Tesla has halted the rollout of FSD Beta to new owners until NHTSA's concerns are addressed
Not a Tesla App
Tesla recently issued a voluntary recall for all vehicles in the US and Canada that have installed or are pending installation of the Full Self-Driving (FSD) Beta software. The recall comes as a response to the National Highway Traffic Safety Administration’s (NHTSA) investigation into Tesla’s automated driving systems, which found that FSD Beta could potentially deviate around intersections and not always follow speed limits, increasing the risk of collision.
Cautious Recall
NHTSA’s testing found that Tesla’s FSD Beta testing led to an unreasonable risk to motor vehicle safety based on insufficient adherence to traffic safety laws. NHTSA communicated concerns to the automaker on January 25. On February 7, Tesla decided to do the recall out of an "abundance of caution, while not concurring with the agency’s analysis.”
Rollout of FSD Beta Halted
The recall affects almost 363,000 vehicles and has paused the rollout of FSD Beta to all who have opted in but have yet to receive the FSD Beta software. Musk, who was tagged on a post about the terminology of recall, again tweeted his angst toward the term. Musk said the word “recall” "for an over-the-air software update is anachronistic and just flat wrong!".
Will This Delay FSD Beta 11.3?
Owners who already have FSD Beta installed will be able to continue using it without any changes. However, this has the potential to delay the rollout of FSD Beta 11.3 since Tesla wants to issue a fix as soon as possible.
It's not clear whether Tesla will release a small update to the existing beta that addresses NHTSA's concerns or if Tesla will simply roll the fixes into FSD Beta 11.3. Given Tesla's recent focus on FSD Beta 11.3, the latter seems more likely. Whichever the case, it seems that Tesla is prioritizing fixes that address the NHTSA's concerns.
Company Lists Issues to be Corrected
The company's recall will be handled with an over-the-air software update to improve how FSD Beta negotiates certain driving maneuvers during specific conditions. Tesla noted these situations, traveling through certain intersections during a stale yellow traffic light, adjusting vehicle speed while traveling through variable speed zones, or negotiating a lane change out of certain turn-only lanes to continue traveling straight.
The recall is a serious action against the electric vehicle maker. It raises questions about Musk’s claims that he can prove to regulators that cars equipped with FSD are safer than humans and that humans rarely have to touch the controls. Musk at one point had promised that a fleet of autonomous Robo-taxis would be in use in 2020, and those units are under-development.
Since January 2022, Tesla has issued 20 recalls, including several required by NHTSA. However, the automaker continues to lead the industry in safety standards. Statistics reveal that Tesla’s Autopilot is ten times safer than those piloted by a human and 2.5 times safer even with Autopilot not engaged.
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.