Version 10 of Tesla's FSD Beta landed this past Saturday and it has shown incremental improvements over the previous beta from just a few weeks ago. It's now driving smoother and more confident than it has in the past, especially in more complicated scenarios such as roundabouts and taking unprotected left turns.
We're a few weeks away from the next beta, which is sure to be an exciting one for many. It's the one that we've been looking forward to for quite some time. Beta 10.1 is the one that should be stable enough for Tesla to release it to a wider audience.
v10.1 Release
Beta 10.1 is scheduled to be released on October 1st at midnight if everything stays on schedule. If so, we'll soon have the long-waited button to opt-in to the 10.1 beta. Elon Musk already talked a little about how Tesla will release the beta to additional users. It'll be a gradual process, so not everyone who wants the beta will be able to get it initially.
Wider Release
Soon owners will be able to tap a ‘Download FSD Beta' button to opt-in to the FSD Beta. It's not clear whether the capability to show this button is already available in current software and Tesla just needs to enable it via a configuration or whether it will require a new software update. The original plan back in April was for Tesla to add the button to the Service menu in the car, or maybe adding it to the Software section makes more sense since we already have the ability to be on the stable or advanced track there.
Highway and City NNs Merged
With the 10.1 release Tesla is also set to merge Autopilot code for city streets and highways so that Tesla has a single stack for FSD. So far, Navigate on Autopilot on the FSD betas has utilized the same stack as production vehicles. Navigate on Autopilot on the highways is already fairly good, but we may see it get even better with this release.
One of my gripes on the highway is that the car will often go too fast around a sharp curve and go slightly toward the outer edge of the curve instead of taking the curve a little tighter. If you're taking one of these curves with a neighboring car, it can definitely be a little gut wrenching and I'll usually take off if the curve is sharp enough.
We'll hopefully see these kinds of issues improved when Tesla applies the new neural net to highway driving.
Ability to Move Backward
An additional feature that's expected in version 10.1 is the ability for the car to move backwards. For example, if the car is stopped at an intersection and doesn't have great visibility, it'll now creep forward for a better view, just like a human driver would. But with 10.1, the car will actually move backwards after creeping forward if it notices a car is coming. We're absolutely inching toward autonomy here.
Tesla is building an impressive system and we may all get to try it soon. Version 10.1 is set to drop in just 15 days.
With 10.1, it will creep forward with more confidence & quickly reverse back a little (just as a person would) if it sees danger
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.
In a relatively surprising move, GM announced that it is realigning its autonomy strategy and prioritizing advanced driver assistance systems (ADAS) over fully autonomous vehicles.
GM is effectively closing Cruise (autonomous) and focusing on its Super Cruise (ADAS) feature. The engineering teams at Cruise will join the GM teams working on Super Cruise, effectively shuttering the fully autonomous vehicle business.
End of Cruise
GM cites that “an increasingly competitive robotaxi market” and “considerable time and resources” are required for scaling the business to a profitable level. Essentially - they’re unable to keep up with competitors at current funding and research levels, putting them further and further behind.
Cruise has been offering driverless rides in several cities, using HD mapping of cities alongside vehicles equipped with a dazzling array of over 40 sensors. That means that each cruise vehicle is essentially a massive investment and does not turn a profit while collecting data to work towards Autonomy.
Cruise has definitely been on the back burner for a while, and a quick glance at their website - since it's still up for now - shows the last time they officially released any sort of major news packet was back in 2019.
Competition is Killer
Their current direct competitor - Waymo, is funded by Google, which maintains a direct interest in ensuring they have a play in the AI and autonomy space.
Interestingly, this news comes just a month after Tesla’s We, Robot event, where they showed off the Cybercab and the Robotaxi network, as well as plans to begin deployment of the network and Unsupervised FSD sometime in 2025. Tesla is already in talks with some cities in California and Texas to launch Robotaxi in 2025.
GM Admits Tesla Has the Right Strategy
As part of the business call following the announcement, GM admitted that Tesla’s end-to-end and Vision-based approach towards autonomy is the right strategy. While they say Cruise started down that path, they’re putting aside their goals towards fully autonomous vehicles for now and focusing on introducing that tech in Super Cruise instead.
NEWS: GM just admitted that @Tesla’s end-to-end approach to autonomy is the right strategy.
“That’s where the industry is pivoting. Cruise had already started making headway down that path. We are moving to a foundation model and end-to-end approach going forward.” pic.twitter.com/ACs5SFKUc3
With GM now focusing on Super Cruise, they’ll put aside autonomy and instead focus solely on ADAS features to relieve driver stress and improve safety. While those are positive goals that will benefit all road users, full autonomy is really the key to removing the massive impact that vehicle accidents have on society today.
In addition, Super Cruise is extremely limited, cannot brake for traffic controls, and doesn’t work in adverse conditions - even rain. It can only function when lane markings are clear, there are no construction zones, and there is a functional web connection.
The final key to the picture is that the vehicle has to be on an HD-mapped and compatible highway - essentially locking Super Cruise to wherever GM has time to spend mapping, rather than being functional anywhere in a general sense, like FSD or Autopilot.
Others Impressed - Licensing FSD
Interestingly, some other manufacturers have also weighed into the demise of Cruise. BMW, in a now-deleted post, said that a demo of Tesla’s FSD is “very impressive.” There’s a distinct chance that BMW and other manufacturers are looking to see what Tesla does next.
BMW chimes in on a now-deleted post. The Internet is forever, BMW!
Not a Tesla App
It seems that FSD has caught their eyes after We, Robot - and that the demonstrations of FSD V13.2 online seem to be the pivot point. At the 2024 Shareholder Meeting earlier in the year, Elon shared the fact that several manufacturers had reached out, looking to understand what was required to license FSD from Tesla.
There is a good chance 2025 will be the year we’ll see announcements of the adoption of FSD by legacy manufacturers - similar to how we saw the surprise announcements of the adoption of the NACS charging standard.