**Summary**
- **Austin robo‑taxi rollout:** Tesla’s unsupervised robo‑taxi service now covers the entire Austin geofence, having expanded from the primary area earlier this year. Safety‑monitor roles may soon be eliminated, and the fleet size will depend on whether remote‑operations infrastructure can handle more vehicles.
- **Tesla Semi dashboard:** Host Dylan Lumis demonstrates a Tesla Semi tracking dashboard built with Perplexity Computer. It shows 644 verified Semi orders from nine confirmed customers, 48 trucks delivered to date, operational and planned charging depots, CO₂‑offset estimates, and an interactive live‑research button for recent incentive data. The site is teslasemi.ppplx.app.
- **Global sales strength:** Tesla posted record monthly sales in Australia (>6,400 units, Model Y L top‑selling), pushing year‑to‑date AU sales up 56%. In Norway Tesla held a 21.5 % market share in May. China’s wholesale rose 8.2 % MoM (YTD +29.4 %). Japan saw May sales up 182 % YoY (YTD +157 %). Germany’s May sales jumped 322 % YoY (YTD +200 %). These figures signal a broad rebound, especially once supervised FSD gains EU approval.
- **Other notes:** FSD 14.3 is a minor bug‑fix release; the host encourages viewers to try Perplexity Computer for building their own dashboards and to stay subscribed for more frequent, shorter updates.
1. Unsupervised robo taxis are now available in the greater Austin area.
2. The entire geoence for Tesla in Austin is covered by unsupervised robo taxis.
3. Previously, only the primary geoence had unsupervised vehicles operating.
4. Earlier today, the coverage was expanded a bit to the south.
5. Shortly after that expansion, the entire geoence was reported as covered.
6. Safety monitors in Austin may no longer be needed for unsupervised operations.
7. A photo shared showed 26 cyber cabs piled up in Dallas.
8. Saddok reported seeing vehicle number nine, a Model Y, added to the fleet in Houston.
9. Another image shared this afternoon showed over 30 cyber cabs in a Dallas lot.
10. Tesla is moving forward with new mega charger projects in Texas, per Texas Department of Licensing and Regulation filings.
11. The San Antonio mega charger project has an estimated cost of $400,000, a start date of May 18 this year, and a completion date of May 18 2027.
12. The Laredo mega charger project is for electrical infrastructure only, with an estimated cost of $100,000 and a completion date of December 31 this year.
13. The Houston mega charger project is for new electrical infrastructure, with an estimated cost of $200,000, a start date of June 22 this year, and a completion date of June 25 2027.
14. The filings do not specify when the stations will become operational, how many charging stalls each will have, or which fleets can access them.
15. California voucher data (Jan last year – Feb this year) shows Tesla Semi accounted for 965 of 1,067 applications.
16. Daimler and Volvo together accounted for fewer than 100 Semi voucher applications in the same period.
17. Tesla Semi vouchers exceeded the total number of all other class 8 tractor voucher applications between 2021 and February this year.
18. The Tesla Semi dashboard lists 644 verified Semis on order across nine confirmed customers with public confirmation.
19. In the last 18 months, 48 Tesla Semis have been delivered.
20. Of the delivered Semis, 45 went to Pepsi, two to WEV, and one to DHL.
21. Tesla stated earlier this month that most of its 2026 Semi output is already accounted for.
22. Based on the 48 delivered Semis, almost 600,000 gallons of diesel are displaced annually.
23. Tesla posted its best month ever for monthly sales in Australia in May, with over 6,400 sales.
24. Tesla’s country director in Australia, Tom Drew, cited the Model Y L as a standout contributor to momentum.
25. Tesla sales for the year in Australia are up 56% compared to the previous year.
26. The Model Y was the bestselling vehicle of any kind in Australia for May, the first EV to lead overall Australian sales across all fuel types.
27. Tesla is sending an update to Australian owners: FSD14 for hardware 4 is in final stages of local development and testing.
28. In Norway, Tesla achieved over a 21% market share in May and was the bestselling car brand at 21.5%.
29. Tesla China’s wholesale figure for May was 85,982 units, up 8.2% over April.
30. Jan‑May wholesale sales for Tesla China this year are up 29.4%, representing over 85,900 more units than last year.
31. Tesla China’s May wholesale figure was up 39.4% over the same month last year and is the highest for Giga Shanghai so far this year.
32. Tesla Japan May sales are up 182% year‑over‑year; year‑to‑date sales are up 157%.
33. Tesla Japan registered over 8,100 vehicles year‑to‑date, up from 3,178 in the same period last year.
34. Foreign brand registrations in Japan are down 6% year‑to‑date, yet Tesla’s growth bucks that trend.
35. Tesla Germany registered over 5,100 vehicles in May, up 322% from last year.
36. Year‑to‑date Tesla Germany registrations exceed 21,000 vehicles, up 200% from the same period last year.
37. Tesla Germany’s year‑to‑date numbers already surpassed full‑year 2025 sales in Germany and are 9% above the full‑year 2024 total.
38. A new version of FSD14.3 is rolling out, described as mostly bug fixes.
39. Sawyer noted one new feature: improved driver‑monitoring sensitivity with better eye‑gaze tracking, eyewear handling, and higher accuracy in variable lighting.
40. The official Tesla account said this feature had been released in a previous update but was not highlighted in the release notes.
41. No major change is expected from this FSD14.3 release.