FSD Beta to go out to everyone in about the next month
Not a Tesla App
You get FSD! You Get FSD! Everybody gets FSD! For those waiting, Elon Musk's Full Self Driving announcement may have felt like being in the studio audience when Oprah gave everyone a car. People in the audience screamed, cried, and hugged as Oprah continued to chant, "everybody gets a car."
Musk, who can also be a showman, could've used the pop-culture classic meme. But instead, he casually mentioned that all FSD subscribers would be able to use the program by the end of the year. During the quarter three earnings call, Tesla's CEO told listeners, "So, anyone who has ordered a full self-driving Beta — full self-driving, will have access to the FSD Beta program this year [in North America]. Probably about a month from now."
Tesla's Q3 Earnings Call
FSD version 10.69.3 is due any day, and Musk has publicly stated his confidence and excitement with the next update. The 51-year-old believes that FSD and, eventually, fully autonomous vehicles will prevent countless injuries and save thousands of lives by making the roads safer. He is now seeing that in the data that Tesla is collecting. "So, the safety that we're seeing when the car is in FSD mode is actually significantly greater than the safety we're seeing when it is not, which is a key threshold for going to a wide Beta," said Musk.
On A.I. Day 2022, Tesla's director of the Autopilot program Ashok Elluswamy, said, "FSD beta software is quite capable of driving the car. It should be able to navigate from parking lot to parking lot, city street driving, stopping for traffic lights and stops signs, negotiating with objects at intersections, making turns and so on." Several team members who spoke at the event raved about the improvements of using an integrated stack. That means one code base that includes everything the car needs to operate all aspects of FSD.
Musk has been using the single-stack version for months. He told investors that he just used it. "When I came to Giga, Texas, from Brent's house, I never touched any of the controls on the way here." He said that all subscribers to the FSD package will soon experience this technology. "The car will be able to take you from your home to your work, your friend's house, to the grocery store without you touching the wheel. So, it's looking very good."
Telsa executives have used the term supervised FSD or supervised autonomy when discussing how the technology has advanced. This means that the driver must still pay attention and be ready to intervene at any time. "We're not saying that that's quite ready to have no one behind the wheel. It's just that you will almost never have to touch the control, vehicle controllers," said Musk.
Safer Than a Human
That may soon be changing. Musk says the company is very close, and it will soon be able to challenge the regulatory bodies and prove that FSD is safer than human driving. "Certainly, without a question whatsoever in my mind, next year. I think we'll also have enough data next year to be able to show to regulators that the car is safer than the average human."
Now we need a Musk meme. You get FSD! Everybody gets FSD!
For the first time in quite a while, Tesla has increased the price of one of its vehicle offerings. The Model S Long Range and the Model S Plaid have both received a hefty price increase. However, not all is bad - as Tesla also added a new benefit for buyers.
Price Increase
The price increase for the Model S is $5,000 - currently only in the United States. This price increase will likely impact other markets, including Canada, in the coming days.
The Model S Long Range now starts at $79,990, while the Model S Plaid now starts at $94,990. The Model S and Model X now have the same starting price. Interestingly, that’s also the same pricing point for the Cybertruck AWD and Cyberbeast Trimotor non-Foundation Series.
The vehicle configuration does not appear to have changed, so the new pricing is simply an increase rather than the addition or removal of features. Tesla previously cut the price of the Model S and Model X by 15% in 2023, so this could simply be an adjustment to ensure that the vehicle pricing stays in line with inflation and other factors.
Free Lifetime Supercharging
For those on the fence about ordering a Model S, Tesla has brought back Free Lifetime Supercharging when you order a new Model S on or after December 13, 2024. As always, Free Lifetime Supercharging is restricted to the buyer’s Tesla account and to that specific vehicle. It cannot be transferred to another vehicle or another owner after ownership transfer. It’s worth noting, that it also doesn’t exclude the owner from receiving Supercharger idle fees or congestion fees. There is currently no end date for this promotion.
There are currently no changes to the Model X, neither a price increase nor the addition of Lifetime Superchargering. However, when Tesla makes changes to one of their premium vehicles, it usually affects the other one as well. So be on the lookout for potential changes to the Model X offering in the coming days.
We’ve seen Tesla value Lifetime Supercharging at $5,000, so this falls in line with the price increase we’re seeing. It’s possible that Tesla will begin to bring back Lifetime Supercharging as a perk for buying into their more premium Model S and Model X cars, or this could be another temporary promotion to get buyers who are on the fence to go ahead and make their purchase while this promotion lasts.
Tesla recently showed off a demo of Optimus, its humanoid robot, walking around in moderately challenging terrain—not on a flat surface but on dirt and slopes. These things can be difficult for a humanoid robot, especially during the training cycle.
Most interestingly, Milan Kovac, VP of Engineering for Optimus, clarified what it takes to get Optimus to this stage. Let’s break down what he said.
Optimus is Blind
Optimus is getting seriously good at walking now - it can keep its balance over uneven ground - even while walking blind. Tesla is currently using just the sensors, all powered by a neural net running on the embedded computer.
Essentially, Tesla is building Optimus from the ground up, relying on as much additional data as possible while it trains vision. This is similar to how they train FSD on vehicles, using LiDAR rigs to validate the vision system’s accuracy. While Optimus doesn’t have LiDAR, it relies on all those other sensors on board, many of which will likely become simplified as vision takes over as the primary sensor.
Today, Optimus is walking blind, but it’s able to react almost instantly to changes in the terrain underneath it, even if it falls or slips.
What’s Next?
Next up, Tesla AI will be adding vision to Optimus - helping complete the neural net. Remember, Optimus runs on the same overall AI stack as FSD - in fact, Optimus uses an FSD computer and an offshoot of the FSD stack for vision-based tasks.
Milan mentions they’re planning on adding vision to help the robot plan ahead and improve its walking gait. While the zombie shuffle is iconic and a little bit amusing, getting humanoid robots to walk like humans is actually difficult.
There’s plenty more, too - including better responsiveness to velocity and direction commands and learning to fall and stand back up. Falling while protecting yourself to minimize damage is something natural to humans - but not exactly natural to something like a robot. Training it to do so is essential in keeping the robot, the environment around it, and the people it is interacting with safe.
We’re excited to see what’s coming with Optimus next because it is already getting started in some fashion in Tesla’s factories.
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