Is Tesla Close to Licensing FSD? GM Quits Cruise, BMW Praises Tesla

December 13, 2024

By Karan Singh

Not a Tesla App

In a relatively surprising move, GM announced that it is realigning its autonomy strategy and prioritizing advanced driver assistance systems (ADAS) over fully autonomous vehicles.

GM is effectively closing Cruise (autonomous) and focusing on its Super Cruise (ADAS) feature. The engineering teams at Cruise will join the GM teams working on Super Cruise, effectively shuttering the fully autonomous vehicle business.

End of Cruise

GM cites that “an increasingly competitive robotaxi market” and “considerable time and resources” are required for scaling the business to a profitable level. Essentially - they’re unable to keep up with competitors at current funding and research levels, putting them further and further behind.

Cruise has been offering driverless rides in several cities, using HD mapping of cities alongside vehicles equipped with a dazzling array of over 40 sensors. That means that each cruise vehicle is essentially a massive investment and does not turn a profit while collecting data to work towards Autonomy.

Cruise has definitely been on the back burner for a while, and a quick glance at their website - since it's still up for now - shows the last time they officially released any sort of major news packet was back in 2019.

Competition is Killer

Their current direct competitor - Waymo, is funded by Google, which maintains a direct interest in ensuring they have a play in the AI and autonomy space.

Interestingly, this news comes just a month after Tesla’s We, Robot event, where they showed off the Cybercab and the Robotaxi network, as well as plans to begin deployment of the network and Unsupervised FSD sometime in 2025. Tesla is already in talks with some cities in California and Texas to launch Robotaxi in 2025.

GM Admits Tesla Has the Right Strategy

As part of the business call following the announcement, GM admitted that Tesla’s end-to-end and Vision-based approach towards autonomy is the right strategy. While they say Cruise started down that path, they’re putting aside their goals towards fully autonomous vehicles for now and focusing on introducing that tech in Super Cruise instead.

NEWS: GM just admitted that @Tesla’s end-to-end approach to autonomy is the right strategy.

“That’s where the industry is pivoting. Cruise had already started making headway down that path. We are moving to a foundation model and end-to-end approach going forward.” pic.twitter.com/ACs5SFKUc3
— Sawyer Merritt (@SawyerMerritt) December 10, 2024

With GM now focusing on Super Cruise, they’ll put aside autonomy and instead focus solely on ADAS features to relieve driver stress and improve safety. While those are positive goals that will benefit all road users, full autonomy is really the key to removing the massive impact that vehicle accidents have on society today.

In addition, Super Cruise is extremely limited, cannot brake for traffic controls, and doesn’t work in adverse conditions - even rain. It can only function when lane markings are clear, there are no construction zones, and there is a functional web connection.

The final key to the picture is that the vehicle has to be on an HD-mapped and compatible highway - essentially locking Super Cruise to wherever GM has time to spend mapping, rather than being functional anywhere in a general sense, like FSD or Autopilot.

Others Impressed - Licensing FSD

Interestingly, some other manufacturers have also weighed into the demise of Cruise. BMW, in a now-deleted post, said that a demo of Tesla’s FSD is “very impressive.” There’s a distinct chance that BMW and other manufacturers are looking to see what Tesla does next.

BMW chimes in on a now-deleted post. The Internet is forever, BMW!

Not a Tesla App

It seems that FSD has caught their eyes after We, Robot - and that the demonstrations of FSD V13.2 online seem to be the pivot point. At the 2024 Shareholder Meeting earlier in the year, Elon shared the fact that several manufacturers had reached out, looking to understand what was required to license FSD from Tesla.

There is a good chance 2025 will be the year we’ll see announcements of the adoption of FSD by legacy manufacturers - similar to how we saw the surprise announcements of the adoption of the NACS charging standard.

Tesla Adds India Map Region, To Open Showroom on July 15th; New European Map Update

July 11, 2025

By Karan Singh

@greentheonly on X

Tesla has begun rolling out some map updates, including a brand new geographic area. These updates include two regional map updates, with one confirming Tesla’s entry into India and the other improving the maps in Europe.

Indian Launch

The biggest addition is a new map region for India, which was discovered by Tesla hacker Greentheonly. This move, while seemingly minor, is a prerequisite for Tesla launching vehicles in the region.

For years, discussions about Tesla’s arrival in India have focused on manufacturing plans, import duties, and retail store plans. However, the vehicles themselves must all be technically ready for the region.

This is more than just data entry; it involves integrating local points of interest, Tesla’s internal routing logic, and displaying regional road information correctly. In past market entries, Tesla has activated the necessary navigation regions in its software shortly before officially launching in a country, and just this morning, news broke that Tesla will open its first showroom in India.

On July 15th, Tesla will open its first showroom in Mumbai, marking its entry into the Indian market.

For those who have imported Tesla vehicles in advance of the official market entry, this means they will finally receive official maps and navigation support, and will likely begin receiving official software updates in the near future.

European Maps Update

In addition to the India map update, Tesla has also starting roll out a map update for Europe. The new map update for Europe is version EU-2025.14, bringing users up from EU-2025.2.

You’ll need to connect to WiFi in order to download map updates and similar to software updats, Tesla will roll them out gradually. If you want to learn more about map updates, be sure to check out our Tesla maps and navigaiton guide.

This map update will likely be fairly minor, but it should include newer roads, speed limits and more details. It could also include additional information that’s required for launching FSD in Europe.

While map updates aren’t as exciting as FSD updates or major software updates like the upcoming Grok AI update, they’re especially useful for Tesla owners who travel on new roads that may not be in Tesla’s current map version.

Tesla’s 2025 Shareholder Meeting Set for November 6th: What to Expect

July 11, 2025

By Karan Singh

Not a Tesla App

Tesla has officially scheduled its 2025 Annual Shareholder Meeting for Thursday, November 6, 2025. The date was confirmed in an 8-K form filed with the US Securities and Exchange Commission this week. Shareholders can expect to begin receiving official notifications by email or letter this week.

While we don’t know what, if anything, is up for vote this year, shareholders should ensure their investment accounts are linked up at ir.tesla.com if they plan to vote on upcoming proposals.

While these meetings cover standard corporate governance, they’ve also become a key venue for Tesla to share updates on its future projects.

Let’s take a look back at Tesla’s 2024 shareholder meeting to see what we can expect for 2025.

A Look Back: Shareholder Meeting 2024

The 2024 Shareholder Meeting was packed with news and updates. Some of the highlights included details on Cybercab, the first mentions of AI5, and the move of Tesla’s incorporation to Texas following the re-ratification of Elon’s 2018 compensation plan.

That’s a lot that happened in just one meeting - and you can read our full recap here.

Topics for 2025

The 2025 meeting may provide progress updates on several key items.

First up is the final status of Elon Musk’s pay package. While it was successfully re-ratified following the 2024 Meeting, the Court of Delaware ruled against it, creating a legal situation that resulted in Tesla amending its letter of incorporation and moving to Texas.

While the messy legal situation hasn’t been completely sorted out yet, there’s a chance we could see more on this at the 2025 Meeting.

Next up is a status update on the Robotaxi Network pilot, as well as progress for Tesla’s Cybercab program. We’ve seen early prototype castings for the Cybercab outside Giga Texas, and they recently provided an updated timeline in their 2024 Impact Report. This is going to be the next big step for Tesla’s growth as it starts its Robotaxi service business.

The Tesla Semi and Tesla Energy are also two massive programs undergoing upgrades and revamps. The volume production of Semi is supposed to begin by the end of 2025, and Tesla is constantly working on expanding Tesla Energy’s manufacturing footprint to meet the never-ending demand for Megapack and Powerwall. We’re anticipating some major updates here, along with some updates on Tesla’s next-generation battery tech, including the Gen 3 Cybercell that includes dry-cathode manufacturing.

There’s a lot to be excited about - and November 6th is the day we may find out a lot about Tesla’s future products. The meeting will be a big event that we’ll cover in detail, so don’t worry, even if you miss it. We’ll have a full set of recap notes and longer in-depth articles following the event, as usual.