"For customers that have bought FSD, what we're offering is essentially a discounted trade-in for cars that have AI4 hardware. We'll also be offering the ability to upgrade the car to replace the computer."
"To do this efficiently, we're going to have to set up microfactories, or small factories, in major metropolitan areas in order to do it efficiently. If it's done at the service center, it's extremely slow to do so and inefficient."
"I do think over time it's going to make sense for us to convert all Hardware 3 cars to Hardware 4, because that's what enables them to enter the robotaxi fleet and have unsupervised FSD."
Customers who purchased FSD can trade in cars with AI4 hardware at a discount. Upgrading to Hardware 4 necessitates replacing the computer and cameras. To facilitate this process efficiently, microfactories will be established in major metropolitan areas, as service centers are too slow. The goal is to convert all Hardware 3 cars to Hardware 4, enabling entry into the robotaxi fleet and allowing unsupervised FSD operation.
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