dApp V13.1 is live!⚡️
Some UI and maintenance improvements for a smoother, safer, and more reassuring experience on the dApp.
→ Submit a proposal and see it appear instantly, with live status and all
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→ Reach Support in one click, however your workspace is set up
Take it for a spin 👉
I think the reason FSD take rate has been bad is because to most non tech nerds, it has been shit historically. I think even V13 had enough minor annoyances to make many not use it.
I think that changed about 8 months ago with 14.2, and I don’t think we’re ever going back. 14.3 has broader appeal, and the TAM channel is going to continue to widen.
It felt so insane to all of us for so long that adoption sucked, but I think we were just willing to tolerate more as super fans.
But it’s starting to play out now.
If you’re an FSD superuser:
Think of your mental state and subconscious behaviors when V12 ran in your car.
Think of your mental state and subconscious behaviors when V13 ran in your car.
Think of your mental state and subconscious behaviors while V14.3 runs in your car today.
V12.5.6.3 was in your car 1.5 years ago.
Here is your signal.
English golfer Aaron Rai has won the PGA Championship with a winning score of 9-under par, becoming the first Englishman to win the PGA Championship in 107 years.
No road rage, no distractions
In detail, we rolled out ...
– Actually Smart Summon (allowing your Tesla to come to you from anywhere in the parking lot)
– FSD Supervised V13 (enabling your Tesla to exit the parking spot, drive to your destination & park itself)
– Tesla Vision Autopark (bringing you a high fidelity 3D representation of the world around you)
– End-to-end network on highway (replacing 300k lines of explicit C++ code)
– FSD Supervised & Autopark for Cybertruck
– Vision-based driver monitoring (yay, hands-free)
JPMorgan after meeting with Tesla recently in Fremont:
"Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.
Tesla continues to focus on minimizing regression in core driving functions as it introduces new functionalities to the system, and FSD V15 is seen as the primary gateway to scaling unsupervised FSD. While the current AI/HW4 stack is capable of running V15 and supporting unsupervised FSD, Tesla’s AI4.5 compute system is designed to future-proof against rising compute (~10% higher FLOPS) and memory (~2x higher) demands as robotaxi models scale and context windows expand.
Management also reiterated that the Cybercab is just the initial form factor, with additional vehicle types expected to follow as the platform evolves (citing the obovan demo from the 10/10 event as an example).
Optimus is on track for SoP in the coming months with commercial sales expected as early as 2H27. The Gen 3 unveil will be timed closer to SoP to protect competitive advantage, while the scope of Gen 4 (in terms of capability, cost, and scalability) will be informed by Gen 3 field experience."
JPMorgan toured Tesla's Fremont factory and met with the IR team, and maintained its $TSLA price target of $475.