Published on April 23, 2026
Tesla’s trajectory over recent years was marked , including achieving unsupervised Full Self-Driving (FSD) capabilities. Cars manufactured from 2019 to early 2023, equipped with Hardware 3, were seen as stepping stones toward that vision. However, Tesla now faces a challenge: these vehicles lack the necessary technology to deliver on FSD promises.
This situation carries significant implications for Tesla and its customer base. Around 4 million vehicles are affected, prompting heightened scrutiny of the company’s capabilities and timelines. As Tesla pivots to upgrade its fleet and refocus on humanoid robot production, the path forward for many customers remains uncertain.
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