Tesla FSD at breakthrough development AI software becomes more competent

$Tesla(TSLA.US)$ $BYD COMPANY(01211.HK)$ $NIO Inc(NIO.US)$ $XPeng(XPEV.US)$ The article reported that Elon Musk has mandated Tesla employees to install and demo Full Self-Driving Beta for every customer taking delivery in North America. The CEO wrote in an email to employees:

Going forward, it is mandatory in North America to install and activate FSD V12.3.1 and take customers on a short test ride before handing over the car.

Musk says that he wants more people to realize “FSD actually works”:

Almost no one actually realizes how well (supervised) FSD actually works.

According to Autoevolution, Tesla is facing a breakthrough moment in the Full Self-Driving development, as the end-to-end AI software has become more competent. People who used the latest iteration of the software (V12.3.1) testified that it performs impeccably most of the time, with no or very few disengagements during hours or even days of driving. This made Elon Musk confident that the FSD Beta should be promoted more aggressively from now on.

Comment: I think whoever bought a Tesla EV will apply the referral code and use FSD Beta V12.3.1 (or Full Self Driving Beta V12) for 1 months free trial. There must be some form of technology breakthrough for a CEO to confidently roll out the AI software. There is concern that it may delay delivery but for the longer term it will increase demand if FSD Beta V12 performs impeccably.