Elon Musk admits that millions of Tesla vehicles won’t get unsupervised FSD

The Verge / 4/23/2026

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Elon Musk said that Tesla vehicles equipped with the Hardware 3 (HW3) computer will not be able to run unsupervised Full Self-Driving (FSD).
Musk noted that roughly 4 million Tesla vehicles are on the HW3 platform, meaning a large number of owners— including some who already paid for the feature—will be unable to access unsupervised FSD unless they upgrade.
The limitation implies that Tesla’s long-promised unsupervised FSD rollout is contingent on vehicle hardware capability, not just software.
The statement was made during Tesla’s Q1 2026 earnings call, signaling a clear update to expectations around when and for whom unsupervised FSD can be delivered.
Musk framed the situation as a hardware capability issue, saying HW3 “simply does not have the capability” to achieve unsupervised FSD.

Tesla vehicles with the company's Hardware 3 (HW3) computer actually won't receive unsupervised Full Self-Driving (FSD), CEO Elon Musk said on Wednesday's Q1 2026 earnings call. Approximately 4 million Tesla vehicles operate on the HW3 platform, meaning that a significant chunk of Tesla owners - including customers that paid for the feature when they bought their cars - are now locked out of being able to use unsupervised FSD, which has been something Musk has been hyping for years, unless they upgrade their car or their car's hardware.

Musk: