Mobility × Tech

Musk Acknowledges Need for HW3 Vehicle Upgrades for Unsupervised FSD

During Tesla's first-quarter earnings call, Musk confirmed that millions of HW3 vehicles will require new computer and camera upgrades to enable unsupervised Full Self-Driving, delaying the rollout to the fourth quarter. Musk stated that Tesla is evaluating micro-factories in major cities to prevent service center congestion.

Primary sources · 2
← View the full 2026-04-23 (Wed) issue
What you're reading now arrives in your inbox daily at 21:00 UTC.

Get today's brief every day at 21:00 UTC

7 must-reads · 17 fields · tracked storylines delivered to your inbox daily. Pick only the fields you want; unsubscribe anytime.

Past issues →