Latest / Elon Musk Podcast / Tesla Pushes FSD v14 Release to Monday Amid Final Testing

Transcript

Tesla Pushes FSD v14 Release to Monday Amid Final Testing · Elon Musk Podcast

• 0:01
  Hey everybody, welcome back to the Elon Musk podcast.
• 0:05
  This is a show where we. Discuss the critical.
• 0:07
  Crossroads that shape SpaceX, Tesla X, The Boring Company, and
• 0:12
  Neurolink. I'm your host, Will Walden.
• 0:16
  Tesla has delayed the launch of Full Self Driving version 12.4
• 0:20
  again, pushing the target to next Monday, October 7th,
• 0:23
  according to Elon Musk. Now, this marks the second delay
• 0:26
  in less than a week. Musk had originally claimed the
• 0:29
  new version would roll out wide release this weekend.
• 0:33
  Then he updated the timeline to early next week, and now he's
• 0:36
  narrowed it down to Monday. He attributed the latest slip to
• 0:40
  final testing, describing it as a cautious move to ensure
• 0:46
  quality of the delay reopens. Questions about how ready the
• 0:49
  software actually is, especially given how central FSD is to test
• 0:53
  those entire business now. Musk has been promising major
• 0:57
  changes in V 12.4, which he now refers to as V 14.
• 1:02
  Due to a versioning change that drops the point releases and
• 1:06
  test, the software will now jump directly from 12.3 to version
• 1:09
  14. It's not just cosmetic though.
• 1:13
  Musk said the new version introduces A unified stack where
• 1:16
  both city and Hwy. driving run on the same neural network.
• 1:19
  Tesla's previous system used separate stacks, one for
• 1:22
  Autopilot on highways and another for FSD beta in urban
• 1:26
  environments. Merging them means Tesla is
• 1:28
  finally aligning its vision only approach under a single AI model
• 1:33
  now. That shift carries more weight
• 1:35
  than it sounds, though. By combining the two systems,
• 1:38
  Tesla is aiming for a simpler, more scalable architecture, one
• 1:41
  that learns holistically from more diverse driving data.
• 1:45
  It also eliminates the reliance on separate behaviors for
• 1:48
  different driving conditions, which has been a persistent
• 1:51
  complaint among drivers testing earlier builds.
• 1:54
  If the new stack performs as attended, Tesla can train and
• 1:58
  deploy improvements faster across all Rd. types now.
• 2:03
  Musk also claimed version 14 brings what he called more
• 2:07
  polite driving behavior and includes fewer aggressive lane
• 2:11
  changes, smoother merges, and a noticeable reduction in jerky
• 2:15
  steering corrections that have plagued past versions.
• 2:18
  He said V14 has been very carefully tested, including real
• 2:23
  world use in the Bay Area. That detail matters because
• 2:26
  Tesla often gets criticized for pushing updates too fast with
• 2:31
  insufficient real world validation.
• 2:33
  Another key change in V14 is the expanded use of temporary
• 2:38
  suspension. Drivers who repeatedly ignore
• 2:41
  attention prompts or misuse FSD will now lose access to the
• 2:45
  software for one week now. Tesla has used these suspensions
• 2:51
  before, but V14 adds more tracking of driver engagement
• 2:55
  and introduces A clearer, more automated enforcement policy.
• 2:58
  This comes as regulators continue to pressure Tesla on
• 3:01
  safety metrics and accountability and hands free
• 3:04
  driving scenarios. And the regulatory pressure
• 3:06
  hasn't ease, though. Earlier this year, Tesla had to
• 3:09
  recall over 2 million vehicles to address FSD behavior,
• 3:14
  including concerns about intersections and stop sign
• 3:17
  compliance. And the company addressed the
• 3:18
  issue through an over the air update.
• 3:20
  But the scrutiny hasn't stopped, of course, because it's Tesla.
• 3:24
  And the, you know, the government doesn't really like
• 3:28
  when Tesla does things bad. The regulators don't really like
• 3:31
  it because it's people's lives on the line.
• 3:33
  Now. This next release carries more
• 3:35
  weight though. Not just technically though, but
• 3:37
  also politically. Tesla is racing to prove the
• 3:41
  system works well enough to justify the $12,000 price tag.
• 3:46
  Musk keeps pushing the idea that FSD will soon require no driver
• 3:50
  intervention whatsoever. Hands off the wheel, Maybe you
• 3:53
  could take a nap. Yet each mis released target
• 3:56
  erodes confidence in that timeline.
• 3:58
  Meanwhile, customers continue to pay upfront for a feature that
• 4:01
  remains in beta nearly four years after launch.
• 4:06
  Now, let me ask you a question and I want an honest answer from
• 4:10
  you. If you were to buy something and
• 4:14
  don't think about Tesla, think about anything else.
• 4:17
  So if you're a Tesla fan, you're a Tesla fan.
• 4:19
  I get it. You are here for the long run.
• 4:24
  You're here because you believe in their mission.
• 4:27
  But if you bought anything for $12,000 and it didn't work
• 4:33
  right, wouldn't you be a little bit upset?
• 4:36
  Wouldn't you want a refund or at least like an, an explanation or
• 4:41
  something? I just want to let you know that
• 4:45
  a lot of people think like that. They want their money back or
• 4:48
  they want to return the FSD or they don't want their car
• 4:52
  anymore because they've been lied to.
• 4:53
  They think they've been lied to. Let me know what you think in
• 4:56
  the comments of your podcast platform.
• 4:58
  I really want to know what you think.
• 4:59
  I really do care about what you think about these things.
• 5:04
  You know, it's been nearly four years after launch.
• 5:07
  They paid $12,000 for this thing.
• 5:10
  Now let's go back to the versioning though, because 12.4
• 5:15
  to 14, it's strategic to test the software.
• 5:19
  Branding has grown confusing. Like, who wants who knows what
• 5:22
  12.1 is compared to 12.3? Nobody knows what that means.
• 5:28
  Different build numbers for different user groups too.
• 5:31
  They've done that now. This consolidation simplifies
• 5:34
  the narrative, especially for investors and regulators who are
• 5:37
  trying to track the progress as also sets the stage for wider
• 5:41
  deployment of vehicles with Tesla's new hardware 4 Point O
• 5:44
  suite, which has seen limited rollout so far.
• 5:47
  Now, Elon Musk didn't provide a detailed change log though, but
• 5:51
  he said that the update is worth the wait.
• 5:54
  That line echoes past FSD releases that also came with big
• 5:57
  promises and not so much on the delivery.
• 6:01
  Like they get a little bit better every time.
• 6:03
  Incremental change is also good. But you know, maybe they should
• 6:07
  have stuck with the old versioning nomenclature there.
• 6:11
  12.1 to 12.2 to 12.3 to 12.4 as opposed to 12.3 to 14.
• 6:18
  But if 14 delivers on the unified stack and smooth the
• 6:21
  driving behavior, Tesla can begin from V14 and move forward.
• 6:26
  Tesla has more credibility if this actually works and they're
• 6:30
  getting closer. The true autonomy now.
• 6:33
  Watch out for Monday. That's when they want to launch
• 6:35
  this. That's a target.
• 6:37
  Elon may change this again. Tesla has been known to miss
• 6:43
  dozens of self-imposed deadlines for FSD over the past few years.
• 6:48
  So if you're a Tesla owner, just wait until the update actually
• 6:53
  lands in your car. And let me know what you think.
• 6:57
  If you're a Tesla owner, Tesla driver, let me know.
• 7:00
  Let me know in the comments. I want to know what you think
• 7:02
  when V 14 drops. I want to know how you feel
• 7:06
  about it. I want to know if it's less
• 7:09
  jerky, smoother transitions between lanes.
• 7:12
  Want to know all about it? Hey, thank you so much for
• 7:16
  listening today. I really do appreciate your
• 7:18
  support. If you could take a second and
• 7:20
  hit the subscribe or the follow button on whatever podcast
• 7:23
  platform that you're listening on right now, I greatly
• 7:26
  appreciate it. It helps out the show
• 7:28
  tremendously and you'll never miss an episode.
• 7:30
  And each episode. Is about 10 minutes or less to
• 7:33
  get you caught up quickly. And please, if you want to
• 7:37
  support the show even more, go to patreon.com/stagezero and
• 7:43
  please take care of yourselves and each other and I'll see you
• 7:45
  tomorrow.