
Tesla: Hardware 3 Cars Must Upgrade to Hardware 4 for Unsupervised FSD
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).
