First Impressions of Tesla FSD 14, Waymo’s Next Potential Markets

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s FSD 14 release and Waymo’s potential market expansions.

The episode begins with Walt sharing his firsthand experience testing FSD 14, showcasing its breakthrough ability to autonomously back out of driveways and park at destinations with a single tap. While impressive, he notes challenges remain with driveway precision and occasional cautious, jerky driving behavior that sets this version apart from previous releases.

As Tesla rolls out FSD 14, NHTSA has launched a preliminary investigation into FSD. Meanwhile, Waymo is looking to potentially expand to Minnesota, after the company hired four lobbyists as part of an effort to changes to state laws that still require human drivers in autonomous vehicles.

Across the Atlantic, Sweden has approved Tesla to test FSD on public roads, a clear signal that countries are beginning to embrace autonomy. Yet, in the U.S., significant opportunities remain untapped. From Chicago to Minneapolis, Charlotte to Tampa, major metro markets still await large-scale robotaxi deployments.

Episode Chapters

• 0:00 FSD 14
• 7:30 Preliminary NHTSA Tesla Investigation
• 12:50 FSD Approval in Sweden
• 14:56 Waymo Eyes Minnesota Expansion
• 17:07 Potential Waymo Expansion Markets
• 22:18 Wayve Correction
• 22:47 DoorDash
• 27:05 Lyft / Tensor Auto Partnership
• 31:35 Aurora’s Warning Triangle Waiver
• 36:12 Next Week

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