FSD Safety Crisis, Competitive Pressure & Robotaxi Rollout Reality Check

NHTSA’s 21-question Cybercab special order reportedly requires sworn responses by September 30 and could lead to penalties up to $139 million. Cybercab fleet growth above 100 vehicles, first-responder training, and FSD subscription growth indicate preparation and commercial interest, while HW4-limited Automatic Collision Evasion adds a product signal but not independent proof of safety, approval, utilization, or fully driverless operation.