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No, but they did pay for the option of FSD functionality. They paid for FSD-capable hardware, so that they (or a subsequent owner) would have the option to use FSD in the future. As noted in the previous post, it is perfectly possible to get FSD months or years after an initial vehicle purchase...

If you buy a car without FSD, you can totally get that capability at a later date. If you buy a car without FSD, and then decide -- maybe months or years later -- that you want FSD after all, Tesla will be happy to provide you with an FSD subscription (or in the past, even an FSD purchase). In...

Tesla never claimed that all Cybertruck buyers would get a free light bar. But they did claim that all HW3 vehicles were FSD-capable: Anyone buying an HW3 vehicle in 2019 had good reason to believe that they were paying for FSD-capable hardware. They didn't get what they paid for.

I agree that a free HW4/AI4 upgrade would fulfill the purchase item for FSD capability. No other compensation would be warranted. The issue is that Tesla is apparently not planning to offer that upgrade to all HW3 owners -- just the ones that purchased FSD (which would be a relatively small...

I'm not a lawyer (I suspect you aren't either), so I don't know for sure. But to my non-legal, common-sense mind, the argument seems valid. Consider the following hypothetical scenario: 1. An off-road lightbar is a Desirable Feature (even if you never go off-road). 2. Tesla made representations...

As far as we know, the new "AI4+" won't have different cameras or more pixels. Apparently the advantage with AI4+ is that it will be significantly faster at processing the pixels: So AI4+ should offer improved self-driving, even if the cameras are the same. AI4+ will likely offer optimal...

Clearly that is how Tesla sees it. However, there is an argument that Tesla owes damages even to HW3 owners who didn't purchase FSD. I'm not a lawyer, so don't know if it's a good argument, but it does exist. Suppose you bought an HW3 vehicle with the understanding (from Tesla) that the...

Another potential consideration: Tesla is apparently planning to introduce a more powerful version of AI4 in 2027, tentatively called "AI4.1" or "AI4+". Presumably if you traded in your HW3 vehicle in 2027, you would get a new 2027 vehicle with the latest AI4+, rather than today's AI4. What...

Interestingly, though, Tesla is apparently planning to introduce a significant upgrade to HW4/AI4 in 2027: AI4 should be capable of autonomous driving, but possibly AI4+ will be even better at it. It's not clear whether AI4 owners will have an upgrade path to AI4+. Also unclear: we know that...

Tesla should have an incentive to make the discount attractive. Their options are: (1) swap an HW3 vehicle for an AI4 vehicle, or (2) upgrade the hardware on an HW3 vehicle (including computer, power supply, and cameras) to AI4 standards. Option (1) seems potentially simpler, easier, and faster...

All we know is what Elon said today: My interpretation: if you bought an HW3 Tesla vehicle, and you bought FSD, you will be able to take it to a Tesla store and trade it in on a newer AI4 vehicle. In this situation, Tesla will provide a significant (but unspecified) discount on the AI4 vehicle...

Elon specifically indicated that the existing service centers would not be handling the HW3 upgrades. This means that there could be some delay while they set up a new "micro factory" network.

Well, you could be right. And they are also flying the "banner of safety" over another issue: So it seems like Elon is saying that unsupervised FSD will "probably" happen in the fourth quarter -- but it might not happen in some areas initially, and it might not happen if there are pending...

OK, so the outlook is still somewhat cloudy for HW3. But on a more positive note, the 1Q 2026 earnings call indicated that unsupervised FSD will "probably" start rolling out to customer AI4 vehicles in "the fourth quarter". So just six to eight months from now. Sounds like some areas will get...

Correction: the base AWD actually might have a distinctive VIN. But no base AWDs have been delivered yet, so we haven't seen any VINs and don't know for sure. Known combinations of VIN Digits 6, 7, and 8 include the following:: GEC = RWD HED = Premium AWD HEE = Cyberbeast The base AWD should...

No one has that information except Tesla. Tesla has not shared it. Independent analysts try to get an idea of Cybertruck model sales by looking at state vehicle registration data. The registration data includes VINs, and the VIN is coded differently for a tri-motor (Cyberbeast) vs. dual-motor...

Update: Based on a review of vehicle registration data, SpaceX actually bought 1,279 Cybertrucks in 4Q 2025. Other Musk-related companies, including xAI, The Boring Company, and Neuralink, got 60 more. An estimated 19% of CT sales in 4Q 2025 were to Musk companies. Another 225 CTs were sold to...

It doesn't really matter how you slice and dice the 1Q 2026 sales numbers. The bottom line is that the sales sucked for every EV pickup. You could combine the Silverado and Sierra numbers and they would still suck. The worst-selling ICE pickup right now is the Hyundai Santa Cruz; it's being...

Slate: mid-$20s K to ? In terms of starting price, the Slate obviously stands out. Of course, it is equally obvious the Slate has significant compromises in other respects (like small size, low range, barebones features), so I don't think that the price alone guarantees that it will succeed...

My guess: Tesla will start offering pre-owned Cybertrucks after they start getting lease returns. When will that be? Well, Tesla didn't start leasing Cybertrucks until November 2024, about a year after introduction. The leases run 24 or 36 months. So even the earliest and shortest Cybertruck...