Tesla Talks FSD Hardware 4.0, but There Will Not Be Retrofits

By Kevin Armstrong
Tesla's new hardware 4.0 is close, but don't expect retrofits
Tesla's new hardware 4.0 is close, but don't expect retrofits

Tesla's upcoming FSD hardware, hardware 4.0, is nearing completion, and although there is limited information about it, it sounds like it'll bring significant improvements. It's yet to be known when the new hardware will debut, but it is clear Tesla will not be retrofitting the existing fleet.

No Upgrades From FSD Hardware 3.0

Regarding upgrading hardware 3 to hardware 4, Elon Musk told investors:

"The cost and difficulty of retrofitting hardware 3 with Hardware 4 is quite significant. So, it would not be, I think, economically feasible to do so."

Musk said Hardware 3 is five years old but, "is still the most efficient inference computer in the world."

What Will Be In Hardware 4.0

It's believed that the new hardware will use 5-megapixel cameras; the current cameras are 1.2 megapixels. Also, some leaked pictures appear to reduce the amount of front-facing cameras from three to two and allow for heaters and fans.

The higher-resolution cameras will give Autopilot a significant advantage when trying to determine objects that are further away because of the additional pixels. An object that is 100 or 200 feet away may only be made up of a few pixels, but with almost 5x the resolution, the newer cameras will be able to more accurately determine what the object is. This is also true for everything else, such as the curvature of the upcoming turn.

In addition to the cameras, we know that there will be a new FSD computer which is expected to be about 4x more powerful than the current FSD computer in hardware 3.0. Part of this additional processing power will no doubt go toward processing the additional 32 million pixels that the newer cameras will provide.

However, hardware 4.0 will be about more than just a faster computer and better cameras. It is also expected to include an HD radar, which Elon Musk has talked about in the past and has been seen in Tesla's FCC filings. The addition of a high-definition radar could provide a significant advantage to FSD by sensing objects that cameras alone can't.

The difference between radar and HD imaging radars
The difference between radar and HD imaging radars

When Musk talks about the upgrade from hardware 3.0 to hardware 4.0 not being feasible, that likely means there may be even more to it than we already know. This could just be due to the new radar, new power, or space requirements for the new computer, but it's also possible that there could be more to hardware 4.0 than we know.

We know that Tesla's Robotaxi is already in development and this is a vehicle that is expected to be completely driverless. Tesla won't have the convenience of having a driver behind the wheel here. This could mean that Tesla may need to add additional hardware that we haven't heard about it. This could be different camera placements, or something entirely different.

What we know for sure is that hardware 4.0 will include higher-res cameras, a faster computer and likely an HD radar, but there could be even more that makes it infeasible to retrofit older vehicles.

Elon Talking About Hardware 4

The video below is queued up to the part where Elon talks about FSD hardware 4.0 (segment begins at 30:10).

Hardware 3.0 Will Be Capable of FSD

Musk put the argument into perspective for those who may want to wait. "Hardware 3 will not be as good as Hardware 4, but I'm confident that Hardware 3 will so far exceed the average -- the safety of the average human." He then broke it down further, "let's say, for argument's sake, if Hardware 3 can be, say, 200% or 300% safer than human, Hardware 4 might be 500% or 600%." In fact, stats show that Teslas operating with Autopilot engaged at 10 times safer, and that is with Hardware 3.

Will Teslas With HW3 Really Be Autonomous?

Listening to Musk's choice of words is interesting, he seems to have steered away from words he may have used in the past, such as referring to level 5 autonomy, or using the words robotaxi, or autonomous driving. Instead, he chose to say hardware 3 would exceed the safety of an average human. That could mean that Tesla's current FSD implementation will always require a driver behind the wheel, but the combo of Tesla's FSD system and the driver as a backup would be multiple times safer than a human.

Tesla has to be Careful

The CEO had a tightrope to walk when talking about the existing hardware and what the future system will look like. You may recall in late 2022 when demand for Teslas started to slow down. Many observers believe it was due to the impending tax credits the Inflation Reduction Act would provide for buyers of electric vehicles. Tesla cut prices for the last few days of 2022 to match tax credits, but only for consumers who took delivery before the end of the year.

Now, a new dilemma, how many consumers will wait for the latest hardware? There is no timeline for it, the only vehicle we know it will be in is the Cybertruck, but the Cybertruck won't start production until this summer.

FSD Hardware 5.0

Musk has a point. Hardware 3 is fantastic, but with a new one that is twice as good on the horizon, it losses some exceptionality. Then there is this next line by Musk, "with Hardware 4 coming and then Hardware 5 beyond that where there are significant leaps." So yes, we already have talk of Hardware 5. However, this is not expected for several years.

Once again, mark your calendar for March 1, 2023. Tesla is hosting Investor Day, and along with more information on the next-generation vehicle, we may get more details on hardware 4.0 and what it will contain.

Tesla's Dojo Project Faces Leadership Shakeup

By Kevin Armstrong
Dojo Leadership Shake up
Dojo Leadership Shake up

Ganesh Venkataramanan, Tesla’s project lead for its ambitious Dojo supercomputer project for the past five years, has left the company. Bloomberg reported this development, stating that the news was confirmed by sources familiar with the matter. Peter Bannon, a former executive at Apple Inc. and a director at Tesla for the last seven years, has now taken the helm of the project.

Venkataramanan's departure from Tesla last month is now stirring conversations about the potential impacts on Tesla's future initiatives. His contributions to the Dojo project have been pivotal, especially in designing the custom D1 chip that powers the supercomputer. Venkataramanan, with his extensive experience, including a significant tenure at Advanced Micro Devices Inc. (AMD), was a crucial asset in setting up Tesla’s AI hardware and silicon teams in 2016.

Dojo: A Cornerstone for Tesla’s Self-Driving Aspirations

The Dojo supercomputer is a critical element of Tesla's strategy to enhance its self-driving capabilities. Designed to train machine learning models integral to Tesla's autonomous systems, Dojo processes vast amounts of data captured by Tesla vehicles. This rapid data processing is essential for improving the company’s algorithms, with analysts suggesting that Dojo could be a significant competitive advantage for Tesla. In a recent estimation by Morgan Stanley, the project could potentially add $500 billion to Tesla’s value.

Elon Musk has been vocal about the company's commitment to the Dojo project, planning an investment exceeding $1 billion by the end of 2024. The project's importance was underscored in Tesla's decision to shift from relying on Nvidia Corp.’s supercomputers to developing Dojo, poised to rival systems from Hewlett Packard Enterprise Co. and IBM.

Looking Ahead: Impact and Future Prospects

The recent leadership changes raise questions about the future direction of the Dojo project. Venkataramanan's exit, coupled with the departure of another critical artificial intelligence player from Tesla last year, Andrej Karpathy, signals a transition period for the company’s AI and self-driving teams.

However, Tesla's robust talent pool, blending experienced and emerging professionals, offers a silver lining. Bannon's promotion to lead the Dojo project is seen as a strategic move, leveraging his experience and insights gained from his tenure at Apple. Moreover, the recent installation of Dojo hardware in Palo Alto, California, marks a step forward in centralizing and enhancing the project’s capabilities.

Tesla’s ambitions for Dojo extend to making it one of the world’s top supercomputers. The company envisions reaching a computational capability of 100 exaflops* by October 2024, a testament to its commitment to advancing artificial intelligence and self-driving technology.

* Confused about "exaflops?" "Flops" stands for Floating Point Operations Per Second. It's a way to measure how fast a computer can process data. "Exa" means a billion billion, or 1, followed by 18 zeros (1,000,000,000,000,000,000). So, when we say a computer can perform 100 exaflops, it can do 100 billion billion calculations per second. That's incredibly fast!

New Parking Visualizations and Custom Locking Sounds Also Coming in Tesla's Holiday Update

By Kevin Armstrong
Tesla is adding a new 'High Fidelity Park Assist' feature in this year's Holiday Update
Tesla is adding a new 'High Fidelity Park Assist' feature in this year's Holiday Update

Following initial reactions to Tesla's 2023 Holiday Update, Elon Musk acknowledged the need for improvement, stating, "We need to step up our game." His post on X was followed by Tesla shedding more light on the Holiday Update than what was in the initial leak.

Call me old, but I remember a time when you bought a car, and that was it; the dealer and manufacturer didn’t give you anything else. So is the Tesla community acting a little bit spoiled here? Absolutely. But it also shows how high Tesla has set the bar with its previous Holiday Updates.

Initial Release and Feedback

The initial release of the 2023 Holiday Update, version 2023.44.25, received mixed reactions from the Tesla community, with some owners expressing disappointment over the lack of groundbreaking new features. But the newly announced features may serve as better stocking stuffers.

The initial rollout included something owners have been asking for, the blind spot monitor. The camera that turns on when you change lanes will now have a red color added if there is something in your blind spot. It’s not clear whether it will be accompanied by a tone.

Here are other features in the leaked update that are being tested by employees:

Navigation and Safety Features: Including symbols for speed cameras, stop signs, and traffic lights in navigation, and the automatic 911 call feature in case of an accident.

Trip Planning via Tesla Mobile App: Allowing for more detailed trip planning, including multiple stops and charging points.

Apple Podcasts Integration: Allowing users to sync with Apple devices for a seamless podcast experience, directly addressing the demand for a richer in-car entertainment system.

New Games and Enhancements: The update brought updates to Tesla Arcade, with Beach Buggy Racing and Polytopia Diplomacy updates, as well as the Vampire Survivors Chilling update.

Light Show Improvements: There’s a new light show that’s included with your vehicle. You’ll also be able to upload several light shows on a single USB drive and pick one from the vehicle, instead of having to use multiple USB drives, one for each light show.

More Live Sentry Mode Cameras: You will now be able to view the B-pillar cameras directly from the Tesla app. This brings the number of viewable cameras in the app up to seven. The only ones still missing are the alternative front-facing cameras that are telephoto and wide-angle, which wouldn’t bring much additional value. Although the B-pillars are viewable in the app with this update, they will still not be used to record during Dashcam or Sentry Mode events.

High-Fidelity Park Assist

Tesla's High Fidelity Park Assist
Tesla's new parking assist feature will dynamically recreate scenes in real-time

In response to the feedback and Musk's statement, Tesla unveiled additional features in its updated holiday update, including an improved park assist with enhanced visualizations.

This feature provides a 3D reconstruction of the vehicle's surroundings while parking, akin to a 360-degree camera system found in other high-end vehicles. The system is clearly leveraging improvements to Tesla Vision to create the surrounding environment, such as cars, pillars and walls.

This feature also appears to change the color of objects depending on how close they are to your vehicle. In the image we can see the pillars are orange, but if we look closer, the object behind the vehicle is also orange near the bottom. The sides of the vehicles next to the Tesla also have a slight hint of orange, indicating their proximity.

However, it looks like this feature may be even better than it initially looks. The vehicles in the image aren’t just predefined 3D models that Tesla created, like the ones used in Autopilot visualizations. These models appear to be dynamically created using vision, so that no two cars would look alike, much more similar to what LiDar is able to achieve. The visualization provides a true representation of the environment around the vehicle. You can see that each vehicle is made up from layers and have blurred edges toward the rear, where the camera would have a hard time seeing.

These 3D models could be a sneak peek at the future of FSD visualizations.

High-Fidelity Park Assist Requirements

A big question on everyone’s mind is who will receive this new park assist feature. Tesla didn’t address this in their post on X besides providing a disclaimer that the features in the holiday release are subject to model and region availability. Tesla often likes to test features in select markets before making them available everywhere. It’s hard to say whether that will be the case here. There likely aren’t any legal ramifications around providing visualizations, so that’s a good sign that this feature will be available in most regions, either in the holiday update, or soon afterward.

However, there are still questions around which models or hardware will be required. From the image shared, we can see it’s offered on a Model Y, removing any speculation of it possibly requiring the HD radar in the new Model S/X. We also don’t think it will require FSD hardware 4.0, so the remaining questions are whether it requires MCU 3, or the FSD package.

Given that Tesla is calling this Park Assist, it doesn’t appear to be linked to Auto Park, which is a FSD package feature. When Tesla rolled out visual and audio alerts for vehicles without ultrasonic sensors, it called the feature Park Assist, and that was available to all owners.

Whether this improved Park Assist feature requires a vehicle with MCU 3 will depend on the level of processing power required. It’ll certainly require more than the current visualizations given that its building the scene in real-time, so we’re hopeful that it’ll work on MCU 2 vehicles too, but we just don’t have enough information right now to make the call.

Custom Lock Sounds

Soon you'll be able to choose a custom locking sound for your car
Soon you'll be able to choose a custom locking sound for your car
Not a Tesla App

Tesla also announced a fun and whimsical feature that allows owners to customize the lock sound of their Tesla. No longer will you need to listen to the car’s horn when it locks as you walk away. Now you’ll be able to customize the lock sound of the vehicle. Tesla is including several options, including sounds like a screaming goat, a jingle, a rubber ducky, a quack sound, an old school horn and applause. However, you’ll also be able to upload your own file to create a truly unique experience.

You can pick anything, from a bird’s tweet to a favorite video game sound. You’ll only be limited by the maximum upload file size, which according to a Tesla engineer, is a 1MB file in WAV format, which is roughly about 40 seconds at good quality.

This feature is possible due to the vehicle’s external pedestrian warning speaker. So if you have Tesla’s Boombox feature or your vehicle makes a sound when traveling under 20 MPH, then you should receive this fun enhancement.

Rear Seat Audio and Gaming

You'll now be able to play games on Tesla's rear screens
You'll now be able to play games on Tesla's rear screens

Enhancing the Tesla Arcade experience, passengers in the rear seats can now play games on the rear touchscreen. This feature, especially when paired with Tesla Arcade’s compatibility with PS4, PS5, Xbox Controllers, and rear-screen Bluetooth Headsets, is a welcome addition for families and long trips.

Much like the new Model 3, which received rear audio over Bluetooth support in the 2023.38 update, the new Model S and Model X will also receive this ability in the holiday update.

New Game - Castle Doombad

Tesla announced one other feature in the 2023 holiday update that hadn’t been previously leaked, and that’s a new game called Castle Doombad. Castle Doombad is a single player tower defense, puzzle-like game that’s currently available on iOS and Android, but has an upcoming release on PC and the Nintendo Switch. This game is expected to require MCU 3.

Release Timeline

The rollout of the 2023 Holiday Update is expected to follow a similar timeline to last year. Tesla announced that the update will roll out starting next week. However, it’s not clear whether this will also include FSD Beta testers that are on a 2023.27 update.

Looking back at the 2022 Holiday Update, it started on December 13 and took about a week to get to the entire fleet.

Speculation on Future Features

Like a spoiled child on Christmas morning, Tesla owners still ask, “Is that it?” Well… possibly, but there may be more to look forward to early next year as Tesla builds off of the new High-Fidelity Park Assist feature.

Advanced Smart Summon: Upgrading the Smart Summon feature to be more intuitive and efficient, especially in complex parking scenarios.

Reverse Summon / Park Seek: What happened to Tesla dropping its passengers and driver off at the location and then finding a parking spot on its own?

Enhanced FSD Visualizations: Expanding the Full Self-Driving visualizations to more regions or models or completely recreating the FSD visualizations using the same neural networks Tesla is using for the High-Fidelity Park Assist feature.

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