Tesla has brought back its FSD transfer offer once again after its We, Robot event. If you already own a Tesla and are planning to buy another one, this is a fantastic opportunity to transfer FSD to your new car.
In addition to that, Tesla has also turned on another interesting offer - 0% financing with FSD, as well as another $0 down option.
FSD Transfer
This time, the transfer period is available for any orders placed on or after October 10th and delivered before December 31st. This offer is currently valid for anyone taking delivery of a new Model S, Model 3, Model X, or Model Y.
While the Non-Foundation Series Cybertrucks are now being configured, this offer appears to exclude the vehicle at this time. If you’re purchasing a non-FS Cybertruck and want to transfer your FSD, we recommend reaching out to your Tesla delivery coordinator through the app to determine if this is possible.
For those receiving the Foundation Series, FSD is included, so the transfer offer is not available. This particular promotion is available in all markets, including North America, Europe, China, Australia, and other markets.
0% Financing
Tesla is now offering 0% financing if you purchase FSD with your vehicle and are approved for the purchase. The catch is that you’ll need to add FSD to your vehicle purchase instead of transferring it. With Tesla’s interest rates hovering around 5-6%, this is a great deal, as you can amortize both the cost of the vehicle and FSD out to 72 months. A loan for $46k at 5.29% over six years would result in almost $8,000 in interest, more than the cost of FSD.
There are a few fine lines though. This is only available in the United States, not anywhere else in the world. In addition, you need to come up with a 15% down payment (which includes the $7,500 USD Federal EV Tax Rebate). This offer is only available on the Model 3 and Model Y - The Model X, Model S, and Cybertruck are not eligible for this offer.
$0 Down
Tesla is also offering $0 down in the United States, for those who qualify for both financing (at 5.29% APR), and the Federal EV Rebate. Essentially, the $7,500 rebate covers your down payment. Once again, this option is only for the Model 3 and Model Y in the United States.
Tesla has been making a push to increase sales and FSD's take-rate. The 0% offer is a great way to increase FSD’s take-rate, as for anything other than the Model 3 RWD LR with short (36mo) financing plans, you’ll actually end up saving money overall due to the 0% financing.
If you’re interested in picking up a new Tesla, now appears to be a great time to do it.
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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