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Tesla Model S, X with “Hardware 3” for Full Self-Driving now in production, inventory codes indicate

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Tesla has begun producing Model X and Model S vehicles with the latest Autopilot hardware to support Full Self-Driving capabilities. Dubbed “HW3”, the new hardware is Tesla’s next iteration of its semi-autonomous driving-assist feature that includes Navigate on Autopilot, Advanced Summon, Auto Lane Change, Autopark, and the ability to respond to traffic lights.

Looking at the source code behind Tesla’s New Inventory site, we’re able to see that recently produced Model S and Model X with Autopilot have been given an “APH4” options code, signifying that these vehicles are equipped with the latest Full Self-Driving hardware. Tesla uses the option code sequence “APHx” to denote the type of Autopilot hardware installed in its vehicles. APH2 indicates HW2 and APH3 = HW2.5 (Autopilot 2.5). Thus, APH4 is HW3.

Here’s a side-by-side comparison of two 2019 Model S with and without the new Hardware 3 for Autopilot.

Source: Tesla New Inventory listing

The tip comes to us from Tesla Info and Inventory, a web site which compiles inventory data for Tesla vehicles around the world, noted that internal vehicle “option codes” indicated a change from Hardware 2.5 to Hardware 3. The site pulls source data directly from Tesla’s car listing pages and analyzes the “config” data embedded in the HTML to determine this information.

This discovery aligns with the schedule for the HW3 installs previously set forth by Tesla CEO Elon Musk. Last October, Musk estimated a 6-month wait before the the new chips would be installed in all new production cars, meaning an April showing.

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Musk has touted HW3 as the “world’s most advanced computer designed specifically” for the purpose of self-driving functionality, with Tesla holding a notable lead in the field overall. “If you add everyone else up combined, they’re probably 5% — I’m being generous — of the miles that Tesla has. And this difference is increasing,” Musk said in Tesla’s 2018 Q4 earnings call.

For vehicles without HW3 installed at the time of manufacture, Musk has stressed the simplicity of the upgrade process in Tesla’s 2018 Q2 earnings call. “We take out one computer and plug in the next. That’s it. All the connectors are compatible and you get an order of magnitude, more processing and you can run all the cameras at primary full resolution with the complex neural net.”

The simple upgrade to HW3 does require Tesla cars to have HW2 as the equipment needed for its functionality was included in those vehicles. The software uses an array of 8 cameras, 12 ultrasonic sensors, and a forward-facing radar paired with Tesla’s vision and neural net system.

2019 Tesla Model X with Hardware 3

The first features of the Full Self-Driving suite were included in the Version 9 software released in October. “Navigate on Autopilot”, an active guidance feature with Autosteer for highway driving (with driver supervision) came soon after with the release of HW2.5. Improvement in performance from software Version 8.1. to 9.0 was increased by about 400% in useful operations per second; however, the difference between V9.0 and HW3 will make a difference of 500-2000%, according to Musk. Tesla has been releasing iterative over-the-air updates over the last year in preparation for the coming HW3 and complete FSD capabilities.

The current iteration of Tesla’s FSD capabilities includes core highway navigation, autopark, and Summon for car retrieval in parking lots. Recognition of traffic signs and signals as well as city street driving are expected to be coming later this year.

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Now that HW3 is on its way to current and future Tesla customers, Full Self-Driving certainly feels right around the corner. However, the biggest obstacle to full implementation still sits on the regulation side, a time-consuming yet necessary part of the consumer vehicle industry, especially when a company is handing over responsibility to a computer. Tesla’s Autopilot page still references full self-driving capabilities as something “in the future” that may happen after regulatory approval which “may take longer in some jurisdictions.”

Tesla’s dominance in the all-electric market will most likely work in its favor to overcome the legal hurdles in the way of autonomous driving. As sales continue to rise with the growing number of customers now able to meet more affordable price points, Tesla will keep accumulating useful data to hone its FSD software and make the case for its much-safer-than-humans capabilities. Other companies may have long been battling the same regulatory demons Tesla is now up against, but the electric car was also “killed off” prior to their very influential arrival on the market. In “Musk World”, there is improbable, but not often impossible.

Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Elon Musk

Elon Musk gives his most telling Tesla-SpaceX merger conversation yet

Elon Musk hinted a Tesla-SpaceX merger could be coming, and Wall Street is taking notice.

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Elon Musk gave his clearest signal yet that Tesla and SpaceX could eventually combine, telling the All-In Summit in Los Angeles that the two companies’ deepening collaboration makes the question worth asking. Sawyer Merritt first surfaced the highlight on X Tuesday.

Asked directly why Tesla and SpaceX remain separate given how closely they already work together, Musk told hosts at the summit: “Great question there. With all this collaboration, on so many levels, who can imagine what action one might take when there’s so much close collaboration in so many areas.” SpaceX President Gwynne Shotwell, who joined Musk on stage, added that SpaceX personnel have already moved into xAI to fill leadership and engineering gaps, saying the businesses are integrating “faster than I thought,” though “not fully integrated yet,”

The comments landed on top of merger speculation that has been building on Wall Street for months. JPMorgan has called a tie-up “strategically coherent on paper,” pointing to overlapping ambitions in AI, robotics, energy, transportation and space. Jefferies went further, estimating Musk could retain roughly 55.3 percent voting control in a deal structured without a premium, a scenario that would still leave room for Tesla shareholders to come out ahead. On Kalshi, traders now put the odds of a merger before 2028 at 66 percent.

Tesla’s stake in SpaceX, still under one percent, traces back to its earlier investment in xAI, which converted to SpaceX equity after SpaceX absorbed the AI company. The two are also jointly building Terafab, a chip facility in Austin meant to serve both Tesla’s AI computing needs and SpaceX’s satellite ambitions. Wedbush analyst Dan Ives has stood by a 2027 merger timeline for months, and Cathie Wood’s ARK Invest recently floated a similar case, an idea Musk pushed back on directly at the time.

Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking

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The timing adds another layer. Tesla has scheduled an October 1 unveiling for its next generation Roadster at a venue near SpaceX’s McGregor, Texas test site, using the phrase “Go for launch” in its promotional material. Both stocks dipped roughly 2 percent Monday before recovering slightly in premarket trading Tuesday, with SpaceX shares up about 0.4 percent and Tesla essentially flat.

Musk stopped short of confirming anything is in motion. But unlike his past denials of a corporate restructuring, this response didn’t rule one out, and it came with Shotwell sitting next to him describing an integration that’s already underway.

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Tesla Roadster unveiling is getting hyped up by Elon Musk

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tesla roadster
Credit: Petersen Auto Museum

The Tesla Roadster unveiling is getting hyped up by the company’s CEO Elon Musk, who has been a big reason the product has such high expectations due to delayed timelines and a constant need to make it even more insane than before.

Tesla announced on September 12 that it would officially unveil the Roadster in Waco, Texas, on October 1, ending years of patience for fans and reservation holders who have waited for the all-electric supercar to enter production since 2017.

Musk has said that this event will be well worth the wait on several occasions, and last year on the Joe Rogan Experience, he said that there should be a closing chapter to supercars- the end of cars that aren’t focused on safety.

He said:

“Whether it’s good or bad, it will be unforgettable. My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars. I think if Peter wants a flying car, he should be able to buy one. I think it has a shot at being the most memorable product unveil ever. This is some crazy technology in this car. Let’s just put it this way: if you took all the James Bond cars and combined them, it’s crazier than that.”

Musk’s teases have continued, and now that the event is roughly two weeks away, it seems like Roadster is finally going to show up and blow some minds:

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Tesla has definitely dragged out the development of the Roadster, but there is a good reason for it.

Tesla has been working on many other projects, most notably self-driving efforts to increase passenger safety, and those simply took priority over the Roadster, a low-volume, high-performance sports car that has a lightning-fast acceleration rate of 0-60 MPH in just 1.1 seconds, could potentially fly, and contributes very little to the company’s mission.

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However, many people have the Roadster on pre-order through the referral program or with their own money, and it is time that Tesla delivers on that.

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Elon Musk’s Boring Company has big plans for Las Vegas by year’s end

Elon Musk’s Boring Company says Vegas Loop stations will double by year end once again.

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the boring company's vegas loop entrance

The Boring Company says the Vegas Loop’s station count will double by the end of the year, tying the target to a hiring push for drivers and operations managers in Las Vegas. “Vegas Loop is getting bigger – the station count will double by end of year!” the company wrote in a post on X, attaching listings for a Loop driver and a senior Loop operations manager.

The number checks out against what’s already public, with the Vegas Loop currently running 14 operational stations, while the Boring Company’s own project page lists 28 as the target for the end of 2026.

Much of that growth is tied to tunnels that are already built and waiting on an opening date. A roughly two-mile dual tunnel system under Paradise Road, connecting Westgate to a planned station at 4744 Paradise Road, is expected to open in stages over the coming weeks, Las Vegas Convention and Visitors Authority chief executive Steve Hill told the Review-Journal last week. New stations at 4744 Paradise, Virgin Hotels Las Vegas, and the former Gordon Biersch site would come online with it, several of them built to speed up rides to Harry Reid International Airport ahead of Formula 1’s Las Vegas Grand Prix.

Clark County entitled Vegas Loop for 123 stations after approving 19 more in August, as Teslarati reported at the time. Entitlement and construction move at different speeds on this project, so county approval alone does not guarantee a station opens on any particular schedule.

Clark County approved 18 additional stations back in 2023, part of a plan that pushed the system’s target to 69 stations across 65 miles, doubling the network on paper for the first time. The target kept climbing after that, to roughly 93 stations by the end of that year and 104 by last year, before August’s vote pushed it to 123. This week’s announcement is the first time that doubling language has been attached to stations actually running rather than stations merely approved on a county map.

Ridership gives some sense of what a denser network could carry. Boring Company executive Mike Baier said in July that the Vegas Loop already moves around 40,000 passengers on busy convention days, a total that tops most light rail systems in the country despite the system running on a fraction of its planned tunnel mileage. Company leadership has projected ridership could triple or quadruple once the airport connector tunnels fully open.

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Boring Company did not say which stations beyond those already under construction would open by year end, or whether the hiring push points to a fleet expansion alongside the new stops.

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