테슬라, 무감독 FSD 2027년 2분기 로보택시 존 내로 제한 출시
🇰🇷 한글 번역
(이 부분 번역 실패)
하지만 그것이 예정된 시기에 이루어진다 하더라도, 실제로 약속되는 것이 무엇인지 살펴봐야 한다. 이는 ‘수면 중에도 차가 당신을 원하는 곳으로 데려다준다’는 목표가 ‘테슬라가 통제하는 작은 지오펜스 내에서 차가 로보택시로 작동할 수 있다’는 목표로 후퇴하는 것을 의미한다. 고속도로를 통한 장거리 여행은 불가능하며, 시 외곽의 공항에서 집까지 태워다주는 서비스도 없다. 만약 거주지와 근무지가 특정 구역 안에 있지 않는 한, 감독 없는 출퇴근도 기대할 수 없다.
이는 목표 지점을 이동시키는 모든 이동 중에서도 가장 극단적인 사례다.
전화 회의에서 한 가지 분명했던 점은 테슬라가 실제로 언제 이것이 실현될지 전혀 모른다는 사실이다. 그들은 단지 추측할 뿐이다. 아쇼크는 다시 한 번 안전 문제가 병목 현상이라고 강조했으며, 이것이 테슬라가 저속 도로와 더 까다로운 환경으로 자신을 제한하는 이유라고 설명했다. 그는 이러한 안전 문제가 내년까지 해결될 것으로 추측하지만, 확신하지는 못한다.
전기차(EV)를 구매하는 경우, 가정용 태양광으로 전력을 공급하면 자율 주행 기능이 구현되든 말든 연료 비용을 거의 제로로 줄일 수 있다. 지난해 전기 요금이 거의 10% 상승했으며 앞으로도 계속 오를 것으로 예상됨에 따라, 태양광을 도입하는 것은 상승하는 비용으로부터 자신을 보호하는 가장 좋은 방법 중 하나다. 리스 및 전력 구매 계약(PPA) 옵션을 통해 초기 비용 없이 즉시 저축을 시작할 수 있다. 최상의 거래를 찾고 싶다면 에너지사지(EnergySage)를 확인하라. 이는 수백 명의 사전 검증된 설치 업체들이 당신의 사업을 위해 경쟁하는 무료 서비스로, 혼자 진행할 때보다 20~30%를 절약할 수 있다. 설치 업체를 선택하기 전까지는 영업 전화가 없다. 여기서 무료 견적을 받아보라.
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📄 원문 (English)
Tesla now says unsupervised “Full Self-Driving” in customer-owned cars will arrive in Q2 2027. It’s the latest date on a promise Elon Musk has been making to FSD buyers for the better part of a decade.
But there’s a catch. On Tesla’s Q3 2026 earnings call today, AI chief Ashok Elluswamy described it as owners adding their own vehicles to Tesla’s managed Robotaxi fleet, not owners getting a car that drives them anywhere they want to go.
The question shareholders actually asked
“When can we anticipate FSD unsupervised in customer cars?” was one of the top retail shareholder questions submitted for the call, backed by about 1.1 million shares, as we noted in our Tesla Q3 2026 earnings preview.
Elluswamy’s answer was Q2 2027. And the way he framed it, step one isn’t a software update that lets you climb into the back of your Model Y and sleep while it drives you to your destination – what Elon Musk sold to customers since 2016. It’s Tesla letting owners put their cars into its own Robotaxi network, where Tesla runs the operation.
So an owner’s car would only drive itself unsupervised where Tesla’s Robotaxi already operates.
Those zones are small
Tesla’s Robotaxi service runs in six US metros right now, and most of the service areas cover small slices of those cities. When Tesla mapped its Miami Robotaxi zone, it covered mostly West Miami and a strip toward Doral and Sweetwater. Orlando and Tampa launched in July with similarly small geofences.
Inside those zones, the service sticks to low-speed routes, largely stays off highways, and avoids the harder parts of town. In the Bay Area, it isn’t unsupervised at all. California rules still require a safety driver in every car because Tesla doesn’t want to release data to the California DMV, which it has to do beyond a level 2 autonomous system.
The fleet is small too. Tesla says Robotaxi reached nearly 2 million cumulative unsupervised miles by the end of Q3, a month after Cybercab joined the Austin fleet, according to Tesla’s Q3 2026 results. Third-party tracking this spring showed the number of fully driverless Teslas on the road in the dozens, nowhere near the hundreds of thousands Musk had talked about. Waymo, meanwhile, was already in both Orlando and Tampa before Tesla showed up, and it has over 3 million miles.
The promise vs. the product
That’s not what Tesla sold. For years, the pitch to FSD buyers was a car that would eventually drive itself anywhere through a software update.
Musk told investors in July 2025 that unsupervised FSD would be available “for unsupervised personal use by the end of this year in certain geographies.” A year earlier, he said he’d be “surprised” if Tesla didn’t have unsupervised self-driving the following year. And HW3 owners who bought FSD have already been told their computers can’t run unsupervised FSD at all, with no clear upgrade plan.
Now the target is Q2 2027, and the product is narrower: your car joins Tesla’s fleet, in Tesla’s zones, on Tesla’s terms.
Electrek’s Take
If you can believe it. Believing a Tesla FSD timeline is a fool’s errand at this point, and I don’t see any reason to treat Q2 2027 differently from every other date Tesla has given since 2019.
But even if it happens on time, look at what’s actually being promised. This moves the goalpost from “your car drives you anywhere while you sleep” to “your car can work as a Robotaxi inside a small geofence that Tesla controls.” No highway road trips. No driving you home from the airport across town. No unsupervised commute unless you happen to live and work inside one of the zones.
It’s the goalpost moving of all goalpost moving.
If one thing was clear from the call, Tesla has no idea when it will actually happen. They are just guessing. Ashok again reiterated that safety is the bottleneck, which is why Tesla limits itself to low-speed roads and harder environments. He guesses that those safety issues will be fixed by next year, but he doesn’t know.
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