The Cybertruck was found with yet another wrap, this time resembling a F150
John Anderson
In the ever-evolving saga of Tesla's Cybertruck, the Beast was spotted wearing a few different wraps over the weekend, including one disguised as a Ford F-150. While the Cybertruck's unique stainless steel design is awesome on its own, the wrap may play a bigger role when more of the same colored Cybertrucks are on the road. Is Tesla going to get into the vehicle wrapping business?
Tesla's Cybertruck, known for its one-of-a-kind, metallic, geometric exoskeleton, was initially introduced with just one base color. This led to speculation about the potential monotony of the design over time. However, the recent sightings of wrapped Cybertrucks have laid those doubts to rest, demonstrating the electric pickup's potential as a blank canvas for creativity.
The discovery of a Cybertruck wrap mimicking the iconic Ford F-150, down to faux door handles, has been interpreted as a cheeky nod or a nasty troll of the traditional pickup designs. The numerous other wraps sighted, from camo to multi-colored designs, promise an exciting range of possibilities for customization, allowing customers to make the vehicle truly their own.
Tesla's Wrapping Service in China: The Dawn of Customization
Interestingly, Tesla already operates a wrapping service in China, giving its vehicles a fresh look, to compensate for the limited range of paint options. Announced through their official customer service account on Weibo, the service, initially available in five cities, is set to expand further across the country. While the exact range of color options remains uncertain, the aftermarket industry offers a seemingly infinite array of wraps. It would be fascinating to see Tesla introduce vibrant, multi-colored wraps or intriguing patterns.
These developments, coupled with Elon Musk's earlier assertion that Cybertruck owners would be able to wrap their vehicles in "any color or pattern," suggest that Tesla could be gearing up to offer a similar service in North America. If true, this could revolutionize the vehicle customization landscape while ensuring Cybertruck's uniqueness in an expanding fleet of EVs.
Vehicle Customization: The Future of Tesla?
The Cybertruck has been founding sporting various wraps
@yannmasoch
Introducing a wrapping service could mitigate criticisms about the lack of color variety in Tesla vehicles. It would not only uphold Tesla's streamlining efforts for more efficient production and easier repairs, but also allow customers to personalize their Cybertrucks, adding a touch of individuality to each vehicle.
As Tesla edges closer to the production date of the Cybertruck, these developments hint at a thrilling era of customizable EVs, transforming each vehicle into a statement of personal style. Whether teasing competitors with playful disguises or revolutionizing vehicle customization, the Tesla Cybertruck is set to maintain its groundbreaking status in the automotive world.
Smaller Than Expected Frunk
This new image of the Cybertruck also gives us our best look yet into the Cybertruck's frunk.
It's hard to say for certain, but given what we see in this new photo, the Cybertruck may offer the smallest frunk of any Tesla. It may not be surprising given its smaller front end, but it's certainly going to be a disappointment to some. Ford's electric pickup, the F150 Lightning offers a massive frunk that rivals the trunk size of many vehicles.
However, future Cybertruck owners aren't buying this vehicle for its frunk size, and in fact, Musk recently announced some impressive dimensions for their future pickup, declaring it'll be the "first truck that we're aware of that will have four doors over a six-foot bed and will fit into a 20-foot garage."
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At the 2025 Consumer Electronics Show, Nvidia showed off its new consumer graphics cards, home-scale compute machines, and commercial AI offerings. One of these offerings included the new Nvidia Cosmos training system.
Nvidia is a close partner of Tesla - in fact, they produce and supply the GPUs that Tesla uses to train FSD - the H100s and soon-to-be H200s, located at the new Cortex Supercomputing Cluster at Giga Texas. Nvidia will also challenge Tesla’s lead in developing and deploying synthetic training data for an autonomous driving system - something Tesla is already doing.
However, this is far more important for other manufacturers. We’re going to take a look at what Nvidia is offering and how it compares to what Tesla is already doing. We’ve done a few deep dives into how Tesla’s FSD works, how Tesla streamlines FSD, and, more recently, how they optimize FSD. If you want to get familiar with a bit of the lingo and the background knowledge, we recommend reading those articles before continuing, but we’ll do our best to explain how all this synthetic data works.
Nvidia Cosmos
Nvidia’s Cosmos is a generative AI model created to accelerate the development of physical AI systems, including robots and autonomous vehicles. Remember - Tesla’s FSD is also the same software that powers their humanoid robot, Optimus. Nvidia is aiming to tackle physical, real-world deployments of AI anywhere from your home, your street, or your workplace, just like Tesla.
Cosmos is a physics-aware engine that learns from real-world video and builds simulated video inputs. It tokenizes data to help AI systems learn quicker, all based on the video that is input into the system. Sound familiar? That’s exactly how FSD learns as well.
Cosmos also has the capability to do sensor-fused simulations. That means it can take multiple input sources - video, LiDAR, audio, or whatever else the user intends, and fuse them together into a single-world simulation for your AI model to learn from. This helps train, test, and validate autonomous vehicle behavior in a safe, synthetic format while also providing a massive breadth of data.
Data Scaling
Of course, Cosmos itself still requires video input - the more video you feed it, the more simulations it can generate and run. Data scaling is a necessity for AI applications, as you’ll need to feed it an infinite amount of data to build an infinite amount of scenarios for it to train itself on.
Synthetic data also has a problem - is it real? Can it predict real-world situations? In early 2024, Elon Musk commented on this problem, noting that data scales infinitely both in the real world and in simulated data. A better way to gather testing data is through real-world data. After all, no AI can predict the real world just yet - in fact, that’s an excellent quantum computing problem that the brightest minds are working on.
Yun-Ta Tsai, an engineer at Tesla’s AI team, also mentioned that writing code or generating scenarios doesn’t cover what even the wildest AI hallucinations might come up with. There are lots of optical phenomena and real-world situations that don’t necessarily make sense in the rigid training sets that AI would develop, so real-world data is absolutely essential to build a system that can actually train a useful real-world AI.
Tesla has billions of miles of real-world video that can be used for training, according to Tesla’s Social Media Team Lead Viv. This much data is essential because even today, FSD encounters “edge cases” that can confuse it, slow it down, or render it incapable of continuing, throwing up the dreaded red hands telling the user to take over.
Cosmos was trained on approximately 20 million hours of footage, including human activities like walking and manipulating objects. On the other hand, Tesla’s fleet gathers approximately 2,380 recorded minutes of real-world video per minute. Every 140 hours - just shy of 6 days - Tesla’s fleet gathers 20 million hours of footage. That was a little bit of back-of-the-napkin math, calculated at 60 mph as the average speed.
Generative Worlds
Both Tesla’s FSD and Nvidia’s Cosmos can generate highly realistic, physics-based worlds. These worlds are life-like environments and simulate the movement of people and traffic and the real-life position of obstacles and objects, including curbs, fences, buildings, and other objects.
Tesla uses a combination of real-world data and synthetic data, but the combination of data is heavily weighted to real-world data. Meanwhile, companies who use Cosmos will be weighting their data heavily towards synthetically created situations, drastically limiting what kind of cases they may see in their training datasets.
As such, while generative worlds may be useful to validate an AI quickly, we would argue that these worlds aren’t as useful as real-world data to do the training of an AI.
Overall, Cosmos is an exciting step - others are clearly following in Tesla’s footsteps, but they’re extremely far behind in real-world data. Tesla has built a massive first-mover advantage in AI and autonomy, and others are now playing catch-up.
We’re excited to see how Tesla’s future deployment of its Dojo Supercomputer for Data Labelling adds to its pre-existing lead, and how Cortex will be able to expand, as well as what competitors are going to be bringing to the table. After all, competition breeds innovation - and that’s how Tesla innovated in the EV space to begin with.
Last night, Tesla released software update 2024.45.25.15, which includes FSD V12.6.1. This update adds support for all HW3 vehicles, including the Model 3 and Model Y. We’re excited to see the continued support for HW3 owners.
FSD V12.6.1
V12.6.1 is now going wide, according to Ashok Elluswamy, Tesla’s VP of AI. This update is going to the Model 3 and Model Y for the first time - as only the Model S and Model X were included in FSD V12.6.
V12.6 is a big step forward for HW3 - it includes End-to-End on Highway, Improved City Streets Behavior, and Smoother and More Accurate Tracking - all contributing towards a better, smoother, and more comfortable build of FSD. You can read our comparison between FSD V12.6 and V13.2.2 here.
In short, FSD V12.6 performs considerably closer to V13 than V12.5.4.2 - which is a massive improvement. It performs as well as the Cybertruck version of FSD V13, which is still missing a few features when compared to other HW4 vehicles, but it’s a great sign for HW3. A lot of the improvements can be pointed to in the improvements to lane selection and decision-making - the vehicle tends to hesitate far less on V12.6, meaning the ride is a lot smoother. Many early V12.6 testers mentioned that it felt more like V13-mini than anything else.
Legacy Model S & X
We haven’t seen this update hit any legacy Model S and Model X vehicles just yet. We’re not sure whether Ashok’s statement of “generally” applies here - but it should. If you do get the update, please let us know.
Legacy Model S and Model X vehicles are still on an older FSD build and potentially won’t see another FSD update for a little while longer. While they do have the same FSD hardware as other vehicles, there are enough hardware differences that require a build specifically for these vehicles.
FSD V12.6.1 is going out now to the redesigned Model S and X with HW3 and all Model 3 and Model Y vehicles with HW3. The initial wave went out last night, and we expect to see more later today or tomorrow. If this release ends up going “wide,” we should see much larger waves go out next week.
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