News
Tesla’s ‘Early Access Program’ will reportedly be extended to Full Self-Driving buyers
It appears that Tesla’s Early Access Program will be automatically extended to buyers who purchased Full Self-Driving (FSD) prior to the end of February 2019, at least according to an email from the all-electric car maker to a Model 3 owner shared via Twitter.
Early purchase of FSD had previously been understood as a qualifier for the Early Access Program, but confusion over access to the program has been widespread thanks to seemingly sporadic rollouts of beta features combined with very little communication from Tesla. A March 1, 2019 announcement posted by Tesla previously confirmed this arrangement; however, that post has since been removed from Tesla’s official news/blog page.
It read as follows:“Customers who previously purchased Full Self-Driving will receive an invitation to Tesla’s Early Access Program (EAP). EAP members are invited to experience and provide feedback on new features and functionality before they are rolled out to other customers.”A Tesla owner and enthusiast well known in the community under the handle Earl of Frunkpuppy (@28delayslater/Twitter) recently received an email from Tesla which appears to clarify the matter:
“In regards to the Early Access program, we are super excited to offer the Early Access Program to our customers who had purchased FSD prior to the end of February! At this time, we are currently working on the process and timeline for this exciting feature. Once we have the appropriate information, we will communicate to our customer base! Invitations will be sent out automatically to all qualifying owners. The good news is that there are no extra steps needed on your part to receive the invitation. Thank you again for your email.”
Tesla’s Early Access Program provides beta software features for testing by an exclusive pool of owners. Invitations to join the program have been received and accepted by many in the owner community, but details are sparse on how the program is carried out. Given the secrecy mandated by Tesla for its Early Access users, this is not surprising.
What’s known generally about the program, as shared online by a few owners actively involved, is that participants receive an email prior to a beta release requiring acceptance of the software before being the update is sent over the air. At that time, the owner is also reminded of the Early Access Program’s strict rules for participation: No sharing information online and no 3rd party software reporting apps (TeslaFi, notably). Whether or not invitees are even supposed to acknowledge receiving an invite is even debated, with references being made to the first rule of “Fight Club”.
One additional thing worth noting about Tesla’s Early Access Program is that it’s not a priority system, meaning enrollment isn’t tied to receiving mass software updates before other non-participants. The program is strictly for software testing, and some features included in beta releases may never be released in the final system-wide update. The role of the participant is to provide helpful feedback to Tesla so that improvements can be made, not simply to be first in line for new features, although that is a huge benefit to weigh with the risks of using imperfect software that controls your vehicle. As the all-electric car maker moves closer towards launching its Full Self-Driving program, feedback from participants of the Early Access Program will become more essential.
Tesla has begun rolling out the final FSD computer (Hardware 3/HW3) in new production vehicles, and CEO Elon Musk recently confirmed that the company’s mobile service teams would be able to install the upgrade instead of the company’s service centers. Musk detailed the performance difference between HW2.5 and HW3 via Twitter: “The Tesla Full Self-Driving Computer now in production is at about 5% compute load for these [Navigate on Autopilot] tasks or 10% with full fail-over redundancy,” he wrote, later mentioning that the HW2.5 load was 80% with the system’s current features.
The company will be hosting an Autonomy Investor Day on April 22nd where the roadmap for Tesla’s Full Self-Driving features will be discussed and key updates will be provided. Investors will also be given test rides demonstrating FSD and Autopilot improvements, including never-before-seen features. The event will be webcast, though additional details are yet to be announced.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
