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.
Rivian will power its DC fast-charging network with renewable energy company RWE’s Champion Wind farm in Texas.
The two companies just signed a 15-year power purchase agreement (PPA) for electricity from RWE’s repowered Champion Wind in Nolan and Mitchell counties, west of Abilene.
The 127-megawatt (MW) Champion Wind is getting new turbine nacelles and blades, which will extend the wind farm’s lifespan. Originally commissioned in 2008, the wind farm is expected to be fully upgraded by mid-2025. When the wind farm is back online, it’ll be capable of generating enough electricity to power nearly 1 billion miles of renewable driving every year for Rivian, or the equivalent of powering 36,000 homes annually in Texas.
This wind power is set to support Rivian’s DC fast-charging Adventure Network with renewable energy. Rivian has set a specific goal to enable 7 billion miles of renewable driving.
Paul Frey, Rivian’s VP of propulsion, charging & adventure products, said, “Champion Wind is a powerful enabler for Rivian drivers to become active participants in building a cleaner grid every time they charge their vehicle. This project shows the potential to meaningfully decarbonize the grid and support a more circular economy through reuse and recovery of existing infrastructure, all while maintaining highly competitive economics.”
Siemens Gamesa is supplying 41 turbines with new nacelles and blades on existing towers. The nacelles and blades are being manufactured in the US. In addition, as part of the repowering project, six new Siemens Gamesa turbines rated at 3.1 MW each will also be added to the wind farm.
The decommissioned wind turbine blades from Champion will be repurposed. RWE is working with REGEN Fiber, an Iowa-based company that recycles wind turbine blades to make reinforcement fibers for the construction industry. Those fibers are then used in concrete to add strength and durability, extending the lifespan of infrastructure.
RWE is the third-largest renewable energy company in the US.
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Rivian is bringing back its “All-Electric upgrade offer” from now until November 30th, but with some changes to the program.
Earlier this year, Rivian offered $1k-$5k off a new Rivian if you trade in an old gas car, from April to June. The offer was available for specific vehicles, and with a sliding discount scale based on which Rivian vehicle you order.
Now the program has come back, but with quite a few changes from the previous version.
As of today, October 31, if you buy a new Rivian R1T or R1S new inventory vehicle from the R1 Shop, you can get a $3,000 discount if you also prove that you own or lease a qualifying gas-powered vehicle.
This is simultaneously simpler, more lenient, and more restrictive than the previous offer, in various ways.
First, the discount is a flat $3k (or $4,100 CAD), rather than having a scale based on what model you order, which is more streamlined.
Second, the discount applies to every gas or hybrid vehicle owner – you don’t have to trade in your vehicle, and you’re not limited to a specific list of vehicles. Just prove that you own or lease a gas car (copy of registration, proof of insurance, etc), and you get the discount.
However, third, it’s more restrictive as to what vehicles you can purchase. The current offer applies only to Rivian new inventory vehicles in the R1 Shop, and excludes demo vehicles, pre-owned vehicles, or custom build vehicles. It also does not apply to Rivian’s base Dual Standard models, but everything else is fair game.
In order to qualify, you need to place your order between today and November 30, and you must take delivery of the vehicle before December 31. Check out all the specifics of the offer on Rivian’s site here.
Electrek’s Take
Rivian is clearly trying to round out its yearly numbers with this offer, as the market for pricy cars is somewhat soft with increased interest rates. It just slightly lowered its annual delivery guidance, now planning to see roughly similar deliveries this year than last.
But its R1 vehicles just got a huge refresh to help the company with costs and to offer new features. The R1S is still one of the most popular high-priced vehicles in the US, and the company’s products earn universal acclaim from owners.
The interesting thing is that Rivian had a similar offer earlier this year, before the refresh, to help clear out inventory of older vehicles. It didn’t see it fit to offer the discount last quarter, perhaps buoyed by the updated model, but after a rough Q3 of deliveries it now brought the offer back.
Rivian is still guiding to reach a slight gross profit in Q4, though we’re sure we’ll hear more about that in its upcoming quarterly earnings next week.
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Hyundai’s new low-cost EV is getting a bold design upgrade. The Hyundai Casper EV Cross was spotted for the first time in public, revealing new design elements.
Although we knew a rugged “Cross” variant was headed to Europe, this was the first time the domestic model was spotted with an upgraded design.
The Inster EV is Hyundai’s overseas version of its domestic Casper Electric model. In Korea, Hyundai’s Casper EV starts at around $20,000 (27.4 million won). Hyundai said its new EV can be bought for under $8,000 (10 million won) with subsidies.
In Europe, it starts at under $27,000 (25,000 euros). The Cross variant is built for “those looking for an EV with a more adventurous look,” Hyundai said.
Although it offers the same versatility as the standard model, the Inster EV Cross gains rugged design elements, including new front and rear bumpers, black claddings, skid plates, a roof rack, and more.
Here’s our first look at the Hyundai Casper EV Cross
After a rugged new variant with the Casper EV logo was spotted in Korea for the first time, a Cross model is expected to debut shortly.
The new video from HealerTV reveals added design elements, including the roof rack and more aggressive black trim.
The reporter notes that the Hyundai Casper EV Cross has a “much more mechanical and futuristic feel than the existing model.”
It almost appears “robot-like” with an added off-road feel. The Inster EV Cross gets up to 223 mi (360 km) WLTP driving range. In Korea, the Casper Electric is rated with up to 195 miles (315 km) driving range.
Although Hyundai Casper (Inster) EV is not expected to launch in the US, the low-cost model was spotted driving in California for the first time this month.
In the meantime, off-road fans can get in line for Hyundai’s upgraded 2025 IONIQ 5, which will be available with a rugged XRT trim. The 2025 IONIQ 5 XRT model was also recently caught testing ahead of deliveries.
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