[AutonomousVehicles] Tesla full self driving gets rave reviews in Japan

[Cornelius Butler]

Tesla FSD is getting positive reviews in Japan.
Article Link and ext are below.

Article Link:
https://www.teslarati.com/tesla-fsd-gets-first-rave-reviews-media-outlets-japan/

Article Text:
Tesla FSD gets first rave reviews from media outlets in Japan
As per the publication, FSD demonstrated excellent situational awareness
and smooth control, at times even performing better than a human driver.

Published 6 days ago on October 17, 2025By Simon Alvarez

Tesla’s (NASDAQ:TSLA) earnings call comes on the heels of the company’s Q3
2025 update letter, which was released after the closing bell on October
22, 2025.

Tesla’s Q3 2025 Results
As could be seen in Tesla’s Q3 2025 Update Letter, the company posted GAAP
EPS of $0.39 and non-GAAP EPS of $0.50 per share. Tesla also posted total
revenues of $28.095 billion. GAAP net income is also listed at $1.37
billion.

Tesla’s total revenue increased 12% YoY to $28.1 billion, while operating
income decreased 40% YoY to $1.6 billion. This means that for Q3 2025,
Tesla’s had a 5.8% operating margin. Tesla’s quarter-end cash, cash
equivalents and investments was $41.6 billion by the end of the third
quarter.

Earnings call updates
The following are live updates from Tesla’s Q3 2025 earnings call. I will
be updating this article in real time, so please keep refreshing the page
to view the latest updates on this story.

16:25 CT – Good day to everyone, and welcome to another Tesla earnings call
live blog. The Q3 2025 Update Letter seemed to be on the quieter side, but
it’s hard not to be impressed with Tesla’s $4 billion free cash flow, an
all-time high.

Now we just have to see how the earnings call will go.

16:30 CT – Looks like the earnings call’s livestream is up. It hasn’t
started yet, but the music’s on. Here’s the livestream:


16:33 CT – One of the most fun things about Tesla earnings call coverages
is that you don’t really know what type of Elon Musk you’re gonna get. The
questions from investors and analysts are always fun too.

16:35 CT – And here we go. Travis Axelrod takes the floor and introduces
Tesla’s executives.

16:36 CT – Elon’s opening remarks begin. He says Tesla is at a critical
point because real-world AI is imminent. He states that he believes Tesla
has the highest intelligence density. “It’s gonna be like a shockwave,”
Elon said, highlighting that there are millions of cars out there that
could become full self-driving with a simple software update.

16:38 CT – With Tesla achieving clarity on Unsupervised FSD, Musk stated
that he feels “confident in expanding Tesla’s production.” He also noted
that Tesla Energy is rising quickly, especially with products like the
Powerwall and the Megapack. “We see the potential there for Tesla battery
packs to improve the energy output per year of any given grid, the US or
otherwise.”

16:40 CT – Elon also reiterated his prediction that Tesla Optimus could be
the largest product in the world. A good reason for this is the fact that
Tesla has scale, Musk stated. Musk also stated that it’s easy for users in
the United States to test out FSD V14 for themselves. He also mentioned
that Tesla is currently hard at work with Megapack 4.

“We look forward to unveiling Optimus V3 in Q1. I think it will be quite
remarkable,” Musk said, adding that V3 will almost seem like a person in a
robot suit.

16:45 CT – Musk summed up his opening remarks with a comment on Tesla’s
updated mission.

“In conclusion, we’re excited about the updated mission of Tesla, which is
sustainable abundance. We’re going beyond sustainable energy. We believe
that with Optimus and self-driving, we can actually create a world where
there is no poverty, where everyone has access to the finest medical care.

“Optimus will be an incredible surgeon. Imagine if everyone had access to
an incredible surgeon. I think we’re headed to sustainable abundance, and
I’m excited to work with the Tesla team to make that happen,” Musk said,
summing up.

16:48 CT – Tesla CFO Vaibhav Taneja discussed the company’s rollout of its
expanded Model Y lineup such as the Model Y L, as well as the advantages of
the Robotaxi network. He also confirmed that Tesla is looking to secure
approvals for FSD tests in several areas across the globe.

He also discussed Tesla’s regulatory credits. “”While regulatory credits
declined sequentially, we entered into new contracts and delivered on
previous contracts,” he said.

16:54 CT – Investor questions are asked about demand for Megapack and
Powerwall. Tesla noted that Tesla is seeing a lot of interest and demand
for Megapack and its related products. There is also a surge in demand for
residential batteries.

Looks like the Tesla Solar Roof is coming alive as well.

16:59 CT – A question about the challenges of Optimus’ rollout was asked.
Elon Musk noted that bringing Optimus to market would not be a walk in the
park. It will be a very difficult endeavor. “It’s an incredibly difficult
thing,” Musk said, adding that the hands of Optimus are very difficult to
design and produce due to its complexity.

Tesla is really putting a ton of work on Optimus’ hands, likely because the
robot will need to be very dexterous to be useful in both residential and
industrial applications. He noted that for Optimus to be successful, Tesla
must really be vertically integrated.

Elon also mentioned that Optimus is one of the reasons behind his goals
with his 2025 compensation plan. He needs control of Tesla if the company
is building a literal robot army.

17:05 CT – A question about Tesla’s chip deal with Samsung. Elon noted that
he has nothing but good things to say about Samsung. He then clarified that
Tesla will be focusing both TSMC and Samsung on AI5.

“The AI5 chip design by Tesla is an amazing design. I have spent every
weekend for the last few months with the chip design team working with
AI5,” Musk said. “By some metrics, the AI5 chip will be 40x better than the
AI4 chip.” This is because the hardware is designed for Tesla’s software
stack.

There is also a lot of efficiencies and deletions that have been
implemented on AI5. “This is a beautiful chip,” Musk said, reiterating that
both Samsung and TSMC will be producing AI5. Tesla wants an oversupply of
AI5 chips. If there’s an oversupply, Musk said that the chips could just be
used for training in Tesla’s data center.

17:09 CT – A question was asked about Tesla abandoning HW3 was asked. The
CFO stated that Tesla is not abandoning HW3. “We will definitely take care
of you guys,” he said, adding that he himself is driving a HW3 car. Tesla
executives also noted that the company is developing a V14 “Lite” for HW3
cars.

17:13 CT – A question about the Tesla Semi’s autonomy was asked. Tesla
noted that things are progressing with the Semi program. Analyst questions
now begin. First up is Wolfe Research, which asked about Elon’s comment
about Tesla now focusing on volume with FSD now developed.

Elon Musk responded that Tesla’s capacity today is not at 3 million cars
yet, but Tesla can probably achieve that level in 24 months or less. “We’re
gonna expand production as fast as we can, and as fast as our suppliers can
keep up with it,” he said.

He added that the Cybercab will be a big project since it’s a your de force
of engineering optimization due to its driverless nature. He also stated
that Cybercab production will start in Q2 2026.

17:21 CT – Barclays asked about markets that are outside of Tesla’s core
competencies. Elon noted that Tesla had zero core competency when it
started. He highlighted that Tesla today is still a bunch of startups that
are working together. He did also state that “Optimus at scale is an
infinite money glitch” since it could 5X a person’s productivity.

17:27 CT – Lightshed asks about the Robotaxi program and the removal of
safety drivers in Austin by year end. Musk noted that Tesla will be very
cautious with FSD’s rollout. He noted that Tesla will be paranoid about
safety. He noted that Tesla typically rolls out its FSD updates with safety
at the forefront, so first builds of a major release tend to be safe but
not as smooth.

“This car will feel like a living creature,” Musk reiterated, adding that
Teslas will eventually be able to find parking spots on their own
intelligently.

17:34 CT – Oppenheimer asked about the timeline of Optimus production. Musk
noted that the hardware design of Optimus will not be frozen even after the
humanoid robot starts its production. “We’ll have a production-intent
prototype ready to show in Q1,” Musk said, adding that hopefully, Optimus
will enter production late next year.

17:37 CT – Questions for this earnings call are done, and in closing, the
CFO urged shareholders to vote on the Board’s recommendations. Tesla’s
future depends on it.

17:41 CT – And that wraps up Tesla’s third quarter 2025 earnings call!
Thank you so much for following along as we covered this event. Until the
next time!
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