Tesla hacker and Twitter user @greentheonly has speculated that it won’t be possible to retrofit current MCU 2 (Media Control Unit) Teslas employing Intel chips with the new and improved Ryzen-based processor that is used in MCU 3.
In an up-close inspection of a new Model Y’s internals Green stated that “retrofit for intel cars definitely looks impossible - totally different power and other harness and thickness of the unit.”
The news hasn’t been confirmed nor denied by Tesla or its CEO, Elon Musk, but if proven to be accurate it would most certainly disappoint a great number of MCU2 vehicles owners, who were expecting to be offered the possibility of an upgrade, in the same way current MCU1 owners are able to upgrade their chips for a $2,000 (plus tax) fee.
MCU (Media Control Unit) is the computer controlling Tesla’s touchscreen, processors, RAM (short term memory), non-volatile memory (long-term memory), the audio subsystem, 5 amplifiers, WiFi, Cellular, Bluetooth, GPS, the Ethernet bridge, multiple CAN bus communications, the LIN bus, USB ports and many more.
It handles every software operation, excluding Full Self-Driving/Autopilot, which are unaffected by which MCU version a Tesla is equipped with. All Tesla’s built after November 2016 are capable of Full Self-Driving.
MCU2 came out in the spring of 2018 (fall of 2017 for Model 3) as an upgrade to the NVIDIA’s Tegra 3 processor found in MCU1. All cars delivered after that point benefited from the improved responsiveness and extra features that came with the Intel’s Atom E8000 Series CPU.
From a technical standpoint, the two chips possessed entirely different architectures. The release of software update V10 highlighted the differences, as MCU1 owners were excluded from both Tesla Theater and Tesla Arcade. Effectively, MCU1 doesn’t support Netflix, Hulu, YouTube, or any other streaming services that may be added in the future. It also doesn’t support any of the games Tesla added. Additionally, the web browser on MCU2 is much quicker and more capable as it’s built on Google’s Chromium platform.
In summer of 2021 Tesla released the redesigned Model S with a more powerful infotainment processor MCU. At the time no one was sure whether this was Tesla's next generation MCU or whether it would trickle down to other models.
Then in late 2021 the first news of a new Tesla MCU chip generation started to flood the web, with reports coming from China of a new AMD Ryzen-based computer being present in newly delivered Model Y’s.
The new MCU is faster and brings noticeable improvements in responsiveness in the web browser, as well as while using video streaming services, such as Netflix and YouTube.
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.
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