“We suspect somewhere around Q2 next year is when we can turn on some of the first customer vehicles to be part of the robotaxi fleet — unsupervised FSD reaching customer-owned cars with the V15 release, but only inside Tesla's geofenced Robotaxi zones.”

Pushes back Musk's earlier Q4 2026 guidance for unsupervised FSD in consumer cars and narrows it to owners opting their vehicles into Tesla's managed, geofenced Robotaxi fleet.