FSD v14.3.4 — Chinese AV Influencers Concede FSD is the Benchmark
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Two Chinese automotive influencers tested FSD v14.3.4 in LA. Before coming, they believed Chinese systems (Huawei ADS, XPeng VLA, Li Auto ADIC) were the world's best. After extensive testing they acknowledged Chinese systems still have catch-up to do. Ray Q: "It's very clear that FSD is the benchmark for every autonomous system in China."
Source (Ray Q @RayqC4 · 2026.07.20)
"Two Chinese automotive influencers share their testing of FSD v14.3.4 in Los Angeles.
Before coming to the U.S., they believed Chinese autonomous driving systems such as Huawei ADS, XPeng VLA, and Li Auto ADIC were the world's best. But after spending several days extensively testing Tesla's FSD, they changed their minds, acknowledging that Chinese systems still have room for improvement before catching up with FSD.
At this point, it's very clear that FSD is the benchmark for every autonomous system in China."
Investment Implications
Symbolic that Chinese AV opinion leaders publicly concede FSD lead. Combined with China FSD approval narrative (Apple Intelligence style re-rating) it opens optional revenue upside. Not a confirmed catalyst — watch policy/regulator flow in parallel.
Sources & further reading
See the body and ticker IR links for sources on this note.
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Disclaimer
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