Tesla Surprise: Tesla Rolls Out FSD Beta for Hardware 4.0 Vehicles

By Kevin Armstrong
Tesla has released FSD Beta for hardware 4.0 vehicles
Tesla has released FSD Beta for hardware 4.0 vehicles
Not a Tesla App

We all know about Tesla's CEO and his less-than-accurate time prediction. Say it with me - two weeks. But in a surprising turn of events, Tesla has started rolling out its Full Self-Driving (FSD) Beta for new vehicles equipped with Hardware 4 (HW4), including the Model S, Model X, and Model Y from Fremont and Texas. This development seems to contradict Elon Musk's recent statement, but some think there may have been a misunderstanding. Late last night Tesla started rolling out update 2023.26.11 to vehicles with HW4. The update includes FSD Beta 11.4.4 and HW4 owners have now confirmed that the update enables FSD Beta in their vehicles.

Six Months to Two Days

Two days before FSD appeared on HW4-equipped vehicles, Musk stated that the HW4 software would lag HW3 by "at least another six months," emphasizing that the company would focus on perfecting FSD on HW3 and providing it internationally. However, Tesla investor and enthusiast Sawyer Merritt offered an explanation of the change of timing, believing Musk meant that HW4 might not perform as well as HW3 initially, not that it wouldn't be available at all.

This rollout relieves Tesla owners who recently purchased or are awaiting delivery of new vehicles with HW4. After the recent comments that HW4 would lag behind on FSD, X.com and several other social media sites were filled with angry FSD subscribers and confused owners of new Teslas with FSD. While performance differences may still exist between the FSD Beta on HW4 and HW3, this rollout is undoubtedly welcome news for Tesla owners in North America. All that angst over the weekend quickly turned to countless people jumping in their Teslas and going for a ride Monday night to post their experience with FSD and HW4 joyfully.

Miscommunication or Heard Loud and Clear?

So, was it a miscommunication or did Tesla feel some heat from disappointed Tesla new and future buyers? Tesla always puts up strong numbers for customer satisfaction and brand loyalty. A Spring report indicated that approximately 67% of Tesla owners return to purchase another vehicle from the brand, surpassing the industry's average luxury brand loyalty rate of 46%. Tesla's ability to maintain high brand loyalty amidst changing conditions underscores its brand's and its vehicles' strength and appeal. This “episode” may also show how many people buy Teslas for the FSD experience.

While there may be questions regarding the performance of FSD Beta on HW4 compared to HW3, this development is a pleasant surprise. As Tesla continues to refine and improve its self-driving technology, it will be interesting to see how the performance of HW4 vehicles evolves over time and compares to that of HW3-equipped vehicles.

Tesla's Supercharger Team Shakeup: Firings, Rehiring, and Future Prospects

By Karan Singh
Not a Tesla App

Tesla recently fired the entire Supercharger team, including Tesla’s head of charging – Rebecca Tinucci, after she pushed back on the extreme layoffs that took place right before the cut.

The Supercharger team consisted of over 500 employees, at least after the initial layoffs. In the following days and weeks, Tesla began to rehire some of the employees that it had fired.

Some Damage Done

In the immediate aftermath of the firing of the Supercharger team, contractors and site planners were left bewildered, with no contact from the Supercharger team that was responsible for payment, planning, and decision-making.

As this has played out, new Supercharger deployments have been reduced – stations that were already being built are being completed, but no new announcements have been made since t

It was dire news at the time - but it isn’t all bad.

Returning Employees

Now, more and more of the employees that were fired are beginning to return to Tesla, some of whom are announcing that they were asked to return to Tesla in their previous capacities.

George Bahadue, Senior Manager of Site Acquisition and Business Development commented on LinkedIn:

“Two weeks ago, I was asked to return to Tesla in my previous capacity heading up the business development and site acquisition for Tesla charging – I accepted.”

His reasoning to accept the position was a quote from Rebecca Tinucci:

“You work at Tesla because you hope to have at least a small impact on our collective future – aspirationally, to leave the world better for our children and grandchildren and their children and grandchildren – by accelerating the transition to sustainable energy. And that mission is too important to allow any distractions.”

New Stations Could be Coming Soon

With the restaffing of the Supercharger team, especially with the return of George Bahadue, we can expect that new Supercharger sites may be announced in the coming weeks, as the ripple effect from the layoffs begins to settle.

The rehiring of experienced staff suggests that Tesla and Elon Musk are still committed to the vision of maintaining and expanding its Supercharger network – the largest and most reliable charging network in North America, which is crucial for the mission to move the world to renewable energy.

Tesla Cuts Model Y Output in China – Economic Slowdown and Anticipated Project Juniper Launch

By Karan Singh
Not a Tesla App

Tesla recently cut Model Y output in China, according to data from the China Association of Automobile Manufacturers (CAAM), Tesla’s production of the Model Y in China experienced a decline of approximately 18% in March, and 33% in April, versus the same time last year.

Output Cuts

These output cuts can be attributed to Tesla’s recent decision to reduce production of the Model Y at Giga Shanghai by at least 20% from March to June 2024. This was attributed to an unnamed Spokesperson by Reuters last week.

This decision could be multifaceted – the primary reason being an economic slowdown in China as price wars continue to be waged between EV manufacturers, including Tesla. On the flipside, Tesla has continued its production of the updated 2024 Model 3, colloquially referred to as the Highland, with an increase of 10%.

Project Juniper?

The second reason for this slowdown could be the incoming arrival of the Model Y refresh – also known as Project Juniper. Tesla China has already introduced an updated Model Y with a unique cloth dash with similar ambient lighting as the Model 3.

The Model 3 Highland was also introduced in China before its introduction to other markets, including North America and Europe.

Juniper Upgrade Speculation

Not much has been seen about Project Juniper at this time, but we can expect a similar suite of upgrades that match the updated 2024 Model 3 Highland – including a new front fascia design, updated doors and dynamics, steering updates, improved control arms, ambient lighting, new seats, and improved range.

There is a continued expectation that Tesla is pushing back its Model Y refresh – its best-selling vehicle – to make a bigger splash. This could include newer features – like the Cybertruck’s Steer-by-Wire, front camera, or other upgrades and changes – like the lack of stalks on the rest of the Tesla line-up.

Tesla previously confirmed we’re not seeing the Juniper Y this year, this could be the time needed to retool and upgrade lines to prepare for its introduction sometime next year.

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