Tesla is finally expanding the FSD Beta to more testers who have been patiently waiting and maintaining high Safety Scores.
Elon Musk announced the expansion on Twitter and said Tesla would expand the beta to 160,000 testers in the United States and Canada, up from 100,000.
He has said the program could only improve with more real-world driving data input. The real-world experience could have been drivers achieving nearly perfect Safety Scores.
Lower Safety Score
Tesla has now lowered the Safety Score required to get into the FSD Beta program. Anyone in the U.S. or Canada or who has driven more than 100 miles with a Safety Score of 80 is now eligible to receive the beta.
Early this morning owners began waking up to a surprise update from Tesla. Tesla started sending out the latest FSD Beta, 10.69.2.2 (update 2022.20.17) to new testers overnight.
Only for those on 2022.20 or earlier?
It appears that those receiving the beta have been on a version of 2022.20 or earlier. Owners on update 2022.24 or 2022.28 haven't been offered the beta yet.
It's possible Tesla wants to prevent rolling owners backward in terms of updates, causing some features to be removed. Potentially features that the owners may have just started getting used to such as blind spot camera placement, alternate routes, or other features included in update 2022.24 or 2022.28.
Elon has already commented on the next version of FSD Beta, revealing that it will be beta 10.69.3 and it's expected to be released shortly after AI Day Part II. This version could be based on update 2022.24 or 2022.28 and include testers currently on those updates.
For those unfamiliar, just because someone purchases FSD doesn’t mean they have access to the FSD Beta. No, the driver is graded by Tesla and given a score. That score has to be above a certain point to be enrolled in the FSD Beta. Tesla’s CEO has said that more than 100 million FSD miles should be logged by the end of 2022. In July, that number stood at 35 million miles. Of course, to triple that number, more testers are needed.
In August, Tesla’s CEO was confident FSD had a breakthrough and told shareholders the next update would be so great that he had to break the order of numbers, “… we’ve made some pretty significant architectural improvements. So, it is really more than 10.12 to 10.13 release. It might, I don’t want to speak too soon, but it might qualify for 10.69. It has to earn that, obviously!”
While the price of FSD continues to go up, Musk says this about making the roads safer, “We’re solving a very important part of AI and one that can ultimately save millions of lives. And prevent 10 of millions of serious injuries by driving just an order of magnitude safer than people.”
Autonomous vehicles have been a goal for years. Musk publicly discussed it in 2017 and believed the feat could be done in two years. However, a few months ago, he admitted it was a much more significant challenge than he predicted. “The sheer amount of work required to do this boggles the mind,” he told the Tesla Owners Club of Silicon Valley. “I’ve seen a lot of tough technology problems, and solving real-world AI such that a car can drive itself is one of the hardest problems I’ve ever seen. It is way harder than I originally thought, by far.”
Were you newly invited to FSD Beta if you had a 80+ score?
Since 10.69 was released on August 20, updates have included several improvements to FSD. The most recent update can be found here. Now with 60% more users, there will be more updates to address what Teslas are experiencing. Plus, there is already FSD Beta 10.69.3 expected just after AI Day on September 30.
Have you just received Tesla's FSD Beta for the first time? Let us know in our forum.
Tesla currently offers free music streaming with every Tesla, although you’ll need Tesla’s Premium Connectivity package to stream over the vehicle’s cellular data or be on WiFi. In North America, Tesla includes what they used to call “Streaming,” and have just recently renamed to call LiveOne. However, in Europe, where LiveOne isn’t available, Tesla provides a free license for Spotify, which allows owners to stream the service for free without having to subscribe.
However, it looks like this may be coming to an end. We recently received an anonymous tip that Tesla would be ending this free benefit for its European customers. While we haven’t been able to confirm this just yet, it does seem likely. Let’s take a look at why we think this could be happening.
European Spotify Premium
Tesla’s European customers receive a free license of Spotify Premium right now – whether they’re subscribed to Spotify Premium or not. This means customers can listen to ad-free music, have unlimited skips, play music in any order, and be able to sort and queue songs for listening. However, the account is limited to listening in your Tesla, much like LiveOne in North America.
You’re also not given the credentials to the Spotify account, preventing you from using the same account on other devices. If a customer decides to subscribe to Spotify Premium on their own, they can still log in to their account in their Tesla and share the same Spotify account and playlists with other devices, just like you can in other regions.
Removal of Free Premium Benefits
Given the tip we received and some other recent information, we expect this change to happen. This appears in line with other changes to Tesla’s streaming services, including the changes to Slacker/LiveOne Radio in North America.
As Tesla adds additional music services like YouTube Music, Amazon Music, Apple Music, and SiriusXM in the future, it becomes more likely that Tesla vehicles have a music service someone may already subscribe to. This is especially true with the addition of Amazon Music, which is included with an Amazon Prime subscription. According to Statista, there are now over 180 million Amazon Prime members.
Subscribing to a music service has also become much more popular in recent years. In the United States alone, there are now more than 90 million music streaming subscriptions (Forbes), and that trend continues to grow year over year.
While Tesla likely only pays a small fraction of what a customer would pay for a Spotify Premium subscription, even if it’s just 50 cents per month, that amount would definitely add up with the more than 6 million Teslas on the road today.
Tesla certainly has the data to understand how many customers use the service that’s included in the vehicle and will use this to make the transition at the right time. At some point, it just doesn’t make sense to continue to pay for a service most customers don’t use.
Timeline
We were told that this change would happen this year, so it may not be much longer before we hear about this change officially from Tesla. What’s not clear is whether this would impact all customers or potentially only new customers. A lot may depend on their deal with Spotify and LiveOne and whether it’s based on a flat fee per vehicle or a monthly/yearly fee.
Based on industry changes alone, we would expect this to impact all customers. However, we’ll have to wait for official confirmation from Tesla, as until then, this should be considered a rumor.
Tesla purchased SolarCity, a large solar and backup installer, back in 2016 and shortly thereafter began installing its unique Tesla Solar Roof, regular Tesla Solar panels, and Tesla Powerwalls for both commercial and residential customers.
However, as the years have passed, Tesla has lost its interest in the actual installation portion of the business. They’re more than happy to continue producing Solar Roofs and expanding Powerwall production, but for the most part, their in-house rate of installations has slowed drastically.
Since Q2 2020, Tesla has seen a 10% or greater drop per quarter in the number of in-house Solar Roof, Solar, and Powerwall installations every quarter.
Third-Party Certification
Tesla has instead begun to certify third-party installers throughout North America and Europe for Powerwall and solar panels and within the United States for Solar Roof.
Tesla launched the Certified Installer Program in 2020 and said it has approximately 2,000 certified installers in over 14 countries—and those certified installers have set up over 1 million installations. James Bickford, Tesla’s Director of Global Sales, Residential Energy Products, announced the expansion of the Certified Installer Program and its new push on LinkedIn.
The Certified Installer Program provides several things to get third parties ready to install and commission Tesla’s home energy ecosystem, including virtual and in-person training, on-site training, custom installation tools, and the Tesla One Software Platform.
In addition to those supports, Tesla’s Partner Platform offers marketing support resources and a dedicated access system for a personal Account Manager from Tesla.
Tesla One Dashboard
The Tesla One dashboard offers third-party installers a one-stop-shop platform for managing quotes, installations, and repairs in one mobile app.
It is a convenient-looking application that lets third-party installers see what tasks they need to perform for specific installations and also helps them scale particular installations to customer requirements.
While this isn’t a new direction for Tesla overall, we’re seeing a distinct move in the energy business from Tesla as a first-party installer of its products to a more hands-off approach where local electricians and contractors will install Tesla products under its auspices.
We’re interested to see where Tesla continues to go with this, as they’ve seen their Powerwall business expanding in the last few years, while Tesla Solar and Solar Roof have dropped off many people’s radars lately.
