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PB retweeted
🇨🇦 @cybertruck deliveries have begun
PB retweeted
As October comes to a close, here's an update on the releases
What we completed:
- 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
What's coming next:
- 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
- Improved v12.5.x models for AI3 city driving
- Actually Smart Summon release to Europe, China and other regions of the world
- v13 is a package of following major technology upgrades:
- 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
We have integrated several of these improvements and are already seeing a 4x increase in miles between necessary interventions compared to v12.5.4.
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!
Due to popular demand, Tesla AI team release roadmap:
September 2024
- v12.5.2 with ~3x improved miles between necessary interventions
- v12.5.2 on AI3 computer (unified models for AI3 and AI4)
- Actually Smart Summon
- Cybertruck Autopark 📐
- Eye-tracking with sunglasses 🕶️
- End-to-End network on highway 🛣️
- Cybertruck FSD 📐
October 2024
- Unpark, Park and Reverse in FSD
- v13 with ~6x improved miles between necessary interventions
Q1 2025
- FSD in Europe (pending regulatory approval) 🌍
- FSD in China (pending regulatory approval) 🇨🇳
PB retweeted
Q3 2024 Shareholder Update → ir.tesla.com
— Highlights
- Produced our 7 millionth vehicle at Fremont factory!
- Preparations for new vehicles remain underway (including more affordable models), which we'll begin launching in the first half of 2025
- Record gross margin for @teslaenergy
- COGS (cost of goods sold) per vehicle came down to lowest level ever – key to enabling affordability
Vehicle
US @tesla_na
- Refreshed Model 3 ramp continued successfully
- @cybertruck production increased sequentially & achieved a positive gross margin for the first time (congrats @cybertruck 🫡)
- Preparation of the Semi factory continues and remains on track with builds scheduled to start by the end of 2025
China @Tesla_Asia
- Giga Shanghai produced its 3 millionth car & exported its 1 millionth car
Europe @teslaeurope
- As of Q3, Model Y is the bestselling vehicle of any type in 2024 in Sweden 🇸🇪, Netherlands 🇳🇱, Denmark 🇩🇰 & Switzerland 🇨🇭
Thank you to our owners!
AI/Hardware @teslasi
- In Q3, we released FSD Supervised 12.5, bringing improved safety & comfort thanks to a 5x increase in the number of parameters, data & training compute (will continue to scale in Q4)
- We also released Actually Smart Summon & deployed FSD Supervised to @Cybertruck, including end-to-end driving on highways for the first time
- Compute rules everything around us: We're already training on a 29k H100 cluster at Giga Texas – expecting to have 50k H100 capacity by end of October
Vehicle & other software
- Summer Release shipped with features like Parental Controls, YouTube & Amazon Music as native apps, Hands-Free Frunk, added weather forecast & other improvements
Powertrain, Battery & Manufacturing
- Unveiled Cybercab & Robovan at our We, Robot event in October – both purpose-built for autonomy from the ground up
- Cybercab will be built on our next-gen platform, which includes a new powertrain with an estimated 5.5 mi/kWh – our most efficient one yet
- Produced our 100 millionth 4680 cell & continue to progress our dry cathode manufacturing lines
Energy @teslaenergy
- Megafactory in Lathrop demonstrated 200 Megapacks/week (40 Gwh run rate) @Tesla_Megapack
- Powerwall deployments reached a record for the 2nd quarter in a row
- As of Q3, over 100k Powerwalls were enrolled in VPP programs!
