交通標志方面。
“他們現在一直專注于美國市場,而我們什么也沒有得到。”皮特斯說。要是有助于推動FFSD的推出,他甚至愿意擔任特斯拉的試車員,幫助該公司在歐洲收集數據。
10月初,在特斯拉即將開始運營的德國柏林郊外超級工廠舉行的County Fair集會上,馬斯克發表講話沒多久,就不得不回應現場人群就這個令人痛心的話題提出的問題。
“FSD很有可能在明年的某個時候推向歐洲,目前事情進展順利。”10月9日他以其標志性的方式告訴他們。他向外界傳達了自己的信心,但并沒有冒險給出具體的推出時間表。“我認為,將完成beta測試的FSD很有可能會在明年登陸歐洲。”
問題在于,如今許多特斯拉粉絲都知道不能盡信這些時間表。眾所周知,馬斯克總是拋出過于樂觀的預言,仿佛他有自己的一套時間計算體系一樣。雖然特斯拉車主相信馬斯克預測的事情最終會發生,但他們也知道,那些計劃實現的時間可能會比他預期的要晚得多。例如,就在10月初,這位特斯拉的首席執行官以供應鏈供貨持續短缺為由,不得不將該款電動卡車的投產推遲了整整一年。現在Semi最早要到2023年才會進入市場,而馬斯克最初開始接受預訂時計劃交付的時間是2019年。
奧迪絕不效仿
一直以來,他對FSD進展的預測也好不到哪里去。在2019年4月的“自動駕駛日”(Autonomy Day)活動上,他高調預言,到明年年底,特斯拉將有100萬輛自動駕駛出租車上路行駛。2020年7月,他聲稱,他的團隊即將攻克五級自動駕駛技術。五級是自動駕駛技術最先進的階段,極其復雜,許多專家都認為至少還需要十年才能夠實現。今年1月他還是向股東表示,他有信心今年會實現這一技術。但到了夏天,他就打自己臉了,坦言“沒有想到會這么難”兌現該承諾,盡管“回想起來,會發現開發難度是顯而易見的”。
皮特斯認為,馬斯克關于FSD明年將進入歐洲的最新預測,只不過是他設定不切實際目標的又一個例子。“我非常懷疑這是否會發生。”他說。
畢竟,FSD的推出并不完全在他的控制范圍之內。在歐洲,決定自動駕駛技術可接受的部署步伐的是聯合國歐洲經濟委員會,而不是馬斯克。該組織的目標是,將所有監管規定歸結為精確描述自動駕駛汽車在每一種情況下應該如何運作的數學公式。雖然這種理念越來越受到自動駕駛專家的質疑,但它不太可能在短期內發生巨大變化,更不用說明年了。
“我基本上已經不再對FSD五年內進入歐洲抱有期望。”皮特斯說,“除非你打算在未來很長的一段時間里一直使用特斯拉的汽車,否則我不建議在監管機構實際放行之前再購買這項功能。”
這就是為什么他希望特斯拉在歐洲新推出靈活的FSD訂閱服務,這樣他就能夠在Model S Plaid交付之前切換到該服務。然后,他可以只在有添加重大的新功能時按月支付固定費用來測試該技術,且能夠隨時取消訂閱。
特斯拉并不是唯一一家面臨歐洲嚴格監管的汽車制造商。聯合國歐洲經濟委員會工作節奏緩慢的另一個受害者是奧迪(Audi)。該大眾汽車集團(Volkswagen Group)旗下的品牌最初準備在2017年底推出一款針對高速公路交通擁堵的自動駕駛系統,一切順利的話,那會成為全球第一個自動駕駛系統。然而,到聯合國歐洲經濟委員會最終就如何設計這樣一個功能以確保足夠安全達成一致之時,奧迪依照該日內瓦監管機構的確切規范重新設計其旗艦級豪華轎車A8已經為時已晚。
不過,在9月的一次采訪中,奧迪的首席工程師表示,無論車主是否放棄法律追索權,他都不會僅僅為了占得市場先發優勢,而效仿特斯拉對自動駕駛技術進行beta測試。像奧迪這樣的老牌汽車制造商已經建立起幾十年的聲譽,而像特斯拉這樣仍然需要擴大規模的行業新貴相比之下更愿意冒險行事,以縮小銷售規模上的差距。
“對于關系到人身安全的技術,我無法想象要向我們的客戶開放測試版本。”奧迪的奧利弗·霍夫曼向《財富》雜志表示,“完全無法想象。即使客戶愿意參與,我們也不會那么做。”
目前,特斯拉車主處境有些進退兩難。一方面,沒有明確的跡象表明,美國以外的監管機構會對自動駕駛技術采取與美國一樣的放任政策,允許就未完成開發的產品展開大范圍的客戶測試。另一方面,馬斯克的客戶擔心,隨著時間的推移,他會繼續提高FSD的價格,因此像皮特斯這樣的人覺得要趁早購買,以免以后要多花錢。
一個簡單的解決方案是,只要功能不完整,就允許FSD客戶將其購買的服務轉移到他們的下一輛特斯拉。目前,FSD與車輛配對綁定,因此如果客戶想換一款新車型,就得重新購買可選的額外功能,花費也可能更高。但到目前為止,特斯拉還沒有表現出讓步的意愿,盡管它生產的每輛車都內置了FSD硬件——只需要通過軟件補丁激活該功能。
隨著馬斯克在歐洲向其他車企開放特斯拉覆蓋廣泛的超級充電站網絡,得益于標準化的充電接口,其他品牌的車主并不需要在新充電電纜上花很多錢,如果有別的隊品牌能夠更快越過自動駕駛監管障礙,皮特斯會考慮購買它的汽車。
他說:“我并不確定在Plaid之后我的下一輛車是否還會是特斯拉。”(財富中文網)
譯者:萬志文
自稱是“特斯拉狂熱鼓吹者”的史蒂文·皮特斯此前再一次花費數千美元購買該汽車制造商引以為豪的全自動駕駛(FSD)技術,但這一次,他開始質疑自己的這一決定。
這位比利時人被埃隆·馬斯克特立獨行的風格所吸引,長期以來也一直對自動駕駛汽車的概念十分著迷。2016年,特斯拉(Tesla)宣布,相關軟件開發完成后,旗下的所有新車都將配備所需的硬件實現自動駕駛,皮特斯隨即預訂了他目前的座駕P100D。從那以后,跟蹤P100D智能駕駛輔助系統的改進,并將結果上傳到他的YouTube頻道,就成為了他的日常愛好。
皮特斯是電動汽車設備供應商Powerdale的質量保證主管,過去幾個月一直在等待提取配備FSD的頂級車型Model S Plaid。這將是他接連購買的第三輛特斯拉。
然而,自10月11日以來,首批約1000名安全評分滿分的美國特斯拉車主一直在下載該支持在繁忙城市交通中自動駕駛的最新功能,但由于不在特斯拉控制范圍內的監管障礙和馬斯克自身的戰略重點,全球其他國家地區還無法用上FSD。
該技術最終何時、以何種狀態進入歐洲及其他地區還有待觀察。
客戶忠誠動搖
皮特斯表示,如果另一家電動汽車公司能夠搶在特斯拉之前將全自動駕駛技術推向歐洲市場,他在下次購買新車時會重新考慮自己的品牌選擇。對他而言,僅僅提供自動駕駛功能也無濟于事,因為他第一次購買FSD時,特斯拉就承諾FSD將支持全自動駕駛,讓他可以在車上睡覺休息。
“我花了9000歐元(約合1.04萬美元)購買FSD,但它基本上只值這個價格的一半,因為在擁有我的汽車近五年后,其余承諾要推出的功能尚未交付。”他向《財富》雜志表示。
這也不是一個小問題:FSD是特斯拉所畫的一個大餅,被認為是在資本市場支撐起特斯拉8000億美元以上高企市值的基礎。今年1月,馬斯克推測,FSD有朝一日可能每年產生約500億美元的利潤。他告訴投資者,僅憑FSD的這一貢獻保守估計就能夠創造20倍的市盈率,特斯拉由此就可以輕松實現1萬億美元的市值,躋身蘋果(Apple)、谷歌(Google)、微軟(Microsoft)和亞馬遜(Amazon)的精英俱樂部。
由于上周上線的10.2版本只是向特斯拉廣大的美國車主開放了之前封閉的“beta”測試,客戶仍然必須時刻監督該系統的運行。特斯拉明確警告他們:“它可能會在最不該出錯的時候出錯”,司機應該“做好立即采取行動的準備”。出于這個原因,對于該測試,它優先考慮依據特斯拉自己的內部風險模型計算出的安全評分最高的客戶。
暫且忽略一下FSD的意義,它并不是要不斷地監控和輔助像剛拿到駕照的少年那樣的人駕駛汽車,而是要幫助你節省出寶貴的時間來做其他的事情。目前FSD beta測試版的配置不會以前者為重點,至少現在還不會。
值得注意的是,如果該試驗技術使用期間發生碰撞事故,特斯拉甚至不承擔任何法律責任。也就是說,客戶要為自己的人身安全和財務問題負全責。
顛覆傳統供應商/客戶關系
FSD測試版顛覆了傳統上供應商與客戶之間的關系。從某種意義上說,等同于特斯拉車主掏錢幫助馬斯克完成他們所購買的功能的開發,因為他們的數據會被收集并傳輸到特斯拉的神經網絡,用以訓練它的自動駕駛軟件。迄今還沒有哪家車企敢用一款尚未完成開發的產品來圈那么多的錢,也沒有哪家車企敢將未完成開發的產品推向市場。
許多特斯拉粉絲樂于承認自己是精神股東——有些人甚至稱自己為“小白鼠”。然而,如果獎勵回報是成為社區中第一位測試FSD這一新技術的極限的人,他們會很樂意做志愿者。自去年10月被選中搶先體驗該自動駕駛技術以來,封閉式beta測試人員還十分積極地免費給FSD做廣告,將他們合計數千小時的駕駛數據上傳到網上——經由他們與特斯拉的合同商定。
不同于美國,歐洲和世界其他地區還沒有等來馬斯克的FSD技術,部分原因是美國有著有利于特斯拉的獨特監管環境,當局接受了該類技術的風險。只要沒有被明令禁止,車企原則上可以展開汽車技術的新創新。當然,鑒于所謂的“自行驗證”原則的模糊性,如果企業過于激進,冒了可能太大的風險,這種監管方式可能反而會給它們帶來訴訟麻煩。
相比之下,包括歐盟自己的“單一市場”在內的許多其他司法管轄區都需要企業獲得技術當局的批準(或“認證”),遵從聯合國歐洲經濟委員會(UNECE)制定的特定國際標準。
雖然汽車制造商歡迎為他們提供的這項法律確定性,但要獲得批準,就得經歷在數十個不同國家之間建立廣泛共識的艱苦過程,而且其中許多國家并沒有汽車行業組織游說政府加快審批。
出于這個原因,馬斯克更傾向于專注美國市場。在這一市場,他基本能夠掌控FSD的推出速度,他也可以自主決定是否要接受美國國家交通安全委員會(National Traffic Safety Board)的建議。例如,10月7日,他在年會上首次向股東提議道,他正在考慮是否停止向購買FSD、但特斯拉安全評分低于60分(滿分100分)的客戶提供該項功能。
馬斯克不切實際的預測
由于沒有什么門路可選,不耐煩的歐洲車主經常在推特(Twitter)上直接詢問馬斯克,他們什么時候才能夠像美國車主一樣參與FSD的測試項目。更糟糕的是,特斯拉在歐洲提供的一些軟件并沒有本土競爭對手的軟件那么好用,比如在正確應對高速公路的動態限速等交通標志方面。
“他們現在一直專注于美國市場,而我們什么也沒有得到。”皮特斯說。要是有助于推動FFSD的推出,他甚至愿意擔任特斯拉的試車員,幫助該公司在歐洲收集數據。
10月初,在特斯拉即將開始運營的德國柏林郊外超級工廠舉行的County Fair集會上,馬斯克發表講話沒多久,就不得不回應現場人群就這個令人痛心的話題提出的問題。
“FSD很有可能在明年的某個時候推向歐洲,目前事情進展順利。”10月9日他以其標志性的方式告訴他們。他向外界傳達了自己的信心,但并沒有冒險給出具體的推出時間表。“我認為,將完成beta測試的FSD很有可能會在明年登陸歐洲。”
問題在于,如今許多特斯拉粉絲都知道不能盡信這些時間表。眾所周知,馬斯克總是拋出過于樂觀的預言,仿佛他有自己的一套時間計算體系一樣。雖然特斯拉車主相信馬斯克預測的事情最終會發生,但他們也知道,那些計劃實現的時間可能會比他預期的要晚得多。例如,就在10月初,這位特斯拉的首席執行官以供應鏈供貨持續短缺為由,不得不將該款電動卡車的投產推遲了整整一年。現在Semi最早要到2023年才會進入市場,而馬斯克最初開始接受預訂時計劃交付的時間是2019年。
奧迪絕不效仿
一直以來,他對FSD進展的預測也好不到哪里去。在2019年4月的“自動駕駛日”(Autonomy Day)活動上,他高調預言,到明年年底,特斯拉將有100萬輛自動駕駛出租車上路行駛。2020年7月,他聲稱,他的團隊即將攻克五級自動駕駛技術。五級是自動駕駛技術最先進的階段,極其復雜,許多專家都認為至少還需要十年才能夠實現。今年1月他還是向股東表示,他有信心今年會實現這一技術。但到了夏天,他就打自己臉了,坦言“沒有想到會這么難”兌現該承諾,盡管“回想起來,會發現開發難度是顯而易見的”。
皮特斯認為,馬斯克關于FSD明年將進入歐洲的最新預測,只不過是他設定不切實際目標的又一個例子。“我非常懷疑這是否會發生。”他說。
畢竟,FSD的推出并不完全在他的控制范圍之內。在歐洲,決定自動駕駛技術可接受的部署步伐的是聯合國歐洲經濟委員會,而不是馬斯克。該組織的目標是,將所有監管規定歸結為精確描述自動駕駛汽車在每一種情況下應該如何運作的數學公式。雖然這種理念越來越受到自動駕駛專家的質疑,但它不太可能在短期內發生巨大變化,更不用說明年了。
“我基本上已經不再對FSD五年內進入歐洲抱有期望。”皮特斯說,“除非你打算在未來很長的一段時間里一直使用特斯拉的汽車,否則我不建議在監管機構實際放行之前再購買這項功能。”
這就是為什么他希望特斯拉在歐洲新推出靈活的FSD訂閱服務,這樣他就能夠在Model S Plaid交付之前切換到該服務。然后,他可以只在有添加重大的新功能時按月支付固定費用來測試該技術,且能夠隨時取消訂閱。
特斯拉并不是唯一一家面臨歐洲嚴格監管的汽車制造商。聯合國歐洲經濟委員會工作節奏緩慢的另一個受害者是奧迪(Audi)。該大眾汽車集團(Volkswagen Group)旗下的品牌最初準備在2017年底推出一款針對高速公路交通擁堵的自動駕駛系統,一切順利的話,那會成為全球第一個自動駕駛系統。然而,到聯合國歐洲經濟委員會最終就如何設計這樣一個功能以確保足夠安全達成一致之時,奧迪依照該日內瓦監管機構的確切規范重新設計其旗艦級豪華轎車A8已經為時已晚。
不過,在9月的一次采訪中,奧迪的首席工程師表示,無論車主是否放棄法律追索權,他都不會僅僅為了占得市場先發優勢,而效仿特斯拉對自動駕駛技術進行beta測試。像奧迪這樣的老牌汽車制造商已經建立起幾十年的聲譽,而像特斯拉這樣仍然需要擴大規模的行業新貴相比之下更愿意冒險行事,以縮小銷售規模上的差距。
“對于關系到人身安全的技術,我無法想象要向我們的客戶開放測試版本。”奧迪的奧利弗·霍夫曼向《財富》雜志表示,“完全無法想象。即使客戶愿意參與,我們也不會那么做。”
目前,特斯拉車主處境有些進退兩難。一方面,沒有明確的跡象表明,美國以外的監管機構會對自動駕駛技術采取與美國一樣的放任政策,允許就未完成開發的產品展開大范圍的客戶測試。另一方面,馬斯克的客戶擔心,隨著時間的推移,他會繼續提高FSD的價格,因此像皮特斯這樣的人覺得要趁早購買,以免以后要多花錢。
一個簡單的解決方案是,只要功能不完整,就允許FSD客戶將其購買的服務轉移到他們的下一輛特斯拉。目前,FSD與車輛配對綁定,因此如果客戶想換一款新車型,就得重新購買可選的額外功能,花費也可能更高。但到目前為止,特斯拉還沒有表現出讓步的意愿,盡管它生產的每輛車都內置了FSD硬件——只需要通過軟件補丁激活該功能。
隨著馬斯克在歐洲向其他車企開放特斯拉覆蓋廣泛的超級充電站網絡,得益于標準化的充電接口,其他品牌的車主并不需要在新充電電纜上花很多錢,如果有別的隊品牌能夠更快越過自動駕駛監管障礙,皮特斯會考慮購買它的汽車。
他說:“我并不確定在Plaid之后我的下一輛車是否還會是特斯拉。”(財富中文網)
譯者:萬志文
This time around, self-described “Tesla EVangelist” Steven Peeters is starting to question his decision to once again spend thousands on the carmaker's vaunted full self-driving (FSD) technology.
Drawn to the brand by Elon Musk's maverick style, the Belgian has long been fascinated by the idea of autonomous vehicles. Peeters ordered his current P100D right after Tesla announced in 2016 that all new cars would ship with the necessary hardware to enable self-driving once the software was developed. It has since become something of a hobby for him to track improvements in his car's intelligent driver assistance system and upload the results to his YouTube channel.
Peeters, the quality assurance chief at electric vehicle equipment provider Powerdale, has now been waiting for months to take delivery of a top-of-the-line Model S Plaid complete with FSD. For him, it will be the third Tesla in a row.
Yet while the first 1,000 or so American Tesla owners with perfect 100/100 safety scores have since October 11 been downloading the latest feature that steers the vehicle automatically in dense urban traffic, the rest of the world is at the back of the queue because of a mixture of regulatory hurdles outside Tesla's control and Musk's own strategic priorities.
When, and in what state, this technology eventually comes to Europe and beyond remains to be seen.
Shaking loyalty
If another EV competitor is able to beat Tesla to the European market with this technology, Peeters says he would reconsider his loyalty to the brand the next time he shops for a new ride. Simply offering auto-steering doesn't cut it either, as he bought FSD the first time around on the promise of being able to sleep in his car while it handles the driving for him.
“I paid €9,000 [about $10,400] for something that is basically worth half that because the rest of the promised features have not been delivered after almost five years of owning my car,” he told Fortune.
This is no small issue, either: FSD is considered fundamental to the equity story underpinning Tesla's lofty $800-billion-plus market capitalization. In January, Musk speculated FSD could one day generate profits of roughly $50 billion annually. Conservatively assign a multiple of 20 times earnings on that contribution alone and Tesla should easily break into the elite $1 trillion club alongside Apple, Google, Microsoft, and Amazon, he told investors.
Since the version 10.2 that went live last week only opened up Tesla's wider U.S. community to the previously closed "beta" test, customers must still supervise the system at all times. The carmaker explicitly warns them "it may do the wrong thing at the worst time" and drivers should "be prepared to act immediately." For that reason, it is prioritizing customers with the highest safety scores calculated on the basis of Tesla's own in-house risk models.
Ignore for one moment the point of the technology isn't to constantly watch a car steer itself like it was a teenager who just earned a driver’s permit, but to free up your valuable time to do other activities instead. That is not to be, at least not yet, with the current FSD beta setup.
What is noteworthy here is that Tesla does not even bear any legal liability should a crash occur while the experimental technology is engaged, hardly a sign of confidence by its lawyers. Instead, the customer must foot the bill both physically and financially.
Flipped relationship
The FSD beta flips the traditional vendor-customer relationship on its head. In a sense, Tesla owners have paid Musk for the privilege of helping him finish development of a feature they purchased, as their data is harvested and fed into Tesla's neural network to train the self-driving software. No other automaker has dared pocket so much money in exchange for a product it has yet to develop, nor rolled it out in an unfinished state.
Many Tesla fans readily acknowledge being citizen employees—some might even call themselves guinea pigs. Yet they are happy to volunteer if the reward is being the first on their block to test the limits of the new technology. Closed beta testers have also diligently advertised FSD for free, uploading online what are likely thousands upon thousands of hours they've collectively driven—subject to their contractual agreement with Tesla—ever since they were selected for early access last October.
Part of the reason why Europe has to wait along with the rest of the world for Musk's FSD is the uniquely favorable environment in the U.S., where risks of this kind are accepted by authorities. New innovations in automotive technology are in principle allowed so long as they are not expressly forbidden. Of course, this regulatory approach can backfire on companies in the form of lawsuits if they take potentially too great of a risk, given the fuzzy nature of what is known as "self-certification."
By comparison, many other jurisdictions, including the EU’s own Single Market, require approval by technical authorities (or "homologation") based on specific international standards set by a United Nations body in Geneva called the UNECE.
While carmakers welcome the legal certainty this provides them, progress depends on a painstaking process of building broad consensus among dozens of different countries, many of whom have no auto industry lobbying them to speed things up.
For this reason Musk prefers to focus on the U.S., where the pace of FSD rollout is largely in his hands and he can opt to accept or ignore recommendations from the National Traffic Safety Board at his leisure. On October 7, for example, he suggested for the first time to shareholders at an annual meeting that he is considering whether to implement a cutoff for customers that bought FSD but whose Tesla scores fell below 60 out of 100.
“Elon time”
With few options at their disposal, impatient European owners have often taken to Twitter to ask Musk directly when they will finally be able to access the FSD beta program like their American counterparts. Worse, some of Tesla's software that is available in Europe is less effective than those of homegrown rivals, such as in its ability to correctly respond to certain traffic signs like dynamic speed limits on motorways.
“They’ve always been focusing on the U.S. right now, while we’re not getting anything,” said Peeters, who even offered to serve as a Tesla test driver to help gather data for Europe if it would help move things along.
During early October’s County Fair at Tesla’s upcoming German assembly plant outside of Berlin, it didn't take long before Musk had to field questions from the crowd on the sore subject.
“Next year sometime is quite likely, so it’s looking good,” he told them on Saturday in his signature manner, which conveys general confidence without venturing too far into the realm of actual certainty. “FSD, which will be beyond beta I think, is looking highly likely to be in Europe next year.”
The problem is many Tesla fans now know to take these timetables with a grain of salt. Musk's prophecies are notoriously optimistic, calculated as they were on “Elon time.” While Tesla drivers trust that events will transpire just as he foresees them, they realize the plans could be fulfilled much, much later than expected. Only early October, for example, the Tesla CEO was forced to delay Cybertruck’s start of production by a full year, citing ongoing shortages in the supply chain. The Semi now won't come until 2023 at the earliest; Musk originally began taking orders for a scheduled 2019 delivery date.
No beta for Audi
His track record on FSD hasn't been any better. On Autonomy Day in April 2019, he famously predicted 1 million Teslas would be on the road driving without any human supervision by the end of the following year. In July 2020 he then claimed his team was on the cusp of solving Level 5 autonomy, the most advanced stage of progress that is so complicated many experts believe it could still be a decade away at the minimum. That didn't stop him from telling shareholders in January he was confident it would then come this year, only to ultimately concede this summer he "didn’t expect it to be so hard" to deliver on his promise, even though "the difficulty is obvious in retrospect."
Peeters thinks Musk's latest prediction of FSD coming to Europe next year is just another example of Elon time. “I very much doubt that will happen,” he said.
After all, the rollout is not entirely in his control. In Europe, it is the UNECE that determines the acceptable pace of deployment, not Musk, and it aims to boil all regulations down to mathematical formulas that precisely describe how a self-driving car should act in each and every situation. While this philosophy is increasingly being questioned by autonomous driving experts, it's unlikely to change dramatically any time soon, let alone next year.
“I have basically given up all hope of FSD coming to Europe in the next five years," Peeters said. "Unless you're planning to hold on to the car for a very long time, I don’t recommend anymore buying this feature until the regulators actually allow it."
That's why he wishes Tesla’s flexible new FSD subscription service would be introduced in Europe so he could switch to that before the Model S Plaid is delivered. Then he could pay a flat rate to test out the technology on a month-by-month basis only when major new features are added, and cancel at any time.
Tesla isn't the only carmaker facing Europe's regulatory rigidity. Another casualty of the UNECE’s glacial pace of work is Audi. The Volkswagen Group brand was initially prepared, in late 2017, to launch an automated pilot for highway traffic jams that would have been the world’s first unsupervised system. By the time regulators in Geneva finally agreed on how such a feature could be engineered to be sufficiently safe, it was already too late to redesign its flagship A8 luxury limousine to meet exact UNECE specifications.
In an interview in September, the brand's chief engineer said, however, he would not follow Tesla’s approach of beta testing self-driving technology just to bring it quicker to market, irrespective of whether owners signed off their rights to legal recourse. Established carmakers like his have reputations built over decades, while an upstart like Tesla that still needs to reach scale is more willing to take risks to narrow the sales gap.
“When it comes to issues of life and limb, I cannot imagine opening up a beta to our customers," Audi's Oliver Hoffmann told Fortune. "Not at all. Not even if they were willing."
Right now, Tesla buyers are in a tricky bind. On the one hand, there is no definitive sign that regulators outside the United States will adopt the same laissez-faire approach to self-driving technology and allow wide-scale customer tests of an unfinished product. On the other, Musk's customers fear he will continue to ratchet the cost of FSD ever higher over time, so people like Peeters sense the urge to lock a price in now lest they end up paying more later.
An easy solution would be allowing FSD customers to migrate their purchase to their next Tesla so long as it is not feature-complete. Currently it is paired to the vehicle, so if a customer wants to trade in for a new model, they will have to buy the optional extra all over again, likely at a higher cost. But Tesla has thus far shown no willingness to concede here, even though every car it builds comes with FSD hardware embedded—all that would be required is activating the feature via a software patch.
Now that Musk is opening up his extensive EV supercharger network to the competition in Europe, where rival owners won't need to invest in so much as a new cable thanks to standardized plugs, Peeters is considering shopping around should another brand navigate the regulatory self-driving hurdles in Europe more quickly.
"I’m not sure my next car after the Plaid will still be a Tesla," he said.