Tesla has re-released FSD Beta 11.3.6 on a newer branch
Not a Tesla App
Social media lit up early this morning as a new cohort of FSD Beta testers shared their excitement. For the first time, Tesla has re-released an existing FSD Beta version but based it on a newer branch. This makes this latest FSD Beta release available to all existing Tesla owners who subscribe to FSD or have purchased the FSD package.
Earlier this year, Tesla was compelled to issue an over-the-air (OTA) recall for more than 362,000 vehicles with FSD Beta installed. The National Highway Traffic Safety Administration (NHTSA) had raised concerns that under specific circumstances, the software might contravene local traffic regulations, potentially increasing collision risk if drivers failed to intervene.
Following the recall, Tesla halted the deployment of the software to new testers, putting a momentary brake on their FSD Capability option purchase or subscription. In March, Tesla resolved these issues with the release of FSD Beta 11.3.2, but new testers were still excluded from the rollout.
Tesla's FSD Beta is Back on Track
Late last night Tesla broke the ice by introducing the 2023.12.10 release, which includes FSD Beta 11.3.6. Notably, this release brings FSD Beta in line with the latest non-beta branch, a significant step forward in ensuring the continuous development of this innovative technology.
According to the release notes, this new beta update aligns with the existing 11.3.6 software version already in tester vehicles, which was version 2022.45.15. While this is excellent news for Tesla and its new testers, many were expecting to see beta 11.4.2, based on a recent tweet from CEO Elon Musk. Musk hinted that the 11.4.2 update would address "some easy-to-fix bugs" related to narrow roads and lane changes in heavy traffic.
With 11.3.6 being rolled out to new testers, it's hopeful that 11.4.2 will soon follow suit, bringing further enhancements to the FSD Beta software.
What Triggered the NHTSA Recall
Reflecting on the recall that led to the temporary rollout freeze, the NHTSA had identified several operational characteristics of the FSD Beta that could potentially infringe on local traffic laws. Issues raised included crossing intersections during a stale yellow traffic light, staying static at clear intersections for a prolonged period, adjusting vehicle speed in variable speed zones based on detected speed limit signs, and negotiating lane changes from certain turn-only lanes.
In the weeks following the recall, Tesla met with NHTSA representatives to discuss solutions. Despite initially disagreeing with the NHTSA’s analysis, Tesla has since issued a voluntary recall and promised a software update to remedy the issues.
The NHTSA's ongoing scrutiny of Tesla's Autopilot and FSD Beta software indicates the rigorous standards required for autonomous driving technologies. As Tesla rolls out its updated FSD Beta to new testers, it's clear that the company is committed to ensuring its technology's safety and continuous improvement.
Moving forward, all eyes will be on the imminent arrival of FSD Beta 11.4.2 and further developments in Tesla's pursuit of autonomous driving.
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There has been extensive reporting on what the long-anticipated affordable EV option would become, and we’ve seen numerous news stories mentioning that it was delayed or even arriving on time. The executive team revealed the near-term and long-term plans for Tesla’s upcoming vehicles, and there’s definitely good news to share here.
Updated Timeline
The most important piece of news is that despite all the talk of delays from supposed inside sources, Tesla has confirmed that the plan for its more affordable model remains on schedule for production to begin in the first half of 2025. Tesla’s executive team narrowed that timeline down further - and said that they expect production to kick off as soon as June and that the new model will be in the market shortly thereafter.
While the production timeline itself is on track, Tesla did note that the subsequent ramping process will likely be slower than initially hoped, citing global tariff and financial impacts as challenges to overcome to prepare its production lines.
Hybrid Production Approach
Tesla has once again confirmed that this will not be their next-generation vehicle, built using new production methods. Instead, they outlined a relatively more pragmatic approach for this new model.
Tesla will utilize aspects of both the next-generation platform as well as some parts of its current platforms (namely the Model 3 and Model Y). This means that Tesla will produce this new vehicle on the same manufacturing lines as the Model 3 and Model Y.
This strategy allows Tesla to bring the vehicle to the market more quickly, while also managing capital expenditures more efficiently by using existing infrastructure. However, Tesla’s executive team also noted that this approach, while faster, will result in fewer cost reductions than what might have been achieved with an entirely new platform and dedicated manufacturing process.
Vehicle Design
Using these existing production lines means that Tesla’s new vehicle will likely share some considerable similarities with either the existing Model 3 or Model Y. Rather than being a radically different and smaller vehicle, this new model will resemble the overall form factor and shape of Tesla’s current core offerings, while being optimized for a lower cost.
This doesn’t mean that Tesla is forgetting the overall goal here. Their ultimate goal is to reduce the initial cost of ownership and lower monthly payments for customers while maintaining a standard of excellence and safety.
Not Unboxed
Both at this Earnings Call and previous ones, Tesla has indicated that this new vehicle will not be using the innovative unboxed assembly method, at least for the time being. That relatively unique method will be developed and implemented specifically for the purpose-built Cybercab and for future vehicles on the next-generation platform.
We’re just a few days away from May, so it won’t be long before we see more about this upcoming vehicle. Stay tuned.
In a follow-up move to the current US administration’s goals to introduce a federal framework for autonomous vehicles, the US Department of Transportation (USDOT) is loosening autonomy restrictions following an announcement from Secretary Sean Duffy on X. This new initiative helps streamline complex regulatory processes and foster home-grown innovation.
From the Wright Brothers to the first astronauts on the moon, our nation has always been at the forefront of transportation technology.
That’s why today we're unveiling a new Automated Vehicle Framework from @USDOT’s Innovation Agenda ⬇️ ⬇️ pic.twitter.com/W3kbMUwQSn
As part of the broader upcoming USDOT Innovation Agenda, the newly unveiled AV Framework is designed to promote American innovation and strengthen domestic engineering while maintaining existing safety standards. The framework centers around three key principles:
Prioritize Safety
Unleash Innovation
Enable Commercial Deployment
To kickstart this AV framework, USDOT announced two initial steps focused on streamlining processes and expanding opportunities.
Crash Reporting Requirements
Under the first principle to Prioritize Safety, the National Highway Traffic and Safety Administration (NHTSA) will maintain its Standing General Order requiring crash reporting on Advanced and Automated Driver Assistance Systems (ADAS and ADS).
However, the reporting process will be streamlined following feedback from AV innovators, likely including Tesla. The goal here is to focus on collecting critical safety information while removing unnecessary or duplicative items from the reporting process, thereby reducing the burden without compromising safety.
Cutting Red Tape
Directly tied to the second principle of Unleash Innovation, the framework also seeks to slash red tape. The first step here is the expansion of the Automated Vehicle Exemption Program, or AVEP. This program allows manufacturers to petition for temporary exemptions from certain federal motor vehicle safety standards (FMVSS) for testing or deployment purposes.
Previously, the standard excluded domestically produced vehicles. Now, domestically produced AVs will not need to meet FMVSS, which will broaden the scope for manufacturers to test more innovative and unique designs and technologies.
Single National Standard for AVs
Finally, tied to the third principle of Enable Commerical Development, USDOT intends to move the United States closer to a single national standard for autonomous vehicles. This aims to prevent a confusing and inefficient patchwork of state-level or city-level laws and regulations, which can create hurdles for companies attempting to innovate, deploy, and scale their technology.
A unified standard across the United States also means that Canada and Mexico will likely be able to follow, as they share homologization standards across North America, including for vehicle crash safety and some autonomy regulations.
What This Means for Tesla
These framework changes will likely have a substantial impact on Tesla. The move towards a national standard is potentially the most impactful change, as Tesla identified regulatory hurdles as one of the most significant challenges it will face with the deployment of both Unsupervised FSD and its Robotaxi network.
The reduction of FMVSS requirements and streamlined reporting will likely play a role in the future as well. The FMVSS requirements are probably already being worked on, if not already met, by the Cybercab and other vehicles in Tesla’s lineup.
Meanwhile, the streamlined reporting will be helpful once Tesla officially launches its Robotaxi network in June.
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