That's usually when technology gets serious.
In partnership with Brownstone Research | I just watched Tesla's latest self-driving footage… | | | | Heading straight to the dealership with no driver at the wheel. | And what happened next completely shocked me. | Click here to see the footage yourself | |
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| | I watched Tesla's latest self-driving footage this week. No driver. No safety operator. No hands on the wheel. The car left on its own, navigated city streets, and arrived exactly where it was supposed to. | What stood out wasn't how impressive it looked. It was how uneventful it felt. | That's usually the moment when a technology stops being a demonstration and starts becoming infrastructure. | For years, autonomous driving lived in a gray zone. It worked — but only with caveats. A safety driver. A limited pilot. A controlled route. Always an asterisk. That asterisk is starting to disappear. | In Austin, Tesla vehicles are now operating without anyone inside the car to intervene. Not as a concept. Not as a promise. As a real, functioning system. | That changes the conversation. Not because autonomy suddenly became perfect — but because it crossed the line from "tested" to "used." | Why "Uneventful" Matters to Markets | This is happening while investors are increasingly focused on what AI can actually do, not what it might do someday. Earnings calls are being judged on deployment, not vision. | Autonomy fits that moment uncomfortably well. | It replaces labor without layoffs headlines. It scales without new factories. It runs continuously without overtime.
| | | | Transportation Is Becoming Software | The bigger implication isn't about Tesla as a car company. It's about what happens when miles driven become recurring revenue. | When vehicles don't just move people, but operate as autonomous assets, uptime matters more than units sold. That's a different business model. And a different risk profile. | It explains why the footage unsettled some investors instead of exciting them. Because once autonomy works, it's no longer optional to think about what comes next. | It raises questions about insurance. About liability. About labor. About urban planning. And those questions don't get answered all at once. They get answered slowly, then all at once. | Final Thought | Most major technology shifts don't arrive with a countdown clock. They arrive quietly, then become obvious in hindsight. | Autonomous driving didn't announce itself this week. It just showed up — and worked. That's usually how real change begins. | If you haven't seen the footage that marks this transition, you need to watch it now. It is the clearest signal yet that the "Science Project" phase is over. |
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| | How did you find today's briefing? | |
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| | Written by Deniss Slinkins
Global Financial Journal |
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