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Elon Musk says next FSD version to let drivers wear sunglasses
Tesla’s next version of Full Self-Driving (FSD) has been widely discussed in recent weeks, and a new update from CEO Elon Musk over the weekend highlights the fact that it won’t prevent drivers from wearing sunglasses anymore.
The FSD Supervised system uses a driver monitoring feature that makes sure drivers remain attentive and awake, though the system won’t allow the driver to wear sunglasses with the system engaged without nags. In response to one X user complaining about not being able to wear sunglasses while using FSD on Saturday, Musk wrote that the issue would be fixed in v12.5, to which many users in the thread expressed appreciation.
Should be fixed in 12.5
— Elon Musk (@elonmusk) July 21, 2024
Tesla FSD v12.4.1 with no nag starts rolling out to select customers
It’s still not clear exactly when Tesla plans to start deploying FSD Supervised v12.5.
Musk originally said that FSD v12.5 would be out in late June, and many are especially waiting for the update as it’s expected to finally bring FSD Supervised to the Cybertruck. Despite missing the late June target for the release, Musk has highlighted a handful of the other improvements in the version, as well as noting on Thursday that the release was in fact ready to hit the Cybertruck upon its deployment.
He also said this month that FSD Supervised v12.5 will finally merge the city and highway software stacks, as was previously done with v11, though it was apparently rolled back at some point with the arrival of v12.
Tesla started rolling out FSD Supervised v12.4.3 to some customers earlier this month, after previous versions had been delayed due to an extremely low level of interventions—and after the company essentially halted the rollout of v12.4.2.
Musk highlighted the issue of low interventions earlier this month.
The amount of testing time it takes to figure out if the new AI is better than the existing AI as measured by miles between interventions is the limiting factor on progress.
The better FSD gets the longer it takes to find interventions.
— Elon Musk (@elonmusk) July 12, 2024
He also detailed the problem during Tesla’s Annual Shareholder Meeting last month, explaining that the fewer interventions there are, the more difficult it becomes to test versions and point versions against each other to see which ones are performing best.
“And then, like I was saying earlier, it actually gets, as the system gets better, it gets harder to figure out which AI model is better, because now you know, like, ‘Okay, it’s thousands of miles between interventions.’
“How do we, as quickly as possible, figure out which AI model is better. And when you make these different AI models, they’re obviously not like super deterministic, so we have a new model that eliminates one problem but creates another problem. So we’re trying to solve this by a combination of simulation, uploading models, having them run in Shadow Mode.
“It’s actually kind of helpful that not everyone has Full Self-Driving, because we can see, we can run it in Shadow Mode and see, ‘What would this new model have done compared to what the user did?’
“So since we’ve got, you know, millions of cars that we can do this with, that gives us a delta between what the AI model predicted would do and the user would do. And if you kind of sum up the errors between them, you can see ‘Oh, there was a bigger error stack from this model versus that model,’ when you uploaded them into, each uploaded them into 100,000 cars.
“But that’s the biggest limiter right now. It’s not training, it’s not data, it’s actually testing the AI models. And then figuring out clever ways to figure out if a new model is better or not. Like there were sort of particular intersections that are difficult.”
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Tesla offers owners $1,000 off to upgrade from EAP to FSD in new car
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Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
Tesla Giga Texas to feature massive Optimus V4 production line
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
