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Tesla had a lot of challenges in making the seemingly indestructible Cybertruck, but it appears the Achilles' heel is the tires, or more specifically, what is on the tires. The aero wheel covers are causing an issue, as insightfully documented by T Sportline - Tesla Upgrades & Accessories on their YouTube channel. Cybertruck deliveries started in December, which opens a conversation about Tesla's design and Goodyear's role in this scenario.
Identifying the Friction Point
The Cybertruck's futuristic design extends to its aero wheel covers, which have been flagged for causing excessive wear on the tire sidewalls. This issue was brought to light through detailed observations in T Sportline's video, revealing that the covers' design could lead to potential problems after extensive use. Given that Goodyear has been identified as the manufacturer of these specialized tires, questions arise about the testing and validation process of such an integral component of Tesla's electric pickup.
The wheel covers have been spotted on test versions of the Cybertruck for years, and so too have the Goodyear's tires. The collaboration between Tesla and Goodyear on this aspect begs the question: Should Goodyear have conducted more rigorous testing to anticipate the real-world implications of the cover's design on tire wear?
A video shared on X revealed several Cybertrucks poised for delivery, notably without their wheel covers. It appears Tesla has recognized the problem and promptly ceased dispatching Cybertrucks equipped with the existing aero covers. This implies an inevitable redesign of the aero covers, along with a potential revamp of tire design by Goodyear. The tire company recently unveiled new EV-specific tires.
Tesla's Proactive Stance and Future Directions
While Tesla is at the helm of the Cybertruck's overall design, including the aero covers, Goodyear's expertise in tire manufacturing also places some level of responsibility on their shoulders. It's essential to consider whether the testing protocols for these tires adequately reflected the unique dynamics introduced by the aero covers.
This scenario highlights the complexities of automotive design and the need for comprehensive testing that simulates real-world conditions as closely as possible. Both Tesla and Goodyear have an opportunity to learn from this experience, emphasizing the importance of collaboration and communication between vehicle manufacturers and their suppliers. As Tesla works on redesigning the aero covers, there is a valuable lesson in ensuring that every vehicle component, down to the tires, is optimized for performance, safety, and longevity.
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.
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