Tesla to Mars #56 - FSD in Europe: Safety, Robotaxis & the Cost of Waiting
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概要
The crew sit down in peak FSD-chaos week: Tesla calls on owners to message their road authorities, RDW gets flooded, and suddenly there’s an official path on the table — Article 39 with a February target. What looks like “FSD is coming to Europe” turns out to be much more messy, political and philosophical than headlines suggest.
They unpack why RDW matters so much, how a temporary exemption could let Tesla *shape* future regulation instead of just absorbing it, and what happens if the Article 39 route fails and everything slips to 2027+. Along the way they zoom out: Europe’s shrinking importance for Tesla, the shift from “owning a car” to “buying transport”, the coming Cybercab wave, and how AI, energy and autonomy collide into a new economic order.
Check out:
- Tesla’s post on FSD in Europe: https://x.com/KRoelandschap/status/1992320393185742857?s=20
- Kees’ take on FSD and RDW repsons: https://x.com/KRoelandschap/status/1992971468162912495?s=20
- Post of Greentheonly: https://x.com/greentheonly/status/1991414891958473103?s=46&t=xqdJJOleebMe_vzuGspn1g
In this episode
🚦 RDW, Article 39 & why a February “commitment” isn’t a done deal
🌍 1.3–1.4M Teslas in Europe & what that means for FSD priorities
🛡️ Safety first — Tesla’s data, regulators and “regulating for stupid”
🚕 FSD vs Cybercabs — supervised driving or straight to Robotaxis
💶 Cheap energy, transport & labour — sustainable abundance or lost decade for Europe
🧠 AI 2027, arms races & why delaying tech only makes the shock bigger