Tesla reduces the need for the steering wheel nag with FSD v12.4
Not a Tesla App
Tesla has just rolled out its latest FSD software, v12.4 to employees. Elon Musk announced that this update would be available to employees this past weekend, with plans to release it to the public in small numbers later this week.
However, as we predicted, Tesla will still leverage the steering wheel to detect attentiveness when the cabin camera is inconclusive.
The car can only rely on the vehicle's cabin camera, and therefore remove the steering wheel nag under certain conditions:
the camera is not occluded
there is sufficient lighting
the driver is looking forward
the driver is not wearing sunglasses
the driver is not wearing a low-brim hat or another object that covers their eyes
If any of these situations occur, or if the vehicle doesn't have a cabin camera, then the vehicle will continue to use the steering wheel to determine driver attention.
Tesla is careful to state that images and video from the cabin camera are not saved or transmitted unless you enable data sharing.
Updated Strike System
With FSD v12.4, Tesla has also updated its Autopilot Suspension feature which is designed to enforce the responsible use of FSD.
The current system lets the driver receive up to five strikes (three strikes for vehicles without a cabin camera) before Autopilot and FSD become unavailable. If that happens, then FSD is unavailable for one week. Strikes are only removed once the driver has accrued five strikes, or when Tesla wipes out strikes for everyone, which happens about twice a year.
The new system is more gracious about removing strikes. The vehicle will continue to issue strikes whenever the driver isn't paying attention, however, now the vehicle will gradually remove strikes for the driver after a certain period of time.
Tesla states that one strike will be removed for each 7-day period the driver goes without receiving a strike. So if FSD gets disabled due to strikes, the driver will still go one week without FSD, although now strikes are removed on an ongoing basis. This new strike system is expected to apply to vehicles with and without a cabin camera.
They include a focus on improved driver comfort by reducing the amount of hard braking, automatically seeking a parking spot when arriving at a destination and more. Driver interventions are also expected to be drastically reduced with Musk stating that Tesla expects to see a 5-10x improvement in interventions.
Eligibility
Unfortunately, due to FSD v12.4 being on branch 2024.9, it's expected to only be available to owners on update 2024.8 and below, which includes everyone currently on update 2024.3.25.
If no major issues are found with FSD v12.4, we could see it start to roll out to the public later this week.
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.