Overview
- In its Q3 shareholder letter, Tesla replaced prior assurances of built-in Full Self-Driving hardware with the phrase that vehicles are designed for autonomy.
- On the earnings call, executives said they have not given up on Hardware 3 owners and pledged to take care of them through promotions, trade-in options and support.
- Tesla plans a modified 'V14 Lite' of Full Self-Driving for HW3, which executives said is probably expected in the second quarter of 2026 once the v14 release series is complete.
- Version 14 is rolling out on newer HW4 cars, with wider access in the US and updates reaching Canada, while many HW3 vehicles remain on older FSD releases.
- Multiple class actions in the US, China and Australia challenge past autonomy claims, and Tesla says it is working with regulators to expand availability beyond current markets.