FSD V13, Can It Really Be ‘Full Self-Driving’?

You’ve probably all heard about the recent Tesla FSD (Full Self-Driving) V13 update. They say the neural network processing capability has been greatly improved, allowing it to more accurately recognize various objects like pedestrians and bicycles even in complex urban areas.
In particular, its ability to navigate complex routes within parking lots and avoid obstacles has improved, and I personally have high expectations as the update even includes considerations for Korea’s complex road environments. The fact that updates are provided wirelessly (OTA) means that as long as the vehicle is connected to Wi-Fi, you can experience the latest features immediately, which is also attractive.
But the important thing is that it’s still legally classified as a Level 2 autonomous driving system. This means the driver must always pay attention and be ready to intervene immediately when necessary. In fact, there’s a lot of controversy because this is somewhat inconsistent with the name ‘Full Self-Driving.’ Recently, Tesla officially admitted that if FSD reaches its limits, remote operators can directly drive the vehicle, which again sparked a lot of discussion. The path to full autonomous driving still seems long.

Robotaxi Without Safety Drivers, Is Commercialization Just a Matter of Time?

Is the talk of Robotaxis really becoming a reality? Tesla first launched its Robotaxi service in Austin, Texas, in June 2025, but at that time, safety drivers were present. However, since December of last year, they started testing without safety drivers, and from January of this year, they began offering unmanned Robotaxi services to general passengers.
Elon Musk has expressed confidence that Robotaxis will be widely deployed across the United States by the end of 2026. There’s also speculation about the possibility of expanding beyond mere transportation to a new shared economy model. Personally, I’m really curious about how these changes will affect our lives. Of course, safety concerns and regulatory issues will continue to be challenges that need to be addressed.

Slowing EV Sales, What’s Tesla‘s New Breakthrough?

To be honest, Tesla sales in Q1 2026 fell short of market expectations. They delivered a total of about 358,000 units, which was lower than Wall Street estimates and a 14% decrease from the previous quarter. While the EV market competition has become fierce, some analyses suggest that Elon Musk’s actions have also alienated some consumers.
In this situation, Tesla plans to end production of the Model S and Model X and convert that space into a production line for its humanoid robot, ‘Optimus.’ The strategy of shifting its focus towards next-generation businesses like AI, robots, and Robotaxis rather than EV sales is becoming clearer. Of course, new vehicles like the Cybertruck are still being produced, but initial price increases, among other factors, have led to mixed market reactions.

Conclusion

Truly, Tesla always seems to surprise us. Seeing them make various attempts at the forefront of future technology, beyond just being a car company, is remarkable. While they are currently facing several challenges, if we read these currents of change well, couldn’t new opportunities arise? I’m really looking forward to seeing what Tesla will look like in the future!

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What Kind of Company is Chaevi? A Hidden Gem in the EV Era?

Chaevi actually plays a quite important role in the electric vehicle charging infrastructure sector. Beyond simply manufacturing chargers, it provides a ‘one-stop solution’ that covers everything from installation to operation and even after-sales service. Did you know that it ranks first in the number of private fast-charging stations in Korea?
As of March 2026, it directly operates and manages approximately 5,900 fast chargers. Furthermore, it has consistently maintained a high proportion of orders in the Ministry of Environment’s public fast-charging station projects since 2017, so it definitely seems to have strong technology and market dominance.

Chaevi IPO: What About the Demand Forecast and Offering Price?

The schedule for Chaevi‘s IPO is quite important. The demand forecast for institutional investors is scheduled to take place from April 10th to 16th, 2026. Following that, subscriptions for general investors will be held for two days from April 20th to 21st, so those interested should definitely mark their calendars!
The desired offering price is said to be between 12,300 and 15,300 won per share. With a plan to offer a total of 10 million shares to raise up to approximately 153 billion won, it’s quite a large scale. However, the electric vehicle market is currently in a bit of a slump, even being referred to as a ‘chasm.’ Therefore, many are curious whether Chaevi‘s listing will be successful.

‘Tesla Requirement’ Listing: Why Expectations and Concerns Coexist

Chaevi is actually pursuing a listing even though it is not yet profitable. It is challenging the KOSDAQ under the ‘special listing for companies with unrealized profits,’ commonly known as the Tesla Requirement. This system allows companies to list even without immediate profits if they have excellent growth potential, which also means there are high expectations for its future growth.
However, some raise concerns that Chaevi‘s offering price calculation is based on a somewhat aggressive forecast that EV sales will increase by 37% annually until 2028. Of course, the government’s goal of converting a significant portion of new car sales to electric vehicles by 2035, and its strong policy drive, including imposing penalties on automakers for failing to meet targets, are positive signs. Furthermore, there’s an analysis that as large corporations withdraw from the EV charging business, it could actually create opportunities for specialized companies like Chaevi.
Personally, I’m really curious how Chaevi will be evaluated by the market in this situation. I hope the IPO concludes successfully, allowing for more investment in expanding EV infrastructure and technological development. For investors, safety nets like put options are also in place, so it might be good to observe carefully.
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Disclaimer: This article is not an investment recommendation, and investment decisions should be made carefully based on your own judgment and responsibility.

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