Tesla reignited controversy by not answering a key question from owners of vehicles with its older HW3 self-driving hardware during its 2026 third-quarter earnings call. While the company laid out a schedule for introducing unsupervised Full Self-Driving (FSD) in customer vehicles, it offered no details on computer upgrades or compensation for existing HW3 cars. A top-ranked shareholder question on the issue went unanswered despite responses to lower-ranked queries.

Elon Musk set out an ambition for Tesla to take more than half of the global passenger travel market by leading with self-driving services. He said Tesla would handle the majority of passenger travel distance in countries that allow autonomous driving to operate freely. The outlook faces uncertainty from national regulations, delays in Tesla’s autonomous-driving schedule and scrutiny of its Cybercab robotaxi. Tesla executives also indicated unsupervised FSD could reach some customer cars as early as the second quarter of 2027.