Without fanfare, Tesla has introduced their most refined self-driving computer, Hardware 4.0 (HW4), into the Model Y lineup. It's a surprising move, as it was believed HW4 would roll out with the Model Y redesign. This strategic decision, executed in Tesla’s unique, understated style, follows the quiet integration of HW4 into the luxury Model S and Model X models earlier this year.
This shift came to light thanks to one of our sources, who has provided accurate information in the past. Tesla owner Zack (@BLKMDL3) has now identified multiple Model Y units equipped with fresh hardware at his local delivery center. The distinctive upgraded side repeater and forward-facing cameras indicate HW4 were observed in both Long Range and Performance variants of the Model Y.
Transitioning to the New Standard
Notwithstanding these exciting sightings, numerous Model Ys with the previous hardware was still found at the delivery site. As is customary with Tesla’s approach to hardware rollouts, the full switch to HW4 across all Model Ys will take some time as Tesla factories incorporate these changes.
Source code information connected to a recently manufactured Model Y also confirmed the presence of HW4, designated as "AP HW4". Interestingly, this phased implementation might lead to disparities among Model Y units depending on their manufacturing origin. For instance, those made in China, where no HW4 incorporation has been reported yet, might cause Canadian customers to miss out on the HW4 upgrade.
HW4: Paving the Way for Enhanced Autonomy
Tesla’s HW4 represents the company’s commitment to refine its vision-based self-driving system further, shifting from the previous reliance on a combination of vision and radar sensors. It plays a pivotal role in Tesla’s bold objective to master Full Self-Driving (FSD) by year-end.
Nonetheless, it's worth noting that certain functionalities were not instantly available during the early stages of HW4 deployment. This factor likely played a role in Tesla's decision to delay its introduction of the Model Y. As Tesla continues perfecting HW4, further enhancements are anticipated, including improved handling of complicated maneuvers, such as unprotected turns.
Tesla has introduced hardware 4.0 for the Model Y
BLKMDL3/Twitter
The Hardware Evolution: Comparing HW4 and HW3
Insightful images shared by the Tesla community have provided a comparative look between HW4 and its predecessor, Hardware 3.0 (HW3). Of note, the side repeater cameras on the Model Y with HW4 have noticeably larger lens housings and a wider field of view. This departs from early anticipations, which projected HW4 would introduce additional cameras. Instead, the updated hardware seems to enhance the existing camera system.
What Lies Ahead
The introduction of HW4 into the Model Y marks a remarkable stride in Tesla's commitment to perfecting Full Self-Driving technology. As Tesla continues to develop and refine HW4, it's exciting to envision the transformative potential this holds for the automotive landscape.
While Tesla CEO Elon Musk’s ambitious vision of a Robotaxi fleet may still be some way off, the integration of HW4 in the Model Y undeniably represents a key milestone in that journey. As this revolutionary technology evolves, the world eagerly awaits the exciting advancements it promises to bring to the autonomous driving experience.
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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.
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