First, we have to start off with the positive here, as this isn't Tesla deprecating older vehicles. It's due to AT&T turning off their 3G network, which Tesla uses.
Huge props to Tesla for maintaining cars for so long. Unlike many other tech companies, they don't add vehicles to a vintage or obsolete list. Tesla still delivers updates to the original 2012 Model S cars today. For free. 9 years later.
And support isn't ending yet. Tesla will continue to support these vehicles with software updates over WiFi.
There's no other manufacturer on Earth that would do that. We as consumers are always pushed to the newest models. Not always because of hardware advancements, but because manufacturers often only make new features available on new models.
The reason some older Teslas are losing cellular connectivity isn't any fault of Tesla's. It's a matter of technology just moving on. In the US, all Teslas connect to AT&T's cellular network. It has been this way since the original 2012 Model S. Back then 3G provided some of the fastest speeds over cellular and most cellular connected devices used 3G modems, including the modem in early Teslas.
Unfortunately, starting in February next year, AT&T is turning off their 3G service across the country. Cellular data will only be available on LTE and 5G.
This problem isn't unique to Tesla. Any device unitizing AT&T's 3G network will fail to connect come next year. This includes other devices like older cell phones and cellular iPads.
An always available data connection is one of the big reasons Teslas are popular and exciting. You can stream music, browse the web, turn on your climate remotely and receive real-time traffic. It'll even notify you if any doors or windows are left open. So when this connection goes away, it does take away part of the appeal the car initially had.
Luckily for owners, Tesla is giving owners plenty of options here, some free, some not so free, but a good value nonetheless.
Connect Via WiFi
First, your car will not be obsolete, Tesla will continue to provide updates to your vehicle. The cellular modem may be outdated and unable to connect, but your car will still be able to connect via WiFi to your local network.
All the functions your car was able to perform over it's cellular network will still be able over Wi-Fi, which includes downloading software updates. Of course, WiFi doesn't do you much good if you want to stream music while driving.
Connect Via Hotspot
With software update 2020.48.37.8, Tesla added some new capabilities to help with this transition and give owners more choice. Teslas normally turn off WiFi once you shift into Drive or Reverse, since it's no longer needed. However, with this update, Tesla introduced 'Remain Connected to Wi-Fi in Drive', a mouthful of a name, but a great feature. This allows your car to keep WiFi on after shifting into Drive. This will allow owners to share their phone's data connection with the car via a hotspot.
Using a hotspot connection will give your Tesla the same capabilities it had when connecting over a cellular network since these cars have a lifetime subscription to Tesla's Premium Connectivity package. Even though you'll be using a hotspot to connect, you'll remain with access to satellite-view and traffic visualization, which is normally not available when using a hotspot (when you're not subscribed to Tesla's Premium Connectivity).
Modem Replacement
Since it's only the cellular modem that is outdated, Tesla will be offering an option to get it replaced with a LTE and presumably 5G capable modem, giving your car many more years of a cellular connection, which is likely to outlast the car.
Tesla will be offering the cellular modem replacement for a very reasonable fee of $200 in the US.
Upgrading MCU
Lastly, there is another option that Tesla is offering that will give you more than just a modern modem. You'll be able to upgrade the MCU in the vehicle and not only upgrade the cellular modem, but also the WiFi chip, and the processor that powers the media center.
At this point, technology has evolved quite a bit and using the touch screen on a MCU 1 vehicle has become quite slow. Upgrading the MCU will provide a much better experience on par with the latest Model 3 and Model Y vehicles.
Upgrading to MCU 2 will also bring a slew of new features that haven't been available in MCU 1 vehicles because of its limited processing power. Adding the MCU 2 introduces features such as Tesla theater, many games such as Sky Force Reloaded and Cuphead, improved driving visualizations, Tesla Caraoke, an improved web browser and more.
The price of upgrading your MCU is quite a bit more expensive, but you do get a whole lot more as well. Although all the new features are nice, the biggest is the improved performance and responsiveness of the touch screen.
The cost to upgrade the MCU to MCU 2 is $2,000, which includes parts and labor.
Which Cars are Affected?
Only vehicles equipped with a cellular modem that is only capable of a 3G connection are affected. If your vehicle has an LTE or LTE and 5G modem, then you remain unaffected. Tesla used 3G-only modems up until 2015.
If your Tesla was built before June 2015 and you haven't upgraded your MCU, then you may be affected. You can reach out to your local service center to confirm whether AT&T's decision to disable its 3G network will affect your vehicle.
View Your Cellular Modem
In update 2020.48.37.8 Tesla is also displaying additional information about your car's modem to you. If you navigate to Controls > Software and tap 'Additional Vehicle Information', your car will now display what kind of modem your car has installed and which cellular networks it's able to connect to.
We hope this will be a feature that will be rolled out to other vehicles as well. Some vehicles feature LTE only modems, while others contain 5G modems as well. Letting owners know which modem is in their vehicle and which networks it can connect to is a worthwhile addition.
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Tesla has unveiled its 6-seat Model Y variant in China, known as the Model Y L. This new variant of one of the world’s best-selling vehicles comes with a longer wheelbase, adjusted C-pillar design, and most importantly, a six-seat interior layout.
The vehicle’s specifications have been officially listed in a filing with China’s Ministry of Industry and Information Technology (MIIT), confirming a launch for this fall.
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The addition of a longer wheelbase and a more spacious third row is a fantastic addition for the Model Y’s family utility, and positions this variant as sort of a mini Model X, but let’s compare the sizes to really know how this new Model Y compares to a Model X.
Meet the Model Y L
The defining feature of the new Model Y L is its six-seat configuration. This layout has previously been exclusive to the larger and more expensive Model X. While Tesla has offered the Model Y in a 7-seat configuration before, the third row was much too small to be utilized by anyone but small children.
Comparing Model Y L to the Model X
@xiaoteshushu on X
Let’s compare this upcoming Model Y L to the regular Model Y and the Model X.
Vehicle/Dimension
Wheelbase
Overall Length
Model Y
2,890mm / 113.8 in
4,797mm / 188.9 in
Model Y L
3,040mm / 119.7 in
4,976mm / 195.9 in
Model X
2,965mm / 116.7 in
5,060mm / 199.2 in
The new wheelbase of 3,040mm is a significant stretch from the standard wheelbase, and in fact, is longer than the Model X’s wheelbase of 2,965mm. However, the overall length of the vehicle is 84mm (~3 inches) shorter than the Model X. This means the vehicle sits neatly between the current Model Y and Model X, filling a much-needed gap.
While this Model Y L is slightly smaller than the Model X, it doesn’t necessarily mean that it’s smaller inside. The Model X features a much larger front end than the Model Y, accounting for several inches. When you line up the front wheel base of the Model X with this new Model Y, the vehicles are almost exactly the same length.
Tesla has designed this Model Y to be a bit more compact and efficient than the Model X, and likely much cheaper, while featuring the well-loved design of the new Model Y.
Other Specifications and Price
The MIIT filing also provided a detailed look at some additional specifications. The Model Y L is a dual-motor, AWD variant, so it will likely be more expensive than the current Model Y AWD that’s available in China today. Tesla charges an additional $6,500 USD when upgrading the Model X from a 5-seat configuration to a 6-seat layout, so we may see something similar here.
The extra length has been added behind the C-pillar, resulting in a longer rear profile for the Model Y L. To accompany this, Tesla has added an updated rear spoiler, similar to the one found on Performance variants, but not carbon fiber. There is also a new wheel design to complement the updated look, along with unique Model Y L badging and a new light gold paint option.
In classic Tesla fashion, no Tesla is slow - and the Y L has a 0-100 km/h (0-60mph) time of 5.9s, with a top speed of 217km/h. Alongside an 82.5 kWh LFP battery pack, the Model Y L boasts an impressive CLTC range of 688 km (427 mi).
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Launch & Availability
According to posts from Tesla China on Chinese social media, the new Model Y L is scheduled to launch in the fall of 2025. Its official listing in the MIIT database is essentially the final regulatory step required before sales can begin, which means the launch is really just around the corner. For now, it appears that Tesla intends to launch this vehicle only in China, as no other filings have been made in other regions. However, these could be revealed in the coming months.
The new Model Y L is a huge addition to Tesla’s lineup - one that addresses the Chinese preference for vehicles with longer wheelbases and additional passenger room in a compact SUV package. The question is - will this variant make its way to North America and Europe?
Solving real-world artificial intelligence - whether for autonomous driving, real-world robotics, or advanced reasoning - requires an almost unfathomable amount of computational power. To meet this challenge, Tesla has been developing its own custom AI training hardware while simultaneously purchasing hardware in the open market.
Now, the next-generation Dojo 2 chip has reportedly entered mass production with the world’s largest semiconductor manufacturer, TSMC. While many may consider this a side quest, expanding Tesla’s computing base will be necessary to achieve exascale supercomputing, which will be crucial for all of Tesla’s AI ambitions.
Elon Musk called Dojo 2 “a good computer,” and then followed up with a classic computer performance joke - Dojo 2 can indeed play Crysis at a billion frames per second.
While Tesla has effectively utilized powerful third-party GPUs to train its models to date, the Dojo supercomputer is a ground-up, application-specific solution designed for a single purpose. It will efficiently process massive amounts of video data for training neural networks. The Dojo 2 chip itself is the key that unlocks this potential.
Dojo 2 will train the vision-based neural nets that FSD relies on, allowing Tesla to process video from its massive global fleet of vehicles even faster. As Tesla continues to improve FSD, one of the biggest challenges has been the intake of video for handling difficult edge cases.
Hundreds of thousands of miles of training data may pass by before an edge case is identified and trained on, but it all needs to be analyzed, labeled, and processed, which is key for Dojo 2. Each new useful piece of training data will help Tesla proceed down the march of 9s, making FSD just that little bit better every time.
This process requires massive amounts of compute and training time - but it is an absolute necessity to improve FSD. Of course, this goes beyond just FSD in vehicles. Tesla’s humanoid robot, Optimus, also runs on FSD to navigate and interact with the physical world.
While it may be a custom version of FSD, it remains FSD at its core, which means the same neural nets that analyze the environment and build a 3D map of the world for your car perform the same work for Optimus.
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Custom Approach to AI Hardware
Dojo 2’s power doesn’t just come from raw compute; it comes from a series of architectural choices that make it excel at training FSD and differentiate it from general-purpose hardware, or even other AI-specific hardware.
To this end, Tesla is using TSMC’s new Integrated Fan-Out with Silicon-on-Wafer (InFO-SoW) packaging technology. For massive AI workloads, heat and the speed at which data moves between chips are often the biggest bottlenecks.
This new packaging technique allows for high-bandwidth connections directly between processing dies, which lowers latency and dramatically improves heat dissipation, all key to building massive and dense compute clusters.
Unlike general-purpose chips, Dojo 2 is designed with a custom instruction set, specifically built to train FSD. The cores are specifically made to accelerate the exact mathematical operations, like matrix multiples and systolic arrays, which form the backbone of Tesla’s vision-based neural networks.
By building its own hardware, Tesla can then integrate its own software and compilers directly with the silicon, optimizing for specific workloads and avoiding the performance penalties that can result from using third-party software, such as Nvidia’s CUDA.
The start of Dojo 2 may seem like a side quest for some, but it’s actually a key step for Tesla’s AI technologies that give them an advantage over the competition using off-the-shelf hardware. They’ll need to continue investing in custom hardware to improve FSD at a reasonable pace, rather than the current glacial pace we’ve seen over the last few months.
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