12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin

Video Description

In this special edition of Autonomy Markets, David Moss joined the show to explain how he drove 12,961 miles on Tesla FSD without touching the wheel, and why the Robotaxi Unsupervised rollout in Austin is harder to access than you think. --------------------------- In this special edition of Autonomy Markets, Grayson Brulte and Walter Piecyk welcome their first-ever guest, David Moss to discuss his 12,961-mile zero-intervention drive across the country on Tesla FSD, the reality of the Unsupervised Robotaxi rollout in Austin, and the commercial viability of LiDAR sensors in consumer vehicles. The conversation heats up as Walt questions David, a LiDAR LiDAR Salesman on whether the massive data processing requirements of LiDAR could introduce latency, potentially citing a recent Waymo incident involving a child as a case study. David argues that while LiDAR offers theoretical range advantages, the compute wall and cost constraints make it a one-trick pony compared to the scalability of a vision-only stack. While the group debates sensor suites, David shares his on-the-ground experience in Austin, revealing it took 58 attempts to finally secure a ride in a Unsupervised Tesla Robotaxi, and confirmed the fleet is being retrofitted with new cleaning jets for the camera sensors to handle weather occlusion. Looking at the broader robotaxi market, the trio analyzes their Zoox experiences at CES, with David noting the vehicle’s braking was significantly harsher than Waymo or Tesla FSD, while Walt highlights the motion sickness challenges inherent in the vehicle's carriage-style seating configuration. In Prediction Corner, the group debates the timeline for Tesla removing the safety driver on highways, with David offering a bullish forecast for Memorial Day, while Walt and Grayson take a more conservative stance, predicting a rollout closer to late 2026 --------------------------- Episode Chapters 0:00 Coast to Coast Fully Autonomous in a Tesla Model 3 10:49 The Next Record 12:16 FSD Unsupervised in Austin 16:16 Waymo Experience on Uber in Austin 17:17 Robotaxi Safety Attendants 19:44 Unsupervised Robotaxi Service Area 21:43 Sensor Cleaning 26:05 Robotaxi, No Highways in Austin, Yet 32:11 Zoox Las Vegas Experiences 37:13 LiDAR 48:07 Why Autonomy --------------------------- Recorded on Tuesday, February 4, 2026 ► Subscribe https://www.youtube.com/channel/UCQgokf2oSrwae4CPeUQBmYw?sub_confirmation=1 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ #RoadToAutonomy #AutonomyEconomy #AutonomyMarkets #Tesla #Waymo #LiDAR