Musk Confirms Tesla's Robotaxi Event is Pushed Back

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In a report that originally appeared from Bloomberg, it was claimed that Tesla will be delaying its much-anticipated 8/8 Robotaxi event by two months to October 2024.

While sources other than Bloomberg hadn’t confirmed the report at the time. Musk has now announced the delay on X.

Tesla’s stock dropped nearly 8.5% on the day of Bloomberg’s article, but this delay is only a couple of months and doesn’t change Tesla’s strategy. The drop in Tesla’s stock ended back-to-back gains over the previous two weeks. It had hit a high of $270 earlier in the day before the news broke.

Update: Musk just took to X a few minutes ago to confirm that the event is delayed. Although he didn’t provide a new timeline, it appears that it may indeed be October according to the original Bloomberg article. What Musk did reveal in his post is why it’s being delayed. Musk said he requested an important design change to the front of the vehicle. It’s not clear what the change is or whether it’s completely cosmetic or plays a more important role, possibly having to do the front camera or the additional of additional cameras.

Musk went on to say it also gives Tesla some extra time to show off a “few other things.” With Musk commenting on the situation and the design change, he basically confirms what we already expected, that Tesla will be showing off the robotaxi vehicle at the event. If you’re curious about what the vehicle will look like, take a look at Rimac’s robotaxi to get an idea of what to expect from Tesla’s version.

Requested what I think is an important design change to the front, and extra time allows us to show off a few other things

— Elon Musk (@elonmusk) July 15, 2024

Why the Delay?

The delay – of approximately two months – has been communicated internally, but not publicly announced just yet. Bloomberg goes on to mention that the design team was told to rework certain elements of the Cybercab, necessitating the delay.

If Bloomberg’s report is correct, it sounds like Tesla’s unveil event will be largely focused on showing off the vehicle, instead of demoing how it will work. Of course, it could still be both, but given past events, Tesla has always shown off the vehicle years before it hits production.

Rimac recently showed off their version of robotaxi vehicle named Verne, and surprisingly, it could almost pass for Tesla’s own robotaxi. A lot of design cues in Rimac’s version are elements we have already seen or expect to see in Tesla’s autonomous taxi.

A recent Tesla patent revealed that Tesla is incorporating a sanitation system into their robotaxi that will be responsible for analyzing and cleaning the vehicle’s interior, although the delay itself is likely tied more to a physical feature rather than software.

Another element we know almost nothing about is how Tesla plans to charge these robotic taxis. Will they rely on the existing charge port and adapt a solution like the robotic charging arm (video below) we saw almost eight years ago, or will wireless charging or a dock finally become realized?

While the delay for Tesla’s event appears to be related to the vehicle’s design itself and not further development of FSD, Tesla is wasting no time in getting FSD working for the upcoming vehicle. Model 3 vehicles have already been spotted with camera locations that resemble a robotaxi.

Is the Delay Accurate?

We expect that this delay might actually be true – Elon Musk usually takes to X within hours of such news breaking if it's false to refute it and hasn’t done so yet.

Tesla has delayed several of their events in the past, and a delay of a couple of months seems plausible. We should hear from Musk himself soon on whether this report is accurate.

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Tesla Releases FSD V12.6.1 for Model 3 & Model Y

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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.

Release Date

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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Tesla Issues Physical & OTA Recall for Hardware 4 Computer

Not a Tesla App

Tesla has issued a recall for some vehicles due to issues linked to a revision of the Hardware 4 (HW4) computer that was introduced this past November. This recall affects all vehicles with the revised hardware except for the Cybertruck, as it uses a slightly modified version of the HW4 system.

Many vehicle owners have reported a complete failure of their Autopilot computer, which not only leaves the vehicle without FSD and Autopilot but also disables many of the active safety features that make a Tesla what it is.

Let’s take a look at this recall - because the recall is partially physical and partially a software recall.

HW4 Failure

Tesla has identified the failure and flagged it to the U.S. NHTSA (but not Transport Canada or Euro NCAP at the time of publishing) as a recall.

Tesla mentions that the vehicle’s FSD computer circuit board may short circuit, resulting in the loss of the rearview camera image. The recall itself is focused on the rearview camera - as not having a functional rearview camera breaks a Federal Motor Vehicle Safety Standard. However, it does impact more than just the rearview camera.

As previously mentioned, users have experienced the full loss of Autopilot and FSD on these vehicles, as well as reduced traction control and removal of safety features such as automatic emergency braking, collision avoidance assist, and forward collision warnings. 

While the vehicle remains driveable, it is not necessarily a good idea to drive the vehicle with many of these features, especially with the reduced traction control noted by many people. We’ve already noted that while Tesla has been sending tow trucks to pick up some vehicles, it is also prompting owners to drive the vehicle to their service center in some cases.

Remedy

Unlike most of Tesla’s recalls, this one isn’t entirely an OTA recall, owing to the fact that people have already experienced circuit board shorts and are already waiting for replacements.

The software portion of the recall has already been mostly completed for any vehicles with Tesla software update 2024.45.25.3 or greater. However, a significant portion of the tracked fleet remains on update 2024.44.25.2 (approximately 20%), so we recommend updating your HW4 vehicle whenever you receive the notification.

On the hardware side, Tesla is immediately identifying and replacing hardware that has had circuit board failure. Tesla is also reaching out to customers who have expressed intermittent issues with Autopilot features, active safety features, or vehicle cameras that don't display correctly. If you have experienced any of these issues in a late 2024 vehicle, we recommend submitting a service ticket with Tesla to ensure that your vehicle isn’t affected by this recall.

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