Tesla announces major FSD updates and the introduction of FSD Unsuperv

Tesla presented a clearer roadmap for the future of Full Self-Driving (FSD) during the Q2 2025 Earnings Call. In addition to an upcoming major software update for existing FSD users, there were new details about the introduction of FSD Unsupervised, a fully driverless version, in certain cities by the end of the year.

Major FSD Update with Enhanced Features

The upcoming update integrates key insights from the Robotaxi version in Austin into the customer version of FSD Supervised. According to Elon Musk, this should bring a “jump in performance”. This includes:

Improved responsiveness thanks to significantly increased model parameters (up to 10 times more than previously planned)
Reduced “Nag” feature, allowing longer gaze aversion times without immediate warning
Optimizations in control to make driver interventions less necessary

Tesla faces the challenge of optimizing the greatly expanded models so that they continue to run on AI4 hardware.

Update Timeline

The new FSD version is currently in the validation phase. The rollout plan:

Internal tests with Tesla's own validation vehicles
Release for employees and early-access testers
Rollout to influencers
Broad customer release

If everything goes according to plan, delivery could start in September 2025 – delays are possible, however.

FSD Unsupervised in First US Cities by 2025

The driverless FSD version is currently being tested in Robotaxi operations in Austin. The goal is to release this technology by the end of 2025 in selected US cities for customers. It is likely that:

Only certain models, particularly the Model Y, will be supported first
Deployment will be limited to tested, geofenced areas
Difficult intersections or problem areas will be avoided initially

A nationwide rollout will occur gradually.

Global Expansion: Focus on Regulation

Europe: Tesla is working with the Netherlands and the EU on an exemption under UNECE rules. Optimistic goal: approval by the end of Q3 or at the latest by the end of 2025.
China: FSD is currently only available on AI4 vehicles there. Each update requires a new government approval – a time-consuming process.

Conclusion

Tesla drivers with AI4 hardware can look forward to a major FSD update with noticeable improvements in the coming months. Simultaneously, Tesla is preparing the first steps towards fully autonomous driving for end customers. Even though the introduction of FSD Unsupervised will initially be very limited, this is an important milestone on the path to true autonomy.