Tesla Plans Production Expansion After Gaining “Clarity” on Reaching Unsupervised Full Self-Driving

Tesla appears ready to enter a new phase of growth, with CEO Elon Musk saying that the automaker will expand production capacity now that it has achieved what he described as “clarity” on reaching Unsupervised Full Self-Driving (FSD).

“We’re making a couple million [cars] a year,” Musk said during Tesla’s Q3 earnings call. “In fact, with what we see now as clarity on achieving Unsupervised Full Self-Driving, I feel confident in expanding Tesla’s production. So that is our intent—to expand as quickly as we can our future production. I was reticent to do that until we had clarity on achieving Unsupervised Full Self-Driving. I feel like at this point we’ve got clarity, and it makes sense to expand production as quickly as we reasonably can.”

The statement marks one of Musk’s most definitive signals yet that Tesla’s confidence in its autonomy roadmap is influencing its broader manufacturing strategy. Tesla’s currently installed production capacity at its factories around the world exceeds 2.35 million cars, however for most of 2025 the company had slowed the pace of production amid weaker demand for its vehicles, particularly the Cybertruck.

With Unsupervised FSD appearing closer, Musk is now ready to expand production even further.

The notion of “clarity” in achieving Unsupervised FSD implies that Tesla’s internal data—both from simulation and real-world fleet learning—shows consistent, reliable performance in conditions where human intervention is minimal or unnecessary.

That same sense of clarity may also explain Musk’s announcement during the earnings call that Cybercab production will begin in Q2 2026—confirming that it will be built without a steering wheel or pedals.

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