We get our first view at hardware 4.0 for the Model Y
Greentheonly/Twitter
In a recent series of fascinating tweets, @greentheonly provided an unprecedented look into the internals of Tesla's new Model Y Hardware 4 or HW4. With his expertise and knowledge, Green shared detailed observations on the HW4's physical structure, board components, and the viability of retrofitting older models, giving the Tesla community much to ponder.
Breaking Down the HW4's Structure
Green's exploration of the HW4's complexities commenced with him acknowledging an "anonymous donor" for providing a chance to look inside Model Y's HW4. The serial numbers and other identifiers were blacked out. Green stated it was done to protect the donor after previous experiences, "Tesla is vengeful like this and went after the guy that did hw2.0 teardown by trying to deny warranty on unrelated repairs. Does not help that this new computer now has a (borderline illegal) 'warranty void if removed' sticker."
Delving into HW4's Core: Circuitry and Components
First up on the dissection table was the computer's physical form factor. According to Green, the HW4's form factor mirrors those of the S/X models, putting to bed any speculation around a potential retrofit to HW3 cars.
Moving deeper into the HW4, Green revealed that the board layout is similar to the HW4 on the Model S. However, as Green termed it, specific components, including the GPU and superior sound hardware, are now missing or depopulated. The use of cheaper non-Error-Correcting Code ram (ECC RAM) also seems to be a cost-cutting measure implemented by Tesla in this version of HW4 on the infotainment system side. Interestingly, this version of HW4 features two additional but depopulated display connectors, hinting at possible a possible second display in the vehicle.
Other distinguishing attributes of HW4 include a reoriented BroadR-Reach ethernet and the addition of a third, depopulated ethernet. Moreover, Green pointed out that the gateway chip has changed, too, with a different model from another vendor now in use. This chip, which was only seen in Chinese-made boards previously, seems to be a standard feature in all Model Y HW4 boards now.
Retrofitting HW3 to HW4: More Than Meets the Eye
The idea of retrofitting HW3 cars with HW4 stirred up quite a debate. According to Green, the concept may sound enticing, but it's not as straightforward as it seems. Modifying the vehicle to accommodate the new coolant pipe locations would be necessary for a retrofit, likely making this option more costly than simply manufacturing a new board in the old form factor.
Uncovering the Hidden Changes
Apart from the apparent changes, Green shared insights into some of the subtle modifications made by Tesla. For instance, the Texas-manufactured Model Ys feature a plastic "firewall" requiring a change in mounting methods for the new HW4. Despite the internal components remaining the same, the different mounting technique necessitates a unique part number for the computer.
The missing camera connectors were for additional cameras, such as a front bumper camera. However, as Green says, the absence of a connector doesn't mean that Tesla won't add them in the future. In fact, if Tesla had no intentions of adding such features, they wouldn't be available on the board at all, instead of just being unpopulated.
Implications for Current and Prospective Tesla Owners
For existing and future Tesla owners, these findings offer a clearer understanding of what to expect from the HW4-equipped Model Ys. Notably, questions still linger about additional cameras and if and when newer models will receive them. The Cybertruck prototype already has a front bumper camera, so it may only be a matter of time.
While it seems that retrofitting HW3 to HW4 may not be feasible due to the cost and complexity involved, Green isn't entirely ruling out the possibility. He believes a different version could theoretically be created for retrofits, although it's unlikely.
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Following customer requests, Tesla has once again returned FSD Transfers for North America. This comes after some new details we received on FSD Supervised and Unsupervised at the recent Q1 2025 Earnings Call.
Vox Populi, Vox Dei … FSD Transfer is back
All countries (in NA), all S3XY + @cybertruck (excl Foundation Series & Launch Series)
This latest round of FSD transfers doesn’t have a specific time limit - so if you’re in the market for a new vehicle and were worried about transferring FSD from a HW3 vehicle - now is the best chance.
This transfer opportunity is applicable for any new vehicle purchases, including the Model S, 3, X, Y, as well as the Cybertruck. The only vehicles it doesn’t apply to are the Foundation-Series Cybertruck or a Launch-Series Model Y, which already come with FSD included.
If you’re conducting an FSD transfer, you’ll need to reach out to your Tesla delivery coordinator through the Tesla app to confirm you’re eligible and to get the process started.
Note that once you take delivery, FSD access is removed from your older vehicle, regardless if you plan to trade in your vehicle or keep it.
Canada and Mexico
For those in Canada and Mexico, there’s some good news. This opportunity is available for customers in those countries as well, however, new vehicle orders are currently paused in Canada and Mexico for unknown reasons.
Running Offers
There are also several other offers running in North America, with the country flags indicating which countries their available in:
0% Financing on new Model 3 Orders (60mo, 0.99% for 72mo) 🇺🇸
Deep Blue Metallic and Pearl White are currently free on a new Model 3 Performance 🇺🇸
Original Model Y Owners are receiving $2,000 off the purchase of a Refreshed Model Y 🇺🇸 🇨🇦 🇲🇽
Free Supercharging on the Model S and Model X 🇺🇸 🇨🇦 🇲🇽
Free Supercharging on the Foundation-Series Cybertruck 🇺🇸 🇨🇦 🇲🇽
Tesla’s long-awaited ambitions for a fully autonomous Robotaxi network powered by the futuristic, control-less Cybercab have finally started to take shape.
During their Q1 2025 earnings call, Tesla shared new details about its Robotaxi network, including that the network will start with new Model Ys. The Cybercab will join the network in 2026.
Robotaxi Plans
Tesla confirmed during the Earnings Call that it is on track to conduct the pilot launch of its Robotaxi network in Austin in June 2025. The first vehicles deployed for this service won’t be Cybercabs, as production for those is still in the prototyping stage.
However, Tesla did outline part of their plan for the Robotaxi network rollout. The initial aim is to begin driverless operations in Austin and then expand the service to other cities within the United States by the end of 2025. Interestingly, Tesla is also testing in California - albeit with safety drivers at this time.
Not a Tesla App
Looking further ahead, there are ambitious plans to ramp up operations to have millions of vehicles operating autonomously within the network by the end of 2026. While substantial revenue generation won’t be immediate, Tesla anticipates that the Robotaxi network will start to “meaningfully move the financial needle” in the second half of 2026.
Tesla also highlighted the current real-world benefits that FSD is already offering today—and will be able to offer to many more people in the near future.
These include reducing effort and time spent on daily commuting or transit, as well as improving mobility for customers with disabilities. Tesla plans to emphasize some of these community stories and wants to highlight the advantages and capabilities of FSD to improve people’s lives.
Robotaxi App and Robotaxi Vehicle UI
Not a Tesla App
After the call, Tesla AI also shared a video showcasing the Robotaxi interface in the Tesla app, as well as some footage that included the in-vehicle UI, at least as it currently stands.
The video shows Tesla employees using and testing Robotaxi features, although there are safety drivers in place. It looks like there is already a set of well-integrated UI mechanisms for both the front and rear screen when in Robotaxi mode.
Tesla is testing this today, and this network has already completed 1,500 trips, totaling approximately 15,000 miles. The system is being tested for vehicle allocation, mission control, and remote assistance operations.
Remote Operators
Inevitably, edge cases or unique situations will come up, and they will be difficult to handle. For these cases, where a Robotaxi vehicle gets stuck or requires assistance, Tesla will likely implement remote support.
While they didn’t completely confirm remote support operators on the Earnings Call, Tesla has previously posted positions for Teleoperator Engineers for Robotaxi, and an AI T=team member posted on LinkedIn about testing for remote assistance operations.
Scaling Up
Tesla initially intends to deploy a relatively small fleet in Austin, with its pilot beginning with about 10 to 20 vehicles on day 1. They will scale up gradually as the systems are validated and operations are refined, and the target is for anyone visiting Austin to be able to hail a robotaxi by the end of June or early July 2025.
Scaling Out
Not a Tesla App
Tesla’s confidence in scaling out stems from its generalized approach with FSD. The team believes that once FSD is thoroughly verified and capable in a few diverse North American cities, deploying it to any other North American city should be technically feasible. After all, driving regulations don’t vary much from one major city to another, except for things like no right turns on red lights.
The primary limitation with scaling out geographically is expected to be securing regulatory approvals in different regions and jurisdictions. While the principles of Tesla’s FSD are expected to apply globally, as with the China rollout, regulation will continue to be a considerable hurdle.
Cybercab
FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Bay Area.
We've completed over 1.5k trips & 15k miles of driving.
This service helps us develop & validate FSD networks, the mobile app, vehicle allocation, mission control &… pic.twitter.com/pYVfhi935W
Tesla’s fully autonomous, two-seater vehicle, the Cybercab, is also being developed. While volume production for the Cybercab won’t begin until 2026, Tesla is already undergoing sample production validation. The first actual Cybercab builds are expected to be completed near the end of Q2 2025, and we’re excited to see if anything changes from the prototypes shown at We, Robot.
Tesla intends to build Cybercab at Giga Texas, and the production line is on schedule, according to Tesla. Cybercab production will not require a new building and will be built inside the existing Giga Texas factory.
Unboxed Method
Tesla's Shareholder Deck for Q1 2025 is now out, and we're 40 minutes away from the Earnings Call.
It seems Tesla won't be using the unboxed process for its more affordable model - which is a new vehicle.
The Cybercab’s production and low-cost methodology heavily rely upon Tesla’s innovative new unboxed manufacturing method. Tesla’s executive team mentioned that progress and implementation with this new manufacturing solution was going well, and it will be key to lowering the cost of production while considerably raising the level of automation.
Tesla has already achieved key milestones with this method, including successfully integrating large sub-assemblies and resolving challenges related to connecting portions of the vehicle's ceiling during the process. They have also successfully completed corrosion testing related to the new assembly method, as well as begun initial crash testing for the Cybercab.
All of that and more will eventually be incorporated into other vehicle production lines, and the Cybertruck is already benefiting from some aspects of these developments. With a final ambition of achieving a 5-second cycle time per Cybercab, Tesla has come a long way—but it still has quite a bit to go. They’ve managed to meet a 33-second cycle time for the Model Y at Giga Shanghai between two production lines, but 5 seconds per vehicle is quite ambitious.
Not a Tesla App
With all that said, between Robotaxi and Cybercab, there is a lot of interesting news coming from Tesla. We expect this to continue throughout the year as Tesla launches its network and then aims to release FSD Unsupervised to customers, with a potential price increase.
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