A Release Candidate/Engineering Cybertruck has been spotted in San Jose with some interesting rooftop hardware – LiDAR! This is good news for all the fans who are awaiting FSD and Autopilot, and all their features – to come to the Cybertruck.
FSD V12.5
Additionally, today on X, Elon Musk confirmed that the Cybertruck will be receiving FSD with v12.5, the next major update for FSD. While FSD v12.4.3’s rollout has been stalled recently, we have seen ADAS testing vehicles from Tesla testing on Chuck’s turn – a sure sign that v12.5 is most likely around the corner.
The big fact here is that v12.5 will be getting a stack merge for the highway and city streets stack. This is great news, as the city streets stack is running on v12.X right now, while the highway stack is still running on v11. There is a transition when you switch between stacks while FSD is running, and Autospeed gets disabled.
Elon mentioned that these vehicles on Chuck’s turn are indeed running v12.5, and not v12.4.4 or another v12.4 build. As we’ve seen in the past, once Chuck’s UPL is getting tested, a new FSD version is only a few weeks or months before release to early testers and employees.
Tesla uses LiDAR to gather ground-truth data, and then feed it into FSD. This allows Tesla to validate FSD’s depth perception and distance measurements, helping to ensure the accuracy of FSD. We talk about why Tesla uses LiDAR in greater detail in this recent article.
Tesla has finally begun to gather ground-truth data to validate the Cybertruck, which means we’re well on our way to seeing both the Cybertruck get FSD, as well as seeing V12.5 roll out soon.
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In a letter to industry, the National Highway Traffic Safety Administration (NHTSA) has announced that it is overhauling its approvals process for vehicles designed without human controls.
The change addresses a regulatory bottleneck that has slowed down American companies like Tesla from deploying purpose-built Robotaxis, rather than relying on using traditional vehicles with steering wheels and pedals. The policy shift is outlined in a letter posted to the NHTSA’s website, which you can find here.
Reducing Approvals From Years to Months
Under the existing rules today, any vehicle that is built without a steering wheel or brake pedals must receive a special exemption from federal safety standards.
Obtaining exemptions for a particular vehicle was a time-consuming process for both the companies requesting exemptions and the NHTSA. The process was often a black box—nobody knew when an exemption might be granted, and approvals could take years.
The NHTSA, under the new administration’s guidelines for autonomous vehicle development, is now committed to streamlining this process. The agency will be implementing a new, faster approach immediately for receiving exemptions for autonomous vehicles without standard controls. The NHTSA expects decisions on exemption requests to be determined within months rather than years.
Accelerating the Cybercab
This change has massive implications for Tesla, which is banking on the production of the simplified and easy-to-maintain purpose-built Cybercab. The Cybercab is developed from the ground up as an autonomous Robotaxi and will be one of the key beneficiaries of this move by the NHTSA.
Knowing that a final design won't be caught in a multi-year regulatory limbo provides a level of certainty that has been missing. It allows Tesla to confidently plan the manufacturing, development, and deployment processes without worrying whether the project will get stuck in regulatory approvals.
According to the letter, the agency will publish its improved instructions for the streamlined process "shortly." With Tesla already having begun Cybercab pre-production and the goals for its deployment as soon as late 2026, there’s still a lot to be done to make autonomy a part of Tesla’s new sustainable abundance mission statement.
Thanks to Tesla Yoda on X, we have found out that Tesla’s Robotaxi fleet is registered on the Texas Department of Transportation’s public-facing Automated Vehicle Deployment website. This makes the fleet’s movements publicly viewable and trackable, and marks a first for Tesla.
This isn’t just any old FSD test - this is the first officially acknowledged, government-tracked, and sanctioned deployment of a Tesla Model Y operating as a ride-share vehicle. But that’s not all - Texas DOT’s tracker notes that the Tesla does not have a safety driver.
View on the Map
Visitors to the Texas DOT website can filter for “Tesla”, and see, currently, a single active vehicle operating in the Austin Metro area. According to the state’s official data, here’s what we know:
Company: Tesla
Description: Ride-share service
Status in Texas: Testing
Safety Driver: No
The final point is definitely the most interesting here. While Tesla has been testing FSD with safety drivers for some time in Austin and LA for employee-only testing, this is the first time that a vehicle has been officially registered and deployed on public roads without a human behind the wheel for safety.
The fact that there is no safety driver officially shifts the liability from the occupant of the driver’s seat to Tesla, for the first time in a public setting. That’s already pretty significant - we previously dove into how Tesla plans to insure its own vehicles, and potentially owner vehicles in the Robotaxi fleets.
The status currently lists Tesla as “Testing,” confirming that the service isn’t available to the public, but this is expected to change in the coming weeks.
This testing phase is likely part of a short but crucial period that lets Tesla capture data on the safety levels of its current iteration of Unsupervised FSD without a driver supervising. Tesla already stated that they’d be avoiding difficult areas, so this testing can also expose additional areas Tesla may want to avoid, such as school zones or blind driveways.
Tesla will need to prove, both internally and externally, that FSD Unsupervised has the necessary performance to safely navigate the streets without any incidents.
Regulatory Milestone
For years, the concept of a Tesla Robotaxi has been a future promise. Now, it's a present-day reality, albeit in a testing capacity.
Having an official government body list a Tesla as an active, driverless vehicle shows that they’ve been able to clear regulatory hurdles, which Tesla has often pointed to as the issue. It demonstrates a level of confidence from both Tesla and Texas regulators in the system's capabilities.
While it's just a single vehicle for today, we’ll likely see this list slowly expand over time. Alongside being able to track Robotaxi incidents at the City of Austin’s website, we’ll be able to closely watch Tesla’s progress with its first Robotaxi deployments.