"There's a model that's an order of magnitude larger that will be deployed in January or February 2026. We're gonna add a lot of reasoning and RL (reinforcement learning). To get to serious scale, Tesla will probably need to build a giant chip fab. To have a few hundred gigawatts of AI chips per year, I don't see that capability coming online fast enough, so we will probably have to build a fab."
"NEWS: Elon Musk says FSD Unsupervised is "pretty much solved at this point" and that @Tesla will be launching Robotaxis with no safety monitors in about 3 weeks in Austin, Texas. He also teased a new FSD model is coming in about 1-2 months. "We're just going through validation... https://t.co/Msne72cgMB pic.twitter.com/i3wfKX3Z0r - Sawyer Merritt (@SawyerMerritt) December 10, 2025"
Full Self-Driving unsupervised capability is characterized as nearly solved, with Robotaxis to launch without safety monitors in about three weeks in Austin, Texas. A significantly larger FSD model will be deployed in January or February 2026, incorporating expanded reasoning and reinforcement learning. Achieving serious scale for Tesla's AI efforts will demand hundreds of gigawatts of AI chips per year, a supply unlikely to appear fast enough from existing fabs. Building a large semiconductor fabrication facility is therefore likely necessary to meet projected chip demand and support Robotaxi and broader FSD ambitions.
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