Tesla Promised 4 Million Cars Could Self-Drive. They Can't.
Tesla confirmed on its Q1 2026 earnings call that Hardware 3 cannot achieve unsupervised Full Self-Driving. Roughly 4 million cars are affected. The fix requires replacing the computer and cameras, and Tesla plans to build micro-factories to handle the volume. Meanwhile, HW4 Plus was announced in the same call, starting the same hardware obsolescence cycle over again.