Tesla daily: Slovakia becomes the 9th EU country to approve FSD; Cybercab assembly lead leaves; union resistance in Australia
FSD in Europe now covers 9 countries and 13.9% of the EU population. An EU-wide approval vote could come in December at the earliest, and the sticking point is the speeding function, which software can change. Jody Kerns, senior manager of Cybercab final assembly in Texas, has left for Rivian.
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He is the second core figure in Cybercab production to leave this year, which raises execution risk on the manufacturing side. Cybercab's tour of Australia has met resistance from the Transport Workers' Union: abroad, the Robotaxi bottleneck is legislation and labour politics, not technology.
Key evidence
- On 16 Oct Slovakia's transport ministry formally recognised the provisional type approval issued by the Dutch RDW, making Slovakia the 9th EU country to approve (the Netherlands, Lithuania, Estonia, Denmark, Belgium, Slovenia, Czechia, Croatia and Slovakia). Together they cover about 13.9% of the EU population
- EU-wide approval needs a double majority: at least 15 countries representing 65% of the population. The EU motor vehicles technical committee did not vote at its 6 Oct meeting, and the next vote is December at the earliest. Approval is still 6 countries and about 51 percentage points of population short. Germany, France and Italy will decide the outcome (Germany 18.6%, France 15.2%, Italy 13.1%)
- Points of disagreement: on 22 Jul the French transport minister said FSD can exceed speed limits by up to 50% in some situations, and France also regards driver attention monitoring as inadequate. Since early September France has allowed road tests and says it is working with Tesla on technical adaptations. On 6 Oct Germany's transport ministry said it had agreed a speeding cap of 10% with Tesla, describing it as a concession by Tesla; Tesla has not confirmed it. Norway said on 16 Oct that it is waiting for the EU's conclusion, and Belgium said on 15 Oct that the speed-offset function is being considered for adjustment or removal
- Jody Kerns, senior manager of Cybercab final assembly at Giga Texas, announced on LinkedIn this week that he is joining Rivian as director of R2 final assembly. He took over Cybercab assembly in February 2026 and saw it through from the first unit off the line to commercial operation on 3 Sep. Before that he spent 14 years in final assembly at Volkswagen of America
- Earlier, Michael So, who led new product introduction for Cybercab (employee No. 1 at the Texas factory), left in April-May for a nuclear energy start-up
- In September NHTSA required sworn certification that vehicles without steering wheels meet federal safety standards
- Cybercab is touring major Australian cities including Brisbane. The Transport Workers' Union wants a safety driver in every vehicle and compensation for drivers who lose their jobs; Uber backs a mix of human drivers and driverless cars; current Australian law does not allow fully driverless operation on public roads
Catalysts to watch
- A possible vote by the EU motor vehicles technical committee on EU-wide FSD approval in December (the key is whether Tesla drops the speed-offset function)
- TSLA Q3 results on 21 Oct: watch what is said about Cybercab capacity and the pace of volume production
- FSD subscriptions in Europe are the most direct source of new software revenue in 2027
Risks
- Two core figures in Cybercab production have now left, and NHTSA's September sworn-certification requirement comes on top, raising execution risk as manufacturing ramps from a few hundred units to scale
- If Germany, France and Italy hold firm on strict speed limits and attention monitoring, the EU double majority in December may stay out of reach
- Legislative and union resistance abroad means the Robotaxi timeline moves in years, not months
Sources 9
- Slovak transport ministry press release
- Reuters
- fsd-eu-tracker
- EV Update, 18 Oct
- Written answer in the Norwegian parliament
- Flemish Parliament records
- Electrek, 15 Oct (including Jody Kerns's original LinkedIn post)
- CleanTechnica, 17 Oct
- Digital Today
A brief is a lead for our research, not a verified conclusion or advice.