Tesla has changed how they advertise and sell Full Self-Driving on their website. Although the text changes are small, this change could have greater implications in the future.
Previously, customers were offered the option to purchase “Full Self-Driving Capability,” with text saying that FSD will “continuously improve”. This specific text is no longer offered, and instead, customers can now only purchase “Full Self Driving (Supervised),” which no longer mentions continuous improvement.
You can view the old text on the Web Archive page (photo below) for the Model Y. This change comes right before the upcoming Robotaxi event, so we’re not quite sure what to make of it. Let’s look at what else has changed on Tesla’s website on FSD before we dive into the wording changes.
This news comes hot on the heels that Tesla recently pulled its blog pages for Elon Musk’s Masterplan Part II, which mentioned that all future Tesla vehicles would be Robotaxi capable. However, this has since turned out to be part of regular website trimming and maintenance. However, this FSD change is more intentional.
The previous FSD option you could buy from Tesla (left), and the new one (right)
Not a Tesla App
Definition Changes
These text changes are pretty broad, but that’s not all. There are a few other items that changed, including the removal of the following text:
The activation and use of these features are dependent on achieving reliability far in excess of human drivers as demonstrated by billions of miles of experience, as well as regulatory approval, which may take longer in some jurisdictions. As these self-driving features evolve, your car will be continuously upgraded through over-the-air software updates.
This has now been changed to say:
The activation and use of these features are dependent on development and regulatory approval, which may take longer in some jurisdictions.
That’s a pretty big difference overall, so let’s dig in.
Can Only Buy FSD (Supervised)
Tesla is now only offering the purchase of “Full Self-Driving (Supervised)”, instead of “Full Self-Driving Capability." This has a bit of an implication for the many people who have paid for FSD in the past, expecting their vehicles to become fully autonomous, without supervision being required. With the specific terms on Tesla’s website today, that promise doesn’t seem to be in place for future sales of Full Self-Driving.
Instead, future customers should expect that they may only receive Full Self-Driving (Supervised), which will always require some form of supervision. Tesla no longer states full autonomy on this page, but on the other hand, the Autopilot/FSD Support Page still contains the text for full autonomy.
This seems to be a legal wording change to prevent Tesla from making promises it may not be able to fulfill. On the other hand, Tesla has recently had a fantastic spate of updates this year, with the huge upgrade from FSD V11 to FSD V12. However, they’ve more recently had more trouble with moving on from FSD V12.3.6, which is what most vehicles are still on today. Tesla initially pushed FSD V12.4 and its subversions to early access testers but quickly halted that push. They moved on to FSD V12.5, and V12.5.3 with Actually Smart Summon will begin going out wide sometime next week, to both Hardware 3 and AI4 vehicles.
What Does This Mean for Customers?
For future customers, this likely means that Tesla is intending on only offering Full Self Driving (Supervised), rather than Full Self Driving. This could mean that Tesla will launch a new package for Full Self Driving (Unsupervised) for commercial entities or that it could only be available for Robotaxi vehicles.
For older customers – those who have purchased “Full Self-Driving Capability”, as the feature was previously called, we’re not quite sure whether Tesla will include you in this new ‘Supervised’ description, or if you’ll be offered Full Self-Driving (Unsupervised) when that ultimately becomes available. As for subscribers, Tesla can change their offerings at any point since you’re only paying for what’s available for that month.
Today, we’re not quite sure what to make of this change, especially since that same change hasn’t been reciprocated elsewhere on Tesla’s website. The changes could be anywhere from a protective legal change, to Tesla offering a new FSD (Unsupervised) package in the future, or fully autonomous FSD being something that Tesla will not commit a date or price to.
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.