Tesla has released FSD Beta 11.4.1 to public testers
Not a Tesla App
Tesla has officially released the FSD Beta 11.4.1 update to some public testers, marking an exciting milestone in developing its autonomous driving technology.
Version 11.4 spent about three weeks in the testing phase with Tesla employees before the updated version 11.4.1 was released. The beta 11.4.1 update was initially provided to employees and quickly expanded to include OG testers, which is roughly 1,000 testers, or about 0.25% of all Tesla owners who have FSD Beta.
Rollout Strategy for FSD Beta 11.4.1
If no significant issues are found with the current 11.4.1 version, we can expect to see this beta version expand to more Tesla owners. The rollout is likely to begin gradually before expanding in large waves, potentially up to 10-20% of users at a time, following a similar pattern to the rollout of the 11.3.6 version.
Currently, only Tesla owners on an existing FSD Beta or those on update 2023.6 or earlier are likely to be eligible to receive this update. The next beta update may be based on 2023.12, which should allow more Tesla owners to be eligible for the update. Typically, Tesla does not roll back software, so owners already on update 2023.12 will likely not be able to receive this beta. However, with update 2023.16 just around the corner, it could be a cat and mouse game.
FSD Beta 11.4.1 - A Step Closer to Version 12
The FSD Beta 11.4.1 update is a testament to Tesla's commitment to improving driver safety and autonomy. It introduces better control and smoothness in driving by enhancing the geometry, curvature, position, type, and topology of lanes, lines, road edges, and restricted spaces. Perception of city lanes, forks, merges, and turns has significantly improved due to a bigger and cleaner training set and an updated lane guidance module.
The system's perception and detection capabilities have been boosted, with lane-guidance inputs added to the Occupancy Network to improve long-range roadway feature detection. This, along with improvements in motorbike recall and vehicle detection precision, adds more robustness to variances in vision frame rate.
Elon Musk has stated that the architectural improvements in FSD Beta 11.4.1 are so substantial that it should arguably be version 12. However, the company has reserved that designation for when Full Self-Driving is fully AI, from video input to control output.
The public release of FSD Beta 11.4.1 represents a major milestone for Tesla. This update offers significant enhancements to the driving experience and brings Tesla one step closer to achieving its goal of full AI driving capabilities.
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“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.
On Tuesday Tesla reported its earnings results followed by a conference call that brought several updates on the company’s roadmap for future vehicles, autonomous driving, Optimus and much more.
While answering a question from Goldman Sachs analyst Mark Delaney about updates on the licensing of Tesla’s Full Self-Driving (FSD) technology, Elon Musk said they’re talking to one major auto manufacturer and there’s “a good chance” the company signs the first deal before year-end. However, he went on to say that it would probably be three years before the necessary changes are integrated into the car.
I think we have a good chance we do sign a deal this year
Brings Benefits to Tesla
The technology would require other automakers to start using the same cameras and hardware as Tesla, meaning that Tesla may not only generate money from licensing FSD but also from selling the hardware itself. However, there would be other benefits as well. When licensing FSD, Tesla would likely own the data gathered with the system well, further helping them with data and edge cases that need to be solved to reach full autonomy.
people don't understand all cars will need to be smart cars… Once that becomes obvious, I think licensing becomes not optional.
Tesla’s Chief Financial Officer Vaibhav Taneja commented pointing out that future partners “take a lot of time in their product life cycle” resulting in a gap between the deal signing and the arrival in the market of Tesla’s FSD software.
Miles Driven With FSD
On the conference call, Musk added that Tesla now has over 300 million miles that have been 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 will continue to increase its “core AI infrastructure capacity in the coming months” adding that in the first quarter, it completed the transition to hardware 4.0 with China now receiving the upgraded FSD computer and cameras.
Over the weekend, Tesla reduced the price of FSD dropping it from $12,000 to $8,000 for customers in the United States and from CA$16,000 to CA$11,000 in Canada.
Earlier this month, Tesla implemented a 50% price reduction for FSD subscriptions in the U.S. and introduced the subscription model in Canada at a great value of CA$99 per month.
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