Tesla has traditionally released a FSD Beta build with significant changes every two to three weeks.
We're currently on FSD Beta version 10.10.2, which was slowly released to testers in mid-February. The last major build of FSD Beta was in early February, so we've been expecting another build soon.
Beta 10.12 probably releases Tuesday in US and Friday in Canada
-Elon Musk
According to Elon, Canadians will likely get their first taste of the FSD Beta when FSD Beta 10.12 is released this week.
Elon took to Twitter to announce that Beta 10.12 'probably releases Tuesday in the US and Friday in Canada.'
FSD Beta 10.10 was released to existing testers over several weeks. We hope that 10.12 will go out a little faster, but it's great to see that we may have a major update to FSD as early as tomorrow. We'll have release notes for this release as soon as they're available.
You can also follow the latest FSD Beta releases on our FSD Beta Updates page.
The results of the 2025 Cars.com American-Made Index (AMI) are in, and once again, Tesla has swept the top positions. This marks the fourth consecutive year Tesla has dominated this index for the most American-made vehicles.
For 2025, Tesla holds all four top spots. After three years as number one, the Model Y has passed the torch back to the Model 3, which is now the most American-made vehicle for 2025. The reason for the drop in the Model Y is that the new Model Y uses additional parts from outside North America when compared to the pre-refresh version.
Following close behind are the Model S and Model X in third and fourth place, head and shoulders above the competition.
Localizing Supply Chain
Tesla’s continued success in the AMI is not a new phenomenon. They consistently outperform legacy automakers and even new EV startups. Tesla now has a four-year streak in this particular index, which is mainly looking at vehicles produced at Giga Texas and Tesla’s Fremont factory. Localizing supply chains can often be a win-win, as it helps reduce supply chain risks, lowers costs, and can help meet government incentives, such as the U.S. EV tax rebate.
What the American-Made Index Considers
To understand why Tesla takes the crown year after year, it's important to look at how Cars.com does its calculations. It goes beyond where a vehicle is assembled. While it doesn’t take into every single part and screw, it looks at five key factors:
Final Assembly Location
Percentage of US/Canadian Parts
Country of Origin for the Engine/Drive Unit
Country of Origin for the Transmission
US Manufacturing Workforce
It’s Tesla’s strength across all five of these factors, but particularly in using high amounts of domestic parts, which leads to their high scores.
Here are the top 10 models on Cars.com's American-Made Index for 2025:
Tesla Model 3
Tesla Model Y
Tesla Model S
Tesla Model X
Jeep Gladiator
Kia EV6
Honda Ridgeline
Honda Odyssey
Honda Passport
Volkswagen ID.4
Parts Content Advantage
The data from the American Automobile Labeling Act (AALA) tells a clear story. The Tesla Model 3, in its RWD and Long Range configurations, has 75% of its parts sourced from the U.S. and Canada, tying it for the highest percentage in the entire automotive industry.
The rest of the lineup is similar, but not quite as high as the Model 3. The Model Y has 70% of its parts from North America, while the Model S is at 65% and the Model X at 60% US/Canadian parts content.
This high level of domestic sourcing is a result of Tesla's vertical integration and its investment in local production of key components, such as batteries, motors, and electronics, primarily at its U.S. facilities, as well as at its Canadian subcontractors.
Cybertruck?
You may notice the Cybertruck is missing from the list. This isn't because it lacks in the American-made department, but due to a classification issue. The AMI only includes light-duty passenger vehicles, and the Cybertruck's weight class places it outside this standard.
In an era where supply chains and domestic manufacturing are more crucial than ever, Tesla's success in this area could give it a competitive advantage over other manufacturers.
As Tesla pushes the boundaries of autonomous driving with each iterative FSD update, the hardware that powers every vehicle also needs to continue evolving. With FSD V13 already pushing the capabilities of today’s AI4 hardware, Tesla is actively looking to update its FSD hardware.
Korean news outlet MK (Korean) has provided what seems to be a credible glimpse into Tesla’s next hardware iteration, AI5, and what it could be capable of. MK’s report claims that Tesla is preparing for the production of its new AI5 FSD computer with a performance target of 2,000 to 2,500 TOPS (Trillion Operations Per Second). According to the report, Tesla is considering using Samsung and TSMC to manufacture the hardware.
Putting the Compute Power into Perspective
To grasp what exactly that 2,500 TOPS number means, let’s compare it to Nvidia’s recently released gaming GPUs, the RTX 5080 and the RTX 5090 (about $1,500 and $3,000 GPUs, respectively). The 5080 clocks in at 1,800 TOPS, while the 5090 pushes a powerful 3,400 TOPS. Those also come alongside power draws of 360 and 575 watts, respectively.
For a dedicated automotive AI chip to be able to place itself squarely in the middle of those performance numbers is quite a feat, especially given Tesla’s previous hardware. HW3 clocked in at a measly 144 TOPS, while HW4/AI4, the current generation, pulls in at around 500 TOPS, a solid 3- 5x leap over HW3.
During a past earnings call, Elon claimed AI5 could be as much as 10 times more capable than HW4, which would imply an astronomical 5,000 TOPS. The 2,000 to 2,500 TOPS figure from this new report, however, represents a 4- to 5-fold generational jump, which feels more grounded and aligned with recent performance improvements elsewhere.
What is a “TOPS”?
TOPS is essentially a raw measure of processing power for a specific type of math, one related to the math used by neural networks. For an AI like FSD, it's the single most important metric. Think of it like the AI’s IQ - more TOPS means the computer can think faster and process more information, letting it better understand the environment around the vehicle and make smarter decisions.
True Performance or Skewed?
The key to understanding Elon’s claims about the TOPS figures lies in specialization. Tesla’s FSD computer is what is known as an ASIC - an Application-Specific Integrated Circuit. Unlike a general-purpose GPU in a gaming PC, Tesla’s AI hardware is designed from the ground up for one singular purpose: running the specific types of neural networks that FSD relies on.
This focus allows for incredible efficiency and performance in its designated tasks, and Tesla likely measures performance internally against AI inference benchmarks built around FSD.
The rumor that Tesla is tapping both Samsung and TSMC is pretty significant here as well. Tesla has previously sourced its chips from Samsung but likely requires additional capacity from TSMC, the world’s largest chip fabricator. A multi-source structure like this means Tesla is already putting the pieces together to mitigate supply chain risks.
AI Powerhouse
The need for AI5’s immense power isn’t just about running the current version of FSD, but about being able to support future versions of FSD that may require more computing power. Tesla continues to increase the size of thei AI models, which means that they’ll require more memory. One of the challenges in autonomy is that decisions must be made in just fractions of a second so that the vehicle can react accordingly. If output wasn’t required in nearly real-time, the vehicle could analyze video frames for a longer period and come up with better output, but the need for output in a timely fashion makes computing power critical.
Tesla’s executive team has repeatedly mentioned that the path towards fully Unsupervised FSD and Robotaxi lies in massive computational power alongside redundancy. The system will need to run increasingly complex neural networks to handle edge cases with greater reliability and start the march of 9s (improving from 99% to 99.9% to 99.99%, and so on). Layers of redundancy and multiple checks during the decision-making process will also be required for safety, which also requires additional compute.
What About HW3 and AI4?
With all this talk of AI5, the immediate question for every current Tesla owner and short-term buyer is: “What about MY car?”
AI4 is currently Tesla’s gold standard, and what they’re building today’s FSD, including FSD Unsupervised, around. For now, it offers Tesla enough headroom to continue expanding the neural nets and pushing new builds, but eventually, it too will one day need an upgrade.
Tesla has already stated that AI5 and AI6 will progressively improve FSD and become safer, but that doesn’t mean previous vehicles will be upgraded. Vehicles will only be upgraded if they’re not able to run Unsupervised FSD at a rate that’s safer than humans. Newer models will always perform better and at higher safety levels, but that doesn’t mean older hardware won’t be capable of safe driving.
The real story here is HW3. While Tesla’s executives have previously said that Hardware 3 is “Robotaxi Ready,” the practical reality of FSD V12.6 and V13.2 has set in for many. With FSD V13 pushing the envelope today, and Tesla’s intent to upgrade HW3 vehicles if they can’t figure out a solution, it seems the end of the line is coming.
For owners of HW3 vehicles, this likely means Tesla is planning a retrofit based around AI5 - likely a lower-performance version that will fit the current HW3 power and cooling packages. There could be a similar solution in the future for AI4 vehicles if Tesla plans to address the other half of the fleet, but that’s likely years away and only if they’re not able to achieve autonomy on that hardware.
The neural nets required for FSD to drive itself without supervision in complex urban environments will be orders of magnitude more complex than what we see today in just a few years. AI5 isn't just an upgrade; it's the necessary hardware to advance FSD to the next level.
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