Tesla has started rolling out FSD v12 to employees
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Elon Musk announced earlier this month that Tesla's Full Self-Driving (FSD) v12 would be released in two weeks. The usual timeframe reference Musk is famous for was met with skepticism. However, it seems that Tesla is right on track with its rollout.
We have learned through a trusted source that FSD v12 has started rolling out internally with Tesla update 2023.38.10.
Update: Musk has responded to our article on X, confirming that Tesla has indeed starting rolling out FSD v12 to employees.
FSD v12 is the update that is expected to remove "beta" from the title. The initial rollout to employees appears more limited in scale than previous updates. Considering the magnitude of the changes in this version, it makes sense to start slow.
Public Release
The timing of this internal release is close to two major Tesla events. The Cybertruck delivery event is just a few days away. Many eyes will be on the company during the event, allowing Tesla to possibly show the world its latest breakthrough. Alternatively, the highly anticipated holiday update, often regarded as the best update of the year, is expected to be released by 'Santa Musk' in the coming weeks, potentially featuring v12 as a significant addition.
Newer Features
The latest public FSD build, v11.4.7.3, is Tesla update 2023.27.7. This FSD build is several revisions behind the latest production builds, so it's nice to see that v12 will bring FSD beta testers back up to speed with some of the latest Tesla features such as Predictive Charger Availability, Faster Hazard Lights After a Crash, and other features included in updates 2023.32 and 2023.38.
As for FSD improvements, we haven't had a chance to see the release notes for FSD v12 yet. However, now that it has started going out to employees, it shouldn't be long before we find out all the FSD improvements included in this milestone release.
FSD v12: A Leap Forward with Neural Net Use
A significant change in v12 is eliminating over 300,000 lines of code previously governing FSD functions that controlled the vehicle, replaced by further reliance on neural networks. This transition means the system reduces its dependency on hard-coded programming. Instead, FSD v12 is using neural networks to control steering, acceleration, and braking for the first time. Up until now, neural networks have been limited to detecting objects and determining their attributes, but v12 will be the first time Tesla starts using neural networks for vehicle control.
The FSD v12 represents a significant leap in Tesla's FSD technology. Musk has described it as an "end-to-end AI", employing a "photon in, controls out" approach akin to human optical processing. This analogy underscores Tesla's ambition to replicate human-like decision-making capabilities in its vehicles.
Labeled as a "Baby AGI" (Artificial General Intelligence), the system is designed to perceive and understand the complexities of the real world. This philosophical and technological shift in AI-driven autonomy was vividly showcased during a live-streamed drive by Musk through Palo Alto, where the Model S demonstrated smooth and almost flawless navigation through various real-world scenarios, including construction zones, roundabouts, and traffic. That was three months ago; imagine how much the system has learned in 90 days.
Looking Forward: The Future of Tesla's AI Endeavors
The rollout of FSD v12 marks a critical point in Tesla's journey in AI and autonomous driving. It's not just about technological prowess but also about aligning AI with nuanced human behavior. With Musk's continued focus on AI, which is evident across his ventures, Tesla remains a crucial player in the EV market and the broader AI revolution.
As we await further details on the public release of FSD v12 and its potential showcase at the Cybertruck event, it's clear that Tesla is moving closer to a future where cars are not just self-driving but are also intelligent and responsive to the complexities of the real world.
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.