Tesla seeks EU and China approval for driver-supervised FSD by Feb 2026, while deliveries drop and BYD overtakes it as top EV seller.

Tesla expects regulatory approval for its driver-supervised Full Self-Driving system in Europe and China as early as February 2026, with the Netherlands potentially leading the way in the EU and China’s rollout remaining limited despite a February software update. The company has begun driverless robotaxi rides in Austin, Texas, boosting shares 4.2%, but vehicle deliveries declined for a second year, with BYD surpassing Tesla as the world’s top EV maker. Musk reiterated that Tesla aims to sell its Optimus humanoid robot by late 2027, later than earlier plans, amid ongoing challenges in scaling the technology.