FSD, right here? Selling 64 thousand is not as good as BYD’s smart driving, and the points are not deducted enough?
On February 25th, Tesla officially announced the opening of the Autopilot automatic assisted driving function on urban roads, and began to push software updates to users who ordered FSD in batches. The FSD that domestic consumers have been looking forward to for many years has finally arrived.
To be honest, the consistent view of Kung Fu cars is that FSD is better not to come in. Not to mention all kinds of restrictions, the video sent back from North America alone, even if it has been processed, is still far from the level of domestic first-line intelligent driving.
Such a "semi-finished product" FSD costs 64,000 yuan to order, which is really a slap in the face. But FSD is still here, which means that Tesla’s future is full of uncertainty.
What is the performance of the domestic version of FSD? Can you afford the sky-high price of 64 thousand yuan? Let the Kung Fu car show you around.
(1) Frequent violations, second-line technology at most?
At present, there are a lot of measured videos of FSD. Let’s talk about the road performance first, which can be described as "terrible". On the first day of FSD’s entry into China, many car fans and car critics tested it, and all of them were very consistent and "disappointed".
Many car owners said that FSD failed to correctly identify the traffic lights at the crossroads, and directly ran a red light to stage a "tram scare", and the whole driving process was in danger.
Some users in Weibo said that they just started an early peak with Tesla Autopilot, and as a result, 12 points were deducted, and well-known car reviewers liked to mention 7 violations.
Of course, the main problem is that the road scene of Tesla FSD function is not fully covered. The current FSD, to put it bluntly, is still a "North American version", and the usual training is also based on the American scene.
In the face of domestic electric bicycles passing through, occupying roads, bus lanes and so on, there is a lack of corresponding plans. For example, many car owners gave feedback, and FSD did not avoid take-away vehicles in time, which caused violations. On this point, the United States certainly does not have it.
In addition, Tesla FSD’s performance is not good enough, even if we don’t talk about the violations that everyone is arguing about. Before, some media made a long test of the same road. As a result, Tesla took over 24 times during the test, which was not excellent. Under the same circumstances, the number of ideal and boundary takeovers is less than 10 times.
To put it simply, even if Tesla adopts a more "radical" strategy, which makes consumers bear more risks of violating the rules, the final "silky" degree is far less than that of domestic first-line smart driving companies. This reality is undoubtedly cruel to Tesla fans. If we don’t introduce it, everyone will have an excuse, and there is no room for argument.
The key point is that Tesla’s smart driving is expensive. It costs 64,000 yuan to install the FSD, and the smart driving of most domestic car companies is close to "free". BYD’s Han and Tang dynasties from 69,800 to 200,000 have all come standard with high-level intelligent driving. Geely has also been pushed to the level of 100,000, and the follow-up is also standard in the whole department. Tucki P7+, these 200,000 family cars, are also "free gifts" for smart driving.
Car companies like HarmonyOS Zhixing and Ideality, which insist on charging, will only increase the price of intelligent driving system by about 20,000 yuan. Compared with Tesla FSD, which sells a package of 64,000 yuan, it is completely different.
In other words, a set of intelligent driving system with the highest second-line level still sells the highest price in the industry, and it is natural for consumers to be disappointed.
(2) The original shape is revealed, and Musk’s "shabu-shabu" is pale and powerless?
Musk also explained the performance of FSD in China market, but it sounded more like "throwing a pot". He said that the FSD function used by users in China is based on the public video training of roads and signs on the Internet. That is to say, if the network map is inaccurate, temporary road repair or bus lane shift occurs, it has nothing to do with FSD itself.
In addition, Musk said that he would send American autopilot engineers to China to optimize the FSD system.
This explanation sounds reasonable, but it is not the case when you think about it carefully. Since they dare to sell in China and 64,000 yuan a bag, consumers will naturally acquiesce that this is a mature system. If it is a semi-finished product, the first batch of consumers are just "mice". Why do you charge so much? It should be pushed for free or even "reverse change".
In addition, Musk’s statement is that there is no special training for domestic roads. In fact, it also implies that the FSD system relies more on the "investigation" of the road itself than the identification ability of the vehicle itself.
It is not difficult to understand that Tesla takes a purely visual intelligent driving route, lacks accurate three-dimensional perception ability, and has inherent defects in judging the position and trajectory of objects, so it needs to rely more on the so-called "training".
In contrast, domestic car companies will reserve enough ultrasonic and millimeter-wave radars to provide integrated visual effects even if they take the scheme without laser radar.
Pure vision, Tesla intelligent driving system uses the simplest method, which can minimize the cost. But the question comes back again. Since the cost has been reduced to the lowest, why should we sell the highest price in the industry?
(3) Americanization or China?
Tesla FSD experienced a serious word-of-mouth crisis from the long-awaited to the condemned. In fact, such a result is completely predictable. The real crisis that Tesla is bound to face is actually whether to "Americanize" or "China".
Not long ago, Nikola, known as "Tesla in the truck industry", filed for bankruptcy protection in Delaware to explore how to sell assets. This new American power with a market value of Ceng Chao Ford has completed more than ten rounds of financing, with all the "national teams" in Europe and America behind it, and finally went to extinction.
This is the epitome of the new American forces. There is no shortage of fame, money and time. Even before the first car of Nikola was mass-produced, it received orders of more than 10 billion US dollars.
But these car companies all have one thing in common, touching new stories, technological innovations and breakthroughs, but they have no determination to build the car in a down-to-earth manner and keep the cost down, because this is the most difficult part.
The same was true of Tesla. It was not until the establishment of the Shanghai factory and the realization of localized production, which greatly reduced production costs and logistics costs, that Tesla came back to life, which is the biggest difference between Tesla and other new American forces.
But then, Tesla still walked back to the old road. For example, knowing the rapid development of domestic intelligent driving technology, I just don’t want to bring FSD to China for training; Knowing that the square shell battery has become the absolute mainstream, Contemporary Amperex Technology Co., Limited and BYD are at the peak, still holding on to the 4680 battery that can’t be mass-produced for a long time; Knowing that the pure vision scheme has obvious defects, it is still unwilling to change.
Tesla’s core R&D team is still "remotely commanding" at the US headquarters, instead of coming to the front line to fight with opponents. This is very fatal. From banning Huawei to "buying" Tik Tok, the reality has proved that American technology research and development has gone into a misunderstanding. More often, it relies on politics to suppress opponents, rather than surpassing opponents in technology and service.
If Tesla is completely "Americanized", it will follow the old path of Microsoft and Facebook, and eventually it will only become a vassal of politics. As a result, it will not make progress, and almost all of these technology companies in the United States have embarked on this path. However, "China" also means a huge challenge, which is also resisted by the current Tesla system.
In short, both roads are not easy to walk, but it is the point that Tesla has to choose.
(4) Kung Fu is angry
In November 2021, Tesla’s share price was once pushed up to 1.24 trillion US dollars, relying on the leading technology at that time and the price butcher knife that has been frequently raised. The whole market has a good expectation for Tesla. In January 2025, Tesla’s share price once again exceeded 1.2 trillion, relying on the success of Musk’s "betting" Trump, which lasted less than a month and then fell below 900 billion US dollars.
Tesla has begun to "politicize", so it is difficult to expect anything from its technology, and the failure of FSD is reasonable. Musk, who is about to be 54 years old, still has the courage to push back?