Tesla has made some significant improvements with FSD 12.4, primarily, the removal of the steering wheel nag under certain conditions. However, there’s a caveat – you can’t wear sunglasses.
According to Elon Musk, FSD v12.5 will introduce support for nag-free FSD, even if you’re wearing sunglasses.
With the start of the rollout of FSD v12.5, OG testers immediately noticed that vision monitoring didn’t support sunglasses. Ashok Elluswamy, Tesla’s Autopilot Director commented on the FSD release and mentioned that the merge of city and highway stacks and vision-monitoring’s support for sunglasses would come in a point release to FSD 12.5.
FSD V12.5 is an Upgrade
Ashok Elluswamy also took to X recently to mention that v12.5 is a big improvement to FSD v12.4. While he didn’t mention any specific details, this lines up with some of Musk’s previous comments that each FSD v12 iteration will see major improvements to the FSD model.
Elon also mentioned that while Tesla has a massive fleet of cars, their laser focus on making FSD work, rather than touting every daily achievement – has been their key to making generalized self-driving cars work.
FSD v12 has been pretty much a complete rewrite of the FSD city streets software stack, with drastic improvements over FSD v11. However, certain parts of the software stack haven’t been updated yet. Some features, like the updated highway stack are expected to be in FSD v12.5, which Musk confirmed recently. However, other features such as Park Seek and Banish Autopark, which were expected to arrive with FSD V12.4 are still up in the air.
What about V12.4?
FSD V12.4.3 is currently out to about 5% of the fleet (about 20-25% of FSD users) and hasn’t been pushed out again since about July 10th. Our new auto updating statistics pages can help break this down for folks who are curious.
Given that it’s been some time since any new vehicles have received V12.4.3, it seems the rollout has been stopped. There could be any number of reasons for this – including software bugs, or a lack of confidence with FSD. Additionally, it could just halted in favor of focusing resources on V12.5.
While we’d love to see more vehicles get v12.4.3, we’re likely to see v12.5 being the next big wave of deployments to customers. Either way, early-access testers and Tesla ADAS testers will receive these updates first, and then they’ll roll out to the vast majority of customers once Tesla feels confident there aren’t any major issues. Tesla does all this testing in the name of safety, and it's essential that bug-free versions of FSD are the versions that are rolled out wide.
So, for now, leave your sunglasses on and hang tight for the next FSD update.
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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.
In a relatively surprising move, GM announced that it is realigning its autonomy strategy and prioritizing advanced driver assistance systems (ADAS) over fully autonomous vehicles.
GM is effectively closing Cruise (autonomous) and focusing on its Super Cruise (ADAS) feature. The engineering teams at Cruise will join the GM teams working on Super Cruise, effectively shuttering the fully autonomous vehicle business.
End of Cruise
GM cites that “an increasingly competitive robotaxi market” and “considerable time and resources” are required for scaling the business to a profitable level. Essentially - they’re unable to keep up with competitors at current funding and research levels, putting them further and further behind.
Cruise has been offering driverless rides in several cities, using HD mapping of cities alongside vehicles equipped with a dazzling array of over 40 sensors. That means that each cruise vehicle is essentially a massive investment and does not turn a profit while collecting data to work towards Autonomy.
Cruise has definitely been on the back burner for a while, and a quick glance at their website - since it's still up for now - shows the last time they officially released any sort of major news packet was back in 2019.
Competition is Killer
Their current direct competitor - Waymo, is funded by Google, which maintains a direct interest in ensuring they have a play in the AI and autonomy space.
Interestingly, this news comes just a month after Tesla’s We, Robot event, where they showed off the Cybercab and the Robotaxi network, as well as plans to begin deployment of the network and Unsupervised FSD sometime in 2025. Tesla is already in talks with some cities in California and Texas to launch Robotaxi in 2025.
GM Admits Tesla Has the Right Strategy
As part of the business call following the announcement, GM admitted that Tesla’s end-to-end and Vision-based approach towards autonomy is the right strategy. While they say Cruise started down that path, they’re putting aside their goals towards fully autonomous vehicles for now and focusing on introducing that tech in Super Cruise instead.
NEWS: GM just admitted that @Tesla’s end-to-end approach to autonomy is the right strategy.
“That’s where the industry is pivoting. Cruise had already started making headway down that path. We are moving to a foundation model and end-to-end approach going forward.” pic.twitter.com/ACs5SFKUc3
With GM now focusing on Super Cruise, they’ll put aside autonomy and instead focus solely on ADAS features to relieve driver stress and improve safety. While those are positive goals that will benefit all road users, full autonomy is really the key to removing the massive impact that vehicle accidents have on society today.
In addition, Super Cruise is extremely limited, cannot brake for traffic controls, and doesn’t work in adverse conditions - even rain. It can only function when lane markings are clear, there are no construction zones, and there is a functional web connection.
The final key to the picture is that the vehicle has to be on an HD-mapped and compatible highway - essentially locking Super Cruise to wherever GM has time to spend mapping, rather than being functional anywhere in a general sense, like FSD or Autopilot.
Others Impressed - Licensing FSD
Interestingly, some other manufacturers have also weighed into the demise of Cruise. BMW, in a now-deleted post, said that a demo of Tesla’s FSD is “very impressive.” There’s a distinct chance that BMW and other manufacturers are looking to see what Tesla does next.
BMW chimes in on a now-deleted post. The Internet is forever, BMW!
Not a Tesla App
It seems that FSD has caught their eyes after We, Robot - and that the demonstrations of FSD V13.2 online seem to be the pivot point. At the 2024 Shareholder Meeting earlier in the year, Elon shared the fact that several manufacturers had reached out, looking to understand what was required to license FSD from Tesla.
There is a good chance 2025 will be the year we’ll see announcements of the adoption of FSD by legacy manufacturers - similar to how we saw the surprise announcements of the adoption of the NACS charging standard.