According to Sawyer Merritt on Twitter, Elon Musk has publicly confirmed that Tesla vehicles equipped with the AI4 (HW4) hardware will be capable of achieving Full Self-Driving (FSD) in unsupervised mode without requiring any additional hardware upgrades. This clarification directly addresses recent industry speculation regarding whether the current AI4 platform could support the latest advancements in unsupervised FSD technology. For automotive AI businesses, this confirmation signals significant opportunities for software-driven revenue models and after-sales AI feature monetization, as Tesla will deliver enhanced autonomous capabilities via software updates rather than hardware retrofits (Source: Sawyer Merritt, Twitter, Jan 19, 2026).