However, during Tesla's Q&A session, Tesla announced that FSD v12 would roll out to all customers in North America in "the weeks to come."
Musk, who answered the question, goes on to say that it will go out to the 400,000 cars who currently have access to FSD Beta in the U.S. and Canada. This number remains largely unchanged since Tesla first expanded FSD to everyone in North America who has bought or subscribed to the FSD.
FSD V12 Is Still In “Beta”
In Tesla's shareholder deck, Tesla confirms that v12 is end-to-end AI and calls the feature "FSD Beta software," confirming that FSD will remain in beta with the initial release of v12.
The shareholder deck states:
"In Q4, we released our latest FSD Beta software (V12) to select Tesla employees, and more recently, to customers. V12 utilizes end-to-end training, enhancing the driving experience. We also introduced the 2nd generation of the Optimus robot, which uses Tesla-designed actuators and sensors and improved AI capabilities. Both FSD Beta and Optimus are trained with similar technology pillars: real-world data, neural net training and cutting-edge hardware and software."
End of Separate Branches for FSD Beta?
Tesla has historically released new FSD Beta updates to a smaller, select group of testers, with the majority of vehicle owners remaining on the "production" code branch and keeping an older, but more stable version of FSD Beta.
With the holiday update, we saw the merger of FSD Beta updates and production releases, with everyone receiving a single holiday update (2023.44.30) that included FSD Beta 11.4.9. With the release of FSD v12, we expected the latest FSD Beta builds to once again diverge from the latest public releases.
However, Musk's comment on FSD v12's upcoming release to all customers makes it sound like this may not be the case. If Tesla is releasing FSD Beta v12 to all owners in North America in the coming weeks, it could be a part of Tesla update 2024.2, or a subsequent release.
Licensing FSD
Tesla previously talked about licensing FSD to other manufacturers. However, it looks like there hasn't been much progress on that front.
Michael questioned if there had been any progress on licensing FSD to another company.
Musk answers the question by saying there have been tentative conversations but ultimately revealed that there have been no deals yet.
FSD Hardware 5
Musk talked a little about Tesla's FSD hardware, saying Tesla continues to optimize software to get the most out of FSD hardware 3. However, more interestingly he revealed that Tesla is about to complete the design of Tesla hardware 5.
He didn't go into any other details on whether hardware 5 would simply have more compute power or additional hardware, but he said that Tesla is making gigantic improvements from hardware 3 to 4, to 5. Tesla released hardware 4 in March 2023, with additional compute power and higher-resolution cameras.
Musk also talked about a potentially interesting opportunity for Tesla to run "generalized AI tasks" on their vehicles when they're not in use.
Update on FSD Miles Driven
Tesla owners have driven about 725 million miles with FSD Beta
Not a Tesla App
While Tesla gave several updates on FSD during their Q&A session, they didn't touch on the amount of FSD miles driven during the actual call, but instead provided an update on their shareholder deck like they have in the past. Last quarter the chart revealed that there had been about 525 million miles driven on FSD Beta.
In this quarter's updated chart, Tesla shows that there have now been about 750 million miles driven since March 2021. That's an increase of about 225 million miles in three months.
Based on Tesla's 400,000 FSD Beta customers, some quick math reveals that each customer uses FSD Beta about 187 miles per month, or just higher than 6 miles per day.
The miles-driven chart trajectory has remained about the same since May 2023, which signifies that there hasn't been a major uptick in FSD Beta sales or its daily usage.
This will change when Tesla rolls FSD Beta out to additional markets, which may happen with China first. It'll also be interesting to see the impact of customer usage when Tesla rolls out FSD Beta v12.
Although Tesla didn't touch on the expansion of FSD Beta during the call, there were more details than usual this time around. Tesla provided updates on their next-gen vehicle, Optimus and the Cybertruck, among others.
Goldman Sachs evaluates Tesla's FSD as being worth $1 - $3 billion in revenue but reveals that this could balloon up to $10 to $75 billion in the next 6 years.
A lot of this may depend on Tesla's FSD success with end-to-end AI.
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Tesla has released software update 2025.2.6, and while minor updates typically focus on bug fixes, this one introduces a major new feature. With this update, Tesla has activated the in-cabin radar, a sensor that has been included in some vehicles for more than three years but remained unused until now.
Why Not Vision?
Unlike vision-based systems, radar can precisely measure object dimensions and even detect movement behind obstacles by bouncing radio waves off surrounding surfaces. This allows for more accurate and reliable measurements of objects that vision may not even be able to see, such as behind the front seats.
What Tesla Announced
Tesla recently highlighted the 4D radar in the new Model Y, explaining how it will improve passenger safety. Tesla executives stated that the radar would be used to properly classify passengers and improve the way airbags deploy.
Tesla went on to say that in a future update, Tesla will use the in-cabin radar to detect any potential passengers left in the vehicles. Since radar can even pick up on heartbeat and breathing patterns, it can provide a much more accurate method of detecting children left in a vehicle. Tesla talked about how the vehicle will send owners a notification via the Tesla app and enable the HVAC system if it detects a passenger in the vehicle. It’ll even call emergency services if needed.
New Feature in Update 2025.2.6
Tesla has officially named this feature in update 2025.2.6, “First-Row Cabin Sensing Update,” which appears to align with the first portion of what Tesla discussed in the new Model Y video.
In the release notes, Tesla describes the update as:
“The first-row cabin sensing system has been updated to use cabin radar, which is now standard in all new 2025 Model Ys. Your Model Y was built pre-equipped with the necessary hardware, allowing Tesla to also bring this technology to your vehicle.”
For now, it appears that Tesla is using the radar to detect and classify passengers in the front seats. This could eventually replace traditional seat sensors, reducing the number of hardware components and lowering production costs.
Tesla plans to expand the feature later this year, bringing rear-seat passenger detection in Q3 2025. While Tesla talked about the feature for the new Model Y, we expect it to be available for all vehicles with the in-cabin radar.
Supported Models
Although Tesla is vague in their release notes, this feature is being added to all Model Ys that include a cabin radar. Tesla started including the cabin radar in 2022, but its availability may vary by region and model. The Model 3 didn’t receive the cabin radar until it was redesigned in 2024, while all Cybertrucks already include it.
The owner’s manual for the redesigned Model S and Model X doesn’t specifically mention the interior radar, although Greentheonly believes the vehicles also include one, so we’ll have to wait to determine whether those vehicles also receive this new feature.
At this time, the feature appears to be only going out to Model Y vehicles, but we expect it to become available on other supported models soon.
We love to see these kinds of updates. Tesla is increasing the safety of existing and new vehicles through a software update while also making them more affordable to own.
Tesla has updated the Tesla app to version 4.42.0, and this time, it’s more than just bug fixes. The app includes a new service interface, introduces support for the new Model Y, and, for the first time, includes some code for the Robotaxi coming later this year.
This update was released for iOS and should be available on Android within a few days.
Refreshed Model Y 3D Model
First up in the update is the introduction of the 3D model for the refreshed Model Y. Interestingly, while we all know it as Juniper, the file code name inside the update lists the vehicle as “Bayberry.” The Bayberry name was introduced in Tesla app update 4.41.5. Tesla’s internal code names sometimes change as the vehicle evolves - and we’ll continue to refer to it as the refreshed or new Model Y for ease of understanding.
A rear-angle shot of the Refreshed Model Y from the Tesla App
@olympusdev_ on X
As usual with Tesla’s 3D models in the app, there’s a lot of detail, although it’s not easy to see since you can pinch and zoom the model in the app. The 3D models used in the app are actually the same models that Tesla uses in the vehicle, although sometimes they include different lighting effects, but they’re all highly detailed.
Robotaxi API
Tesla has added a new endpoint in their app for Robotaxi - and it’s the very first Robotaxi or Cybercab-related item we’ve seen in the app. With the Robotaxi fleet launching in June, according to Tesla, it looks like they’re now adding support to the Tesla app.
What the Robotaxi interface is supposed to look like in the future.
Not a Tesla App
The new app API is called “rides_feedback_upload,” which seems pretty explanatory. Tesla will need to gather a lot of information on ride quality and all the little things in between. What better way than to get feedback directly from users?
While Tesla previously released prototype images of what the Robotaxi app will look like, the introduction of this API into the Tesla app leads us to believe that Tesla will utilize the current app for Robotaxi use.
Updated Service Interface
The Updated Service Panel in the Tesla App
Not a Tesla App
Tesla has released an updated UI for the Tesla Service panel, and we have a ton of details on these changes. This new pane displays appointment details more prominently. If you have a service appointment scheduled, you’ll now see a lot more details on the main service screen. The app will now display:
Your current service status
Appointment date and time, which you can now tap on to add the event to your calendar
Address and hours of the service center. You can now also tap on the address to open up the location in your maps app
There’s also a new appointment details screen (the right portion of the image). This screen displays additional details that were previously unavailable, such as your transport type. The app will display whether you’ll get a loaner vehicle, demo vehicle, or something else.
There are a ton of user experience (UX) improvements in this update regarding service, including clearer language, improved UI fixes to images, and more.
Tesla has been making a lot of positive updates to the Service-related sections of the app lately, and we’re happy to see these coming rapid-fire. Tesla Service is now easier to use and understand. In the previous app update, Tesla also added the ability to pull down to update the service screens.