Tesla vehicles with the company’s Hardware 3 (HW3) computer actually won’t receive unsupervised Full Self-Driving (FSD), CEO Elon Musk said on Wednesday’s Q1 2026 earnings call. Approximately 4 million Tesla vehicles operate on the HW3 platform, meaning that a significant chunk of Tesla owners — including customers that paid for the feature when they bought their cars — are now locked out of being...
This announcement underscores a recurring pattern in Tesla's autonomous driving narrative: the tension between ambitious promises and technical feasibility. Musk's admission that HW3 cannot support unsupervised FSD—despite years of marketing suggesting otherwise—exposes a potential case of **ARC-0024 Ambiguity**, where early claims about FSD capabilities may have been framed in a way that allowed for later reinterpretation. The shift from "FSD is coming" to "FSD requires hardware you don’t have"...