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Tesla delays \'unsupervised FSD\' again, acknowledges HW3 vehicles cannot support it

Tesla has officially acknowledged that existing Hardware 3 vehicles cannot deliver unsupervised full self-driving (FSD), raising questions over its autonomous driving strategy and customer compensation. Elon Musk said HW3 lacks the capability due to memory bandwidth far below HW4. With about 4 million HW3 cars on the road, Tesla is promoting moves to HW4 via discounted trade-ins and hardware replacements, while considering microfactories for retrofits. Musk also delayed consumer unsupervised FSD to 2026 Q4.