Gorman Tesla News Summary

1. Tesla, Self-Driving 26 Times Safer Than U.S. Average
   According to BBG Intelligence, Tesla has 0.15 accidents per million miles, far ahead of Waymo (1.16) and the U.S. average (3.90). This is 26 times safer than the U.S. average.
2. Unsupervised Self-Driving, 77% Odds Of Launch Before 2026
   There is an estimated 77% chance that Tesla will launch an unsupervised Full Self-Driving (FSD) ** before 2026. The technology gap with rivals is becoming more pronounced.
3. Tesla, Vehicle Manufacturing Cost Waymo’s 1/7
   Bloomberg analyzed that Tesla’s vehicle manufacturing cost is one-seventh that of Waymo. This means that Tesla has the competitive edge to distribute autonomous driving technology on a large scale.
4. Tesla Is the Only Self-Driving Company in the City
   Tesla is the only existing carmaker in the U.S. and Europe to provide fully autonomous driving capabilities in the city center. While Waymo is experiencing bottlenecks in vehicle production, Tesla has a structure that allows mass production.
5. Robotaxi, 3.5M Tesla vs 2,000 Waymo By 2026
   Bloomberg predicted Tesla could put 35,000 robotaxi on the road by 2026, with Waymo expecting only about 2,000.
6. FSD testing in major European cities in full swing
   Tesla is currently conducting full self-driving (FSD) tests in major European cities such as Paris, Amsterdam, and Rome. It also includes driving around Arc de Triomphe and aims to expand general users after regulatory approval.
7. Tesla tops global BEV sales in first half of 2025
   According to EV Volumes, Tesla Model Y ranked first in global BEV sales between January and April 2025, while Model 3 also ranked second. Chinese brands BYD and Xiaomi and Wuling followed.