Tonight, after the U.S. markets close, Elon Musk has a conference call to make. Tesla‘s first-quarter financial results are due, and the number of lingering questions ahead of that call is starting to look like the number of cars piling up on Tesla’s lots.

Tesla Inc. TSLA CEO Elon Musk on Wednesday confirmed that vehicles equipped with Tesla’s Hardware 3 (HW3) chip would not achieve Unsupervised Full Self-Driving (FSD). HW3 Won’t Achieve Unsupervised Autonomy During the company’s first quarter 2026 earnings call,

Elon Musk confirmed on Tesla's Q2 2026 earnings call that Hardware 3 vehicles need physical upgrades, with Tesla planning micro-factories to handle the scale of replacements needed.

Tesla has confirmed that millions of vehicles built with its Hardware 3 system cannot achieve unsupervised Full Self-Driving, despite earlier assurances. CEO Elon Musk told investors that owners will need either discounted trade-ins for newer models or ...

Tesla said every car had the hardware to drive itself. That was false, so it will build factories in every city to retrofit millions of cars.

Tesla’s last manually driven car, the new Roadster, will make its public debut in a month, give or take. Don’t make travel plans just yet.

Tesla Owners May Need to Visit New Microfactories to Update Full Self-Driving

Tesla CEO Elon Musk revealed an AI4+ upgrade doubling RAM to 64GB — just hours after confirming HW3 can't do unsupervised FSD. The pattern is hard to ignore.

Elon Musk told investors that older Teslas can’t drive autonomously, despite earlier promises to buyers.