As Tesla continues to redefine the automotive industry, insiders have revealed that the company's upcoming Hardware 4.0 (HW4) will not include the radar module in its Model Y vehicles, at least not initially. This marks a shift in the company's approach towards autonomous driving, relying more heavily on vision-based systems. This strategic decision builds on the recent introduction of HW4 in the luxury Model S and Model X models.
HW4 Evolution and Vision Focus:
Previously, the integration of HD radar in the Model S and Model X indicated an evolution in the company's Full Self-Driving (FSD) hardware. However, according to a trusted source, Tesla is not including HD radar in its new Model Ys with HW4. This surprising decision could mean several things, possibly indicating that Tesla views HD radar as a "ground truth" to help improve their vision systems rather than a vital component for FSD vehicles.
Ground-truth Radar: A Tool for Vision Improvement:
In this sense, ground truth refers to the objective reality or facts of a situation, typically used as a benchmark to measure the accuracy of an AI system's predictions or observations.
Last year, Tesla registered a new high-resolution radar unit with the U.S. Federal Communications Commission (FCC), a move that sparked speculation about the company's approach to FSD. The radar unit, intended for imaging similar to LiDAR, hinted at Tesla's continuing interest in using ground-truth systems to train their machine-learning algorithms for vision accuracy. Despite Elon Musk's well-documented skepticism towards LiDAR for autonomous driving, Tesla prototypes have been spotted with LiDAR sensors.
HD Radar to be Added Later?
Although Tesla may be using its radar in HW4 vehicles to improve their vision system, other possibilities could have led Tesla to this decision. New Model Ys with HW4 may only be without radar temporarily, possibly due to a supply chain issue. New owners would still better off receiving a vehicle with HW4 and without radar than a HW3-equipped vehicle due to the improved cameras and faster FSD computer that includes redundancy.
Cost Savings
Of course, HD radar inclusion could also come down to cost. With the Model Y costing almost half of Tesla's luxury models, this decision could come down to cost. If Tesla believes their FSD system could perform almost identically to vehicles with radar, they may simply decide to forego the radio technology in lower-cost vehicles.
Balancing Vision and Radar: The Trade-Off:
While HD radar and LiDAR can provide highly accurate 3D depth measurements, their high cost and potential to overwhelm the FSD system with conflicting data have led Tesla to prioritize camera-based vision systems. Musk has consistently argued that self-driving cars should navigate the world in the same manner as human drivers, using cameras and computational power to navigate three-dimensional space.
Model Y With HW4 But Without HD Radar:
While excluding HD radar from the HW4 in Model Y might seem like a setback, it could prove to be a game-changer. Tesla's strategy of using radar to enhance vision rather than as a core component of its FSD system means that these vehicles may not be as disadvantaged as initially thought.
This approach is consistent with Tesla's earlier decision to remove ultrasonic sensors from some vehicles, enabling them to run vision-based park assist code and compare vision readings to ultrasonic sensor readings. This resulted in significant improvements in vision detection, further solidifying Tesla's commitment to a vision-oriented future.
Introducing HW4 into the Model Y may suggest Tesla's potential future strategies. For instance, commercial Robotaxis may employ multi-sensor systems, including radar and possibly LiDAR, to achieve full automation. Conversely, consumer self-driving vehicles could maintain the vision-only approach to keep costs down.
Ultimately, the transition to HW4 indicates Tesla's unwavering pursuit of refining autonomous driving technology. As the landscape of self-driving vehicles continues to evolve, it will be interesting to see how Tesla's approach shapes the future of this sector.
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Following the recent spate of misguided violence against Tesla - which has targetted both private owners, as well as Tesla’s showrooms, service centers, and Supercharger sites, owners have been requesting Tesla to improve Sentry Mode and enable the B-pillar cameras. Tesla is now also looking to Sentry Mode to help protect their showrooms and service centers.
In response to violence being directed at customer vehicles awaiting repairs at collision centers or awaiting delivery at showrooms, Tesla will now enable Sentry Mode on any vehicles that are parked at a Tesla service or Tesla collision location. They will also enable Sentry Mode on vehicles that are being prepared for delivery or are in delivery holding lots.
This change was announced by Elon Musk, following requests from many owners and followers on X for improvements to Sentry Mode following increased Tesla-focused vandalism.
This could put some additional stress on Tesla employees since Sentry Mode uses additional energy when active, meaning that employees will be required to plug in each vehicle about once per week, based on the amount of energy Sentry Mode uses. Tesla is still planning on improving the power efficiency of Sentry Mode in a future update.
While enabling Sentry Mode won’t directly prevent vandalism, such as vehicles honking or playing music when a threat is detected by Sentry Mode, this could help reduce the continued violence by making it easier for Tesla and Tesla owners to get video footage of the vandals.
By doing so, Tesla can ensure that they’re able to press charges against vandals, which will help to dissuade this misguided behavior. Hopefully, just the news that these cars are always recording - even when parked and awaiting repair or delivery - will give these would-be vandals a second thought before committing a crime.
While Elon didn’t mention whether this change would be limited to the United States, we expect that, at the very minimum, it will also include Canada, where 80 cars were recently damaged by vandals overnight at a service center while awaiting repairs. Ideally, this change will be rolled out globally and will help improve security at Tesla’s locations throughout the world.
Elon Musk has always been a bit of a celebrity and not always one that has been well received. With his many different companies - including Tesla, SpaceX, Boring, Neuralink, X, and xAI, he’s spread throughout many high-tech fields and has a massive say in the way technology impacts the lives of many.
Most recently, Elon has taken to the fore of the US government under the Trump Administration and is running the Department of Government Efficiency (DOGE). Here, he’s been tasked with reducing government spending.
These moves, in addition to what looked like an inappropriate hand gesture at a Republican rally last year, have led to him being labeled a Nazi - and those who own his cars or support his companies - as Nazi sympathizers. This is particularly true for Cybertruck owners.
We’re not calling for Elon to step down or stop - that’s beyond the scope of this opinion piece. Instead, we’re hoping that we make a point - harming real people and their property is a step too far, especially when they haven’t done anything other than spend their money or choose their place of employment.
Boycotts and Protests
Few CEOs are as active in politics as Elon is - and that’s made him and his companies the targets of protestors who don't agree with the changes and policies. This has led to boycotts of Tesla, protests outside factories, Supercharger sites, and showrooms.
Interestingly, some protestors at several locations throughout the United States have admitted they are being paid to protest. This isn’t surprising or new - political activist organizations sometimes bring in paid protestors to pad crowd numbers or guide the protestors toward their goals. While we can’t say whether this is true or not at this time, Elon appears to believe so, as per a post on X on the 8th of March.
Some of the protests have descended into violence, which has likely been escalated by people in a crowd mentality. An example of this is the incident at Tesla’s NYC Meatpacking showroom - where the crowd attempted to break down the doors and enter the showroom, putting the lives of innocent employees and customers at risk.
While protesting is a right, harming others and harming private property is not, regardless of personal beliefs or political opinions. This is what we’d like to emphasize here - harming or threatening Tesla’s employees and their customers isn’t making for a better world - it is hurting real people - members of your community. Some of them may have stood in solidarity with you just mere months ago at the voting booths, but now the simple ownership of a Tesla vehicle is considered extreme.
The protests are really just the tip of the iceberg. There have been ongoing and escalating incidents of vandalism - both at Tesla’s showrooms and Superchargers, as well as of private vehicles.
Vandalism is a crime - full stop. Attacking others and their private property with the intent to harm them isn’t an effective means to portray a message - it is political violence. Harming others is never the correct option - and is the worst way to push your message.
Vandalism of a private vehicle doesn't hurt Tesla. That vehicle will be repaired with parts sold by Tesla, paid for by the owner’s insurance. Those insurance costs will be passed down to customers everywhere - whether they’re Tesla-specific or not. Tesla will have made money replacing parts or replacing a vehicle because nearly 70% of Tesla’s customers continue to buy Tesla.
The vandalism isn’t focused on just private vehicles either - much of it has hit Tesla’s showrooms - which have been shot at in the US - and one was even burned down overnight in France. These vandals have also been targeting Tesla’s lots - and damaging cars on their way to customers. Once again, Tesla is insured against all of this - and will only be making replacement vehicles and fixing the damage - just like they did with the arson incident at a Supercharger site - where they replaced the Supercharger in under 48 hours.
Superchargers are public charging infrastructure. Damaging them doesn’t just affect Tesla owners - it impacts all EV drivers. Many Supercharger sites are open to other electric vehicles and serve as a vital charging option, especially in remote areas where charging options may be limited.
Additionally, some Supercharger stations are sometimes partially or fully funded by government grants aimed at expanding EV infrastructure. Acts of vandalism only harm local communities by undermining efforts to build essential public resources.
Sales and Stock
Tesla’s stock and sales have also been hit hard by the recent boycotts and response to Elon’s political activity.
Several analysts are predicting that Tesla’s deliveries in Q1 2025 are expected to be the lowest in the last three years - which will likely be a big hit. On the flipside, Elon is still optimistic about the stock - and has mentioned that the long-term benefits of holding Tesla far outweigh the short-term tensions.
However, Tesla’s stock also swings heavily with the market and is one of the most actively traded stocks by retail investors - both regular stocks and options included. The US markets have been on a relatively downward trend, with the Trump administration telling people to tighten their belts and prepare for a potential recession in the coming months.
These indicators aren’t very clear - and the ramp of the refreshed Model Y will have an impact on sales as Tesla won’t be able to deliver as many vehicles as they normally do.
Musk Owns Only 12% of Tesla
At the end of the day, these protests and all this vandalism only serve one purpose. It hurts hardworking citizens of the countries these events are happening in - whether the United States, Canada, Germany, France, or others.
They don’t impact Elon as much because he owns a small percentage of Tesla. Elon owns 12.8% of Tesla as of February 28, 2025. There are several other large stakeholders who own nearly as much as he does - and hundreds of thousands of retail shareholders. His fortune is so large that even if he lost his entire stake in Tesla today, he’d still be worth over $200 billion.
This amount of money is almost unimaginable. If you were to be given $400,000 every single day since 0 BC - until today - you still wouldn’t be worth as much as Elon Musk. That amount of money is absolutely insane and ridiculous—when you consider how little it affects him and how much real harm it causes to everyday people, it’s clear it’s not the correct approach.
Tesla employs about 130,000 people worldwide. That’s 129,999 people who aren’t Elon Musk that are directly harmed by these actions, all for choosing to work at one of the most innovative tech companies - whose mission is to electrify the world.
Putting all that together - the protests, boycotts, and vandalism aren’t hurting Elon as much as they’re hurting everyone else. They’re hurting regular people. And these people who have been threatened or hurt are never going to look in the same direction as these misguided activists.
Instead, these would-be vandals would be better off redirecting their efforts to reach out to the political leaders in their regions and working on getting better representation - and ensuring that people come to the stands to vote next time there is an election. There is a proper, legal, and moral way to change someone’s mind - with discussion. Threats to damage their property and hurt them are not the way.
Wrapping it all up - harming people and their property is a crime - and it isn’t the way to change people’s minds in a democratic society. It does nothing to harm Elon Musk, and all it hurts are your neighbors and friends.
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