Older Model S Unlimited Supercharging can be transferred
Not a Tesla App
In a strategic move to bolster customer loyalty and stimulate sales, Tesla has reintroduced two significant incentives: the Full Self-Driving transfer and lifetime Supercharging transfer. These offers come at a crucial time as Tesla faces a predicted slowdown in sales growth, as outlined by Elon Musk during the last earnings call.
Revitalizing Sales with Strategic Incentives
On Sunday, Tesla’s unofficial spokesperson, @sawyermerrit, announced the news on X. Tesla's decision to allow the transfer of FSD beta software to new vehicles, including the Model 3, Model S, Model X, and Model Y, is not merely an extension of customer benefits but a strategic effort to invigorate sales. This limited-time offer, necessitating delivery by March 31, 2024, aims to attract existing customers to upgrade or purchase new models by providing added value without additional costs.
Reintroducing free lifetime Supercharging for new vehicle purchases, now expanded to include the Model 3, is another facet of Tesla's strategy to entice current owners to upgrade. This would go after the early adopters who have cashed in on this incentive for years, and a rarity to find in the used vehicle market. The program mirrors what was once called a one-time-only deal that allowed transfers of products to new cars,
Challenging Sales Environment
Musk's warning of a "notably lower" sales growth trajectory for the year reflects the EV industry's broader challenges, including heightened competition, margin pressures from price cuts, and the anticipation of a next-generation vehicle expected to rejuvenate delivery numbers in 2025. This caution has led to investor concerns, evident from a significant drop in Tesla's market value following the announcement.
Musk stated, “There's a lot to look forward to in 2024. Tesla is currently between two major growth waves. We're focused on making sure that our next growth wave, driven by next-gen vehicle, energy storage, full self-driving, other projects, is executed as well as possible.”
Faced with these challenges, Tesla's reintroduction of FSD and supercharging transfers can be seen as an innovative response to sustain interest among potential buyers and maintain a competitive edge in a rapidly evolving market. With FSD capability priced at $12,000 USD, the option to transfer this advanced software at no extra cost is a compelling incentive for customers contemplating vehicle upgrades or new purchases. However, the ultimate impact of these strategies on sales figures and market position remains to be seen, especially as the company prepares to launch its next-generation vehicle in 2025.
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Rendering of what Tesla's license plate feature could look like
Not a Tesla App
Tesla update 2024.38 has started rolling out to several regions and vehicles. Thanks to Tesla hacker Greentheonly, we have a behind-the-scenes look at some new features coming to Teslas.
License Plate Display
According to Greentheonly, it looks like Tesla may soon let you display your actual license plate in the vehicle’s visualization on the screen. In our article, The Most Request Tesla Features, several readers suggested displaying the vehicle’s license plate in the visualization instead of a blank, white plate.
It looks like Tesla will be doing just that, at least in China. Green found references that appear to conclude that you’ll be able to display your vehicle’s plate on screen. This will likely be user input, so you could have it say anything you’d like, and it doesn’t have to be your actual license plate.
For many owners, who may find it difficult to remember their license plate, this could serve a practical purpose in addition to adding to the visualization's realism.
While Green was only able to say it’ll be available in China, we expect this is due to China’s software development team working on it and that it’ll eventually be released worldwide.
While code for this feature was found in update 2024.38, we may not be turned on in China yet. We suspect this feature may be a strong candidate for Tesla’s upcoming holiday update.
FSD Hardware Version Display
As part of the 2024.38 update, Tesla has now made it easy to determine whether your vehicle includes Hardware 3 or Hardware 4. You can now simply navigate to Controls > Software and tap Additional Vehicle Information. In addition to other hardware information about your vehicle, your Autopilot hardware version will now be listed as well.
You can see whether your vehicle has HW2.5, HW3, or AI4. This in-car display is useful, but if you don’t have access to the vehicle, you can always use our guide on how to determine the hardware version of a Tesla.
New Battery Health Test & Service Mode Improvements
Green found some additional things as well. There’s a new and improved Battery Health Test. The new test will show you how your car scores compared to similar vehicles in the Tesla fleet.
In addition, maintenance records can now be permanently stored “in the car.” It doesn’t appear that this feature is activated yet, but it’s likely in active development with some parts leaking out in the 2024.38 update.
Tesla has included various Service Mode improvements and new visualizations in this update.
Mr Li on X came across some covered-up Project Juniper vehicles recently and he managed to get various shots of the vehicle.
Juniper Images
This front image reveals what looks like two rows of lights, possibly confirming the front light bar for the Model Y refresh — similar to the one on the Cybercab.
The rear side has a lot of lights on it!
Mr Li on X
The rear side shows a ton of brake lights, but it’s not clear why. While it looks like the Model Y refresh will also feature a rear light bar similar to the Cybertruck, there isn’t strong evidence of that in this photo.
Mr Li on X
There's an obvious set of lights at the bottom, so it looks like the Model Y refresh will be similar to the new Model 3 where the bottom lights can operate as brake lights when the one-piece tail lights and trunk are up.
Mr Li on X
In the last photo, we see that the overall form factor of the refreshed Model Y will remain unchanged, and Tesla is focusing the changes on the front and rear ends of the vehicle, much like the Model 3 refresh. However, in this one shot, we can also see what appears to be red light leaking out of the rear camera cover opening, possibly due to the rear light bar.
The Model Y is not only Tesla’s best-selling vehicle but also the world’s best-selling car in 2023. This year, it’s expected to be the best-selling vehicle in the United States and again in the world, so this refresh will be huge for Tesla.
@DominicBRNKMN made another fantastic set of concepts based on these new images. Given he had the most accurate Model 3 Highland concept before the official launch, we’re pretty sure his latest work be close here as well.
@DominicBRNKMN
We’re super excited to see the eventual reveal of Project Juniper, which is expected in the first half of 2025. However, expect to see a few more leaks before production kicks off at Giga Shanghai.
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