When the CEO of one of Tesla's most direct competitors publicly calls out Tesla's autonomous driving tech as best-in-class, it's worth paying attention. NIO founder and CEO Li Bin made exactly that statement in a recent speech, affirming that Tesla's intelligent driving system is among the best in the industry — and adding that he's eager to get behind the wheel once the latest FSD version officially rolls out.
Li Bin's comments carry real weight. NIO has invested heavily in its own intelligent driving stack — the company's Banyan 3.3.0 update, rolled out in January 2026, introduced a second-generation proprietary NIO World Model to over 460,000 vehicles, bringing full closed-loop reinforcement learning across perception, planning, and control. Despite that, Li Bin isn't dismissing the competition. That kind of candor from a rival CEO is rare, and it signals just how seriously the broader EV industry views Tesla's FSD progress.
The timing is notable. Tesla began rolling out FSD (Supervised) v14.3.4 on June 13, 2026 — just one day before Li Bin's comments surfaced. That update, firmware version 2026.14.6.10, is a point release adding Actually Smart Summon support for Cybertruck owners and UI refinements for destination parking. Whether that's the version Li Bin has his eye on, or whether he's waiting for a more substantial leap, isn't clear from his remarks. Either way, the fact that a competitor is publicly tracking Tesla's release cadence says something about where FSD stands in the global autonomous driving conversation.
For Tesla owners, this is a useful external data point: the system you're driving with is being benchmarked by the engineers building the alternatives. That's a different kind of validation than a press release.
📋 Tracking Tesla software? See every firmware, FSD and app version in one place in our Tesla Software Update Tracker.
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Sources & reporting notes
The links below identify the material source records used for this report.
- @ray4tesla on X (2026-06-14T05:03:41.000Z) — Direct source
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