Sandy Munro gets a chance to go in a Ford Mach E with a representative of Ford, and he experiences Ford's Blue Cruise. The Ford guy just wants to talk about Blue Cruise, but Sandy can't seem to restrain himself from making comparisons with Tesla. This is probably not what the Ford guy wanted him to do.
First of all, it was clear that Ford's Blue Cruise is available only on limited access highways. And Blue Cruise isn't connected to the GPS navigation system at all. It won't steer you off at your appropriate off ramp. So the appropriate comparison is Blue Cruise vs Autopilot. Autopilot works on any road where there are painted lane markers, Blue Cruise works only on limited access highways. And Blue Cruise won't change lanes for you. You need to take control and do that manually. Ford is thinking about adding that feature in the future.
Ford advertises that Blue Cruise is a hands-free system. It uses a cabin-facing camera to make sure that the driver is paying attention. It will allow the driver to look away from the road briefly, but it will send the driver a reminder to pay attention after a few seconds of inattentive driving. Blue Cruise will stop working if the driver continues to be inattentive. The video doesn't make clear what, exactly, happens when Blue Cruise stops working due to the driver's sudden inability to pay attention.
There's another issue with hands-free driving. It's a reaction time issue. A long time ago in a previous millennium, when I took Driver Education, we saw a movie that I still remember. In the movie, a car was rigged so the front seat passenger, the instructor, could secretly push a button that would make a noise and shoot a chalk mark onto the road. The driver was told to immediately slam on the brake. At that point, the car shot another chalk mark onto the road. Then, a bit farther along, the car came to a stop.
It takes the brain about three quarters of a second to realize that an emergency exists and another three quarters of a second to move the foot off the accelerator and get it slammed down on the brake. At 65 miles an hour, the car will have traveled 96 feet down the road before a human being can initiate the stopping process. A few phantom braking events are a small price to pay for a quicker response to an emergency stop situation. So what does that have to do with hands-free Blue Cruise?
The brain still needs to see a situation that demands a sudden avoidance maneuver. Then it must decide which way to turn the steering wheel and how much to turn it. That delay will increase by the same one and a half seconds of effective inaction if the brain has to first figure out how to get the hands onto the steering wheel and then get them there before it can initiate a calculation about which way and how much to steer for the avoidance maneuver. That means you're 96 feet further down the road before you start the avoidance maneuver if your hands are off the steering wheel when an emergency becomes evident.
So I have to say that for level 2 autonomy, where the driver may need to take over quickly, it's better if the hands are already on the wheel.
There was another odd quirk about Blue Cruise. Sandy Munro was chatting with the Ford guy when he suddenly noticed a visual, but not audible, warning that he had to take control of steering. This was on a limited access highway going seventy miles an hour. It's a good thing he noticed it because Blue Cruise poops out when it sees a "sharp curve."
This particular curve was on a limited access highway. It wasn't sharp enough to require a reduction in the speed limit. I foresee that this will become an issue when drivers don't notice that Blue Cruise has quit working and the car drifts to the outside of the curve and out of its lane.
Autopilot stops working around sharp curves, too. But Autopilot gives an audible signal, your hands are already on the wheel, and Autopilot's definition of a sharp curve is one where you have to slow down to 20mph, not one that you can negotiate at highway speeds.
My advice? Don't ride in a car with Ford Blue Cruise.
Ford's Blue Cruise technology is way behind what Tesla offers today, not even considering the FSD Beta, which should become available to the public later this year. As Tesla advances further in vehicle autonomy, they'll be solving problems Ford has yet to come across. It's great to see that Tesla has started the electric revolution in cars, but Tesla's competition won't come with existing auto makers.
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Following customer requests, Tesla has once again returned FSD Transfers for North America. This comes after some new details we received on FSD Supervised and Unsupervised at the recent Q1 2025 Earnings Call.
Vox Populi, Vox Dei … FSD Transfer is back
All countries (in NA), all S3XY + @cybertruck (excl Foundation Series & Launch Series)
This latest round of FSD transfers doesn’t have a specific time limit - so if you’re in the market for a new vehicle and were worried about transferring FSD from a HW3 vehicle - now is the best chance.
This transfer opportunity is applicable for any new vehicle purchases, including the Model S, 3, X, Y, as well as the Cybertruck. The only vehicles it doesn’t apply to are the Foundation-Series Cybertruck or a Launch-Series Model Y, which already come with FSD included.
If you’re conducting an FSD transfer, you’ll need to reach out to your Tesla delivery coordinator through the Tesla app to confirm you’re eligible and to get the process started.
Note that once you take delivery, FSD access is removed from your older vehicle, regardless if you plan to trade in your vehicle or keep it.
Canada and Mexico
For those in Canada and Mexico, there’s some good news. This opportunity is available for customers in those countries as well, however, new vehicle orders are currently paused in Canada and Mexico for unknown reasons.
Running Offers
There are also several other offers running in North America, with the country flags indicating which countries their available in:
0% Financing on new Model 3 Orders (60mo, 0.99% for 72mo) 🇺🇸
Deep Blue Metallic and Pearl White are currently free on a new Model 3 Performance 🇺🇸
Original Model Y Owners are receiving $2,000 off the purchase of a Refreshed Model Y 🇺🇸 🇨🇦 🇲🇽
Free Supercharging on the Model S and Model X 🇺🇸 🇨🇦 🇲🇽
Free Supercharging on the Foundation-Series Cybertruck 🇺🇸 🇨🇦 🇲🇽
Tesla’s long-awaited ambitions for a fully autonomous Robotaxi network powered by the futuristic, control-less Cybercab have finally started to take shape.
During their Q1 2025 earnings call, Tesla shared new details about its Robotaxi network, including that the network will start with new Model Ys. The Cybercab will join the network in 2026.
Robotaxi Plans
Tesla confirmed during the Earnings Call that it is on track to conduct the pilot launch of its Robotaxi network in Austin in June 2025. The first vehicles deployed for this service won’t be Cybercabs, as production for those is still in the prototyping stage.
However, Tesla did outline part of their plan for the Robotaxi network rollout. The initial aim is to begin driverless operations in Austin and then expand the service to other cities within the United States by the end of 2025. Interestingly, Tesla is also testing in California - albeit with safety drivers at this time.
Not a Tesla App
Looking further ahead, there are ambitious plans to ramp up operations to have millions of vehicles operating autonomously within the network by the end of 2026. While substantial revenue generation won’t be immediate, Tesla anticipates that the Robotaxi network will start to “meaningfully move the financial needle” in the second half of 2026.
Tesla also highlighted the current real-world benefits that FSD is already offering today—and will be able to offer to many more people in the near future.
These include reducing effort and time spent on daily commuting or transit, as well as improving mobility for customers with disabilities. Tesla plans to emphasize some of these community stories and wants to highlight the advantages and capabilities of FSD to improve people’s lives.
Robotaxi App and Robotaxi Vehicle UI
Not a Tesla App
After the call, Tesla AI also shared a video showcasing the Robotaxi interface in the Tesla app, as well as some footage that included the in-vehicle UI, at least as it currently stands.
The video shows Tesla employees using and testing Robotaxi features, although there are safety drivers in place. It looks like there is already a set of well-integrated UI mechanisms for both the front and rear screen when in Robotaxi mode.
Tesla is testing this today, and this network has already completed 1,500 trips, totaling approximately 15,000 miles. The system is being tested for vehicle allocation, mission control, and remote assistance operations.
Remote Operators
Inevitably, edge cases or unique situations will come up, and they will be difficult to handle. For these cases, where a Robotaxi vehicle gets stuck or requires assistance, Tesla will likely implement remote support.
While they didn’t completely confirm remote support operators on the Earnings Call, Tesla has previously posted positions for Teleoperator Engineers for Robotaxi, and an AI T=team member posted on LinkedIn about testing for remote assistance operations.
Scaling Up
Tesla initially intends to deploy a relatively small fleet in Austin, with its pilot beginning with about 10 to 20 vehicles on day 1. They will scale up gradually as the systems are validated and operations are refined, and the target is for anyone visiting Austin to be able to hail a robotaxi by the end of June or early July 2025.
Scaling Out
Not a Tesla App
Tesla’s confidence in scaling out stems from its generalized approach with FSD. The team believes that once FSD is thoroughly verified and capable in a few diverse North American cities, deploying it to any other North American city should be technically feasible. After all, driving regulations don’t vary much from one major city to another, except for things like no right turns on red lights.
The primary limitation with scaling out geographically is expected to be securing regulatory approvals in different regions and jurisdictions. While the principles of Tesla’s FSD are expected to apply globally, as with the China rollout, regulation will continue to be a considerable hurdle.
Cybercab
FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Bay Area.
We've completed over 1.5k trips & 15k miles of driving.
This service helps us develop & validate FSD networks, the mobile app, vehicle allocation, mission control &… pic.twitter.com/pYVfhi935W
Tesla’s fully autonomous, two-seater vehicle, the Cybercab, is also being developed. While volume production for the Cybercab won’t begin until 2026, Tesla is already undergoing sample production validation. The first actual Cybercab builds are expected to be completed near the end of Q2 2025, and we’re excited to see if anything changes from the prototypes shown at We, Robot.
Tesla intends to build Cybercab at Giga Texas, and the production line is on schedule, according to Tesla. Cybercab production will not require a new building and will be built inside the existing Giga Texas factory.
Unboxed Method
Tesla's Shareholder Deck for Q1 2025 is now out, and we're 40 minutes away from the Earnings Call.
It seems Tesla won't be using the unboxed process for its more affordable model - which is a new vehicle.
The Cybercab’s production and low-cost methodology heavily rely upon Tesla’s innovative new unboxed manufacturing method. Tesla’s executive team mentioned that progress and implementation with this new manufacturing solution was going well, and it will be key to lowering the cost of production while considerably raising the level of automation.
Tesla has already achieved key milestones with this method, including successfully integrating large sub-assemblies and resolving challenges related to connecting portions of the vehicle's ceiling during the process. They have also successfully completed corrosion testing related to the new assembly method, as well as begun initial crash testing for the Cybercab.
All of that and more will eventually be incorporated into other vehicle production lines, and the Cybertruck is already benefiting from some aspects of these developments. With a final ambition of achieving a 5-second cycle time per Cybercab, Tesla has come a long way—but it still has quite a bit to go. They’ve managed to meet a 33-second cycle time for the Model Y at Giga Shanghai between two production lines, but 5 seconds per vehicle is quite ambitious.
Not a Tesla App
With all that said, between Robotaxi and Cybercab, there is a lot of interesting news coming from Tesla. We expect this to continue throughout the year as Tesla launches its network and then aims to release FSD Unsupervised to customers, with a potential price increase.
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