However, during Tesla's Q&A session, Tesla announced that FSD v12 would roll out to all customers in North America in "the weeks to come."
Musk, who answered the question, goes on to say that it will go out to the 400,000 cars who currently have access to FSD Beta in the U.S. and Canada. This number remains largely unchanged since Tesla first expanded FSD to everyone in North America who has bought or subscribed to the FSD.
FSD V12 Is Still In “Beta”
In Tesla's shareholder deck, Tesla confirms that v12 is end-to-end AI and calls the feature "FSD Beta software," confirming that FSD will remain in beta with the initial release of v12.
The shareholder deck states:
"In Q4, we released our latest FSD Beta software (V12) to select Tesla employees, and more recently, to customers. V12 utilizes end-to-end training, enhancing the driving experience. We also introduced the 2nd generation of the Optimus robot, which uses Tesla-designed actuators and sensors and improved AI capabilities. Both FSD Beta and Optimus are trained with similar technology pillars: real-world data, neural net training and cutting-edge hardware and software."
End of Separate Branches for FSD Beta?
Tesla has historically released new FSD Beta updates to a smaller, select group of testers, with the majority of vehicle owners remaining on the "production" code branch and keeping an older, but more stable version of FSD Beta.
With the holiday update, we saw the merger of FSD Beta updates and production releases, with everyone receiving a single holiday update (2023.44.30) that included FSD Beta 11.4.9. With the release of FSD v12, we expected the latest FSD Beta builds to once again diverge from the latest public releases.
However, Musk's comment on FSD v12's upcoming release to all customers makes it sound like this may not be the case. If Tesla is releasing FSD Beta v12 to all owners in North America in the coming weeks, it could be a part of Tesla update 2024.2, or a subsequent release.
Tesla previously talked about licensing FSD to other manufacturers. However, it looks like there hasn't been much progress on that front.
Michael questioned if there had been any progress on licensing FSD to another company.
Musk answers the question by saying there have been tentative conversations but ultimately revealed that there have been no deals yet.
FSD Hardware 5
Musk talked a little about Tesla's FSD hardware, saying Tesla continues to optimize software to get the most out of FSD hardware 3. However, more interestingly he revealed that Tesla is about to complete the design of Tesla hardware 5.
He didn't go into any other details on whether hardware 5 would simply have more compute power or additional hardware, but he said that Tesla is making gigantic improvements from hardware 3 to 4, to 5. Tesla released hardware 4 in March 2023, with additional compute power and higher-resolution cameras.
Musk also talked about a potentially interesting opportunity for Tesla to run "generalized AI tasks" on their vehicles when they're not in use.
Update on FSD Miles Driven
Tesla owners have driven about 725 million miles with FSD Beta
While Tesla gave several updates on FSD during their Q&A session, they didn't touch on the amount of FSD miles driven during the actual call, but instead provided an update on their shareholder deck like they have in the past. Last quarter the chart revealed that there had been about 525 million miles driven on FSD Beta.
In this quarter's updated chart, Tesla shows that there have now been about 750 million miles driven since March 2021. That's an increase of about 225 million miles in three months.
Based on Tesla's 400,000 FSD Beta customers, some quick math reveals that each customer uses FSD Beta about 187 miles per month, or just higher than 6 miles per day.
The miles-driven chart trajectory has remained about the same since May 2023, which signifies that there hasn't been a major uptick in FSD Beta sales or its daily usage.
This will change when Tesla rolls FSD Beta out to additional markets, which may happen with China first. It'll also be interesting to see the impact of customer usage when Tesla rolls out FSD Beta v12.
Although Tesla didn't touch on the expansion of FSD Beta during the call, there were more details than usual this time around. Tesla provided updates on their next-gen vehicle, Optimus and the Cybertruck, among others.
Goldman Sachs evaluates Tesla's FSD as being worth $1 - $3 billion in revenue but reveals that this could balloon up to $10 to $75 billion in the next 6 years.
A lot of this may depend on Tesla's FSD success with end-to-end AI.
Tesla's reintroduction of the Model 3 Performance continues to inch closer, and just like the refreshed Model 3 and the Cybertruck, every peek gives us some more hints and builds more excitement. A recent observation of a partially covered Tesla Model 3 Performance prototype revealed the new Sport seats designed for improved comfort.
Posted on X by Nic Cruz Patane, the upgraded Model 3 Performance was sighted in Santa Monica, where the vehicle's engineering prototype displayed minimal window tinting, offering a sneak peek at the vehicle's improved seating. The Sport seats, resembling dedicated racing bucket seats, significantly depart from the current Model 3 seating options.
Sport Seats Coming to Other Models?
Tesla's initiative to incorporate Sport seats into the Model 3 Performance hints at broader plans to equip its high-performance models, including the Model S Plaid, Model X Plaid, and Model Y Performance, with similar seating options. This move will elevate the driving experience across Tesla's performance vehicle range.
These seats were also spotted a few weeks ago by enthusiast Fidel Grandez. Initially thought to be designated for the Model S Plaid, these Sport seats have found their rightful place in the Model 3 Performance, aligning with Tesla's vision for a performance-focused yet more affordable electric sedan.
New Wheels and Front Lip
In addition to the seats, the Model 3 Performance is rumored to showcase a suite of enhancements. Another angle gives a little bit of an outline of the new front lower splitter. Other aesthetic and functional upgrades include "Warp" 20-inch wheels, advanced braking systems, and revised suspension components.
Tesla has been testing the Model 3 Performance prototypes for a few months, signaling that initial production could be underway in North America. This step is crucial as Tesla aims to reintroduce the Performance trim to the market, having temporarily removed it from their lineup. The reintroduction is timely, considering the evolving landscape of EV incentives in the United States. While the official launch date remains under wraps, anticipation builds for the Model 3 Performance's debut, expected in the first half of 2024.
Kim Kardashian showcased her Cybertruck with the caption "cool carpool mom" to her 364 million followers on Instagram. The A-list celebrity and billionaire is well known for her knack for staying at the forefront of trends, making this one image a powerful endorsement for Tesla. The picture of one of the most influential celebrities of our time picking the Cybertruck as her distinctive vehicle speaks volumes about the brand's penetration into popular culture and its appeal to a broad demographic, including those who value style, innovation, and sustainability.
The Power of Celebrity Influence
Kim Kardashian's influence cannot be overstated. Her every move is watched and often emulated by fans around the globe. Her journey from reality TV star to billionaire entrepreneur has been marked by a series of successful ventures in fashion, beauty, and technology investments, making her a model of modern business acumen. Kardashian's ability to turn personal endorsements into significant trends is unparalleled, making her engagement with Tesla's Cybertruck a notable moment for the company.
Kardashian's influence extends far beyond mere product endorsement. Her strategic use of social media to connect with her audience has transformed how brands interact with consumers. She creates a personal connection that can sway consumer behavior by sharing her life, interests, and choices, including her vehicle preferences. Her endorsement of the Cybertruck can significantly enhance Tesla's brand visibility and desirability, particularly among consumers who may not have previously considered an electric vehicle.
The Celebrity Cybertruck list is growing
Pharrell, Lady Gaga, Jay Leno, and now Kim Kardashian.
Kardashian has recently joined the exclusive circle of celebrities seen driving the Cybertruck, a group that boasts names like Pharrell, Lady Gaga, Jay Leno, and not to forget Elon Musk himself (who, aside from being Tesla's CEO, commands a staggering following of over 370 million on X). Each of these stars wields significant influence, captivating audiences that range from thousands to millions globally.
Sustainability Meets Style
Moreover, Kardashian's endorsement comes at a time when the importance of sustainable living and eco-friendly choices is increasingly recognized. Her choice of an electric vehicle over traditional gasoline-powered cars sends a strong message about the importance of environmental responsibility, aligning with Tesla's mission to accelerate the world's transition to sustainable energy. This alignment boosts Tesla's brand and promotes a broader cultural shift towards sustainability.
In the context of celebrity endorsements, Kim Kardashian's showcase of the Tesla Cybertruck is a masterstroke. It merges the worlds of entertainment, technology, and sustainability, highlighting the evolving nature of brand-consumer relationships in the digital age. Tesla's innovative approach to vehicle design and its commitment to sustainability is amplified by Kardashian's endorsement, illustrating the power of celebrity influence in shaping consumer preferences and driving societal trends.
Ultimately, Kardashian driving a Cybertruck and branding herself as a "cool carpool mom" is a significant endorsement for Tesla, enhancing the brand's visibility, appeal, and alignment with sustainable values. In an era where brand success is increasingly tied to social influence and cultural relevance, Tesla's association with Kardashian can only be seen as a positive development, driving the brand further into the mainstream consciousness and reinforcing its position as a leader in the shift towards a more sustainable future.
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