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Tesla owner upgrades Autopilot 2.5 to 3.0 Hardware: Cost, results, and more
Back in October 2018, Elon Musk stated on Twitter that Tesla owners with HW2.5 vehicles who purchased the Full Self-Driving suite will be receiving a free upgrade to the company’s custom-designed, homegrown HW3 Autopilot computer. Today, Tesla appears to be staying true to the CEO’s word, as recently shared by a Model X owner from Canada.
A Tesla Model X P100D owner who runs the Electric Dreams channel on YouTube recently received the company’s latest iteration of its V10 software. Being equipped with Hardware 2.5, the Model X was not able to take advantage of some new features that were rolled out by the electric car maker, such as the company’s updated driving visualizations improvements.
This was a bit disappointing for the Model X owner, especially since his vehicle was equipped with Tesla’s Full Self-Driving suite. With this, the owner-enthusiast opted to schedule a home visit from a Tesla Mobile Service technician. The request: to conduct a retrofit that would replace the Model X P100D’s HW2.5 computer with Tesla’s newer, more powerful, custom-designed HW3 FSD unit.
Commenting on the experience, the Tesla owner noted that he was not really expecting Tesla to respond to his request, but much to his pleasant surprise, an appointment was indeed processed. After signing some documents, it did not take long before a member of Tesla’s Mobile Service Team drove over to the Model X owner’s house to conduct a HW2.5 to HW3 retrofit on the all-electric SUV.
Unfortunately, the Model X owner was informed that no videos were allowed during the entire HW3 retrofit process. Nevertheless, images taken by the Electric Dreams host during the new Autopilot computer’s installation show that Tesla’s HW3 does seem more robust than the NVIDIA-powered HW2.5, with its large radiators and somewhat heftier look. It took around an hour and a half for the installation to be completed and an additional two hours for the necessary firmware to be loaded into the vehicle.
After this was completed, the Model X P100D was updated once more with Tesla’s latest software. And sure enough, features that were unavailable prior to the HW2.5 to HW3 retrofit, such as V10’s driving visualizations improvements, were now enabled. Overall, it appears that Tesla’s HW3 retrofits for Model S and Model X owners who purchased the FSD suite seem to be ongoing now, and true to Elon Musk’s words, the process is completely painless. The entire upgrade was free as well, as indicated by the $0 charge for the HW3 installation.
Yet, perhaps the best thing here really is the sheer convenience of the entire retrofit process. Back in September, Tesla owner-enthusiast Sofiaan Fraval noted on Twitter that his Model S received a HW3 retrofit when he paid a visit to the service center. If the Electric Dreams channel host’s video is any indication, it appears that retrofits are now being conducted by Tesla’s Mobile Service team, and they are also available on demand.
This ultimately bodes well for Tesla’s rollout of its Full Self-Driving suite. Musk, after all, has stated that the company will push HW3 retrofits when FSD features actually warrant the additional computing power of the custom-built Autopilot unit. This was explained by Musk in a tweet back in March. “Retrofits will start when our software is able to take meaningful advantage of the Tesla FSD computer, which is an order of magnitude more capable. For now, it’s slightly disadvantageous to have Tesla FSD computer as our software is more refined for HW2,” Musk wrote.
Considering the company’s rollout of new FSD features such as Smart Summon, it appears that HW3’s additional computing power is now becoming more useful for Tesla’s advanced capabilities.
Watch Electric Dreams‘ video about his Model X P100D’s HW2.5 to HW3 retrofit in the video below.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
