FSD v12.4 has been in the works for quite a while now, with Elon Musk previously suggesting that it would arrive near the end of May.
Musk has now given us an update on the state of v12.4, saying that FSD v12.4.2 will start rolling out to employees today.
FSD V12.4.2
FSD V12.4 initially launched with V12.4.1 to select customers on build 2024.15.5, bringing the much anticipated no-nag update alongside it. V12.4.1 had some issues according to Tesla’s early access customers who received the update in early June, with lane drifting and lane selection still being issues. On the flipside, V12.4 tends to be more assertive and less hesitant in intersections and parking lots.
Elon also mentioned that FSD 12.4.2 is much smoother, but the challenge is “keeping safety high, while also increasing ride comfort.”
Although v12.4 didn’t come with Banish Autopark and Park Seek, it did include the new vison monitoring that lets the vehicle not nag you under certain conditions.
Expected Release
We just need to confirm there are no safety regressions
-Elon Musk
So, now with the new confirmation that 12.4.2 is going to roll out to internal testers and employees soon, how far away is it for customers? It looks like it may be at least a few days away at the earliest for customers that are on FSD v12.4.1, and probably at least a week away from adding additional owners, assuming that testing goes well with this upcoming build.
When asked if V12.4.2 would come to customers on the July 1st weekend, Musk said “we just need to confirm there are no safety regressions”, which means it could be closer than we expect for ordinary customers.
FSD V12.5
So, with V12.4.2 on the horizon, what in the world is happening with V12.5? And what features will it bring with it?
In terms of features, Elon previously mentioned that V12.5 is supposed to bring Actually Smart Summon, along with fleet-based vehicle communications, and further reduce the likelihood of driver interventions. It’s also supposed to be the first iteration of Autopilot and FSD that the Cybertruck will be receiving.
It was previously supposed to arrive in early July, but that estimate is clearly out of the window given how delayed V12.4 has become. We could honestly expect FSD V12.5 to arrive alongside the 8/8 Robotaxi announcement, which would be fairly fitting.
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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