Unsupervised FSD coming this year (2025)

[jonesw67]

Tesla's Earnings Call Recap - HW3 Upgrade, Unsupervised FSD, FSD V14 and More

Unsupervised FSD

• Unsupervised FSD in Austin, Texas, in June 2025, as a paid robotaxi service.
  • Already happening at Fremont, will be happening at Austin soon, and other factories later
    • Cars know what lane they need to go to for pickup/delivery
    • They drive from the line to their spot and do it reliably every day, thousands of times a day
    • Teslas will be in the wild, with no driver, as of June
  • Tesla’s solution is generalized - doesn’t require high-precision maps.
    • Tesla is starting with Austin to make sure everything is ok and to test the waters, to ensure the safety of the general public and those in the cars
  • More cities will come in the future
    • Everywhere in North America by next year
  • Unsupervised FSD is limited by regulatory issues, not technical capability.
  • Tesla’s fleet will be using Unsupervised - you won’t be able to bring your own vehicle to Austin and enable it just yet.
    • Robotaxi fleet will be available to be ride hailed and Tesla will charge for it.
    • Tesla is still working on the experience - the app, arrival, payment, billing, exiting the vehicle, etc.
      
      
    • In 2026, owners will be able to add their vehicles to the Unsupervised FSD fleet.
    • Tesla needs to be confident that the probability of injury or accident is extremely low before they allow eyes-off / Unsupervised FSD on customer vehicles
• Unsupervised FSD will also happen in California this year - in fact, in many regions of the US this year.
  • Austin is Tesla dipping their toes into the water to confirm it works and is safe.
  • Tesla is aiming for a safety level significantly above the average human driver
    • Standard is very high, if there is even one accident, it will get worldwide headlines, even though 40,000 people die in car accidents every year
  • Hold-back is an excess of caution
• How many times did you have to intervene for definite safety reasons?
  • Don’t compare to feeling like you had to intervene - Tesla is close to eliminating critical safety interventions being normal. They’re already very rare.

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