Tesla FSD Hardware 4 Has Yet to Reach Full Potential; HW3 Support Still In Progress

August 13, 2024

By Karan Singh

Not a Tesla App

According to a post on X, Elon Musk said that Tesla has yet to unlock the full potential of AI4 – the now-renamed Hardware 4.

HW4 / AI4

AI4 currently runs Hardware 3 in emulation mode, which means it's only running about as fast as Hardware 3 can run. With just basic specs in mind, AI4’s cameras have 4-5x better overall resolution and fidelity than Hardware 3 and should be about 3-5x faster in inference capabilities. That’s a considerable increase over the baseline specs of Hardware 3.

With FSD 12.5, AI4 is running a FSD model that has a 5x increase in parameters, resulting in a smoother driving experience. Recently, Elon Musk noted that AI4 should be able to provide an additional 8x time increase in parameters. While we’re not exactly sure how the parameter metric computes vs the inference capability metric, but if we add them, it’s a 12x increase in capability.

However, Elon’s post implies that this is an 8x increase over the capacity they originally thought to have – nearly 50x faster than Hardware 3. That’s a bold claim, but could entirely be based on software optimization and not having to run Hardware 3 in emulation mode in the future, once AI4 and Hardware 3 begin to diverge.

AI4 Divergence

Divergence is still expected to be a few months away – at least not until early 2025. However, Elon confirmed that the new Supercomputer Cluster, which will run AI4 alongside Nvidia GPUs, is coming online very soon. This means that work on improving FSD with the newly unlocked potential of AI4 is going to start soon – however, it may not necessarily come to customers right away.

FSD on Hardware 3

Currently, most of Tesla’s fleet is still on Hardware 3 – the Model 3 only changed over after the refresh, and the Model Y only changed over in late 2023. Even if AI4 brings drastic improvements, Tesla will still have to focus a lot of energy on optimizing their model so that Hardware 3 vehicles – some of which are less than a year old today, can still run the latest FSD updates.

Musk recently commented on X that Tesla is still optimizing FSD to run on hardware 3. He originally estimated that it would take about 10 days to optimize the code for HW 3, however, that date has come and gone. We’re now on day 15, and HW 3 owners are getting increasingly frustrated about the delay and the worry that HW 3 is reaching its limits.

FSD v12.5.1.3 is currently the latest FSD version available to the public. However, Musk said that this version doesn’t have HW 3 support yet, and it’ll be a new unreleased version that will roll out for HW 3.

Team is working on it.

This will be a different release number.
— Elon Musk (@elonmusk) August 10, 2024

Tesla Increases Price of Model S; Starts Offering Free Lifetime Supercharging

December 14, 2024

By Karan Singh

Not a Tesla App

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’s Optimus Robot Learns to Walk Without Vision [VIDEO]

December 13, 2024

By Karan Singh

Optimus Falls - but catches itself!

Not a Tesla App

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.

Daily walks help clear your mind pic.twitter.com/dUsW58trS6
— Tesla Optimus (@Tesla_Optimus) December 9, 2024

A Look Behind the Curtain

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.