FSD miles and roadmap
- Tesla reported its FSD fleet is now driving roughly 28.8 million miles per day, feeding its software loop. - The company said V14 Light will roll out to HW3 owners by the end of June, with unsupervised FSD possible in Q4 2026. - Tesla also noted recent regulatory progress in the Netherlands and China, plus record subscription numbers ( ).
Tesla says its Full Self-Driving (FSD) fleet is now logging about 28.8 million miles per day, feeding data back into its software training loop. (blockchain.news) On its Q1 2026 earnings call, Tesla said a pared-down “V14 Lite” build will roll out to cars with Hardware 3 (HW3) by the end of June, and that unsupervised FSD for customer vehicles is targeted no earlier than Q4 2026. (seekingalpha.com) The company also reported initial unsupervised Robotaxi rides in Dallas and Houston and said paid Robotaxi miles nearly doubled sequentially in Q1. (assets-ir.tesla.com) At roughly 1 billion extra miles a month, Tesla’s daily-mile pace is pushing the fleet toward the roughly 10‑billion‑mile threshold executives have cited for large-scale validation. (basenor.com) Tesla ended the quarter with a record 1.28 million active FSD (Supervised) subscriptions, up about 51% year-over-year, a metric the company says is boosting recurring revenue. (techcrunch.com) Executives confirmed HW3 lacks the memory bandwidth to run the full unsupervised stack, so Tesla is offering a “V14‑lite” software path and trade‑in/upgrade options for legacy HW3 owners. (teslarati.com) Regulators moved in parallel: the Dutch vehicle authority approved FSD (Supervised) for the Netherlands in April, and Tesla said it is making progress with Chinese authorities toward broader approvals. (assets-ir.tesla.com) “I’m just guessing here, but probably in the fourth quarter,” CEO Elon Musk said when asked when unsupervised FSD would reach customers — a date the company now frames as conditional on validation and regulators. (seekingalpha.com)
