Tesla has once again adjusted its buyer promotions, including its FSD transfer offer and 0% financing. To accompany these changes, Tesla has also made some changes to its referral program.
FSD Transfer Now Includes Cybertruck
The FSD transfer window is available for orders placed after October 9th and delivered before the end of the year. Initially, the Non-Foundation Series Cybertruck was excluded, while the Foundation-Series Cybertruck came with FSD. However, the FSD transfer offer now applies to every Tesla model with the exception of the Tesla Semi.
Keep in mind that you do not need to trade your car in for this offer. You may simply remove FSD from your current Tesla and put it on your new one. Your older Tesla will simply revert to Basic Autopilot, or you can use the monthly FSD subscription.
0% Financing Without FSD Purchase
Tesla is continuing its enticing 0% financing deal but with a few changes. Initially, this deal was tied to purchasing FSD, but the latest update removes that requirement. This offer is only available for buyers of the Model 3 and Model Y in the U.S. However, the terms vary slightly between the two models:
Model Y: 0% financing is available for up to 60 months. If buyers prefer to extend their loan, they can opt for 0.99% financing on 72-month loans. Either option requires a 20% down payment.
Model 3: 0% financing is available for 36 months. For longer loans, buyers can get 0.99% for 48 months or 1.99% for 60 months. The Model 3 also requires a 20% down payment.
While this offer is similar to the 0% financing available before, it’s great that it's no longer tied to the purchase of FSD. Users can instead choose to subscribe to the $99/month FSD plan. A 20% down payment is about $10,000, depending on the exact model and trim.
Changes to the Referral Program
With the changes to these offers, Tesla has also adjusted its referral program. Referrers will still receive a $500 shop credit for every referral, but buyer incentives have changed. Buyers will now only receive $500 off a Model 3 or Model Y instead of the previous $1,000 when using a referral code.
Buyers of the Model S and Model X will receive $1,000 off the vehicle’s purchase price, which remains unchanged. For now, the Cybertruck is excluded from the referral program.
Tesla started some of these aggressive incentives at the end of the previous quarter, but surprisingly, they’re continuing them into the last quarter of the year. Given all of its incentives, this may end up being a very good quarter for Tesla.
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Tesla has drastically improved the connectivity portion of their app in the last year or two. Prior to these updates, if you want to start the vehicle’s climate system, you needed to open the Tesla app, wait for the vehicle to wake up, then press the HVAC icon.
Tesla then introduced “delayed” commands, which allows you to press the HVAC icon upon opening the app, and Tesla would then automatically send the command to the vehicle once it’s awake.
More recently, Tesla made it so the vehicle sends its most recent data to Tesla before falling sleeping, meaning that when someone opens the Tesla app, they’re looking at the most recent vehicle data, even if the vehicle is sleeping.
Now Tesla is introducing offline commands for newer models, letting users send a command to their vehicle over Bluetooth instead of relying on an Internet connection. The process is transparent to users, if the user is in close proximity to their vehicle, the app will send the command over Bluetooth, otherwise it will send it over WiFi or cellular.
Offline commands are faster and more reliable. When you press the button to open the frunk, it’ll now do this instantly, instead of waking up the vehicle first. However, it looks like not every model will be supported.
Legacy Model S / Model X
Legacy Model S and Model X vehicles - so any S/X produced before the 2021 refresh, won’t be able to use offline commands, at least at this time. A user reached out to Tesla Service to find out why their offline commands weren’t working, and a tier two Tesla service rep confirmed that this feature isn’t supported on legacy vehicles.
Legacy vehicles will continue to require internet connectivity for commands, except for unlocking the vehicle.
Legacy Model S and X unfortunately don’t receive the majority of features in recent updates due to various reasons. One of them is likely due to the smaller userbase and another is likely due to the vertical screen orientation that differs from the newer models.
This limitation for offline commands is likely due to a technical limitation preventing Tesla from implementing it on these vehicles, rather than any lack of trying.
Requirements
To use offline commands with the Tesla app, you’ll need to run version 4.38 or higher of the Tesla app. The most recent version is 4.38.5, which is available for Android and iPhones. Your vehicle will also need to be running update 2024.38 or higher, which is currently only available to about a third of the Tesla fleet.
You’ll also need to have one of the supported models, which appear to be the Model 3/Y, 2021+ Model S/X and the Cybertruck.
Future Support?
Tesla has committed to supporting legacy vehicles where possible, with other improvements for safety like improved Forward Collision Warning and Automatic Emergency Braking for MCU1 vehicles and FSD 12.3.6. It is possible that eventually, these vehicles may receive support for offline commands, but it won’t be likely, given Tesla’s priorities to get features working on the newer vehicles.
Tesla is updating the Model 3 and Model Y Rear-Wheel Drive variants with new battery packs. This new pack will replace the current BYD Blade pack in these vehicles. Its interesting to see Tesla making battery pack changes to vehicles, especially in light of recent news on Tesla working with its cell manufacturing partners and internally to make better batteries.
The new pack, which is likely replacing the current BYD 7C pack in the Model 3 and Model Y RWD variants, is going to be called the CATL 6M. The last time we had a CATL LFP pack in the RWD variants was back in 2021.
This pack will be bringing a 6% increase in overall capacity, from 60.1 kWh to 62.5 kWh. At about a 4% increase in energy, it’s not a huge jump, but the pack is also expected to bring improved charging performance due to a higher nominal capacity and voltage. Another benefit will be its reduced mass, with the new battery pack being about 44 pounds (20 kg) lighter. These items all contribute to range and charging performance, so we could potentially see a range increase in these RWD models.
However, Tesla previously software locked the extra 2.5 kWh to match the BYD packs that were being shipped at the same time as the CATL packs - which mostly just resulted in slightly improved charging performance and better battery longevity.
Pack Chemistry
This pack is an LFP - or Lithium Iron Phosphate. LFP packs have more stable chemistry, resulting in less degradation, but less energy density for weight. They also perform poorly in contrast to their NMC siblings in extreme cold or extreme heat. However, they can be charged to 100% all the time, and Tesla actually recommends this. We wrote about Tesla’s battery tech in detail, for those looking for more information.
There is a possibility that manganese will be introduced into this new pack. Manganese improves energy density, and also helps with low-temperature performance, which would help to mitigate some of the concerns with today’s current LFP packs in places that see cold weather on the regular, like Canada or the Nordic nations.
Release Date? North America?
This battery back likely won’t come to North America now, due to tariffs against Chinese batteries and cells. Customers in Europe, Asia, and other markets can expect to see these batteries in their vehicles sometime next year while Tesla works on other solutions to provide the North American market with a cost-competitive LFP pack that’s sourced from materials within the continent.