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Tesla-inspired wireless software updates are coming to traditional carmakers

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Tesla has a significant market advantage via its over-the-air software updates, and traditional carmakers are finally taking steps to catch up.

The California-based electric vehicle company delivers new features and upgrades to its customers’ vehicles on a regular basis, adding more value to their purchases. “To get…new features every few months is like getting a new car,” detailed one Tesla owner in a recent Wall Street Journal report.

Cars produced by traditional automakers like GM, Ford, and Toyota have become increasingly computerized. In fact, software-related issues comprised 52% of total North American auto recalls in 2018, a number that’s increased from 44% during the previous year. Unlike Tesla, however, most software changes require a visit to a service center.

GM is now aiming to introduce a vehicle similar to Tesla’s ability to wirelessly upgrade the Model S, Model X and Model 3 vehicle this year, eventually expanding the functionality to its full lineup, and Ford is working on a Mustang-inspired all-electric SUV with over-the-air software updates.

Tesla’s all-electric fleet of Model S, Model X, and Model 3 vehicles were built from the ground-up to enable remote updates. The centralized software system manages most of the cars’ components, allowing for near-instant fixes to reported problems and even temporary responses to emergency situations.

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In 2017, Tesla upgraded battery ranges for owners fleeing Hurricane Irma in Florida, and the company provided the same benefit plus free Supercharging to owners escaping Hurricanes Michael and Florence on the East Coast in 2018.

Traditional automakers won’t argue the significance of Tesla’s software advantage in terms of customer experience and benefit, but there are significant risks involved they’re not eager to embrace. Previous attempts at over-the-air software updates have caused serious headaches in some instances, such as the endless reboots and battery drainages experienced by Fiat Chrysler’s UConnect infotainment system last year.

Customer usability is also a concern of traditional car manufacturers thinking of expanding the functionality of their vehicle software.

“We could end up in a bad place if the industry remotely puts out technology that users don’t understand, figuring they can fix any problems later,” Navigant Research analyst Sam Abuelsamid told WSJ, referring to the notorious dissatisfaction that often comes from app users following software updates.

Cybersecurity is also an issue concerning car makers considering a larger shift towards software-centric vehicles.

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Tesla, however, is aware of the security risks of its software, but it has embraced the challenge head-on as its mitigation approach instead. The EV manufacturer has engaged the hacking community with several challenges, offering lucrative rewards to anyone able to crack into its vehicle software. The most recent of these challenges, Pwn2Own, began today and rewards anyone able to hack into the contest’s Tesla Mid Range RWD Model 3 ownership of the car itself.

Tesla has already driven the auto industry towards electrification of its vehicles, thus the embrace of its revolutionary software technology model looks to be a positive, predictable step.

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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Tesla Optimus is learning martial arts in new video teasing capabilities

For the past few months, Tesla has been refining its capabilities and making some serious progress on what Optimus is capable of. This morning, Musk released a new video showing Optimus learning Kung Fu, perhaps its most impressive feat yet.

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Credit: Elon Musk | X

Tesla Optimus is learning martial arts, a new video released by CEO Elon Musk shows, a crazy development and advancement in the robotics project the company has been working on for a few years.

Optimus has been a major focus of Tesla for the past several years, especially as Musk has said he believes it will be the biggest product of all time and could be the biggest contributor to the company’s valuation.

For the past few months, Tesla has been refining its capabilities and making some serious progress on what Optimus is capable of. This morning, Musk released a new video showing Optimus learning Kung Fu, perhaps its most impressive feat yet:

The video shows Optimus working with a Kung Fu teacher, known as a Shifu, going through what appears to be some sort of routine of combinations. It’s quite impressive to see the fluidity of the movements and Optimus’s ability to keep up with Shifu.

Tesla has been “working hard” to scale Optimus production, Musk said last week, a project that has obviously confronted both AI and manufacturing teams with a variety of challenges.

The plan is to have an annual production run-rate of one million units by 2030, and there were plans to build 5,000 units this year.

Elon Musk gives update on Tesla Optimus progress

Musk still believes Optimus will make up roughly 80 percent of Tesla’s value. In January, he said it would be “overwhelmingly the value of the company.”

Tesla plans to launch the Gen 3 version of Optimus soon, and although a video of a new-look prototype was released by Marc Benioff, the CEO of Salesforce, the company’s frontman stated that this was not what the next-generation prototype would look like.

Elon Musk confirms Tesla has never shown Optimus V3 design yet

This video seems to show there is still significant progress being made on the Optimus project, and it will be perhaps one of the most impressive humanoid robots available to consumers in the coming years.

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Elon Musk

Tesla Full Self-Driving v14 gets new release date, Elon Musk details

“Last minute bug cropped up with V14. Released is pushed to Monday, but that gives us time to add a few more features.”

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Credit: Tesla

Tesla’s Full Self-Driving version 14 has gotten a new release date after new details from CEO Elon Musk opened up some new perspectives on the suite.

Originally slated for an “early wide release” of v14 this past week, then a launch of v14.1 and v14.2 this week and next week, respectively, delays arose after Tesla’s Autopilot team found some issues within the software.

Tesla FSD V14 set for early wide release next week: Elon Musk

Musk detailed on X this morning that a “last minute bug” appeared before release, which has now pushed FSD v14’s release back to this Monday:

Musk also said the delay would give Tesla the ability to “add a few more features,” which seems like an added advantage, although he did not provide any additional details on what these features could be.

In classic Musk fashion, he has teased the capabilities of this version of the FSD suite since it became public knowledge that Tesla was working on it. He said that it is the second most important update for the AI/Autopilot team since FSD v12.

V14 will have a parameter count that is ten times what previous iterations were, which should provide more accuracy and a more human-like operation.

Musk has said v14 “feels alive” and has used the word “sentient” to describe its performance. The goal with the new FSD rollouts is to eliminate as many interventions as possible, making it as close to human driving as possible.

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Investor's Corner

Tesla just got a weird price target boost from a notable bear

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Credit: Tesla Manufacturing

Tesla stock (NASDAQ: TSLA) just got a weird price target boost from a notable bear just a day after it announced its strongest quarter in terms of vehicle deliveries and energy deployments.

JPMorgan raised its price target on Tesla shares from $115 to $150. It maintained its ‘Underweight’ rating on the stock.

Despite Tesla reporting 497,099 deliveries, about 12 percent above the 443,000 anticipated from the consensus, JPMorgan is still skeptical that the company can keep up its momentum, stating most of its Q3 strength came from leaning on the removal of the $7,500 EV tax credit, which expired on September 30.

Tesla hits record vehicle deliveries and energy deployments in Q3 2025

The firm said Tesla benefited from a “temporary stronger-than-expected industry-wide pull-forward” as the tax credit expired. It is no secret that consumers flocked to the company this past quarter to take advantage of the credit.

The bump will need to be solidified as the start of a continuing trend of strong vehicle deliveries, the firm said in a note to investors. Analysts said that one quarter of strength was “too soon to declare Tesla as having sustainably returned to growth in its core business.”

JPMorgan does not anticipate Tesla having strong showings with vehicle deliveries after Q4.

There are two distinct things that stick out with this note: the first is the lack of recognition of other parts of Tesla’s business, and the confusion that surrounds future quarters.

JPMorgan did not identify Tesla’s strength in autonomy, energy storage, or robotics, with autonomy and robotics being the main focuses of the company’s future. Tesla’s Full Self-Driving and Robotaxi efforts are incredibly relevant and drive more impact moving forward than vehicle deliveries.

Additionally, the confusion surrounding future delivery numbers in quarters past Q3 is evident.

Will Tesla thrive without the EV tax credit? Five reasons why they might

Tesla will receive some assistance from deliveries of vehicles that will reach customers in Q4, but will still qualify for the credit under the IRS’s revised rules. It will also likely introduce an affordable model this quarter, which should have a drastic impact on deliveries depending on pricing.

Tesla shares are trading at $422.40 at 2:35 p.m. on the East Coast.

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