In the rapidly advancing realm of artificial intelligence, Elon Musk is embroiled in a unique talent battle as Tesla and his latest enterprise, xAI, vie for the industry's leading minds. The shift of Tesla's computer vision chief, Ethan Knight, to xAI, illustrates a wider movement of key personnel between major tech players. This highlights the intense competition for AI's brightest stars.
While initially poised to join OpenAI, Knight's pivot to xAI adds a twist to the narrative, with Musk downplaying the notion of poaching yet acknowledging the fierce rivalry for top talent. To counter this, Tesla is introducing even more compelling incentives to retain its pioneering engineers."
In response to hundreds of queries and comments on the situation, Musk downplayed the impact of Knight's departure, emphasizing Tesla's robust team of over 200 engineers dedicated to AI and autonomy. Many comments on X suggest Musk is poaching from Tesla as a way to force the company to give him more compensation and voting power. “Musk responded: I (obviously) don’t need (the) money personally, but am concerned about not having voting power that to influence Tesla to do the right thing.” He currently has about 13% of the company but wants 25% control.
Tesla's Countermeasures
Musk himself noted that Knight's decision was influenced by competitive offers from both xAI and OpenAI, hinting at the fierce recruitment landscape Tesla is navigating. Musk's comments highlight a broader narrative, portraying Tesla's ongoing acceleration in autonomy advancements despite the competitive pressures. He acknowledges the AI talent war as unprecedented in intensity, underlining the strategic importance of AI talent for the future of both Tesla and the broader tech industry.
Tesla is increasing comp (contingent on progress milestones) of our AI engineering team
Musk revealed Tesla's strategy to counter-recruitment efforts. The company is not just matching the lucrative offers from rivals but also innovating its compensation structure. By tying compensation increases to progress milestones, Tesla aims to foster a culture of achievement and progress.
The Underlying Talent War Dynamics
The movement of high-profile engineers like Ethan Knight highlights a deeper competition for AI supremacy. With xAI successfully enticing several Tesla engineers, concerns arise over potential conflicts of interest and the implications for Tesla's Full Self-Driving (FSD) technology. The talent war is not just about compensation but also about the direction of AI development. It reflects a broader industry trend where the demand for AI expertise far outstrips supply, leading to aggressive recruitment strategies and significant shifts in talent.
Tesla's ability to continue its pace of innovation in AI and autonomy will depend on its success in navigating this talent war, balancing the need to retain key personnel with the drive to push the boundaries of technology. As the battle for AI talent rages on, Tesla has to balance stability and the pursuit of groundbreaking advancements with its strategies and responses, shaping the future of autonomous driving.
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Tesla maintains two primary software branches: the main feature branch and the FSD branch. In general, the FSD branch lags behind on new features pushed to the main branch but provides a more recent FSD version.
However, now Tesla is updating the main branch to a much more recent version of FSD.
Current FSD Build & Shadow Mode
Nowadays, the main branch always includes an older but stable build of FSD. It’s been on FSD V12.3.6 since July 2024. So, if you subscribe to FSD in North America, this is the FSD version you’ll receive until you get added to the FSD track.
Even if you don’t subscribe to or have purchased FSD, your vehicle has v12.3.6 on it. That includes vehicles in regions where FSD isn’t available for general use, such as Europe and China. In those cases, FSD runs in Shadow Mode, providing training data to Tesla if you’ve agreed to their data privacy policies. So Tesla is always analyzing what the vehicle would do compared to what the driver does. When there are contradictions, these are the clips and data Tesla will want to analyze.
FSD V12.5.4.2 on Main Branch
For the first time in five months, Tesla has now updated the baseline version of FSD in the main branch. The new version included with 2024.44 updates is FSD v12.5.4.2. This Tesla is updating the baseline FSD version to FSD V12.5.4.2
FSD 12.5 includes many features for a much smoother experience compared to FSD 12.3.6. Many users will appreciate that it gets rid of the steering wheel nag and instead relies on the cabin camera to provide real-time driver monitoring. This version also includes support for sunglasses with driver monitoring. It’ll be a big upgrade for anyone coming from FSD 12.3.6.
It's always a good thing when Tesla updates the baseline FSD version—that means that Tesla is confident that this new baseline is considerably safer and will continue to train the fleet against it.
What Update Am I Getting?
If you’re already on FSD V12.5.4.2, you’ll likely remain on that FSD build unless V13.3 manages to make its way to the public as Tesla originally planned, but that’s unlikely to happen before the Thanksgiving holiday. In all likelihood, you’ll be getting update 2024.44, which will give you some additional Tesla features while keeping you on the same FSD version.
For those who are already on 2024.44 - if you subscribe now, you’ll have V12.5.4.2 enabled on your vehicle.
If you have a Cybertruck, then you’ll receive update 2024.39.5 with FSD V12.5.5.3. They’re on a unique build for the moment, and this will likely be the case until Tesla acquires enough training data from the Cybertruck fleet.
The Cybertruck is having an eventful November. Just last week, we shared the news that Tesla isn’t offering their in-house wrap service for the Cybertruck anymore; the Foundation Series is now available in inventory in select US locations, Crossbars have arrived, and faster charging is around the corner. Now there’s even more to discuss about the stainless steel beast.
Projection Puddle Lights
Like the recently launched puddle lights for the Model 3 and Model Y, Tesla has introduced a set of add-on Projector Puddle Lights for the Cybertruck. These Cybertruck-specific ones go for $75 USD, or $105 CAD and are available in both the Canadian and US Tesla stores.
However, these don’t have the Tesla wordmark - instead, they feature the iconic Cybertruck symbol and, in our opinion, look even nicer. Here’s to hoping Tesla also introduces a set with the graffiti-style Cybertruck wordmark.
Powershare in Canada
While the Foundation Series Cybertruck has been getting delivered in Canada since November 7th, there was no news on Powershare being supported due to regulatory constraints. On the 20th, Foundation Series owners in Canada began to receive emails to get their Powershare installs started through Tesla’s official installer - Qmerit.
More to follow on pricing and the process as we receive our Canadian quote from Qmerit soon.
FSD in Canada
The Cybertruck Program Manager, Siddhant Awasthi, confirmed that with Powershare now becoming available, FSD for the Cybertruck in Canada will also become available soon. Canadian trucks shipped with a factory software build that didn’t include FSD, but did include TACC and stoplight/traffic control.
Early this morning Tesla began rolling out a new version of FSD 12.5.5.3 for the Cybertruck, which is update 2024.39.5. Will this be the version that rolls out in Canada?
Update: Yesterday, Tesla started rolling out FSD on the Cybertruck in Canada for the first time. The update being rolled out is update 2024.39.5, which not only features the latest FSD available on the Cybertruck, version 12.5.5.3, but it also includes all the features update 2024.38, which includes the huge Sentry Mode improvements that reduce power consumption by about 40%.
Following Integrated Flight Test 6 for SpaceX’s Starship, Elon Musk confirmed that uncrewed Starships are likely to begin making their way to Mars in about 2 years. You’re probably going to ask what’s going to be in those Starships - that’s what Brett Winston on X asked as well. Elon confirmed that Cybertrucks and Optimus robots will be among some of the first items landing on Mars.
That’s a ton of awesome news for Cybertruck, and there’s absolutely going to be more around the corner, especially as we await the big Tesla Holiday Update. While you wait, why not take a look at our Holiday Update Wishlists?
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