During Tesla’s Q1 earnings call, Tesla talked about its plan for its upcoming robotaxi network and even showed off a design for the app that would allow customers to request vehicles, much like Uber and Lyft.
While Tesla plans to unveil the robotaxi, officially now called CyberCab this August, a true autonomous taxi is at the very least, a couple of years away. So why is Tesla so eager to show off an app and start offering a Tesla taxi service?
in 2023 Uber had a revenue of 37.28 billion, while Lyft had a much smaller revenue of 4.4 billion. For comparison, Tesla’s revenue last year was 96.77 billion. A taxi service, even one operated by humans can be incredibly lucrative. While Tesla’s ultimate goal may be an automated taxi service, they may be itching to get into the space.
Tesla’s robotaxi was initially supposed to be a taxi service owners would lend their vehicles to. While that’s still the plan, Tesla wants their own vehicles to be a part of the service as well.
Will the Robotaxi Service Start With Tesla Drivers?
Tesla comparing themselves to Airbnb and Uber during their earnings call is intriguing. While Tesla can start producing robotaxis almost whenever they want, it’d likely be smart to wait until autonomy is solved so they’re not limiting themselves to current FSD hardware.
While full autonomy is likely several years away, Tesla seems to be eager to make this push toward a Tesla-owned service. Is Tesla thinking about operating their own Uber-like service? Tesla could be thinking about releasing their future robotaxi app and service in “beta,” letting current Tesla owners operate their own vehicles on the service.
This could result in several benefits for Tesla, not only letting them test their service but also opening up another revenue stream. This would allow Tesla to start operating their robotaxi network as soon as this year, and then slowly replace drivers and owner vehicles with Tesla-owned robotaxis.
Tesla Shows Off Robotaxi App
Tesla showed off it's robotaxi app
Not a Tesla App
At the earnings call, Tesla also showed off a design of their robotaxi app. While it feels early to design an app for a service that could be years away, Tesla appears to be preparing itself for the future and getting customers excited about the prospect.
Tesla showed off five screens of the app, essentially showing how you’d request a robotaxi, how you can view its progress, and control certain features of the vehicle. Through the various screens, you can see most of Tesla’s Autopilot features coming to fruition in terms of autonomy, such as summon, self-driving and eventually Autopark.
Summon - Much like Tesla has re-thought the interior of a car and so many features, you can see the same mechanics applied to the app. To request a vehicle, you simply hold down a summon button and you’ll be presented with an estimate of when a vehicle will arrive.
Set Preferences and Destination - On the second screen, you can see the vehicle’s current location on a 3D map, possibly alluding to future FSD visualizations. It also lets you set your destination and set the climate temperature to your preference.
Trip Progress - While you’re traveling in the vehicle, you’ll be able to view trip information as well as set entertainment options.
Recap
Tesla had a lot to talk about during their earnings call and specifically about the Robotaxi — more information was revealed than ever before.
While there are various things at play to make a service like this come together, we can easily separate them out into separate components.
There’s the robotaxi itself, which Musk recently said would be similar to Tesla’s next-gen vehicle without a steering wheel. However, during this earnings call, he revealed that Tesla will save its new “unboxed” manufacturing process for the robotaxi and use a more traditional method for their next vehicle.
Then there’s FSD itself, while it’s crucial to operating a driverless robotaxi network, it’s not necessary to start a Tesla taxi service.
The last piece is the ride-hailing component itself and how it’s managed, and Tesla was happy to show this off, which makes us believe that it may be closer to reality than many think. While Tesla needs all three of these components to come together to operate a true robotaxi network, they piece them together separately, much like they’ve done with Autopilot. Initially, Tesla only released auto-steer then slowly added on summon, Autopark and city driving.
When we look back at Tesla five years from now, we may very well look back to this earnings call and say this was the pivotal moment when Tesla started transitioning to a services company.
Yesterday, we reported that Tesla updated their Steam integration on Model S and Model X vehicles. The update was part of their 2024 Holiday Update, but it looks like there may be more to this than a simple update.
Steam, a video game library app, makes it easy for users to buy or launch games on their computers. However, a couple of years ago, Valve, who created Steam, launched their own standalone device, the Steam Deck. The Steam Deck runs a custom OS based on Linux.
Steam Launch
When Tesla launched the redesigned Model S and Model X, Tesla introduced a dedicated gaming GPU with 16GB of RAM and touted the ability to play top-tier PC games in Tesla vehicles.
In 2022, Tesla finally launched the Steam app for the Model S and Model X as part of its 2022 Holiday Update. The Steam app runs Steam OS, the same OS as the Steam Deck in a virtual environment.
However, earlier this year, Tesla stopped including the GPU and Steam (Beta) in their vehicles, and we haven’t seen any updates to the Steam in quite some time. In fact, we thought Tesla was axing their gaming-on-the-go dreams.
SteamOS Update
The Steam app, which is still in Beta, is getting an interesting update for the Model S and Model X vehicles with the discrete GPU.
Those vehicles received an update to SteamOS 3.6 - the same version of SteamOS that runs on the Steam Deck. While nothing has visually changed, there’s a long list of performance optimizations under the hood to get things running smoother.
Comparing Steam Deck to Tesla Vehicles
Let’s take a look at the Steam Deck - according to Valve, its onboard Zen4 CPU and GPU combined push a total of 2 TFlops of data, which is fairly respectable, but much lower than today’s home consoles. The Steam Deck is capable of 720p gaming fairly seamlessly on low-to-medium settings on the go and is also built on the AMD platform.
AMD-equipped Teslas, including the Model 3 and Model Y, are packing an older Zen+ (Zen 1.5) APU (processor with a combined CPU and GPU). AMD claims that the V1000 - the same embedded chip as on AMD Tesla vehicles (YE1807C3T4MFB), brings up to 3.6 TFLops of processing power with it, including 4K encoding and decoding with the integrated GPU on board.
While that’s not enough for 4K gaming or comparable to a full-blown console or desktop GPU, that’s enough raw horsepower for light gaming and is currently more powerful than the Steam Deck.
The Model S and Model X’s GPU brings that up to about 10TFlops of power - comparable to modern consoles like the Xbox Series X at 12 TFlops.
Steam Gaming for All Vehicles?
The fact that Tesla is updating SteamOS even though the feature is no longer available in any new vehicles could indicate that Tesla is not only bringing Steam back to Teslas but that it’s going to play a much bigger role.
While SteamOS is run in a virtual environment on top of Tesla’s own OS, we could see Tesla bring SteamOS to all of its current vehicles, including the Model 3, Model Y, and Cybertruck. Steam in these vehicles would likely support any game that’s capable of running on the Steam Deck.
We think this Steam update, which includes performance improvements and a variety of fixes, has quietly passed under most people’s radars. This could be a very exciting update for those who enjoy gaming, especially for those who love to do it in their Tesla.
As part of Tesla’s 2024 Holiday Update, Tesla included two awesome new features - Weather at Destination and the long-awaited Weather Radar Overlay. These two features are big upgrades built upon the weather feature that was added in update 2024.26. The original weather feature added an hourly forecast, as well as the chance of precipitation, UV index, Air Quality Index, and other data.
However, this update also added some smaller weather touches, such as the vehicle alerting you if the weather at the destination will be drastically different from the current weather.
Not a Tesla App
Weather At Destination
When you’re navigating to a destination and viewing the full navigation direction list, the text under the arrival time will show you the expected weather next to your destination. You can also tap this, and the full weather pop-up will show up, showing your destination's full set of weather information.
Note the weather under the arrival time
Not a Tesla App
You can also tap the weather icon at the top of the interface at any time and tap Destination to switch between the weather at your current location and the weather at your destination.
You’re probably considering that the weather at your destination doesn’t matter when you’re three hours away - but that’s all taken into account by the trip planner. It will add in both charge time and travel time and show you the weather at your destination at your expected arrival time.
And if the weather is drastically different or inclement, such as rain or snow, while you’ve got sunshine and rainbows - the weather will be shown above the destination ETA for a few moments before it tucks itself away.
Tesla also recently introduced a new voice command. Asking, “What’s the weather?” or something similar will now bring up Tesla’s weather popup.
The weather pop-up above the ETA
Not a Tesla App
One limitation, though—if you’re planning a long road trip that is more than a day of driving, the weather at destination feature won’t be available until you get closer.
Weather Radar Overlay
As part of the improvements to weather, Tesla has also added a radar overlay for precipitation. You can access the new radar overlay by tapping the map and then tapping the weather icon on the right side of the map. It’ll bring up a radar overlay centered on your vehicle. It’ll animate through the radar data over the last 3 hours so that you can see the direction of the storm, but you can also pause it at any point.
You’re able to scroll around in this view and see the weather anywhere, even if you zoom out. It also works while you’re driving, although it can be a little confusing if you’re trying to pay attention to the navigation system. If you like to have Points of Interest enabled on your map, the weather overlay will hide POIs except for Charging POIs.
Requirements / Data
Unfortunately, you’ll need Premium Connectivity for any of the weather features to work, and being on WiFi or using a hotspot will not be enough to get the data to show up. The data, including the weather radar, is provided by The Weather Channel.
As for supported models, weather and weather at destination are available on all vehicles except for the 2012-2020 Model S and Model X. The weather radar has more strict requirements and requires the newer AMD Ryzen-powered infotainment center available on the 2021+ Model S and Model X and more recent Model 3 and Model Y vehicles.