Overview
- Elon Musk said the HW3 computer in many Teslas cannot run unattended full self-driving, and about four million vehicles use that older hardware.
- The Netherlands’ RDW approved Tesla’s “FSD supervised” for public roads with a driver ready to take over, and the agency says it is not the same as fully self-driving.
- Tesla plans hardware retrofits that replace the central computer and cameras, and it will offer trade‑in deals and set up microfactories to handle upgrades.
- Consumer pressure is growing, with a Dutch “HW3-Claim” group passing 4,000 participants and similar class‑action efforts reported in Australia over FSD marketing.
- Tesla now expects robotaxis in only about a dozen U.S. states by late 2026, and it says large‑scale unattended driving is not ready yet.