Tesla Is Ready To Enable Adaptive Headlights in the New Model 3 According to New Document

By Kevin Armstrong
Tesla appears ready to enable the matrix headlights in the new Model 3
Tesla appears ready to enable the matrix headlights in the new Model 3
Not a Tesla App

According to a new document, it appears that Tesla is finally preparing to introduce support for adaptive headlights. However, it looks like support may be limited to the upgraded Model 3, at least initially.

Support for Matrix Headlights?

The documents from European certifications, dated November 8, 2023, indicate the upcoming addition of "Adaptive Main Beam" headlights for the new Model 3, which is expected through an over-the-air software update. This revelation, initially shared by @eivissacopter (via DriveTeslaCanada), suggests that older models like the original Model 3 and current Model Y may not receive this update despite some of them having matrix headlights.

Update: It’s not completely clear whether the new Model 3 contains full matrix headlights like some other models or if they simply have an adaptive beam.

There's also no mention of Tesla's Model S and Model X getting support even though they now have matrix headlights as well.

European document reveals Tesla is adding matrix headlight support
European document reveals Tesla is adding matrix headlight support
eivissacopter

The decision to initially limit this feature to the upgraded Model 3 is interesting. There’s no reason to believe this feature won’t eventually be added to other Tesla models that include matrix headlights, but the documents specifically mention the new Model 3 and its adaptive headlights. It should be noted that Tesla likes to test new software with a small segment of owners initially, however, the new Model 3 does feature new headlights. So it’s not clear if this is a software strategy or if there are changes in the new Model 3’s headlights that allow Tesla to finally enable them in Europe.

What Are Matrix Headlights?

Matrix headlights, also known as adaptive headlights, are an advanced automotive lighting technology designed to improve nighttime driving safety and visibility. They consist of multiple LED elements or individual light sources that can be controlled independently. This fine control allows the system to adapt the light distribution pattern based on factors such as traffic conditions, road curvature, and the presence of other vehicles.

Matrix headlights let your car turn on and off individual LEDs
Matrix headlights let your car turn on and off individual LEDs
Lighting Manufacturer

The primary benefit of matrix headlights is their ability to selectively dim or deactivate specific LED elements to create "shadows" or dark areas in the beam pattern. This helps avoid dazzling oncoming drivers or those in front of the vehicle while maintaining optimal illumination of the road ahead. For example, when an oncoming vehicle is detected, the system will adjust the light pattern to prevent the high beams from shining directly into the other driver's eyes. The rest of the road, however, remains well-lit, ensuring clear visibility for the driver.

Varying Standards Globally

Globally, the rollout of these adaptive headlights will be subject to varying automotive regulations. Different countries have different standards for automotive lighting, and Tesla will need to navigate these as they introduce and expand the feature's availability. The European certification is crucial, as Europe often has more stringent automotive standards, potentially making it easier to introduce the feature in other markets afterward.

Customer Response

Adaptive headlights, a feature in luxury vehicles for some time, are now becoming more mainstream. This technology's primary benefit is safety. By dynamically adjusting the light beam according to steering input and its surroundings, these headlights significantly enhance night-time visibility and reduce the risk of accidents on curvy roads.

Customer response to this development will be critical. While some Tesla owners might be disappointed that their existing vehicles won't initially receive this feature, new buyers will likely find it a compelling addition. This dynamic could influence customer loyalty and brand perception, factors Tesla must manage carefully.

Tesla's Shareholder Event: Vote Results And Video Replay

By Karan Singh
Not a Tesla App

Yesterday on X, Elon Musk posted that the two key resolutions for the upcoming Shareholder Meeting were both passing by wide margins – and would subsequently go on to pass at today’s Shareholder Meeting.

Musk Compensation Package and Tesla’s Move to Texas

The two key resolutions, one on Elon Musk’s performance-based compensation package, and the other on Tesla’s re-incorporation to Texas, both passed in the preliminary stages. Each required a minimum number of ‘Yes’ votes to pass at the Shareholder Meeting.

The performance-based compensation package only required a simple majority – a certain number of Yes votes, with abstentions not counting as Nos. On the other hand, the move to Texas required a full majority, with abstentions counting as Nos.

Elon Musk declared his victory on X in these two key votes, and Tesla’s share prices moved favorably in post-market, and then again in pre-market trading. This is a positive indicator for Tesla and Elon Musk. On X, Elon recently agreed that given he has received a controlling stake in Tesla, he would work towards making Tesla the most valuable company on Earth.

Other Resolutions

The first five proposals are Tesla corporate proposals, while the remainder are shareholder proposals, and are covered in the table below. For more details, you can read Tesla’s Proxy Package. The proposals are ordered below in the order of presentation.

Resolution

Status

Elect 2 Directors for a 3 Year term (James Murdock, Kimball Musk)

PASS

Non-Binding Advisory-basis Executive Compensation

PASS

Move Tesla to Texas

PASS

Elon Musk’s Compensation Package

PASS

Appoint PricewaterhouseCoopers as Tesla’s accounting firm.

PASS

Reduce Director Terms to 1 Year

FAIL

Simple Majority Stockholder Voting

FAIL

Annual Report on Anti-Harassment and Discrimination

PASS

Freedom of Association and Collective Bargaining Policy

PASS

Report on EM Radiation and Wireless Technologies, and effects on humans.

PASS

Adopting targets and reports for sustainability metrics for executive compensation

PASS

Moratorium on sourcing minerals from deep-sea mining.

PASS

Shareholder Meeting Event

You can view Tesla’s shareholder meeting below:

Tesla Likely to Launch Robotaxi Service in Next 5 Years, May Account for 90% of Future Profit

By Karan Singh
ARK Invest

Tesla is on the verge of its Robotaxi announcement event on 8/8, and major investors like Ark Invest are examining and refreshing their bull case scenarios.

Robotaxi as a Focus

Ark Invest sees Robotaxi as a focus of Tesla’s ongoing business and sees Tesla’s autonomous ride-hailing revenue to net nearly $1 trillion in 2029. In comparison, they estimate Tesla’s vehicle sales to account for $0.4 trillion in revenue. With this bull case, Ark Invest also sees Tesla’s share price soaring to $3,100 by 2029. Ark Invest’s bear case sees the share price moving to $2,000 and robotaxi netting $0.63 billion in revenue.

Ark Invest gives Tesla a 58% chance of launching its robotaxi service in 2025, and a 38% chance in 2026. It’s clear that Tesla’s future lies in operating a fleet of autonomous vehicles and the question is just when it will happen. Given FSD’s massive improvements between FSD V11 and FSD V12, there is a possibility of Tesla meeting these estimates, although a lot depends on how fast improvements will continue to come. While FSD V12 is impressive, it’s still a long way from a true autonomous vehicle.

Rate of Improvement

Miles driven by Tesla FSD versus autonomous competitors
Miles driven by Tesla FSD versus autonomous competitors
ARK Invest

Ark’s case is focused on the fact that FSD’s rapid improvement will continue, and a lot of that may be determined with the next few releases, including FSD 12.4.1, v12.5, and v12.6. When comparing Tesla to autonomous vehicles, Tesla has a drastic lead in miles driven, in fact, it’s so large that you can barely even see Tesla’s competitors. Tesla is at 1.3 billion miles driven with FSD, while the closest competitors are just reaching 15 million autonomous miles driven. While there’s a drastic difference in capabilities between Tesla’s FSD and autonomous vehicles such as Google’s Waymo, Tesla has the ability to gather data 86 times quicker.

Training data is key to building autonomous vehicles, and Tesla is currently the king of vehicle-related data.

Services Company

We previously wrote about whether Tesla’s future will be as a car company or a services company – and major investors such as Ark Invest and Morgan Stanley see Tesla’s AI services as a major driver of business in the future, and the focus of future revenue and profits.

Robotaxi, as both a service and as a physical product, has the opportunity to shake up markets in a unique way, providing quick, clean, and safe transportation between local destinations in urban areas, which could quickly outcompete traditional services like taxis, and tech competitors like Uber or Lyft. The market for robotaxi is untapped and massive, but Tesla isn’t the only one chasing the goal.

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