News
Lucid launches its biggest OTA update yet with ‘hundreds’ of new features
Lucid announced this morning it had launched Lucid UX 2.0, its most extensive and biggest software update, which packs “hundreds of updates and new features for every Lucid Air on the road.”
Designed as a “true software-defined vehicle,” Lucid says the Air will benefit vastly from the array of new improvements. Including new features like “Instant-On” Glass Cockpit and Pilot Panel Displays, the launch of “Highway Assist” for DreamDrive, and redesigned on-screen layouts, Lucid said the complementary update makes the vehicle more enjoyable and easier to use.
A defining moment for our software-defined vehicles. Our latest software update, Lucid UX 2.0, is our most significant rollout yet. Learn about our new features and overall improvements. #DreamAheadhttps://t.co/yvLFpBPchz pic.twitter.com/w0Cdbi0MNS
— Lucid Motors (@LucidMotors) October 13, 2022
Since launching deliveries of the Air last year, Lucid has worked to ramp production and solve supply chain issues that have plagued the automaker’s progress. Yesterday, the company announced one of its strongest quarters to date, with 2,282 units produced last quarter with 1,398 delivered.
It has been a bright spot on a relatively disappointing year as Lucid has trimmed delivery projections for 2022 on two occasions. First aiming for 20,000 vehicles produced in 2022, then slashing to between 12,000 and 14,000 vehicles. In August, Lucid pushed this goal back to between 6,000 and 7,000 vehicles.
Software Improvements
Lucid’s early EV software has been hit-and-miss, with some owners detailing various issues with basic functions that have made the vehicles stressful to drive. However, the automaker has developed a vast update that starts at the heart of software. SVP of Digital for Lucid, Michael Bell, detailed the improvements:
“This extensive software update, comprising tens of millions of new lines of source code across nearly every updateable computer in the vehicle, is achievable because the Lucid Air was engineered from the start with the capability to get better over time. Thanks to our integrated software and hardware engineering, Lucid has the in-house technical depth to enhance our vehicles long after they leave the assembly line.”
The Lucid UX 2.0 is completely designed and fabricated on owner feedback and ideas, Derek Jenkins, Senior VP of Design and Brand said. “Lucid’s truly innovative user interface becomes easier to use and even more aesthetically beautiful in each iteration, delivered seamlessly over-the-air to the vehicle.”
Glass Cockpit and Pilot Panel Displays
- “Instant-on” displays, so the car is ready to drive as soon as the driver sits down and buckles up.
- New on-screen layout for the Glass Cockpit display, moving the controls for the most-used apps like Home, Navigation, Media, and Phone to make Lucid UX more ergonomically friendly than ever.
- Updated Navigation and maps, with turn-by-turn directions now appearing on the center display directly ahead of the driver.
- More-intelligent prediction of remaining range, so drivers know even better what they can expect on the road.
- Do more with Alexa Built-In voice control, such as change the climate control settings for the rear seat.
- A more user-friendly browsing experience for third-party media apps, making it easier to see options, select favorite tunes, and start listening more quickly.
DreamDrive and Advanced Driver Assistance Systems
- Highway Assist with active lane centering and adaptive cruise control, allowing for even greater driving comfort on long journeys.
- Rear Pedestrian Collision Protection is now also enabled when the vehicle is in Drive and rolling backwards.
- Improvements to visual cues for Park Distance Warning feature.
Intelligent Micro Lens Array Headlights
- High Beam Assist that detects not only other vehicles, but other sources of nearby light, and automatically switches to low beams when most appropriate.
- Automatic headlight leveling with sensor-based adjustments for height and vehicle angle in relation to the ground.
Vehicle Entry and Exit
- New De-Ice Mode combines defrost, automatic wiper blade movement, and wiper fluid to clear ice that may be obstructing the view through the windshield.
- A number of measures to make automatic locking and unlocking simpler, more intuitive, and more responsive with both the key fob and Mobile Key, as well as additional user-customizable settings.
Disclosure: Joey Klender is not an LCID shareholder.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
