Tesla entered into the car industry with their first EV, the original Tesla Roadster. It was more of a proof of concept as Tesla had bigger plans. Tesla's plan to enter the automobile market was to build an expensive, electric sports car that would have high margins and prove to the world what EVs could do.
Tesla planned to minimize their effort by focusing only on the electric components of the car, such as the drivetrain and battery. They would try to leverage other parts from existing auto manufacturers such as Lotus.
However, in the end Tesla ended up creating most of the parts themselves. The final Roadster utilized as little as 7% of the same parts as the Lotus Elise.
Tesla to replace cameras on Teslas with AP 2.0
Tesla didn't make the same mistake again. When they manufactured the Model S in 2012 they decided to build the car from the ground up themselves. The original Model S didn't have any driver assist features. It's hard to say whether Autopilot wasn't something Tesla had started developing yet, or whether they planned to start small and add to the car in later years.
In September 2014, Tesla introduced their first version of Autopilot. Tesla built the hardware, but left driver assist software up to MobilEye, a company that still focuses on creating driver assistance systems today.
With the introduction of Autopilot 2.0 in 2016, Tesla decided to ditch MobilEye and take their platform in-house. It was a sudden and messy breakup, but in the end it was the right decision for Tesla. Autopilot 2.0 took several years before catching up to the capabilities of AP 1.
Since the introduction of AP 2.0, Tesla has offered a FSD package. Many features were not available out of the gate, but Tesla has slowly developed more features that fall into their FSD package.
Although many features have come out as part of the package such as lane keeping, lane changing, Navigate on Autopilot, Smart Summon, Autopark and more, Tesla is still developing its true self driving system. The problem has been more difficult to solve than anybody in the industry realized. Tesla is now making great progress with their latest FSD Beta releases.
Since AP 2, Tesla has used different hardware such as cameras and processors, but camera placements have remained the same. Tesla wanted to keep camera placement consistent across their product lines. From the beginning Tesla developed these cameras and processors to be easily swappable when better technology comes along.
AP 2 Cameras to be Swapped
Autopilot 2.0 cameras had a filter that made it able to absorb more light but it reduced colors captured. At the time Tesla thought this trade off would be worth it, but they now realize that it's better to bring the cameras in line with the ones used today. Since the cameras were made to be swappable if needed, Tesla can go in and swap them out for the same cameras that are used today.
Don’t worry, Tesla prepared for this.
The cameras just pop right off and can be replaced with the latest model.
This is exactly what Tesla is doing. Any Tesla that has FSD and AP 2.0, Tesla will be replacing the camera modules with cameras in 2021 vehicles. The FSD computer will also be replaced with the FSD HW 3.0 computer.
Tesla is planning on introducing a HW 4.0 FSD computer with the introduction of the Cybertruck, but this computer is not meant for FSD 3.0 vehicles. Tesla beleives they can achieve FSD on 3.0 hardware, but 4.0 will give them some extra processing power to increase safety even more.
Yeah, although early production cars will need camera upgrades, as well as FSD computer (all included in the price)
The same will be true if Tesla realizes that 4K or wide-angle cameras are needed in the future. These cameras are relatively inexpensive and Tesla can swap out the hardware if needed in order to achieve FSD.
Elon confirmed on Twitter that all vehicles with FSD and AP 2.0 will indeed need to have their cameras replaced in order to get FSD on city streets. The amount of vehicles released with AP 2.0 was relatively small as Tesla soon moved to AP 2.5 roughly a year later.
Elon didn't mention any timeframe on when Tesla will be updating these cars but Tesla may be waiting for Tesla service demand to be reduced. The demand for Tesla service is at an all time high as the world starts to get back to some form of normal and there has been pent up demand for service as people are addressing issues from the past year.
When Tesla gets to updating these vehicles with newer cameras and FSD computers, there will be no cost to owners as the replacement will be completely free.
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In just 8 months, Tesla has gone from breaking ground to delivering electrons at its most ambitious Supercharger project to date, just in time to be ready for the busy Fourth of July holiday weekend. Project Oasis, the world’s largest Supercharger site, is now partially open to customers for its first phase in Lost Hills, California.
What makes this remarkable is the speed of execution. In just eight months, Tesla has constructed a site that will eventually feature 168 stalls (84 stalls are now open), supported by 11 MW of solar power and 10 Megapacks of battery storage. That construction speed is pretty impressive, but what is even more impressive is how this new station operates and what it means for future Supercharging infrastructure.
Self-Sufficient Energy Oasis
Not a Tesla App
The first 84 stalls at Lost Hills are now open, and according to the Tesla Charging team, they are currently powered solely by the sun and operate off-grid.
This makes it more than just a new Supercharger site. It serves as a proof of concept for a new type of Supercharger. Unlike nearly every other charging site in the world, which draws power from local utilities, this station generates its own clean electricity from its massive solar array and stores it in its array of on-site Megapacks.
Self-sufficient charging stations are something completely different than what we see today. They are highly resilient since they’re not reliant on the grid. That means that even if there is a local power outage, brownout, or blackout, one can always come to Lost Hills to Supercharge.
If you’ve got a Cybertruck, you could take advantage of the Cybertruck’s Powershare feature and charge up at Lost Hills to help keep your home powered during a blackout, utilizing the Cybertruck as a portable battery charger. Now that’s true independence and self-reliance.
The Future of Charging
Solar-powered Superchargers help avoid massive new loads on already stressed electrical grids, especially during peak afternoon and evening hours, when demand is the highest.
This is Tesla’s vision for the future of charging: a clean, fully closed-loop ecosystem that sustains itself. The sun’s energy is captured, stored, and delivered directly to vehicles on site at any time of day without relying on the electrical grid or fossil fuels.
Largest Supercharger in the World
This opening of 84 stalls is just the first phase of the project. Tesla says that the remaining stalls, as well as a new on-site lounge, are coming later this year. Once complete, the 168-stall site will be the largest Supercharger site in the world.
While the speed of building such a massive project in just eight months is a testament to Tesla’s execution, the true innovation is actually that self-sustainability. Let’s hope we see even more large, self-sufficient Supercharger sites across the world in the near future.
Elon Musk is once again seeking to expand Tesla’s vertical integration in the energy sector, this time focusing squarely on solar power. Following discussions on X that highlighted the massive gap in solar deployments between the US and China, Elon is now discussing the need for a Tesla Solar Gigafactory in the United States.
This potential move is driven by a specific catalyst: the exponential growth of AI is creating an insatiable demand for electricity. For Tesla and xAI, two of Elon’s companies betting their future on AI, building the power generation required is a strategic necessity.
A new factory wouldn’t just be about making panels; it would be about manufacturing the final missing piece in Tesla’s vertically integrated energy ecosystem.
Maybe there should be a solar Gigafactory in America
The context for this renewed focus is pretty stark. In May, China reportedly added a staggering 93 gigawatts (GW) of solar power capacity. In contrast, the United States installed approximately 14 GW over the entire first quarter, roughly 20 times less than China.
The primary driver of this demand is the revolution in AI. Training ever-larger and smarter AI models involves operating vast data centers, which consume staggering amounts of power. Google, Amazon, and Microsoft have turned to small-scale nuclear reactors, with Microsoft petitioning to reopen the infamous Three Mile Island for its AI operations.
For Elon’s companies, whose future products like FSD, Optimus, and Grok are built on a foundation of real-world AI, securing a massive and sustainable energy supply isn’t a side quest. It is part of the main mission, especially in conjunction with grid-scale storage, such as Megapacks and Powerwalls. You can’t power a world of autonomous robots without a world of abundant, clean energy.
The Tesla Ecosystem
A US solar gigafactory would be the final, logical step in completing Tesla’s energy hardware ecosystem. While Tesla already manufactures some solar panels and the Tesla solar roof, the scale is too minuscule to matter.
By mass-producing its own panels, while also increasing Solar Roof production, Tesla would become a true one-stop shop for all things green energy. This would allow the company to supply its own large-scale projects, like the massive solar array for Project Oasis - the world’s largest Supercharger site.
It would also enable more complete residential packages, like the Giga-Small Haus concept home, combining Tesla-made panels and roofs with a Powerwall 3. This level of vertical integration would give Tesla complete control over the technology, cost, and supply of every major component in its energy ecosystem, from generation to storage to mobility.
Building a new Solar Gigafactory is about much more than just simply producing solar panels. It’s a requirement to power Tesla’s future products and make solar panels accessible to everyone.