Tesla laid out an updated timeline for Full Self-Driving, its Cybercab, and the Optimus robot in a recent meeting with JPMorgan at its Fremont factory. The bank walked away with claims that FSD v15 is a “step-change,” that today’s HW4 computer can handle unsupervised driving, and that Optimus could go on sale to outside buyers as soon as the second half of 2027.

Most of it repeats promises Tesla has made, and missed, before.


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