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TESLA Unsupervised FSD Will Change Everything in 2026.
Tesla's unsupervised FSD for personal cars will launch in about seven months.
KEY POINTS
- A global million-scale robo-taxi rollout is contingent on the release of FSD v15.
- FSD take-rate and margins are already improving and could add 0.5-1.0% margin.
- Optimus v3's reveal is set for July, with production beginning in August 2024.
- Hundreds to thousands of Optimus robots will be produced and deployed in Q3 and Q4 2024.
COMPANIES
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