AI Day: Tesla FSD Hardware 4.0

By Nuno Cristovao

Tesla spent a good part of AI Day talking about their big improvements in vision and AI where they’ve been making amazing progress as shown with some of the latest FSD Betas. They also talked about Dojo, their new supercomputer used for AI which will become operational next year. They even announced a humanoid robot, Tesla Bot.

Tesla talks about FSD Hardware 4.0

However, one thing that wasn’t part of the official event, but we were able to find out more in the questions and answers portion of the event is Tesla’s FSD hardware 4.0 computer.

Tesla released FSD hardware 2.5 in 2017 and hardware version 3.0 was introduced in 2019. So we’ve been expecting an updated version of the FSD computer for a little while now.

All of Tesla’s vehicles today include Tesla’s hardware 3.0 computer, including the newly designed Model S. Normally, you’d see companies shy away from talking about new hardware that wasn’t part of the event, but Tesla had no problem answering questions about a possible new FSD computer.

When asked if there was a new FSD computer on the horizon, Elon Musk said that he expects the current hardware to be capable of autonomous driving safer than a human, but of course Tesla wants to continue expanding and improving so they’re always developing more powerful computers.

Elon guessed that we may see hardware 4.0 next year with the introduction of the Cybertruck. He hinted at hardware 4.0 providing about 4x the compute power of hardware 3.0. For those of you with Cybertruck reservations, this makes that vehicle even more exciting.

In another question related to new hardware, Elon also said that Tesla is looking into new cameras. He was clear that the current cameras aren’t a hindrance, but if they can think they can do better, then they would. He didn’t go into details whether this would be tied to the Cybertruck or hardware 4.0, but it seems likely. He also didn’t mention specifically whether they would be higher resolution, larger sensors, or possibly even better placement on the vehicle.

It’s been shown before that although the current camera placement on Teslas today allow for human-like capabilities and provide a similar view as a human being in the driver seat, it could be further improved by having cameras placed near the headlights looking off to the side.

Although it could be disappointing for some to see new hardware announced so soon after they bought a hardware 3 equipped vehicle, Tesla needs to continue advancing and new hardware may not necessarily provide new capabilities, but introduce a higher level of safety.

Tesla's Supercharger Team Shakeup: Firings, Rehiring, and Future Prospects

By Karan Singh

Tesla recently fired the entire Supercharger team, including Tesla’s head of charging – Rebecca Tinucci, after she pushed back on the extreme layoffs that took place right before the cut.

The Supercharger team consisted of over 500 employees, at least after the initial layoffs. In the following days and weeks, Tesla began to rehire some of the employees that it had fired.

Some Damage Done

In the immediate aftermath of the firing of the Supercharger team, contractors and site planners were left bewildered, with no contact from the Supercharger team that was responsible for payment, planning, and decision-making.

As this has played out, new Supercharger deployments have been reduced – stations that were already being built are being completed, but no new announcements have been made since t

It was dire news at the time - but it isn’t all bad.

Returning Employees

Now, more and more of the employees that were fired are beginning to return to Tesla, some of whom are announcing that they were asked to return to Tesla in their previous capacities.

George Bahadue, Senior Manager of Site Acquisition and Business Development commented on LinkedIn:

“Two weeks ago, I was asked to return to Tesla in my previous capacity heading up the business development and site acquisition for Tesla charging – I accepted.”

His reasoning to accept the position was a quote from Rebecca Tinucci:

“You work at Tesla because you hope to have at least a small impact on our collective future – aspirationally, to leave the world better for our children and grandchildren and their children and grandchildren – by accelerating the transition to sustainable energy. And that mission is too important to allow any distractions.”

New Stations Could be Coming Soon

With the restaffing of the Supercharger team, especially with the return of George Bahadue, we can expect that new Supercharger sites may be announced in the coming weeks, as the ripple effect from the layoffs begins to settle.

The rehiring of experienced staff suggests that Tesla and Elon Musk are still committed to the vision of maintaining and expanding its Supercharger network – the largest and most reliable charging network in North America, which is crucial for the mission to move the world to renewable energy.

Tesla Cuts Model Y Output in China – Economic Slowdown and Anticipated Project Juniper Launch

By Karan Singh

Tesla recently cut Model Y output in China, according to data from the China Association of Automobile Manufacturers (CAAM), Tesla’s production of the Model Y in China experienced a decline of approximately 18% in March, and 33% in April, versus the same time last year.

Output Cuts

These output cuts can be attributed to Tesla’s recent decision to reduce production of the Model Y at Giga Shanghai by at least 20% from March to June 2024. This was attributed to an unnamed Spokesperson by Reuters last week.

This decision could be multifaceted – the primary reason being an economic slowdown in China as price wars continue to be waged between EV manufacturers, including Tesla. On the flipside, Tesla has continued its production of the updated 2024 Model 3, colloquially referred to as the Highland, with an increase of 10%.

Project Juniper?

The second reason for this slowdown could be the incoming arrival of the Model Y refresh – also known as Project Juniper. Tesla China has already introduced an updated Model Y with a unique cloth dash with similar ambient lighting as the Model 3.

The Model 3 Highland was also introduced in China before its introduction to other markets, including North America and Europe.

Juniper Upgrade Speculation

Not much has been seen about Project Juniper at this time, but we can expect a similar suite of upgrades that match the updated 2024 Model 3 Highland – including a new front fascia design, updated doors and dynamics, steering updates, improved control arms, ambient lighting, new seats, and improved range.

There is a continued expectation that Tesla is pushing back its Model Y refresh – its best-selling vehicle – to make a bigger splash. This could include newer features – like the Cybertruck’s Steer-by-Wire, front camera, or other upgrades and changes – like the lack of stalks on the rest of the Tesla line-up.

Tesla previously confirmed we’re not seeing the Juniper Y this year, this could be the time needed to retool and upgrade lines to prepare for its introduction sometime next year.

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