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    Elon Musk Acknowledges Tesla HW3 Vehicles Cannot Achieve Unsupervised Full Self-Driving

    High8 articles covering this·8 news sources·Updated 2 hours ago·MENA
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    Here's what it means for you.

    If you own a Tesla with Hardware 3, your vehicle won't achieve unsupervised Full Self-Driving, impacting your investment and future mobility options.

    What happened

    During Tesla's Q1 2026 earnings call, CEO Elon Musk confirmed that Hardware 3 vehicles cannot achieve unsupervised Full Self-Driving due to hardware limitations.

    The Context

    • Hardware Limitations: Musk cited that HW3's memory bandwidth is only one-eighth that of the newer Hardware 4, contradicting earlier claims that all Tesla vehicles had the necessary components for full autonomy.
    • Retrofit Plans: Tesla announced plans for microfactories to facilitate HW4 upgrades and a discounted trade-in program for FSD buyers, addressing customer dissatisfaction.
    • Market Impact: Approximately 4 million HW3 vehicles, making up 43% of Tesla's fleet, are affected, leading to potential class-action lawsuits and investor concerns over profitability.

    The Number

    4 million

    — This figure represents the HW3 vehicles in Tesla's fleet, highlighting the scale of the issue and the urgency for Tesla to address customer expectations and legal pressures.

    Takeaway

    As Tesla navigates this hardware gap, expect ongoing discussions about retrofit timelines and customer satisfaction, which could influence future sales and brand loyalty.

    Insights by A47 Intelligence

    8 Articles
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