A few weeks ago, we reported that Tesla will deliver its first HW4 vehicles without the suspected additional cameras. Shortly after, Twitter user Kilowatts ventured into one of Tesla’s vehicle lots and was able to snap photos of some of the first Teslas with hardware 4.0.
Delivery of HW4 Model X
A poster on Reddit shared pictures and video of his 2023 Model X delivery, showcasing hardware 4.0. According to their post, the vehicle was built on February 25th and delivered March 5th, a mere 10 days after being built.
Software Still a Work In Progress
Teslas with hardware 4.0 are missing visualizations, TACC and Autopilot right now
jasondclinton/Reddit
However, several features on his vehicle are currently unavailable as Tesla appears to still be developing and testing software for HW4. These features include almost everything that utilizes the vehicle's cameras, including Autopilot and Traffic Aware Cruise Control (TACC). Full Self-Driving Beta (FSD Beta) is also disabled.
The visualizations on-screen are also absent, the vehicle displays almost no visualizations of any kind. According to the author of the post, only road markings are visible.
The vehicle does not show any details confirming it has HW4 in any of the usual places such as the software tab, in the 'additional vehicle information' dialog, or in Tesla's Service menu. However, the owner says that Tesla themselves confirmed that the vehicle is equipped with Tesla's latest FSD hardware and the author's photos confirm the presence of the new cameras.
HW4 Timeline for Other Teslas
While Tesla continues to work on the software for HW4, we’re anticipating the Model 3 and Model Y vehicles to follow with HW4 deliveries at some point this year. Tesla’s “Project Highland” is making way, but Tesla may add hardware 4.0 to the Cybertruck first, as the new hardware may be constrained due to ramping production.
Retrofits for HW4
Tesla CEO Elon Musk has said that HW4 will not be available for retrofits. He’s said that as long as HW3 remains safer than a human then there’s no need for an upgrade. The entire computer has been rebuilt and rearranged, making it much more difficult to pop it into HW3 vehicles.
After Greentheonly’s leak about HW4 last month, Munro Live shared an in-depth video explaining every detail of HW4 and what to expect. Additionally, they went over why retrofits are not feasible.
Update
Update: The owner, Jason has updated their Reddit post to provide an update on some of the missing ADAS features. He noticed that his rear camera was failing and that he could reset it in Tesla's Service Mode.
Resetting the camera would bring it back online, however, it crashes again just minutes later. Jason was able to have the camera online long enough to confirm that Autopilot was available if the camera was working. However, as soon as it crashes, Autopilot and other features would go offline, even if they didn't completely depend on the rear camera.
For example, visualizations would appear, but as the rear camera crashed, they would completely disappear, even if the objects that were in front of the car.
Jason said that Navigate on Autopilot, TACC and visualizations appeared to be available while the rear camera was online, but it wasn't clear whether all features were available such as AutoPark, Summon and FSD Beta.
This appears to be a software-related issue, but it's not clear at this time whether it's affecting everyone with hardware 4.0 or if it's limited to some vehicles.
Update 2
Update 2: The vehicle in question has now received another software update, version 2023.201, which contains "bug fixes."
This update has fixed the issue with the rear camera and the vehicle has regained access to Autopilot, TACC, vehicle visualizations and other features, although AutoPark and FSD Beta are still unavailable. This update addresses the larger concerns and reestablishes the major features of the vehicle, however, we hope the additional functionality is restored soon.
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Another quarter has passed, and that means it’s time to submit questions and vote for Tesla’s Q2 2025 Earnings Call. While Q1 was a tough quarter for the company, Q2 saw some recovery in sales, although there’s still some work to be done.
However, there’s always a lot to be excited about during Tesla’s Q&A session, where we usually learn a lot about future software improvements and upcoming vehicles. We may hear more about FSD Unsupervised, Robotaxi, or the more affordable vehicle, or its upcoming larger 6-seater Model Y, the Model Y L. Tesla also mentioned a potential FSD price hike back in the Q1 2025 Earnings Call, so that could be something that is brought up as well.
Tesla’s Q2 So Far
Tesla has already released their Q2 2025 Production and Delivery numbers, which were up from Q1 of this year, but still down compared to Q2 last year.
Production
Deliveries
Model 3/Y
396,835
373,728
Model S, X, and Cybertruck
13,409
10,394
Total
410,244
384,122
How to Submit & Vote
Tesla lets shareholders submit a question that will be voted on and may be answered during the Q&A session. To submit your own question or vote on an already submitted question, you’ll need to be a verified shareholder. You can go to Say’s platform and link your brokerage accounts.
Once it is verified, you’ll be able to log in and vote your shares on your own question, or on someone else’s question.
Here’s the link to get started on Say’s Tesla Q&A. You must submit your questions and votes by July 23rd, 2025, at 4:00 PM EDT.
Top Questions So Far
Unsurprisingly, people have already been submitting questions, and here are the top ones so far.
Can you give us some insight how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?
What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?
Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?
Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
When do you anticipate customer vehicles to receive unsupervised FSD?
And here are some other ones we found interesting:
Have any meaningful Optimus milestones changed for this year or next and will thousands of Optimus be performing tasks in Tesla factories by year end?
Are front bumper cameras going to be necessary for unsupervised full self driving? If so, what is the companies plan to retrofit vehicles that do not have them?
Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years. We still do not know much about the HW4.
Earnings Call Details
Tesla will hold its earnings call on Wednesday, July 23rd, at 4:00 PM EDT. It's still early for an access link, but we’ll make sure we have a link up on the site before the earnings call that day.
If you do miss the earnings call, no worries. We will provide a full recap following the call, and we’ll also do some in-depth dives into what was said and what we know.
Tesla’s Summer Update, 2025.26, has finally launched, bringing with it a batch of interesting new features for some, and a bunch of quality-of-life improvements for everyone else.
Grok AI Assistant
The star of the Summer Update is Grok, xAI’s conversational AI assistant, which has now landed in Tesla vehicles. For now, it's available in any Tesla that has an AMD processor and is potentially coming to Intel-based vehicles in the near future. The feature is also only available in the U.S., but it’s expected to expand to other regions — hopefully soon.
Grok is in its first iteration as an in-vehicle assistant, and for now, cannot control the vehicle, which means that Tesla’s voice command system is still intact. However, there is a lot it can do already. Grok is activated by pressing and holding the voice button (right scroll wheel on older vehicles), while a short press of the button is still reserved for voice commands. Grok will support a wake word in the future, letting you activate it without pressing a button.
You don't need to sign into Grok to use it in your Tesla!
It can't currently control anything in the car, but it does seem context aware that it is in a vehicle. pic.twitter.com/IpatR7sjiJ
Once Grok is open, which can also be done by tapping the Grok app icon, users can tailor the AI personality according to their preferences by selecting a persona and voice of their choice.
There are also several other settings for Grok under the settings button. You can enable NSFW mode, Kids Mode, or disable access to your vehicle’s location.
Grok has contextual awareness of your vehicle location, which means it can provide relevant answers to questions like “Where should I go for dinner?”
Logging In Not Required
Grok is free with Premium Connectivity, or if you’re using your phone’s hotspot feature or connected to WiFi, so anyone can try it for free. In fact, you don’t even need to log in to start using Grok. However, logging in adds some additional features.
If you’d like to log in, you can do so by scanning the QR code in the vehicle, which will provide chat management and transcripts, SuperGrok access (if you pay for a subscription), and better privacy control.
Tesla has added a new Light Sync feature that pulses the vehicle’s ambient lighting in sync with the music being played. This option is turned on under Toybox > Light Sync. There are also a few options, including the ability to match the ambient light colors to the album’s artwork, instead of using your selected color.
In addition, in Park you can enable Rave Cave when parked, which cranks up the ambient lighting brightness to the maximum.
Dashcam App Update
The Dashcam app now allows you to adjust playback speeds, just like the older Dashcam Viewer, which is still used on Intel-based vehicles.
In addition to adjusting playback speed, you can now adjust the video view so that it’s displayed without being obstructed by the buttons at the top (video below). The difference is small, but could be useful if you’re trying to see something slightly out of view or that’s hidden behind the top Dashcam buttons.
While the Cybertruck has also received the updated Dashcam Viewer with this update, it does not have the new B-pillar camera recordings like other HW4 cars.
Sentry Mode is getting one of the best uses of the vehicle’s ambient lighting that we’ve seen so far. The ambient lighting will now slowly pulse red while Sentry Mode is activated to grab someone’s attention, instead of just relying on the vehicle’s display.
While you can disable Sentry Mode sounds, we’d love to see an even more stealthy Sentry Mode that also disables the ambient lighting and screen, allowing the vehicle to record without anyone being aware.
Since the ambient lighting is being used in this case to make people more aware of a feature, Tesla could also use it in other modes, such as Dog Mode.
There are a lot of potential uses for ambient lighting. Tesla can make it glow while the vehicle is charging, with the brightness potentially related to the vehicle's charge level.
When you navigate to a Supercharger, new icons in the charger list will indicate locations that require valet service or pay-to-park access.
Upon arrival at the location, a notification will appear on your screen, displaying important details such as access codes, parking restrictions, level/floor information for parking garages, and restroom availability. This information will also be available on the site card in the navigation.
Equalizer Presets
max_bracco/X
Tesla has moved the audio settings from the music player, directly into the vehicle settings — making them much easier to find. In addition to creating a new “Audio” section in settings, you can now create and save equalizer presets.
Each preset can have a name, custom EQ settings, and a setting for immersive audio.
max_bracco/X
Onboarding Guide
Not a Tesla App
Tesla has introduced a new Onboarding Guide for new owners. The guide covers driver settings, touchscreen use, steering wheel and seat setup, and how to control key portions of the vehicle, including lights, wipers, and Autopilot features.
The Onboarding Guide is automatically initiated when a new owner accepts delivery of a Tesla, or can be manually initiated at any time by going to Controls > Service > Onboarding Guide.
This appears to only be available for the new Model 3 and new Model Y.
In typical Tesla fashion, this 2025.26 update is rolling out gradually in small waves initially. Three waves have already gone out, so all signs are looking good for it going into a wide release soon.
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