If you're wondering what Tesla Inc. (TSLA) is actually building, Airbnb Inc. (ABNB) co-founder and Tesla board member Joe Gebbia has a simple answer: intelligent robots that happen to have wheels.

More Than Just a Car

Gebbia took to X on Tuesday to weigh in on Tesla's Full Self-Driving technology, quoting a user who praised the system. "It's an intelligent robot that happens to be on wheels and can take you places safely," Gebbia wrote. Coming from someone sitting on Tesla's board, that's a pretty clear signal about how the company views its own products.

And Tesla owners seem to agree. Recent testimonials paint FSD as more than just a convenience feature. One owner claimed their Tesla drove itself to a hospital while the owner's wife was in labor and he couldn't reach her in time. Another owner shared how her Tesla protected her and her 3-year-old son during a head-on collision, then let her pull footage from the vehicle's Sentry mode to send to her attorney and authorities.

The Final Piece of the Puzzle

These comments arrive alongside CEO Elon Musk teasing what he calls the "final puzzle piece" for unsupervised FSD following the technology's v14.3 update. The billionaire also revealed that he previously offered FSD to legacy automakers through licensing deals, but they either turned him down or couldn't match Tesla's deployment scale expectations.

Meanwhile, Tesla's self-driving ambitions are going international. The Netherlands Vehicle Authority (RDW) confirmed that FSD is expected to launch in Europe by February 2026, marking a significant expansion for the technology.

Price Action: Tesla shares climbed 0.39% to close at $419.40, then dipped 0.07% to $419.10 in after-hours trading, according to market data.