Tesla has changed how they advertise and sell Full Self-Driving on their website. Although the text changes are small, this change could have greater implications in the future.
Previously, customers were offered the option to purchase “Full Self-Driving Capability,” with text saying that FSD will “continuously improve”. This specific text is no longer offered, and instead, customers can now only purchase “Full Self Driving (Supervised),” which no longer mentions continuous improvement.
You can view the old text on the Web Archive page (photo below) for the Model Y. This change comes right before the upcoming Robotaxi event, so we’re not quite sure what to make of it. Let’s look at what else has changed on Tesla’s website on FSD before we dive into the wording changes.
This news comes hot on the heels that Tesla recently pulled its blog pages for Elon Musk’s Masterplan Part II, which mentioned that all future Tesla vehicles would be Robotaxi capable. However, this has since turned out to be part of regular website trimming and maintenance. However, this FSD change is more intentional.
Definition Changes
These text changes are pretty broad, but that’s not all. There are a few other items that changed, including the removal of the following text:
The activation and use of these features are dependent on achieving reliability far in excess of human drivers as demonstrated by billions of miles of experience, as well as regulatory approval, which may take longer in some jurisdictions. As these self-driving features evolve, your car will be continuously upgraded through over-the-air software updates.
This has now been changed to say:
The activation and use of these features are dependent on development and regulatory approval, which may take longer in some jurisdictions.
That’s a pretty big difference overall, so let’s dig in.
Can Only Buy FSD (Supervised)
Tesla is now only offering the purchase of “Full Self-Driving (Supervised)”, instead of “Full Self-Driving Capability." This has a bit of an implication for the many people who have paid for FSD in the past, expecting their vehicles to become fully autonomous, without supervision being required. With the specific terms on Tesla’s website today, that promise doesn’t seem to be in place for future sales of Full Self-Driving.
Instead, future customers should expect that they may only receive Full Self-Driving (Supervised), which will always require some form of supervision. Tesla no longer states full autonomy on this page, but on the other hand, the Autopilot/FSD Support Page still contains the text for full autonomy.
This seems to be a legal wording change to prevent Tesla from making promises it may not be able to fulfill. On the other hand, Tesla has recently had a fantastic spate of updates this year, with the huge upgrade from FSD V11 to FSD V12. However, they’ve more recently had more trouble with moving on from FSD V12.3.6, which is what most vehicles are still on today. Tesla initially pushed FSD V12.4 and its subversions to early access testers but quickly halted that push. They moved on to FSD V12.5, and V12.5.3 with Actually Smart Summon will begin going out wide sometime next week, to both Hardware 3 and AI4 vehicles.
What Does This Mean for Customers?
For future customers, this likely means that Tesla is intending on only offering Full Self Driving (Supervised), rather than Full Self Driving. This could mean that Tesla will launch a new package for Full Self Driving (Unsupervised) for commercial entities or that it could only be available for Robotaxi vehicles.
For older customers – those who have purchased “Full Self-Driving Capability”, as the feature was previously called, we’re not quite sure whether Tesla will include you in this new ‘Supervised’ description, or if you’ll be offered Full Self-Driving (Unsupervised) when that ultimately becomes available. As for subscribers, Tesla can change their offerings at any point since you’re only paying for what’s available for that month.
Today, we’re not quite sure what to make of this change, especially since that same change hasn’t been reciprocated elsewhere on Tesla’s website. The changes could be anywhere from a protective legal change, to Tesla offering a new FSD (Unsupervised) package in the future, or fully autonomous FSD being something that Tesla will not commit a date or price to.
Tesla has officially released its company-compiled analyst delivery consensus for the first quarter of 2026, giving us a clear look at what Wall Street expects when the final numbers drop next week. According to the data, which includes estimates from 23 top-tier firms like Goldman Sachs, Morgan Stanley, and JP Morgan, the bar has been set for both vehicle deliveries and energy storage deployments.
Analysts expect Tesla to deliver 365,645 vehicles in Q1 2026 and deploy 14.4 GWh of energy storage this quarter. While Tesla released these figures, the company made sure to include a disclaimer in its investor relations press release, stating that it "does not endorse any information, recommendations or conclusions made by the analysts."
Breaking Down the Numbers
If Tesla hits the consensus of 365,645 deliveries, it would represent a healthy year-over-year increase. For comparison, the company reported delivering 336,681 vehicles in Q1 2025. However, it would be a step down from the 418,227 units delivered during the massive holiday push in Q4 2025. This seasonal dip is pretty common in the auto industry, as the first quarter is usually the slowest for new car sales.
The bulk of these deliveries will inevitably be the Model 3 and Model Y, which analysts expect to account for 351,179 units. The "Other Models" category — which includes the Cybertruck, Semi, and the outgoing Model S and X — is expected to chip in about 13,946 units.
Energy Storage: The Rising Star
While vehicle growth is steady, Tesla’s energy division is looking like the real standout. The consensus of 14.4 GWh in energy storage deployments would set a brand-new record for the company, barely beating out the 14.2 GWh reported last quarter.
Tesla Energy is quickly becoming a massive bright spot as the company prepares to start shipping its next-gen Megapack 3 and Megablock products. To support this growth, Tesla recently signed a $4.3 billion deal with LG for a new LFP battery factory in the U.S. This vertical integration is helping Tesla maintain its lead even as the broader EV market faces some headwinds.
Tesla is expected to report its actual final delivery and deployment numbers next week on Thursday, April 2. These reports are usually the biggest catalyst for the stock in any given month, so all eyes will be on whether Elon Musk and his team can beat the "wisdom of the crowd." Stay tuned for our coverage of Tesla’s Q1 delivery numbers when they officially drop.
Tesla is making a massive push to turn its humanoid robot into a reality, and the latest progress reports suggest we are reaching a tipping point. In a new recruitment video, the company’s robotics team showcased just how far the Optimus project has come, highlighting a level of physical dexterity that was considered science fiction just a few years ago.
According to the @Tesla_Optimus account on X, the goal is now clear: "get Optimus to high-volume production as fast as possible." Tesla believes a general-purpose robot capable of useful work will fundamentally change the global economy. To get there, the company is hunting for top-tier talent in AI and manufacturing to help bridge the final gap between prototype and product.
Reaching Human-Level Functionality
The most impressive part of the new footage focuses on the next-gen Optimus V3 hand. Tesla engineers noted that they are nearing human form factor and functionality, which is the "holy grail" of humanoid robotics. The company designed Optimus Gen 3 to have 22 degrees of freedom in each hand. For reference, the human hand is generally considered to have 27. One engineer noted that as they move toward mass production, "It won't even look like a robot. It will look like a human in a superhero suit. It will be something revolutionary."
This isn't just about aesthetics; it's about the ability to perform everyday tasks across a lab or factory floor. The video shows prototypes roaming and performing various jobs, proving that the hardware is becoming robust enough for real-world labor. By focusing on design and manufacturing in parallel, Tesla is ensuring that once the design is finalized, the company can scale it at a pace traditional robotics companies simply can’t match.
The Gen 3 Roadmap and Rollout
Tesla is currently in the final stages of developing Optimus Gen 3, which Elon Musk claims will be the most advanced robot in the world. The manufacturing timeline is aggressive, with initial production beginning with a slow ramp this summer. Tesla is even discontinuing its flagship Model S and Model X to retool those Fremont factory lines specifically to build these third-gen robots.
The long-term plan is to reach a price target of roughly $20,000 per robot at scale. While Fremont will handle the initial 1 million unit-per-year line, Giga Texas is slated to host a massive 10 million unit-per-year operation for future Optimus generations. Musk has clarified that while the robots will start working internally at Tesla factories this year, they won't lead to human layoffs. Instead, they are expected to make the output per human extremely high, supporting a "universal high income" future.
The Biggest Product Ever
If Tesla can successfully launch Gen 3 this year, it will cement the company’s pivot from a carmaker to an AI and robotics powerhouse. With the discontinuation of the Model S and X freeing up factory space, the path is clear for Optimus to become what Tesla calls the "biggest product ever made."
As the Gen 3 reveal nears in the coming months, all eyes will be on those "superhero suit" hands. If they can truly mimic human movement, the way we think about manufacturing, labor, and even household chores is about to change forever.
