Tesla confirms FSD v15 as key advance and Optimus sales in 2027

Tesla updated JPMorgan on Full Self-Driving (FSD) v15, the Cybercab, and the Optimus robot. FSD v15 is described as a major leap based on seven core technologies, with 40% already running in the Austin robotaxi fleet. Current HW4 hardware, called AI4, is sufficient for unsupervised driving, while Tesla is developing AI4.5 with improved compute and memory. Cybercab production will scale from late 2026, targeting $0.30 per mile. Optimus Gen 3 has a finalized design and production line in Fremont, with external sales expected in the second half of 2027, though official reveal and practical use re

• FSD v15 uses seven core technologies, 40% in Austin robotaxi fleet
• HW4 (AI4) supports unsupervised driving; AI4.5 improves compute and memory
• Cybercab targets $0.30/mile cost and expansion from late 2026

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