At this point, I'm kinda ready for the class action lawsuit
Elon Musk on upgrading FSD hardware for customers who bought FSD on HW3 vehicles during todayβs Q1 2026 Earnings Call:
βUnfortunately, HW3, I wish it were otherwise, but HW3 simply does not have the capability to achieve Unsupervised FSD. We did think at one point it would have that, but relative to HW4 β it has only 1/8th the memory bandwidth of HW4, and memory bandwidth is one of the key elements needed for Unsupervised FSD, and it's just generally a thing that's needed for Al. If you're doing an order aggressive transformer, memory bandwidth is the choke point.
For customers that have bought FSD, what we're offering is essentially a discounted trade-in for cars that have Al4 hardware, and we'll also be offering the ability to upgrade the car to replace the computer β you also need to replace the cameras, unfortunately, to go to HW4.
To do this efficiently, we're going to have to set up micro-factories or small factories in major metropolitan areas in order to do it efficiently.
I do think over time, itβs going to make sense for us to convert ALL HW3 cars to HW4 because thatβs what enables them to enter the Robotaxi fleet and have Unsupervised FSD.β