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Tesla has given an update on its self-driving roadmap. It confirmed that its FSD v13 update has been delayed into next month and it makes more promises.

Last month, Tesla released its first ‘AI roadmap’, which consisted of a more detailed plan about updates and new features it plans to push through the (Supervised) Full Self-Driving (FSD) program.

It was a welcomed way for us to track progress better. Still, we have already noted several problems with it, such as the fact that Tesla uses “miles between necessary disengagement” as a metric to track progress, and yet, it refuses to share any miles between disengagement data.

Furthermore, Tesla claimed that it completed all its September goals on the AI roadmap despite the biggest one being v12.5, achieving “~3x improvement miles between necessary interventions,” and we have seen no evidence of that happening.

In fact, crowdsourced data, the best available data since Tesla refuses to share any, shows that v12.5 is actually a regression compared to v12.3, the last widely released FSD update:

That’s based on over 40,000 miles of v12.5 data.

In the original roadmap, Tesla stated these goals for October:

  • Unpark, Park and Reverse in FSD
  • v13 with ~6x improved miles between necessary interventions

With October coming to a close today, Tesla has released an update. The automaker says that it accomplished this on its AI roadmap this month:

  • End-to-end on highway has shipped to ~50k customers with v12.5.6.1
  • Cybertruck build that improves responsiveness
  • Successful We, Robot event with 50 autonomous Teslas safely transporting over 2,000 passengers

“End-to-End network on highway”, which constitutes using neural net controls for highway driving instead of just city streets, was supposed to happen back in September, but instead, Tesla has only been able to push it to a limited number of customers in October.

As for what’s coming next, Tesla now says that “end-to-end highway driving” is coming next week, but only for Tesla owners with HW4:

“Full rollout of end-to-end highway driving to all AI4 users, targeted for early next week, including enhancements in stop smoothness, less annoying bad weather notifications, and other safety improvements.”

For now, HW3 owners are stuck with this:

Improved v12.5.x models for AI3 city driving

Tesla also notes that “Actually Smart Summon will be released to Europe, China and other regions of the world” without a clear timeline.

Finally, Tesla comes back to v13, which the automaker now claims will include these improvements:

  • 36 Hz, full-resolution AI4 video inputs
  • Native AI4 inputs and neural network architectures
  • 3x model size scaling
  • 3x model context length scaling
  • 4.2x data scaling
  • 5x training compute scaling (enabled by the Cortex training cluster)
  • Much improved reward predictions for collision avoidance, following traffic controls, navigation, etc.
  • Efficient representation of maps and navigation inputs
  • Audio inputs for better handling of emergency vehicles
  • Redesigned controller for smoother, more accurate tracking – Integrated unpark, reverse, and park capabilities
  • Support for destination options including pulling over, parking in a spot, driveway, or garage
  • Improved camera cleaning and handling of camera occlusions

Tesla added about v13 in its updated AI roadmap:

We have integrated several of these improvements and are already seeing a 4x increase in miles between necessary interventions compared to v12.5.4.

Interestingly, Tesla originally said it would be a “~6x improvement in miles between necessary interventions” in September and during its earnings call just last week, Elon Musk said it would be a “5-6x improvement.”

As for the new timeline for v13, Tesla is now targeting a wide release at the end of November:

This lays the foundation for the v13 series, and we are targeting to ship v13.0 to internal customers by the end of this week. Most of the remaining items are independently validated and will be integrated over November in a series of point releases. We are targeting a wide release with v13.3 with most of the above improvements for AI4 vehicles around Thanksgiving!

As you can see, it’s also again only for HW4 owners.

Electrek’s Take

My key takeaways here are: HW3 owners are screwed. Even though there was some progress with Elon finally admitting that HW3 might not be enough for unsupervised self-driving, we are still far from an actual resolution.

HW3 development is now falling months behind HW4 without even a clear timeline for catching up, and Tesla is only talking about maybe having to develop a retrofittable computer for HW3.

As for the pace of improvement, v13 is now at least a full month behind schedule, and we don’t know if it will actually result in a meaningful improvement in miles between disengagement. Even if it does, Tesla needs about several more updates that bring order of magnitudes improvements in miles between disengagement.

Considering the fact that v13 is now scheduled to come 8 months after v12 and 4 months after v12.5, the pace of improvement looks to be nowhere near what Tesla needs it to be to achieve its stated goal of 600,000 miles between critical disengagement by Q2 2025.

At this stage, it remains a pipe dream, in my opinion, which is based on the best data available. I will change my mind as more data comes in.

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Meet the newest EV from Hyundai – new HX19e electric excavator

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Meet the newest EV from Hyundai – new HX19e electric excavator

The HD arm of Hyundai has just released the first official images of the new, battery-electric HX19e mini excavator – the first ever production electric excavator from the global South Korean manufacturer.

The HX19e will be the first all-electric asset to enter series production at Hyundai Construction Equipment, with manufacturing set to begin this April.

The new HX19e will be offered with either a 32 kWh or 40 kWh li-ion battery pack – which, according to Hyundai, is nearly double the capacity offered by its nearest competitor (pretty sure that’s not correct –Ed.). The 40kWh battery allows for up to 6 hours and 40 minutes of continuous operation between charges, with a break time top-up on delivering full shift usability.

Those batteries send power to a 13 kW (17.5 hp) electric motor that drives an open-center hydraulic system. Hyundai claims the system delivers job site performance that is at least equal to, if not better than, that of its diesel-powered HX19A mini excavator.

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To that end, the Hyundai XH19e offers the same 16 kN bucket breakout force and a slightly higher 9.4 kN (just over 2100 lb-ft) dipper arm breakout force. The maximum digging depth is 7.6 feet, and the maximum digging reach is 12.9 feet. Hyundai will offer the new electric excavator with just four selectable options:

  • enclosed cab vs. open canopy
  • 32 or 40 kWh battery capacity

All HX19es will ship with a high standard specification that includes safety valves on the main boom, dipper arm, and dozer blade hydraulic cylinders, as well as two-way auxiliary hydraulic piping allows the machine to be used with a range of commercially available implements. The hydraulics needed to operate a quick coupler, LED booms lights, rotating beacons, an MP3 radio with USB connectivity, and an operator’s seat with mechanical suspension are also standard.

Like its counterparts at Volvo CE, the new Hyundai excavator uses automotive-style charging ports to take advantage of existing infrastructure at fleet depots and public charging stations. More detailed specifications, dimensions, and pricing should be announced by bauma.

Electrek’s Take

HX19e electric mini excavator; via Hyundai Construction Equipment.

The ability to operate indoors, underground, or in environments like zoos and hospitals were keeping noise levels down is of critical importance to the success of an operation makes electric equipment assets like these coming from Hyundai a must-have for fleet operators and construction crews that hope to remain competitive in the face of ever-increasing noise regulations. The fact that these are cleaner, safer, and cheaper to operate is just icing on that cake.

SOURCE | IMAGES: HD Hyundai; via Construction Index, Equipment World.

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Harbinger guarantees incentive pricing to combat Trump Administration chaos

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Harbinger guarantees incentive pricing to combat Trump Administration chaos

With the Trump Administration fully in power and Federal electric vehicle incentives apparently on the chopping block, many fleet buyers are second-guessing the push to electrify their fleets. To help ease their minds, Harbinger is launching the IRA Risk-Free Guarantee, promising to cover the cost of anticipated IRA credits if the rebate goes away.

The‬‭ Inflation Reduction Act‬‭ (IRA) 45W Commercial Clean Vehicle‬ Credit‬‭ offers up to $40,000 per medium-duty commercial EV. Originally proposaed as part of President Biden’s Green New Deal package, the incentive‬‭ was put in place to help modernize commercial fleets by overcoming obstacles like the higher up-front costs of EVs.

In the case of a Harbinger S524 Class 5 chassis with a 140 kWh battery capacity with an MSRP of $103,200, the company will offer an IRA Risk-Free Guarantee credit of $12,900 at the time of purchase, bringing initial cost down to $90,300. This matches the typical selling price of an equivalent Freightliner MT-45 diesel medium-duty chassis.

“We created (the IRA Risk-Free Guarantee) program to eliminate the financial uncertainty for customers who are interested in EV adoption, but are concerned about the future of the IRA tax credit,” said John Harris, Co-founder and CEO of Harbinger. “For electric vehicles to go mainstream, they must be cost-competitive with diesel vehicles. While the IRA tax credit helps bridge that gap, we remain committed to price parity with diesel, even if the credit disappears. Our vertically integrated approach enables us to keep costs low, shields us from tariff volatility, and ensures long-term‭ price stability for our customers.”

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Harbinger‬‭ recently revealed a book of business consisting of 4,690 binding orders. Those orders are valued at approximately $500 million, and fueled a $100 million Series B raise.

Electrek’s Take

Harbinger truck charging; via Harbinger.

One of the most frequent criticisms of electric vehicle incentives is that they encourage manufacturers and dealers to artificially inflate the price of their vehicles. In their heads, I imagine the scenario goes something like this:

  • you looked at a used Nissan LEAF on a dealer’s lot priced at $14,995
  • a new bill passes and the state issues a $2500 used EV rebate
  • you decide to go back to the dealer and buy the car
  • once you arrive, you find that the price is now $16,995

While it’s commendable that Harbinger is taking action and sacrificing some of its profits to keep the business growing and the overall cause of fleet electrification moving forward, one has to wonder how they can “suddenly” afford to offer these massive discounts in lieu of government incentives – and how many other EV brands could probably afford to do the same.

SOURCE | IMAGES: Harbinger.

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It just gets worse for Nikola as massive hydrogen recall follows bankruptcy

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It just gets worse for Nikola as massive hydrogen recall follows bankruptcy

Whoever is left at Nikola after the fledgling truck-maker filed for Chapter 11 bankruptcy protection last month is probably having a worse week than you – the company issued a recall with the NHTSA for 95 of its hydrogen fuel cell-powered semi trucks.

Nikola filed for Chapter 11 protections just a few weeks after we predicted the company would go “belly up,” reporting that the company was planning to halt production of its hydrogen fuel cell-powered semi trucks while, at the same time, Nikola’s stock had sunk to a 52-week low following a formal NHTSA complaint claiming the fuel cell shuts down unpredictably.

That complaint seems to have led to the posthumous recall of 95 (out of about 200) Nikola-built electric semi trucks.

The latest HFCEV recall is on top of the 2023 battery recall that impacted nearly all of Nikola’s deployed BEV fleet. Clean Trucking is citing a January 31, 2025 report from the NHTSA revealing that, as of the end of 2024, Nikola had yet to complete repairs for 98 of its affected BEVs. The ultimate fate of those vehicles remains unclear.

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Electrek’s Take

Nikola Coyote Container completes historic trip in fuel cell truck
Image via Coyote Container.

I’ve received a few messages complaining that I “haven’t covered” the Nikola bankruptcy – which is bananas, since I reported that it was coming five weeks before it happened and there was no “new” information presented in the interim (he said, defensively).

Still, it’s worth looking back on Nikola’s headlong dive into the empty swimming pool of hydrogen, and remind ourselves that even its most enthusiastic early adopters were suffering.

“The truck costs five to ten times that of a standard Class 8 drayage [truck],” explained William Hall, Managing Member and Founder of Coyote Container. “On top of that, you pay five to ten times the Federal Excise Tax (FET) and local sales tax, [which comes to] roughly 22%. If you add the 10% reserve not covered by any voucher program, you are at 32%. Thirty-two percent of $500,000 is $160,000 for the trucker to somehow pay [out of pocket].”

After several failures that left his Nikola trucks stranded on the side of the road, the first such incident happening with just 900 miles on the truck’s odometer, a NHTSA complaint was filed. It’s not clear if it was Hall’s complaint, but the complaint seems to address his concerns, below.

NHTSA ID Nu. 11621826

Screencap; via NHTSA.

Optionally, you could just read Hall’s summary of the Nikola situation, in his own words: “I have dealt with more tow trucks in the last 10 months than in my entire 62 years on this Earth.”

The company issued a technical service bulletin (TSB) on October 29th, just 13 days after the official NHTSA complaint was filed.

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