It’s presumptuous of me to write an article on Tesla’s FSD Beta v9 considering the sad fact that my Tesla Model 3 doesn’t have it. I’ve had the urge to do it anyway, but what could I say? Well, I’ve watched videos and read articles written by people who have it, and now I have something to say that no one has said. I’m going to compare Tesla to Mercedes Benz.
There are numerous people who now have access to the FSD v9 Beta, and many of them have now posted videos online to describe their experience. We take a look at some of those most interesting videos below.
All these reviewers mention that v9 is much smoother and more human-like in its driving leading to fewer disengagements. You’ll note that even though v9 is a better driver, it’s not yet a human-level driver. There’s no such thing as disengagement when a human is driving.
AI Addict took his Tesla with v9 down Lombard St. in San Francisco and here's how it did:
For those of you not familiar with San Francisco, Lombard St is extremely curvy and hilly. It’s also very narrow. It’s a one-way street, so you have to drive downhill. The last time I drove down that hill, I scraped my car on a cement curb. AI addict went down the street twice, and he had to take over both times. Clearly, Lombard St is an edge case that the neural network hasn’t mastered yet.
Here’s a v9 video in San Francisco that doesn’t go down Lombard St, but that does still need some human interventions.
Here’s a video by Dirty Tesla in downtown Ann Arbor. He did need to intervene a number of times.
So, basically, v9 is much better than v8, but it’s still not able to drive as well as the average human driver. So, what else is new? Here’s the kicker.
There’s an article in Engadget that describes the author's test track experience in a Mercedes Benz with level 3 self-driving. Benz is planning to release level 3 within a year.
Below you have the six levels of vehicle autonomy as defined by the SAE International group, which defined the standards the US goverment now uses.
Here’s the thing about the Mercedes Benz version of level three. It’s geofenced to limited access highways, and it’s velocity fenced to speeds of less than 60 kilometers/hour which translates to speeds of less than 37.2 miles an hour. So if you buy one of these cars for the level 3 self-driving feature, you’ll be able to use it only on limited-access highways during traffic jams. According to the video, you’ll be able to watch movies, play video games, and send texts while in traffic jams, that is unless the police see you doing those things. You’ll be able to keep your hands off the steering wheel, but you still have to be ready to take over instantly if the car decides it doesn’t know what to do. If you fall asleep or raise a newspaper high enough so the interior camera doesn’t know if you’re awake and alert, the level 3 self-driving feature will stop working.
So now, let’s get back to Tesla. Although I don’t have FSD Beta v9, I do have Navigate on Autopilot on my Model 3, and that’s what gets used on limited-access highways even on cars with FSD Beta v9. So here’s my experience on limited-access highways.
I do have to keep my hands on the steering wheel, and I’m not permitted to text, play video games, or watch movies even when I’m in a slow-moving traffic jam. Frankly, I wouldn’t feel safe doing those things while driving any car including a Mercedes. And keeping my hands on the wheel seems like the right thing to do in a car that might want me to take over at any moment. It would take one or two tenths of a second for me to get my hands onto the steering wheel if they were off the wheel when an emergency situation arose. It would take one or two seconds to figure out what to do if my mind was on a text, a video game or a movie when a disengagement happened. Even a tenth of a second could make the difference between a close call and an accidental crash.
For the most part, the only time I ever need to intervene while on a limited-access road is when my Tesla and I disagree on which is the most propitious travel lane. This sort of disagreement happens often enough that I have the settings adjusted so that the car needs my consent before it changes lanes.
But if you’re willing to let your Tesla decide which lane to travel in, then Tesla FSD non-beta is already more powerful than the Mercedes level 3. Yes, you need to keep your hands on the wheel and you’re not permitted to watch movies. But otherwise, the Tesla will drive itself as well as the Mercedes, and it will do that very well at full highway speeds, in stop and go traffic jams and everything in between. Level 3 self-driving below 37 MPH isn't an improvement over advanced autopilot.
Tesla's Autopilot is currently a level two driving feature, which basically means that it should be used as an aid to drivers, but that it does not drive on your own. If you've ever used Autopilot then you'll know that Tesla is right on the cusp of level three. With the FSD Beta, I believe Tesla is planning on pushing level three automation to everyone who has purchased the FSD package. Level three is where the FSD features break free and stop just being an aid and turn into an "autonomous" vehicle that the driver should pay attention to, and not just at 37 MPH.
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Following the successful launch of Robotaxi on Sunday, June 22nd, Tesla has begun moving to the next phase of its Robotaxi rollout. They have finally begun sending out a second, larger wave of invites, expanding the early access program to more members of the Tesla community across the United States.
This has moved them past the initial 20 or so users that were offered access on Sunday. That also means Tesla is on the hunt for something crucial: more real-world data.
More Riders ASAP
The initial launch was a tightly controlled event, with access granted to a small and curated group of influencers. While this approach was ideal for generating initial buzz for the launch and collecting feedback from high-quality testers, it also presented logistical challenges.
With only a handful of authorized riders and vehicles, the demand for rides would inevitably dry up as influencers begin their journeys back home. Without a public release, that would leave Tesla’s Robotaxi fleet idle, unable to gather additional data.
To rapidly improve on Robotaxi’s FSD, Tesla needs its vehicles to be constantly navigating real-world scenarios, encountering edge cases, and logging miles. The second round of invites is needed to keep Robotaxis learning and on the road.
Austin Users Next?
This new wave of invites isn’t an open door for members of the public quite yet. By continuing to send invites to trusted community members, Tesla is executing a slow and deliberate rollout by inviting members who know and love Tesla. This allows them to scale the program gradually, increasing the number of users and the diversity of ride requests without overwhelming the relatively small initial fleet of about 10 cars.
Future phases will likely involve opening access to Tesla owners within Austin, which would open up a regular flow of rides. Once that’s done, Robotaxi will likely open up to the public.
Sign of Confidence
The expansion of the early access program is a sign that Tesla is happy and confident with the rollout so far. While Tesla can gather plenty of data around Austin from Tesla owners using FSD, they also need to continue testing features that are exclusive to the Robotaxi, such as the Robotaxi app, support, and remotely control the vehicles when needed.
We expect a full launch to potentially still be months out, but this methodical expansion will likely see more users gradually gain access to the Robotaxi network in the coming weeks.
Omead Afshar, who was previously Elon Musk’s “Fixer” and the Head of Operations for North America and Europe, has left the company, according to reports from Forbes and Bloomberg.
While some sources have claimed he was fired, others say he voluntarily left, but his exit isn’t exactly an isolated event.
Afshar’s departure is the second high-level exit this month, following Optimus' lead, Milan Kovac. When viewed together, alongside Elon's full-time return to Tesla, these changes may offer some insight into the pressures the Tesla executive team is facing during a transitional period.
Transition from what, you may ask? Well, from the world’s largest EV company to an AI and robotics-first company. This transition has been looming for years, and with Elon’s vision of a future powered by autonomous vehicles and humanoid robots. It’s the path that Tesla is determined to forge, ahead of anyone else, and despite the immense challenges of real-world AI.
Two Competing Narratives
Two primary theories have emerged to explain the timing of Afshar’s exit, and each paints quite a different picture.
The first, supported by the reporting from Forbes, frames him as a casualty of Tesla’s current sales issues. With sales having declined for five consecutive months in Europe and dropping in the US, the second quarter of 2025 has been rough for Tesla. In conjunction with recent factory shutdowns, a lot is happening behind the scenes, with Robotaxi taking the limelight and the missing Affordable Model in the backseat. Afshar’s departure could be the result of a move to show accountability for the performance drop of the core business he managed.
The second narrative is one of “mission accomplished.” Just days before his abrupt exit, Afshar posted a celebratory message on X about the successful launch of the Robotaxi Network.
Absolutely historic day for Tesla.
This has been years of hard work and focus by so many people within the company.
He followed up with a second celebratory-styled message the day after - it was a project he was deeply involved in as the do-it-all executive for Elon. This has led to speculation that his departure was planned, and potentially tied to compensation vesting with the launch of the Robotaxi Network, allowing him to leave on a high note after seeing the kick-off of one of Tesla’s most critical projects. This follows other recent departures of Tesla’s executive team, many of whom have gone to full-time retirement following years of hard work.
The Bigger Picture: What Is Tesla, really?
While both theories are plausible, the truth may be that Afshar’s departure is the symptom of a much larger challenge. Tesla is balancing two very different corporate identities.
On one hand, it's a manufacturing and sales powerhouse, responsible for the world’s best-selling electric vehicles, a business facing intense competition and brand perception challenges that even Elon has acknowledged.
On the other hand, Tesla is the only company shipping real-world AI for consumers, and betting its future on robotics and AI with massive investments in capacity for both future businesses.
The recent executive churn suggests that this balancing act is creating some strain, especially for Tesla’s senior executives. The departure of Milan Kovac signaled pressure on the future side of the business, where progress has been slow but consistent. Now, the exit of Afshar, who ran the “legacy” automotive side of the business, shows there’s pressure there, as the automotive business navigates a period of flattening growth and intense global competition.
So, we ask again - What is Tesla, really? Is it an AI and Robotics company? Kind of, but not really. Is it an EV company? Once again, kind of.
In our eyes, it is no longer just an EV company, but it’s at a critical point where it is transitioning to an AI and robotics company.
Tesla’s messaging to the outside world is similarly conflicted. On the one hand, the launch of the refreshed Model Y, a massive boost for the business, went seemingly unnoticed by Elon, who only posted a single update on the Model Y after its launch. On the other hand, we’ve seen consistent and non-stop posts about Robotaxi, which is likely years away from generating a significant portion of Tesla’s profits.
A Company in Transition
Ultimately, Omead Afshar’s departure is more than a single personnel change; it’s a reflection of Tesla navigating a crucial and challenging transition. The evidence of an abrupt halt, with internal sources reporting his account has been removed from internal company directories, suggests that there’s more to this than meets the eye.
Whether he was fired for declining sales or chose to leave after the successful launch of the Robotaxi Network, the outcome is the same. A key leader, tasked with managing the core business of the present, is gone at the very moment when the company is changing its path towards AI and robotics.
Being both a car company in a tough market and an AI company on the verge of a breakthrough is a monumental challenge, and the path forward is likely to see even more changes.
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