Tesla FSD Beta v11.4.7.3 Goes Out; Tesla Talks About Milestones and FSD v12

October 20, 2023

By Kevin Armstrong

Tesla continues to add miles driven on FSD Beta at an incredible pace

Not a Tesla App

Tesla's relentless pursuit of full self-driving (FSD) technology and the broader implications of its AI initiatives garnered a lot of attention during the 2023 third-quarter earnings call - and for good reason. While the term "game-changer" is often thrown around, autonomous vehicles are worthy of that title.

FSD Beta 11.4.7.3 Gets Released

Yesterday Tesla released its latest FSD Beta, v11.4.7.3, internally to some of its employees. However, just a day later, we're now seeing this newest beta go out to some customers.

This latest update appears to only include bug fixes to FSD as the release notes remain the same as v11.4.7.2. However, as Tesla continues fixing bugs with FSD Beta in these latest builds, we may see an iteration of v11.4.7 go into the main production builds, which currently include a slightly older build of FSD Beta, v11.4.4.

Milestones in FSD Beta

Tesla vehicles have now covered a staggering 0.5 billion miles using FSD beta, underlining a significant data repository the company has been collecting. This treasure trove of real-world data is pivotal for refining and enhancing AI-driven systems.

To expedite AI training and realize FSD targets, Tesla has activated a 10,000 GPU cluster of H100s. This impressive infrastructure is operationalized at a speed that sets industry benchmarks.

Understanding FSD Version 12

Musk unveiled insights about FSD version 12, an "end-to-end AI." He explained the concept of "photon in, controls out," comparing the mechanism to human optics. This perspective reflects Tesla's drive to emulate human-like decision-making in its vehicles.

Terming Tesla's AI system as a "Baby AGI" (Artificial General Intelligence), Musk emphasized the system's necessity to operate and comprehend reality, signifying a more profound philosophical approach to AI-driven autonomy.

Revised FSD Pricing: A Strategy Unveiled

Tesla's recent decision to adjust the FSD price downward raised eyebrows. However, Musk clarified that this price is a "temporary low," hinting at future escalations in pricing commensurate with the system's value and advancements (FSD price history).

With other automakers, like Mercedes, stepping into the autonomous driving arena and accepting associated liabilities, Tesla delineated its position. The company highlighted Tesla's system's superior adaptability and versatility, drawing attention to its commitment to safety and legal considerations.

International Expansion Challenges

Tesla's strategic decision to limit the Neural net path planning system to North America currently stems from wanting to perfect the system before navigating rigorous global approval processes. The company's approach is to prioritize quality and safety over rapid, global deployment.

In a rare moment, Musk said, "I apologize it's not in those countries, but we keep plenty of ways to make it better. And it needs to drive such that it exceeds the — even unsupervised, significantly exceeds the probability of entry of a human or significantly better, a lower probability of entry than a human by far. I think we're tracking to that point very quickly."

Musk was explicit about the transformative role of AI and FSD in Tesla's future. Achieving autonomous vehicles and creating humanoid robots could potentially skyrocket Tesla's valuation, marking it as the preeminent company on a global scale.

Tesla’s Optimus Robot Learns to Walk Without Vision [VIDEO]

December 13, 2024

By Karan Singh

Optimus Falls - but catches itself!

Not a Tesla App

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.

Daily walks help clear your mind pic.twitter.com/dUsW58trS6
— Tesla Optimus (@Tesla_Optimus) December 9, 2024

A Look Behind the Curtain

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.

Is Tesla Close to Licensing FSD? GM Quits Cruise, BMW Praises Tesla

December 13, 2024

By Karan Singh

Not a Tesla App

In a relatively surprising move, GM announced that it is realigning its autonomy strategy and prioritizing advanced driver assistance systems (ADAS) over fully autonomous vehicles.

GM is effectively closing Cruise (autonomous) and focusing on its Super Cruise (ADAS) feature. The engineering teams at Cruise will join the GM teams working on Super Cruise, effectively shuttering the fully autonomous vehicle business.

End of Cruise

GM cites that “an increasingly competitive robotaxi market” and “considerable time and resources” are required for scaling the business to a profitable level. Essentially - they’re unable to keep up with competitors at current funding and research levels, putting them further and further behind.

Cruise has been offering driverless rides in several cities, using HD mapping of cities alongside vehicles equipped with a dazzling array of over 40 sensors. That means that each cruise vehicle is essentially a massive investment and does not turn a profit while collecting data to work towards Autonomy.

Cruise has definitely been on the back burner for a while, and a quick glance at their website - since it's still up for now - shows the last time they officially released any sort of major news packet was back in 2019.

Competition is Killer

Their current direct competitor - Waymo, is funded by Google, which maintains a direct interest in ensuring they have a play in the AI and autonomy space.

Interestingly, this news comes just a month after Tesla’s We, Robot event, where they showed off the Cybercab and the Robotaxi network, as well as plans to begin deployment of the network and Unsupervised FSD sometime in 2025. Tesla is already in talks with some cities in California and Texas to launch Robotaxi in 2025.

GM Admits Tesla Has the Right Strategy

As part of the business call following the announcement, GM admitted that Tesla’s end-to-end and Vision-based approach towards autonomy is the right strategy. While they say Cruise started down that path, they’re putting aside their goals towards fully autonomous vehicles for now and focusing on introducing that tech in Super Cruise instead.

NEWS: GM just admitted that @Tesla’s end-to-end approach to autonomy is the right strategy.

“That’s where the industry is pivoting. Cruise had already started making headway down that path. We are moving to a foundation model and end-to-end approach going forward.” pic.twitter.com/ACs5SFKUc3
— Sawyer Merritt (@SawyerMerritt) December 10, 2024

With GM now focusing on Super Cruise, they’ll put aside autonomy and instead focus solely on ADAS features to relieve driver stress and improve safety. While those are positive goals that will benefit all road users, full autonomy is really the key to removing the massive impact that vehicle accidents have on society today.

In addition, Super Cruise is extremely limited, cannot brake for traffic controls, and doesn’t work in adverse conditions - even rain. It can only function when lane markings are clear, there are no construction zones, and there is a functional web connection.

The final key to the picture is that the vehicle has to be on an HD-mapped and compatible highway - essentially locking Super Cruise to wherever GM has time to spend mapping, rather than being functional anywhere in a general sense, like FSD or Autopilot.

Others Impressed - Licensing FSD

Interestingly, some other manufacturers have also weighed into the demise of Cruise. BMW, in a now-deleted post, said that a demo of Tesla’s FSD is “very impressive.” There’s a distinct chance that BMW and other manufacturers are looking to see what Tesla does next.

BMW chimes in on a now-deleted post. The Internet is forever, BMW!

Not a Tesla App

It seems that FSD has caught their eyes after We, Robot - and that the demonstrations of FSD V13.2 online seem to be the pivot point. At the 2024 Shareholder Meeting earlier in the year, Elon shared the fact that several manufacturers had reached out, looking to understand what was required to license FSD from Tesla.

There is a good chance 2025 will be the year we’ll see announcements of the adoption of FSD by legacy manufacturers - similar to how we saw the surprise announcements of the adoption of the NACS charging standard.