**********Autonomy: FSD, robotaxi, Optimus scrutiny ramps** [climaxing]
Key Questions
What are the plans for Tesla's driverless Model Y?
Driverless Model Y testing is planned in Austin starting June 2026, with 10-20 vehicles per TCP. This is part of broader autonomy efforts.
When will FSD v14.3 be available more broadly?
FSD v14.3 employee beta is set for broader release by the end of the week in late April 2026. EU supervised rollout is expected around April 10, with summer demos and NHTSA involvement for 2.4-3.2M HW6 vehicles.
What is the status of Tesla's Optimus Gen3 robot?
Optimus Gen3 has been delayed past March 31, 2026. Leaked specs suggest a $20-30k price and potential 1M/year production at Fremont.
What are Tesla's robotaxi rollout plans?
Robotaxi service is targeted for Austin in June 2026, with Cybercab production slow due to wheel issues in Q2 and regulations. Phoenix plans include 2.5k units, and CA has CPUC L2 approval.
How do analysts view Tesla's autonomy prospects?
Ark maintains a $2k thesis on autonomy. Bulls like MS, Stifel, and Baird contrast with bears UBS and GLJ, amid scrutiny on FSD, robotaxi, and Optimus.
Is Tesla shifting focus to robotaxis and humanoids?
Tesla's future is increasingly tied to robotaxis and Optimus humanoids rather than just cars. Analysts debate if this pivot will pay off amid operational delays.
What risks do robotaxi uncertainties pose to Tesla stock?
Robotaxi delays and SpaceX IPO rumors threaten TSLA stock. Uncertainty around timelines and regulatory hurdles adds pressure alongside autonomy scrutiny.
When was FSD v14.3 employee beta released?
FSD v14.3 employee beta is now available, with broader release imminent. It represents a key step in Tesla's AI and autonomy advancements.
Driverless Model Y Austin June (10-20/TCP); FSD v14.3 employee beta broader end-week late Apr (EU Supervised ~Apr10 summer, demo videos/NHTSA 2.4-3.2M/HW6); Optimus Gen3 delay post-Mar31 ($20-30k/Fremont 1M/yr leaked specs); robotaxi Austin June/Cybercab TX slow prod (wheel Q2 regs)/Phoenix 2.5k; CA CPUC L2; Ark $2k thesis; MS/Stifel/Baird vs UBS/GLJ.