Over the weekend Tesla released FSD Beta V11.3 (release notes) to more employees. It's not clear whether all employees now have access to the latest beta or if the number of employees was expanded.
Tesla typically releases the latest FSD Beta to all employees as a final test before starting its public release. We could see the first public release of the beta later today.
Elon Musk said earlier this month that FSD Beta V11.3 would start rolling out last week. However, it could be a while before it rolls out to everyone with FSD Beta installed. According to the latest Tesla 'recall,' Tesla now has 362,000 vehicles in the US and Canada running FSD Beta.
Improved Visualizations
We previously heard that FSD Beta V11 would include improved visuals. We now have our first look at these improvements. From the leaked photo we can tell the vehicle's path is much wider. The reason for this could be that Tesla wants to not only represent the path the vehicle will take, but also the space the vehicle will take up when it's at a specific location.
Another obvious change is the removal of the red road edges. They appear to have been replaced with light gray lines instead, which fits in with Tesla's simplistic style of the surrounding environment.
The dotted lines between the lanes also have a different style. They used to be very defined and now have a slight blur to them, similar to other road markings. It'd be interesting to see if Tesla is now using vision to determine the dotted line width and length.
It's hard to tell much else from the image, but the vehicle appears to be on a highway, which means that the FSD Beta visuals will be applied to highway use as expected. It's not clear whether there are other improvements in the visualizations or if can detect new objects.
New Features
With the expansion of the beta to more employees, the release notes for V11.3 have now been leaked, at least partially. The biggest feature on the list is the expected single-stack transition, where Tesla will now use everything it has learned from FSD Beta on city streets and use the same technology for Autopilot on the highway.
However, the list of improvements is long and notable.
Leave Notes About a Disengagement
One of the improvements in this beta according to the release notes is the addition of 'voice drive-notes,' which will allow you to comment on a disengagement with an audio description.
- Added voice drive-notes. After an intervention, you can now send Tesla an anonymous voice message describing your experience to help improve Autopilot.
This will presumably be done through a voice command and Tesla is likely transcribing these to text on their end to make them readable and searchable instead of having to listen to a message, although it appears that you will be able to leave a comment after a disengagement. This may work similarly to the 'Report a bug' feature.
Expanded Automatic Emergency Braking
With this beta, Tesla is expanding Automatic Emergency Braking (AEB) to handle vehicles crossing in your path. AEB was limited to when approaching another vehicle from behind, however, Tesla is expanding this to also apply to vehicles crossing your path. Although this is lumped in with the FSD Beta's release notes, and it depends on vision and improvements made with FSD Beta, it will not only apply to FSD/Autopilot but also when you're driving manually.
In the release notes Tesla mentions that according to data they've collected this improvement with AEB would have prevented 49% of collisions.
Improved Highway Handling
One of the features I'm excited to see in this release is the improvement to the vehicle's path when traveling on the highway. If you encounter a sharp turn, the vehicle tends to get too close to the outside of the curve instead of keeping itself in the center of the lane.
This will apparently be improved with this update as Tesla says there is improved handling at high speeds in high curvature scenarios.
The release notes cover other improvements as well, such as improved lane changes and mergers, as well as object detection and decision-making refinements.
This software version that was released to employees is version 2022.45.5, which is untraditional for Tesla since it has an odd week in the version number, although since we're getting closer to the expected release of FSD Beta V11.3, it's possible this could be the version everyone receives in the coming weeks.
Now that release notes and the first image has been shared, we may soon see what else is included in this update. To find out more about this beta, check out the release notes for FSD Beta V11.3.
Tesla has invested billions of dollars over the years toward vehicle autonomy. The mission continues as Elon Musk and Tesla now prepare to unveil their ride-hailing product, Robotaxi this August. Or, as Musk called it on Tuesday, Tesla CyberCab.
Early Days
Five years ago, during Tesla’s Autonomy Investor Day in April 2019, Elon Musk said he felt “very confident predicting autonomous robotaxis for Tesla in the following year [2020]”. At the time, Musk added a bolder claim, predicting that Tesla wouldn’t even make cars with steering wheels or pedals by 2022. While timeliness may not be Musk’s strong suit, he has a track record for getting things done that others were unwilling to try or thought were impossible. Musk later admitted he can be overly optimistic and said “sometimes I am not on time, but I get it done.”
Now, 5 years later, we have the robotaxi unveiling scheduled for August 8th. After the release of FSD v12, it’s clear that we’re much closer to autonomy than we were in 2019, although FSD v12 is still a far cry from full autonomy.
While Tesla still has the robotaxi unveiling scheduled for August, Tesla announced yesterday that it’d be prioritizing a simpler “next-gen” model that could be released by early 2025.
Latest Updates
On the conference call, Musk added that Tesla now has over 300 million miles driven with FSD v12 since it was launched just last month. He added that it's becoming “very clear that the vision-based approach with end-to-end neural networks is the right solution for scalable autonomy”.
Tesla said it has been investing in the hardware and software ecosystems necessary to achieve vehicle autonomy and a ride-hailing service. The company is confident that it can establish a scalable and profitable autonomous driving business by employing a vision-only architecture.
think of it [Tesla] as combination of Airbnb and Uber meaning that there will be some number of cars that Tesla owns itself and operates
Tesla = Uber + AirBnb
Later on, Elon Musk unveiled that the new service will operate and result in a mix between Uber and Airbnb where the Tesla driver decides if and when he wants his Tesla to be used and by whom. Tesla stated:
“We believe the Tesla software experience is best-in-class across all our products, and plan to seamlessly layer ride-hailing into the Tesla App.”
Tesla’s CEO clarified that the owners will be able to add or remove their car from the fleet “whenever they want” adding that it will be up to them to decide if they want to only let the car be used “by friends and family or only by five-star users or by anyone at any time”. The flexible program will, just like Airbnb, allow the owners to take the car out of the market when they want.
The upcoming ride-hailing service will enable users to easily request a Tesla vehicle, control the car's temperature, monitor its real-time location, and adjust the audio system. The only question is when.
“We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025”. This was one of the key sentences that were part of Tesla’s deck shared on Tuesday directly before its financial results.
Since Reuters’ report a few weeks ago saying Tesla had “scrapped” the highly expected cheaper model— which Elon quickly denied on X —retail and institutional shareholders started asking for more details on Tesla’s product roadmap for 2024 and beyond.
In the earnings conference call, Elon Musk reiterated that Tesla expects to launch the next model in “early 2025, if not late this year”.
“We've updated our future vehicle lineup to accelerate the launch of new models ahead of previously mentioned start of production in the second half of 2025. So, we expect it to be more like the early 2025, if not late this year. “
Over concerns of temporary production halts to update the factories for these new models, Musk said that Tesla will produce new models with certain aspects from their next-generation platform and current models. This will reduce the number of changes needed on production lines and allow Tesla not only to ramp up production faster but also to get the vehicles to market quicker.
Model Y Redesign
Tesla appears to hit that their next-gen vehicle will be less “next-gen” than they were initially aiming for, but to get a new vehicle out the door by late 2024, the process would already have to be in motion. Tesla may likely be referring to the redesigned Model Y, which is expected to reuse many parts from the new Model 3. Earlier this year, Tesla said that the redesigned Model Y will not be released this year, so it makes sense that they’re looking to speed up that production.
Tesla CEO concluded by saying that these measures will allow Tesla to reach a capacity of over 3 million units. Tesla produced 1.84 million vehicles in 2023. However, this year they’re ramping up Cybertruck production and introduced the new Model 3 into new markets.
And we think this should allow us to get to over 3 million vehicles of capacity when realized to the full extent.
Tesla reported on Tuesday its earnings results followed by a conference call where it teased its upcoming Robotaxi and its next-generation platform saying its “purpose-built Robotaxi product will continue to pursue a revolutionary ‘unboxed’ manufacturing strategy”.
Earlier in the day, Tesla announced the new Performance variant of its sedan Model 3 with deliveries in the United States starting already next month. The new version starts at $45,490 (after applying the $7,500 Federal EV tax credit) and goes from 0 to 60mph in 2.9 seconds.
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