Finally, Tesla is expected to produce a new self-driving computer to merge all those new sensors into a more powerful computing platform.
All these hardware changes have been stressful for Tesla owners since the automaker has been promising that all its vehicles built since 2016 have all the hardware necessary to achieve self-driving through software updates.
It turned out not to be true as Tesla needed a more powerful computer (HW3), but it did supply the retrofit to existing owners for free.
Now CEO Elon Musk confirmed that Tesla will not provide retrofit to HW4, but he said that the automaker still plans to deliver on its self-driving promises with HW3 and that HW4 will only push the performance higher.
Tesla Autopilot/Self-Driving Hardware 4.0
The teardown comes courtesy of Green The Only, a well-known Tesla hacker and tinkerer who has consistently revealed a lot of new information about Tesla vehicles by hacking the automaker’s software and tearing down its hardware.
In this case, he managed to get his hands on a new HW4 computer from a new Model X vehicle. We won’t go into details about how.
There are some indications that Tesla is implementing the new hardware suite in the Model X first with the automaker having just put up for sale its display and test drive fleet, which Tesla generally does later in a quarter. It could mean that Tesla is liquidating its Model X units in preparation for the new hardware.
Green started the teardown by confirming what Musk recently said: Don’t expect a retrofit.
To start with sorta bad news, The form-factor is totally different, so definitely no retrofits on this one. top/left is new unit, bottom – current plaid unit) pic.twitter.com/iHziGZPIBj
Tesla’s self-driving computer is combined with its infotainment computer, which has also been updated with this HW4 upgrade.
Green said about the change:
Infotainment was reworked compared to current units. The GPU is now on the same board, so no more GPU daughterboard. This makes the whole unit thinner, otherwise no changes there – same 256G NVMe and 16G RAM, same AMD CPU and GPU.
As for Tesla’s actual HW4 computer, Green sees less improvement than what was hoped:
HW4: A lot less improvement than many hoped for. Still Samsung Exynos-IP based. Bumped CPU cores from 12 to 20 (5 clusters of 4 cores each), maxing at 2.35GHz, idle at 1.37GHz Number of TRIP cores increased from 2 to 3, 2.2GHz max freq All x2 since there are two SoCs per board pic.twitter.com/eeHXg5x0aL
He did note that there are some improvements in security. Musk mentioned hackability of self-driving vehicles was a top concern at Tesla.
On the downside, the hacker’s own measurement shows that the new board has a higher power consumption than HW3 when idle.
Green noted that Tesla has also made improvements to the redundancy of the system, which is obviously important in a self-driving vehicle:
Redundancy is the name of the game this time? The board is mostly symmetric, with identical power connections on each side. There are even two network links to infotainment. Yet… if you unpower the A side, that kills the network switch and the link is lost. Still the improvements are there.
Now for what people have all been waiting for – the sensors.
Obviously, this is the computer and not the sensors, but the connectors can give us more information about the new sensors in HW4.
Now Tesla has been moving to a vision-based (cameras) approach and it has made a big deal of removing its radar and ultrasonic sensors.
There’s good news with HW4. Tesla appears to be including more cameras. There are currently 8 cameras in Tesla’s hardware suite, but now the new computer has connectors for 12 cameras, although one connector is marked as “spare.”
So we are talking about likely 11 cameras. Now as for the camera placement, it looks like all the current cameras remain other than a two camera setup in the windshield rather than the current three-front-facing camera setup.
While the information is hard to decrypt, Green sees indications that Tesla might have added cameras in the bumpers:
What’s SVC you might wonder? According to Tesla EPC, SVC is a bumper cover. So I’d guess these are bumper cameras. There’s a huge blindspot upfront on legacy cars up front (welcome to the legacy camp, Plaid owners!), so front bumper camera and two in the (rear?) bumper corners for cross traffic alerts (esp. with pillar moved forward)?
Green also found a connection for a new GPS module with a triband antenna:
The hacker noted about the new GPS unit:
The unit itself is big and unmarked, so who makes it is unknown, I would not be surprised if it’s somewhat custom Tesla thing. They carry a bootloader for it in firmware.
Finally, Green also found evidence of Tesla’s integrating a radar back into its sensor suite:
Radar: Yes, there’s now the bespoken Phoenix radar (yes, of course there is and yes that’s what it’s called in the properties too). There’s also the radar heater of course. pic.twitter.com/7inrjGmBM0
Musk told Electrek in June of last year after Tesla stopped using its radar:
The probability of safety will be higher with pure vision than vision+radar, not lower. Vision has become so good that radar actually reduces signal/noise.
However, the CEO also added that Tesla might still use radar if it had a “very high-resolution radar”:
A very high resolution radar would be better than pure vision, but such a radar does not exist. I mean vision with high res radar would be better than pure vision.
That high-resolution radar was codenamed “phoenix,” so it might be the very radar that makes it to the new hardware suite.
It’s not clear when Tesla plans to make the new HW4 official, but the timing of the March 1 Investor Day makes it a likely contender for an official announcement.
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Tesla’s Q2 results are in, and they are way, way down from Q2 of 2024. At the same time, Nissan seems to be in serious trouble and the first-ever all-electric Dodge muscle car is getting recalled because its dumb engine noises are the wrong kind of dumb engine noises. All this and more on today’s deeply troubled episode of Quick Charge!
We’ve also got an awesome article from Micah Toll about a hitherto unexplored genre of electric lawn equipment, a $440 million mining equipment deal, and a list of incompetent, corrupt, and stupid politicians who voted away their constituents’ futures to line their pockets.
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news.
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“These ‘OpenAI tokens’ are not OpenAI equity,” OpenAI wrote on X. “We did not partner with Robinhood, were not involved in this, and do not endorse it.”
The company said that “any transfer of OpenAI equity requires our approval — we did not approve any transfer,” and warned users to “please be careful.”
Robinhood announced the launch Monday from Cannes, France, as part of a broader product showcase focused on tokenized equities, staking, and a new blockchain infrastructure play. The company’s stock surged above $100 to hit a new all-time high following the news.
“These tokens give retail investors indirect exposure to private markets, opening up access, and are enabled by Robinhood’s ownership stake in a special purpose vehicle,” a Robinhood spokesperson said in response to the OpenAI post.
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Robinhood offered 5 euros worth of OpenAI and SpaceX tokens to eligible EU users who signed up to trade stock tokens by July 7. The assets are issued under the EU’s looser investor restrictions via Robinhood’s crypto platform.
“This is about expanding access,” said Johann Kerbrat, Robinhood’s SVP and GM of crypto. “The goal with tokenization is to let anyone participate in this economy.”
The episode highlights the dynamic between crypto platforms seeking to democratize access to financial products and the companies whose names and equity are being represented on-chain
U.S. users cannot access these tokens due to regulatory restrictions.
Despite the warnings, BYD continues introducing new discounts. On Wednesday, BYD’s luxury off-road brand began offering over 50% Huawei’s smart driving tech.
BYD introduces new discounts on smart driving tech
After BYD cut prices again in May, the China Automobile Manufacturers Association (CAMA) warned that the ultra-low prices are “triggering a new round of price war panic.”
Although they didn’t single out BYD, it was pretty obvious. BYD slashed prices across 22 of its vehicles by up to 34%, triggering several automakers to follow suit in China.
BYD’s cheapest EV, the Seagull, typically starts at about $10,000 (66,800 yuan). After the price cuts, the Seagull is listed at under $8,000 (55,800 yuan).
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It doesn’t look like China’s EV leader plans to slow down anytime soon. Fang Cheng Bao, BYD’s luxury off-road brand, introduced new discounts on Huawei’s smart driving tech on Wednesday.
The limited-time offer cuts the price of Huawei’s Qiankun Intelligent Driving High-end Function Package to just 12,000 yuan ($1,700).
BYD Fang Cheng Bao 5 SUV testing (Source: Fang Cheng Bao)
Buyers who order the smart driving tech in July will save over 50% compared to its typical price of 32,000 yuan ($4,500).
Earlier this year, Fang Chang Bao launched the Tai 3, its most affordable vehicle, starting at 139,800 yuan ($19,300). The Tai 3 is about the size of the Tesla Model Y, but costs about half as much.
BYD Fang Cheng Bao Tai 3 electric SUV (Source: Fang Cheng Bao)
The Tai 3 will spearhead a new sub-brand of electric SUVs following the more premium Bao 8 and Bao 5 hybrid SUVs.
BYD’s luxury off-road brand sold 18,903 vehicles last month, up 50% from May and 605% compared to last year. Fang Cheng Bao has now sold over 10,000 vehicles for three consecutive months.
The Chinese EV giant sold 382,585 vehicles in total in June, an increase of 12% from last year. In the first half of the year, BYD’s cumulative sales reached over 2.1 million, a YOY increase of 33%.
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