I think the products all look great. The timeline, who knows. They probably will manage to get at least the Robotaxi out as a buzzer beater December 2026 release of a handful, at a minimum.<p>Unsupervised FSD timeline? Elon says 2025. I suspect they can do that, if you define it as Level 3, where you just need to take over within, say, 10-30 seconds. Probably starting on highway. Beyond that, hard to say. Recent FSD versions are impressive, but there is still a lot to do to reduce disengagement rates. But their strategy seems like it can be made to work.<p>How soon will it take to get it good enough for Robotaxi/Robovan? Well, they can basically have said no sooner than two years (for the late 2026 Robotaxi release). I doubt unsupervised FSD will work in a fully autonomous taxi mode on existing vehicles until the very end of that window.<p>Will the Tesla AI3 computers support Unsupervised FSD, sounds like possibly not, based on Elon's suspiciously noncommittal response to a guy yelling in the crowd. They can probably squeeze out of past promises on this in a couple ways if it won't work on AI3 cars. Presumably they'll want to minimize cost impact of making good. I think they'll first try to get as many FSD users to upgrade to a new AI4 (or later) vehicle by incentivizing them with free FSD transfer. For the rest, they could offer even bigger discounts on upgrading to a new car, and then finally bite the bullet and do some kind of FSD retrofit or simply refund. Or just piss everyone off and wait for the class action. But I suspect they'll resolve it sort of amicably while wanting to sweep it under the rug.<p>They could also never be able to make autonomy work, but I think that's doubtful at this point. Waymo demonstrates you can do it with geographical, time, and other constraints, limited release, and a different hardware stack. I think Tesla's vision-only approach has been fairly well validated on the existing hardware. The remaining issues do not seem like they require significantly improved sensors to operate in at least 90% or so of conditions, which is more than sufficient to run a taxi service.