Tesla's FSD v15 Logged 380K Unsupervised Miles; Cybercab Rollout Pushed to 2027

Tesla's Q2 earnings showed FSD v15 early builds already logging 380,000 unsupervised miles on its commercial Robotaxi fleet, but the company deferred broader Cybercab deployment pending additional chassis-specific validation. Management signaled that customer FSD v15 rollout and paid unsupervised service expansion will move slower than previously projected, with scaling remaining concentrated in limited U.S. markets.