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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Last night on X, Elon Musk confirmed that Tesla will be expanding the service area for its Robotaxi Network pilot in Austin, Texas, this coming weekend. This is the first official confirmation we’ve had of a date for expansion, following news that Tesla is hiring more Vehicle Operators and plans to expand the Robotaxi supervisor ratio in the coming months.
This is a sign of Tesla’s confidence in the Robotaxi pilot program and its current FSD builds.
Expanding to a larger service area in Austin this weekend
The announcement confirms the sights we’ve been seeing of Tesla’s engineering validation vehicles focusing on areas outside the initial geofence. This public test shows that Tesla was likely finalizing FSD builds and gathering the necessary safety data to push the boundaries for the service, and this upcoming weekend’s expansion will be the first direct result of that work.
Given the increase in service zone size, this expansion will also likely include the addition of more vehicles to the initial Robotaxi fleet of approximately 20 vehicles. We expect the new number to be anywhere from 30-50 vehicles serving both the original and new areas, combined, based on Tesla’s previously expected rollout schedule.
What to Expect
While the exact new boundaries haven’t been released, it is almost certain that the expansion will include the South Congress Bridge and the downtown core areas of Austin. Expanding into a dense urban zone will include more complex intersections, heavy pedestrian traffic, and a unique road layout. That is a major vote of confidence for Robotaxi FSD’s capabilities.
The expansion will also help Tesla to close the service area gap with Waymo, its primary autonomous competitor in the city. This quick expansion is a sign of just how scalable Tesla’s vision-only approach is, versus Waymo’s arduous and drawn-out mapping processes.
We also expect that with this first service zone expansion, Tesla will continue to invite more people to its Robotaxi Network in the coming weeks. Tesla has already sent out various rounds of events, as they’ll need users to continue using the system. If you’re waiting for an invite, it may be time to start getting excited about the next rollout.
We’ve been hearing about Grok, xAI’s AI assistant, coming to Teslas for almost two years now, but this is finally coming to fruition soon. XAI unveiled Grok 4 last night, but the entire stream didn’t mention Teslas. However, Musk later posted on X that Grok will arrive in Tesla vehicles “by next week.”
Between leaks and the Grok mobile app, there’s a lot we already know about Grok, but there are a few missing pieces that will be cleared when it finally arrives.
Next Week, or Next Next Week?
Musk said that Grok would arrive by next week, meaning it could arrive before then. However, based on how Musk typically states Tesla timelines, there are a few things to consider that give us a better idea of what to expect.
First, whenever Musk posts a Tesla timeline on X, he typically means when it’ll be released to employees and not a public release. Expect this to be the same thing.
Tesla releases software updates to employees first for a final round of testing before starting a gradual release to the public. Sometimes issues are found, especially with FSD updates, and the update needs some fixes before being released publicly. So expect employees to get it by next week, and not necessarily normal Tesla owners.
The second part to this is that Tesla always rolls out their updates gradually, so when it does finally arrive, it’ll only be available on a small percentage of vehicles. Tesla will gradually monitor issues and logs, continuing the rollout as long as no major issues are found.
Which Software Update?
The entire Grok UI was already included in software update 2025.20, but it’s not exposed to users. Typically, a new feature like Grok requires a vehicle update to be added; however, this version may be different, as it’s locked behind a server-side configuration.
Tesla likely has the ability to enable it for all supported vehicles with a simple switch. However, we feel more confident in it being rolled out in Tesla’s next major update, which is likely to be 2025.24 or 2025.26. Rolling it out in a new update aligns with how Tesla has historically introduced features.
If they turned it on for everyone at the same time, they could be exposing everyone to potential new issues, rather than only a smaller segment of users. While Grok is now well-tested through X and the Grok app, there are several elements that are new in Teslas, likely including the ability to control various vehicle functions, such as opening the glove box or other capabilities that voice commands are currently capable of. The Grok interface in the vehicle is also entirely new and may have some bugs associated with it that will need to be addressed, especially if they impact other features.
What we can likely expect is that Tesla will make some tweaks or bug fixes to Grok with the next major update that weren’t included in update 2025.20 and they’ll begin rolling it out to employees and then customers.
Supported Vehicles
Speaking of supported vehicles, thanks to the behind-the-scenes look at Grok, we have a good idea of the vehicles that will be supported. Tesla uses the same code for most of its vehicles, but then it’s compiled for each type of hardware. However, only the needed code is compiled for each vehicle, meaning that some pieces are left out entirely. Unfortunately, Grok code is not included in Intel software builds, meaning that only AMD Ryzen-based vehicles will receive Grok, at least initially.
We’ve seen Tesla go back and add support for Intel vehicles after it initially released a feature for AMD vehicles. We saw this with the weather radar overlay and several other features in the past. However, Tesla has been developing code with web technologies lately. While this makes development easier, it just doesn’t perform as well on the slower Intel hardware, causing it to be left out. We saw this with the new Dashcam Viewer, which is entirely coded in HTML, CSS, and JS. The new viewer was available on HW3 and HW4 vehicles, but only those that included the Ryzen infotainment processor.
Grok is coming to Tesla vehicles very soon. Next week at the latest.
There’s a lot we’re expecting in Grok for Teslas. Some people will absolutely love it because it’ll completely transform their drives from a singular experience to feeling like they have a knowledgeable person sitting right next to them. Given the recent controversies surrounding Grok, some people will strongly oppose it. Hopefully, Tesla makes it easy for those users to turn off Grok.
The voice command system, which is activated through the steering wheel, is expected to be replaced with Grok. This will mean that you’ll be able to talk to your vehicle much more naturally, rather than having to remember specific syntax and commands, which should be a major improvement.
We’re personally looking forward to just being able to ask questions that pop into our heads while driving, such as What’s the date of Tesla’s next event, or How many miles away is Mars? Knowledge will be available at the touch of a finger and more accessible than ever.
Grok is also expected to support continuous conversations, meaning that you’ll be able to hold a conversation with it and go back and forth about a certain topic. While there are hints of a wake word in the code, for now, it seems like you’ll press the steering wheel button once to activate it, and then again to turn it off.
For those excited about AI and Grok, this will be one of the biggest additions to Tesla’s software in years, possibly only rivaled by the Dashcam / Sentry Mode feature and FSD Beta.
It shouldn’t be long now before we all have a chance to try it out for ourselves.
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