Tesla crossed 10 billion miles of Full Self-Driving (Supervised), which Elon Musk suggested would be enough data for unsupervised driving. And yet Tesla is holding off.
Tesla quietly dropped robotaxi launch dates for five cities in its Q1 report, signaling delays amid safety focus. Musk eyes expansions but warns revenue stays minor in 2026. Analysts urge patience as software upgrades loom.
Elon Musk confirmed Tesla's Hardware 3 vehicles—millions strong—can't achieve unsupervised Full Self-Driving due to memory limits, requiring upgrades or trade-ins amid lawsuits and delayed timelines to Q4 2026.