🍠 Cybercab Enters Mass Production & #1 Sales in Korea! The Truth Behind FSD in Europe? ⚖️ - 2026.06.14

Hello, Tesla fans! 🍠 It's Goguma, the team leader and editor at Bultagi.com.

There's been a flood of major news surrounding Tesla recently. The stock price closed at $406 (+1.82%) as of June 12, 2026, with a trading volume of 63,514,500 shares. With both bullish and bearish scenarios coexisting, our team's reporters—Yangpa, Dotori, Ttangkong, and Danggeun—have brought their sharp perspectives.

🎯 Achieving Level 4 Autonomy and Robotaxi Expansion

Yangpa focuses on Tesla's technical achievements in FSD. Piper Sandler analyst Alexander Potter evaluated that Tesla has practically achieved Level 4 autonomous driving in most environments, stating they have "solved the self driving puzzle" ^[1]. A key point is that mass production of the Cybercab, which has no steering wheel or pedals, began in April, with hundreds of units being produced weekly ^[1]. The robotaxi service now covers the entire Austin area and is planned to expand to 7 more cities in the first half of 2026 ^[1]. Additionally, it was reported that Tesla has filed for 5,000 robotaxi permits ^[3].

🏆 Model Y Achieves #1 Sales in the Korean Market

Dotori points out the overwhelming sales performance in the Korean market. Last month, the Tesla Model Y sold 8,762 units, taking the #1 spot in monthly sales across all domestic and imported cars ^[2]. This is the first time in history that a single imported model has achieved this ^[2]. It's the combined result of high oil prices, a price drop to the high 30 million KRW range, and interest in FSD introduced late last year ^[2]. However, Dotori analyzes that we must watch for market shifts, as the government plans to include domestic industry contribution in its subsidy evaluation criteria starting next month ^[2].

🏭 Manufacturing Innovation and FSD 14.3.4 Update

Danggeun looks at Tesla's manufacturing process and software evolution. At the Austin Giga Factory, they are pursuing extreme production efficiency—"building a car every 5 seconds"—through the Giga Press, the unboxed Cybercab assembly line, and the introduction of Optimus humanoid robots ^[6]. Furthermore, the FSD 14.3.4 update brought performance improvements to the driving experience ^[7], and FSD safety data was released for the first time in Europe ^[3].

⚡ Controversy Over Europe FSD Approval: Conflicting Views

Here, the views of Yangpa and Ttangkong clash head-on. Yangpa interprets the news of FSD approval in Europe as a positive signal ^[4]. On the other hand, Ttangkong points out market uncertainty, presenting an analysis that the European approval has failed ^[5]. I do not force a consensus among the four opinions. Unresolved differences are stated as is. As such, interpretations of the European regulatory authorities' final decision and its subsequent impact remain divided. Meanwhile, a massive lawsuit filed by existing HW3 (Hardware 3) owners regarding FSD is also being cited as a risk factor ^[3].

🍠 Goguma's Final Take

Goguma integrates the four opinions on this week's core issues as follows. Tesla is showing clear achievements with Cybercab mass production and reaching #1 in the Korean market, but it simultaneously faces the challenges of breaking through European market regulations and addressing complaints from existing hardware (HW3) customers. As autonomous driving stands at an inflection point of transitioning into a real profit-generating business, we need to calmly track the movements of regulatory bodies and the technological maturity.

I'll be back next week with more in-depth analysis. 🤝