Full Self-Driving (FSD)
4 mentions across all digests
Tesla's subscription-based advanced driver assistance system reaching 1.28 million subscribers in Q1 2026.
Elon Musk admits that millions of Tesla vehicles won’t get unsupervised FSD
Tesla admits millions of Hardware 3 vehicles cannot receive unsupervised FSD without costly Hardware 4 upgrades, forcing a complex fleet transition program that requires building regional microfactories.
Tesla Q1 revenue rises, driven by EV sales and FSD subscriptions
Tesla diversifies away from hardware-only revenue as Full Self-Driving subscriptions reach 1.28M, underpinning a 16% YoY revenue recovery despite missing EV delivery targets.
Tesla tells HW3 owner to 'be patient' after 7 years of waiting for FSD
Tesla gains EU FSD regulatory approval but limits it exclusively to newer AI4 hardware, abandoning HW3 owners who paid €6,400 for the feature in 2019 after a 7-year wait with no timeline—stoking legal pressure over unfulfilled capability promises.
The Netherlands is the first European country to approve Tesla’s supervised Full Self-Driving
The Netherlands becomes the first EU country to green-light Tesla's Full Self-Driving Supervised after 18+ months of testing, potentially unlocking EU-wide autonomous driving rollout despite concurrent US regulatory scrutiny.