Tesla has been working on FSD Unsupervised for quite a while—the hands-off, eyes-off version of FSD. That’ll be the same version of FSD that can get you from Point A to Point B without any user intervention and no requirement for keeping your eyes on the road or your hands on the wheel.
June 2025 is Tesla’s date for the next step in vehicle autonomy and the public introduction of Unsupervised FSD - which was announced at Tesla’s Q4 2024 Earnings Call - so let’s take a closer look at what’s coming.
Launch Date for Robotaxi Fleet
Tesla’s launch of Unsupervised FSD will be in Austin, Texas, but it’ll be limited to its Robotaxi fleet. Vehicle owners won’t be able to access Unsupervised FSD themselves or join the autonomous fleet initially. Tesla announced that its launch in Austin would be for a paid Robotaxi service, much like Waymo’s. Tesla will use it to refine the Robotaxi experience and Unsupervised FSD.
They’ll be working on the whole experience - start to finish - from summoning the robotaxi from the app, to how it arrives, how your trip progresses, where it drops you off, and how you pay. That’s an extensive set of systems - some of which may already be in place, as we’ve seen through Tesla’s Robotaxi app mock-ups.
Tesla is taking strict control of the initial deployments of FSD Unsupervised - and for good reason. A single minor incident or accident could spiral into a rapid regulatory issue. Tesla is gently dipping its toes into full autonomy, and once they’re sure that Unsupervised FSD is far safer than an average human driver they can expand it to Tesla owners.
Tesla will also be rolling out Unsupervised FSD in California - and other regions of the US as they gain regulatory approval. Tesla’s FSD is a generalized solution - it doesn't need high-precision or HD mapping and local preparation before being rolled out - instead, Tesla’s biggest hold-backs are safety and improving their software.
As Tesla approaches the launch of the Robotaxi network, it makes us realize how many steps there really are to the puzzle. Tesla will need to have procedures in place on how to deal with issues such as a vehicle getting stuck, someone hitting an emergency button, or even an accident. Tesla will also need to launch its vehicle hubs that will be responsive for cleaning and charging the vehicles.
People go to manual driving to check their phone so that they don’t strike out/get beeped at - and then go back to FSD.
While June 2025 may seem rather aggressive to launch the autonomous service, it’s typical for Tesla to be overly optimistic and aggressive with deadlines, but it gives us a better indication of when they plan to launch Unsupervised FSD. Even if they miss the June launch, we’ll hopefully see the network begin this year, which will be a massive boost for Tesla and its shareholders.
When Can I Join the Robotaxi Fleet?
Tesla will be allowing owners to enroll their own vehicles in cities that are allowing Robotaxi - so if you live in Austin or other cities that have an approved Tesla Robotaxi network, you could get paid to add your vehicle to the Robotaxi fleet.
During the earnings call, Tesla announced that owners could add their vehicles to the Robotaxi fleet in 2026, although they weren’t more specific than that. This will be at least six months after the Robotaxi network launches.
Elon mentioned during the earnings call that Tesla needs to be supremely confident that the probability of injury or accident is extremely low before they allow FSD Unsupervised on customer vehicles. That’s rather interesting - because he didn’t mention liability - a question that often comes up for autonomous vehicles.
One of the points mentioned by both Ashok Elluswamy, Tesla’s VP of AI, as well as Elon was that if there is even a single minor incident - it’ll be headline news globally, even though an average of 40,000 drivers die a year in regular traffic accidents - the majority of which don’t even make local news.
We’ll have to wait and see in 2026 for what really happens for liability and insurance - because true autonomy will hinge on who is liable for what happens in an accident - the vehicle/software manufacturer or the owner of the vehicle.
FSD Unsupervised for Owners
FSD(U) - as we’re calling it - won’t be available for users initially while Tesla tests it with its fleets. Once Tesla gets enough testing done to ensure safety is at the level that it needs - they’ll begin rolling out FSD(U) to owners. Since Tesla expects to let owners add their vehicles to the Robotaxi fleet in 2026, we expect FSD(U) for vehicle owners to arrive sometime after this date.
Tesla will have more control of a vehicle while it’s being managed by its fleet, so it makes sense for FSD(U) for Tesla owners to arrive later in 2026 or even 2027.
Tesla is aiming for a safety level that is significantly higher than the average human driver - one magnitude higher. Right now, according to the Q4 Vehicle Safety Report, the average driver has an incident on average every 700,000 miles, while a Tesla has one on average every 1.08 million miles. On FSD or Autopilot, that number goes up significantly - to 5.94 million miles. Tesla is aiming to bring that number closer to 7 million miles before they significantly expand FSD(U) - the one-order of magnitude mark.
And it sounds like Elon will be happy to enable it - because he said the following at the earnings call: “People go to manual driving to check their phone so that they don’t strike out/get beeped at - and then go back to FSD.”
And it’s pretty true - it would be much safer if people didn’t do that. Now, getting FSD(U) on our vehicles is just a matter of time. So let’s watch Tesla cut red tape in 2025!
Launch Phases
Tesla will need to beat regulatory hurdles that will eventually challenge their rapid deployment. Tesla hopes to be able to deploy FSD Unsupervised with its Robotaxi fleets throughout the United States by the end of 2025, with it coming to Canada in 2026.
Tesla will be starting with Austin, Texas, where they’ve already obtained regulatory approval, and then move to other cities within the United States in the following months.
Currently, Tesla’s primary use of Unsupervised FSD is happening at Fremont, with vehicles driving themselves from the production line to the delivery lot and in downtown LA, where they’ve been testing with safety drivers to get employees around town. And at the factory - it's happening daily, and reliability - with thousands of vehicles moving from the line to the lot every day.
We imagine Tesla will launch FSD(U) in several phases, potentially looking something like this:
Test FSD(U) internally (being done now)
Launch the Robotaxi network in small areas for refinement
Expand and improve the network
Allow non-Tesla-owned vehicles (owners allowed to join)
Offer Unsupervised FSD to Tesla owners where Tesla will have less control over the vehicle
As many of you are, we’re really excited to see Tesla’s Robotaxis in the wild for the first time. Like everything else Tesla, expects the release of FSD(U) to be small and gradually grow. It may consist of only employees in Austin at first, or it may include a safety driver, or even be limited to a very small region. While some may be disappointed at first, remember how Tesla rolls out features. Iterations and improvements will come consistently and fast.
Subscribe
Subscribe to our newsletter to stay up to date on the latest Tesla news, upcoming features and software updates.
In a live two-part interview with CNBC’s David Faber yesterday, Elon Musk laid out his ambitious near-term plans for Tesla’s Robotaxi Network and the broader rollout of Unsupervised FSD. Speaking from Giga Texas, Elon confirmed that Tesla will be launching its initial Robotaxi pilot service on Austin’s roads by the end of June 2025.
Tesla Already Testing Robotaxi With Safety Drivers
The upcoming Austin launch is the start of Tesla’s long-stated Robotaxi ambitions. After promising true FSD for years, it appears that Tesla is finally ready to debut it, albeit it’ll be closed to the public initially, and it will only be available on Tesla-owned vehicles for now.
Elon expressed confidence in that end-of-June timeline, revealing some of the extent they’ve gone to behind the scenes. Tesla has had test vehicles driving in Austin 24/7, currently with drivers in the cars. However, they’ve seen essentially no interventions required from the safety drivers during the testing phase, which is good news.
The initial deployment in Austin will be deliberately small to ensure that everything operates as expected.
"So we want to be very careful with the first introduction of unsupervised full self-driving, meaning that there’s the cars driving around with no one in it... Well, yes, and sometimes no one in it at all. Just going to pick someone up. So the car obviously has to be incredibly safe." - Elon Musk on CNBC
How the Robotaxi Network Will Operate
Musk said that Tesla intends to launch with just 10 Robotaxis for the first week and then slowly increase it to 20, 30, 40, and higher. All of that is to be done without a safety driver. Tesla will still have teleoperators supervising the vehicles remotely if they get stuck, but other than that, they will be in motion without an occupant in the driver’s seat.
The goal is to hit 1,000 active Robotaxis within a few months and then focus on expansion towards San Francisco, Los Angeles, and San Antonio. While Tesla could start with 1,000 or 10,000 - given that the initial vehicles are just Model Ys, Tesla wants to keep a tight leash on the fleet and make sure that both the safety and experience are up to snuff.
Geofenced and Avoid Certain Intersections
To further increase safety during the early phases, Elon confirmed that Tesla will geofence the Robotaxis' operational areas within Austin, limiting them to parts of the city where Tesla has the highest confidence in the system's performance. He stated they would avoid intersections unless the system is proven to handle them well, or route around them. While the goal is for the cars to operate without safety drivers, there will be rigorous remote monitoring of the fleet's activities.
Looking at the broader regulatory picture, Elon acknowledged the current complexities, with rules varying by state and even by city. He reiterated his call for a "unified set of national regulations" for self-driving vehicles in the U.S. to ensure consistency and prevent a confusing patchwork of differing rules as vehicles travel across jurisdictions.
This seems to be a great idea, at least initially. Autonomous cars will be safer if they adhere to the same rules everywhere rather than having different rule sets based on the state. However, one issue is that pedestrians and human-driven vehicles may expect the vehicles to either perform or refrain from certain actions, such as not turning right at red lights, and having different rules for self-driving vehicles could cause confusion.
Adding Your Vehicle to the Robotaxi Network
During the interview, Elon painted a picture of a rapidly expanding fleet of privately owned Teslas capable of unsupervised FSD. He offered a bold prediction for the near future:
"My prediction is that probably by the end of next year [end of 2026] we will have probably hundreds of thousands, if not—... Over a million Teslas doing self-driving in the U.S. ... Unsupervised full self-driving, where you do not need to pay attention." - Elon Musk on CNBC
Tesla eventually plans to allow vehicle owners to add or subtract their cars from the Robotaxi fleet, creating a model he likened to a combination of Uber and Airbnb. This would allow owners to generate revenue when their vehicle isn’t being used, with Tesla receiving a portion of the revenue.
He also mentioned that Tesla owners will likely even make more from their cars participating in the fleet than their lease costs. Elon seemed confident in Tesla's ability to manage the logistics, stating, "Tesla has all the ingredients necessary to offer a vast self-driving fleet overnight."
Elon on Vision-Only and Licensing FSD
Elon also took the opportunity to emphasize that Tesla’s approach to autonomy, based on vision, is the ideal approach. The road system is designed for humans with eyes, so using neural nets with cameras is the ideal solution.
"Because the way that the road system is designed is for AI. It’s basically, I should say, it’s for intelligence, biological neural net, and eyes. That’s how the whole road system is designed. So what will actually work best for the road system is artificial intelligence, digital neural nets, and cameras... And what we found is that, when you have multiple sensors, they tend to get confused. So do you believe the camera or do you believe lidar? - Elon Musk on CNBC
While Tesla previously included radar in its vehicles, the disagreements between the radar and camera data led to uncertainty, prompting Tesla’s engineers to turn the radars off instead. The decision wasn’t about the expense, as per Elon’s comments, but rather on the reducing utility of other sensor types when camera vision becomes more accurate.
Elon also confirmed that Tesla is "very much open" to licensing its FSD technology to other major automakers and is currently in discussions with several. "The more we demonstrate the capability of self-driving, the more that they will want to license it, and we’re happy to help," he added.
Optimus and Learning
While the interview primarily focused on Tesla’s ambitions for autonomy, Elon also touched on other key aspects of Tesla’s business and future. He reiterated that Optimus and autonomy will “overwhelmingly” dominate the future financial success of Tesla. At multiple Earnings Calls, Elon has said much the same, so it's not surprising to see him stick to this belief.
Elon provided more color on Optimus's development, noting that while achieving the goal of billions of humanoid robots is at least a decade away, even with insatiable demand. He reaffirmed that the target of producing a million robots by 2030 was still reasonable. The training process is evolving; currently, human operators in motion capture (MOCAP) suits perform basic tasks (picking up objects, opening doors, dancing) to bootstrap the robot's intelligence.
The next threshold, Elon explained, is for Optimus to learn from watching videos, like YouTube "how-to" guides, enabling dramatic "task extensibility." Following that, "self-play," where robots learn by interacting with objects, like a child with toys, guided by a reward function, will be key.
Within five years, Tesla envisions Optimus being capable of household chores like doing dishes, walking the dog, and even proactively understanding and fulfilling user needs. This level of AI advancement requires immense compute. Elon confirmed Tesla's own Dojo training program, based in New York, is contributing, though Tesla will continue to buy many GPUs from Nvidia.
Watch the CNBC Interview
FULL ELON INTERVIEW ON CNBC (PARTS I & II)
Here's the complete, consolidated interview of Elon Musk with David Faber, recorded yesterday in two parts at Giga Texas. (The second part starts at 23:54)
Like Europeans, Australian Tesla owners have been eagerly awaiting the arrival of FSD for years, but it looks like there’s finally some good news coming. Thom Drew, Head of Tesla Australia, has confirmed that the company is actively working to bring FSD to Australian roads and, most importantly, sees no regulatory challenges blocking its path.
This update from Thom follows a video that was shared by Tesla’s AI account on X, where they showed off FSD successfully navigating the streets of Melbourne.
Speaking to Australia’s News.com, Thom Drew provided some context behind Tesla’s Australian FSD efforts. He noted that Elon’s push and focus is the deployment of FSD globally. The engineering team is working across a lot of markets to actively push out FSD wherever possible.
Notably, Drew emphasized the favorable regulatory environment in Australia. He specifically noted that “There’s currently no blockers in Australia to releasing FSD, as we have in North America.” While he didn’t provide a specific timeline for launch, it was clear he was enthusiastic.
The lack of a regulatory blocker is great news for Australians, as Tesla’s FSD efforts in Europe have been plagued with regulatory issues. While the Australian market poses some new challenges as a right-hand drive market, at least Tesla is in control there.
Hook Turn
At the end of the video above, FSD tackles something unique to Australia - the Hook Turn. This is a relatively unique maneuver that’s specific to Melbourne’s Central Business, where vehicles turn right from the far-left lane.
For those familiar with Melbourne, that maneuver is notoriously tricky—and at times even unsettling—since even experienced human drivers can struggle with the unusual complexity of that turn. Having FSD successfully demonstrate its skill in navigating these local complexities and laws is an indication that Tesla’s data-gathering methods work well and are scalable to unique location-based rules and regulations.
What This Means for Australian Owners
Given that Australian FSD is in active development and that there’s a clear regulatory path for Supervised FSD in Australia, that’s a good sign of things to come. It seems fairly likely that Tesla will be able to release FSD in Australia by the end of 2025, if not sooner.
Last year, Tesla initially said that RHD markets would receive FSD in Q1/Q2. With Q2 coming to an end in about a month, Tesla may not be too far off the mark here.
It's important to remember that this refers to FSD (Supervised), meaning the driver must remain vigilant and ready to take control at all times, consistent with its behavior in North America and China. However, Australia's lack of regulatory blockers is a huge advantage for Tesla compared to other regions like Europe and even China, where Tesla needed to jump through hoops to get FSD approved.
If you’re in Australia, keep an eye out; FSD may be coming sooner than you think.
![Tesla Demonstrates FSD in Australia, Says No Regulatory Barriers [VIDEO]](https://www.notateslaapp.com/img/containers/article_images/2025/fsd_australia.png/7165f36190892ae72bb9b5ba14a51d47/fsd_australia.jpg)
![Tesla’s Impressive Sound Systems Are Missing One Thing: True Spatial Audio [Opinion]](https://www.notateslaapp.com/img/containers/article_images/cybertruck/ct_speaker_setup.jpeg/187a673c779473531b5247063d37ff9a/ct_speaker_setup.jpg)
![Tesla Engineers Reveal How Optimus Learns—And Show Off Its Dance Moves [VIDEO]](https://www.notateslaapp.com/img/containers/article_images/optimus/optimus-dancing.webp/ac248a1cc95df69c081ac10d8aa8b274/optimus-dancing.jpg)
![Inside Tesla’s AI Genius: VP Ashok Elluswamy Talks FSD, AGI, and the Future [VIDEO]](https://www.notateslaapp.com/img/containers/article_images/2025/ashok_interview.png/0f2b3fb6e89a70255a0c6c31a2efa04f/ashok_interview.jpg)
