Tesla laid out an updated timeline for Full Self-Driving, its Cybercab, and the Optimus robot in a recent meeting with JPMorgan at its Fremont factory. The bank walked away with claims that FSD v15 is a “step-change,” that today’s HW4 computer can handle unsupervised driving, and that Optimus could go on sale to outside buyers as soon as the second half of 2027.
Most of it repeats promises Tesla has made, and missed, before.
FSD v15: a “step-change,” according to Tesla
Tesla told JPMorgan that FSD v15 is a major jump in capability, built on seven “core technologies,” with about 40% of them already running in the robotaxi fleet in Austin. Early feedback is “encouraging,” per the note.
Tesla shipped FSD v14 in October 2025, its first big update in roughly a year, and Elon Musk called v14.3 the “last piece of the puzzle” back in April. So v15 is at least the third version in a row pitched as the one that finally gets there.
