Tesla Reaffirms FSD v15 Leap and Optimus Sale Timeline in JPMorgan Meeting

During a recent visit to its Fremont factory, Tesla met with JPMorgan to outline an updated roadmap for its Full Self‑Driving (FSD) system, Cybercab, and the Optimus robot. The bank’s representatives highlighted that FSD v15 represents a “step‑change” and that the existing HW4 computer can now support unsupervised driving. They also noted that Optimus could become available to external buyers as early as the second half of 2027. While the company has reiterated these milestones—promises it has made and missed in the past—this meeting signals a renewed push toward commercializing both autonomous vehicles and humanoid robotics. The timing and feasibility of these claims remain to be seen, but they underscore Tesla’s continued ambition to lead in autonomous technology and robotics.