Tesla · Sherwood News
What the first FSD approval in Europe means for Tesla
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Elon Musk has blamed the lack of Full Self-Driving approval for struggling sales on the continent.
Key facts
- SpaceX thinks its total addressable market (TAM) is a whopping $28.5 trillion for its businesses, according to an S-1 filing for its upcoming IPO reviewed by Reuters
- Tesla sold about 16,700 cars in the Netherlands in 2025, out of roughly 240,000 across Europe and 1.6 million globally
- The authors of the model acknowledge some of V4’s shortcomings, such as its lower scores on reasoning benchmarks, saying that V4 “trails state-of-the-art frontier models by approximately 3 to 6 months
- The company says roughly 90% could come from AI — largely selling artificial intelligence tools to businesses
Summary
On Friday, Dutch regulators approved a version of Tesla’s supervised Full Self-Driving (FSD) software, making the Netherlands the first country in Europe where the technology can be used. The regulators said they are also submitting an application to expand approval across the European Union. CEO Elon Musk has blamed the lack of FSD approval for making Europe its “ weakest market.” “It’s worth noting that we do not yet have approval for supervised FSD in Europe,” Musk said during an earnings call last year.