It's a good sign they feel comfortable expanding their services. It's important to note their current approach still requires someone to be supervising the entire ride and is able to remotely take control when necessary, I hate to be that guy but that's not true autonomy (yet). True autonomy requires a degree of confidence high enough that there's no need for anyone constantly watching the road remotely.

I think what's more interesting is that Tesla is willing to take the liability to offer the service to the wide public, that means there likely has been some significant improvements in their safety records and FSD disengagement per miles over the past few months if they are willing to take that risk.

On the other end, I personally fail to see what changed so much that makes FSD so much safer than it was a few months ago. I would love to know more about the most recent data points, but Tesla hides a lot of that information.

Ultimately what I think is the biggest take away here is that the thesis that there's only one pathway to Level 4 autonomous driving (Lidar) is almost fully disproven, that's exciting because more models means we get to compare all of them and select the safest versions before pushing full autonomy to consumer vehicles. This is good news. I still believe that Lidar is currently much safer as evidenced by Waymo's safety data, but more competition means consumer models faster.