TESLA Unsupervised FSD Will Change Everything in 2026.
TESLA Robotaxis do not crash — they only hesitate and unsupervised FSD will roll out to owners in ~7 months. The driving experience will be transformed.
The full global million-scale robo-taxi is tied to v15, but unsupervised for personal cars + early robotaxi fleet will have meaningful financial and share price impact.
FSD take-rate and margins are actually already improving, This will continue and add 0.5-1.0% margin. They will also improve car sales which will further improve profits and margins.
Optimus production starts August (hundreds to thousands in Q3/Q4 this year) with v3 reveal in July. This can also shift the stock narrative if the demos and deployments are strong.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
