Tesla: Hardware 3 Cars Must Upgrade to Hardware 4 for Unsupervised FSD
TL;DR Summary
Tesla CEO Elon Musk said on the earnings call that Hardware 3 cannot support unsupervised FSD, meaning millions of cars from 2019–2023 will need new hardware and camera upgrades to Hardware 4. Tesla is considering discounted trade-ins and “microfactories” to speed the retrofits, and Musk floated converting Hardware 3 cars to Hardware 4 to enable a robotaxi fleet. He also teased a future rental model for owner cars, while acknowledging consumer FSD timelines are likely to slip (potentially back to Q4).
- Elon Musk Confirms Millions of Tesla Cars Need New Hardware for Full Self-Driving PCMag
- How Costly Will Musk’s Admission on Self-Driving Hardware Be? WSJ
- Musk pledges to fix 2019-2023 Teslas that can't fully self drive Engadget
- Tesla will build factories just to retrofit millions of HW3 cars it said could do FSD Electrek
- Elon Musk Strikes Unusually Cautious Tone on Tesla Call The Information
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