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Wall Street Analyst: Tesla Has Achieved Level 4 Autonomous Driving

Source: Teslarati • Published on 10 June 2026 at 15:54 Original Source
Wall Street Analyst: Tesla Has Achieved Level 4 Autonomous Driving

Summary

An analyst claims Tesla has reached Level 4 with its robotaxi program through self-certification in Texas.

Has Tesla Full Self-Driving Reached Level 4? One Analyst Says Yes

Tesla Full Self-Driving (Supervised) is currently listed as a Level 2 system for its passenger vehicles. While the company's robotaxi program continues to advance rapidly, it has been recognized by the state of Texas as a Level 4 ride-sharing program after Tesla self-certified. A Wall Street analyst sees this as a significant step.

What Does Level 4 Mean?

The SAE classification for autonomous driving distinguishes six levels. Level 4 means the vehicle can drive fully autonomously under certain conditions (e.g., geographically limited or in specific weather conditions) without human intervention. Unlike Level 5, which has no restrictions, Level 4 is limited to specific "Operational Design Domains" (ODDs). Tesla's robotaxi platform is set to implement exactly that in Texas.

[NOTE] > It is important to emphasize that the Level 4 certification in Texas applies specifically to the robotaxi program – not to the FSD software in private Tesla vehicles, which remains classified as Level 2 (driver assistance).

The Analyst's Assessment

The Wall Street analyst highlighted that Tesla's approach of self-certification represents a pragmatic path. Instead of waiting for a slow regulatory body, Tesla leverages existing laws in Texas to launch its robotaxi network. This could provide a competitive advantage over rivals like Waymo, which rely on stricter state approvals.

CriterionFSD Supervised (Level 2)Robotaxi (Level 4 in Texas)
ResponsibilityDriver must intervene at all timesVehicle takes full control
ApprovalSAE Level 2 (international)Self-certification in Texas
Operating AreaWorldwide (within UNECE limits)Texas (initially Austin)
HardwareHW3/HW4HW4 (expected)

Impact on Europe

While Tesla is pushing ahead with Level 4 in the US, progress in Europe is slower. UNECE regulations currently only permit Level 2 (or Level 3 for specific functions like Automated Lane Keeping). However, Tesla has already received approvals for FSD Supervised in several European countries such as Belgium and Denmark. The robotaxi platform for Europe has not yet been announced.

Next Steps

Tesla plans to launch its robotaxi network in Austin and later in other US cities. Expansion to Europe could follow once regulators allow Level 4 or if Tesla finds a special path here as well. For Tesla owners in Europe, this means: the current FSD software remains Level 2, but the signs point to progress.

Frequently Asked Questions

What is the difference between FSD Supervised and Robotaxi?

FSD Supervised is a driver assistance system that supports the driver but requires constant monitoring (Level 2). The robotaxi, on the other hand, is a fully autonomous ride-hailing vehicle that operates without a driver (Level 4) and has already been certified in Texas.

Why has Tesla achieved Level 4 in Texas but not

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