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Morgan Stanley posts optimistic Tesla FSD expectations after V12.3.6 experience

Credit: Tesla Tutorials/YouTube

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Morgan Stanley analyst Adam Jonas recently shared some thoughts after personally experiencing FSD (Supervised) V12.3.6. Jonas seemed quite impressed with the advanced driver-assist system, noting that it becomes cautious or assertive when it should be. He also noted that the improvements from FSD (Supervised) V12.3.4 to V12.3.6 are quite evident.

Jonas noted that the version of FSD that he recently experienced included minor tweaks, though a more substantial improvement to the system is expected with the FSD (Supervised) V12.4 release. With version V12.4, most training compute limitations have been eliminated, the analyst noted. 

The Morgan Stanley analyst described a situation where cars could learn by learning instead of labeling. 

“Imagine you tell your robot to: ‘Pick up the red pen on the floor and balance it on one end on the table.’ And the robot picks up the pen and balances it on the table. The command and resulting action is possible due to the robot understanding natural language, knowing what a red pen is, what a table is and what it was asked to do with it. 

“Even if it never did this precise combination of movements before, it understood what was asked of it by observing and imitating permutations of such behaviors many, many times before – perhaps millions of times in reality and trillions of times in simulation. Even if it was never explicitly ‘told’ what a red pen was. It just figured it out,” Jonas wrote. 

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Interestingly enough, the Morgan Stanley analyst provided a notable estimate of the data that Tesla is currently collecting from its fleet. As per the analyst, Tesla has about 5.5 million cars on the road today, and this number may grow to 25 million units by FY2030 and over 50 million units by 2035. 

Jonas also noted that Tesla’s vehicle fleet should be driving a collective 100 billion miles per year run rate by late 2025. Such a number translates to 11.6 million miles an hour or 3,200 miles per second, or almost 2 billion collective miles per week. Provided that FSD’s take rate does increase, a significant number of these miles could be driven without human input.

For context, Tesla noted during its Q1 2024 Update Letter that its FSD fleet has traveled a cumulative distance of 1.3 billion miles. Musk also noted in his Master Plan Part Deux in July 2016 that worldwide regulatory approval for autonomous cars may be possible with 6 billion cumulative miles. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla’s Elon Musk considers insane Cybertruck mod: ‘Maybe we should make this’

The Cybertruck won’t do what the video shows (at least not in our lifetime), but a very entry-level version of it could be developed.

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Credit: Cybertruck | X

Tesla CEO Elon Musk has teased what could potentially be the company’s next big project, and while it is likely many, many years away, it shows the company truly has its sights set on the craziest things the world has seen.

Musk shared a video created by Grok Imagine, the AI tool that is able to take images and turn them into videos, showing a Cybertruck flying above the clouds and buildings of what appears to be a very futuristic city.

There are also massive robots roaming around in the video, so it is obviously an illustration of what life could look like in several generations.

However, Musk, who does not shy away from some really optimistic projects and goals, shared the video on X and said, “Maybe Tesla should make this.”

What is depicted in the video is not what we’d see Tesla create anytime soon. However, the company could potentially engineer something to make the Cybertruck hover, as it plans to do with the Roadster.

Of course, this is likely a huge “if” considering the current state of the car industry. Vehicles are becoming more advanced with every passing day as companies like Tesla, Waymo, and others are working to sort out things like autonomous and driverless travel.

Tesla has been working on somewhat of a similar idea with the Roadster, a vehicle that has been delayed on several occasions because of Musk’s spectacular imagination. Earlier this year, Tesla’s Chief Designer, Franz von Holzhausen, revealed Musk wanted to push the limits of that vehicle even more.

The new Tesla Roadster will be able to fly: Elon Musk

It seems it could be on the way soon, considering Tesla has teased an “epic” demo for the car, which could come before the end of the year.

Tesla has been working to make the Roadster hover, using SpaceX cold gas thrusters. It will also utilize these for what could be an incredibly fast 1.1-second 0-60 MPH acceleration rate that has been teased countless times.

This project that Musk is teasing with the Cybertruck is likely one that we will not see in our lifetimes. However, this is just one example of the outlandish ideas Musk continues to tease for Tesla in the future.

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Tesla Model Y L addresses one huge complaint from many owners

If you have ever used a wireless charger inside a Tesla or almost any vehicle, for that matter, you will notice that your phone will charge slowly, and it will get extremely hot. This is mostly due to the inherent inefficiency of electromagnetic induction, which is the process that wireless chargers use to transfer energy to the phone.

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The new Tesla Model Y L is officially launching in China at a great price and with all of the awesome features of the original model, but with more space. The vehicle is also addressing one huge complaint that many owners have discussed.

The new Model Y L features a more spacious interior, new front seats with adjustable headrests, captains chairs, and mechanical armrests in the second row, and B Pillar air vents for improved circulation.

Tesla Model Y L officially launched: price, features, and more

However, there are some other features that are flying under the radar, including one that addresses a common complaint of many Tesla owners: wireless charging.

If you have ever used a wireless charger inside a Tesla or almost any vehicle, for that matter, you will notice that your phone will charge slowly, and it will get extremely hot. This is mostly due to the inherent inefficiency of electromagnetic induction, which is the process that wireless chargers use to transfer energy to the phone.

The inefficiency is evident in the heat, as that is the lost energy that should be going to the phone, but does not.

To combat this problem, Tesla has rolled out a new feature with the wireless charging mat in the Model Y L.

Tesla has used small slit air vents in the center of the wireless charger, which separates the two pads, to blow cool air on the phones to prevent overheating:

This will keep the temperature of your phone down and could prevent the dreaded “iPhone too hot” message that deems your device unusable until it reaches a more stable temperature.

Additionally, Tesla has upgraded the driver’s side wireless charger to support 50W charging speeds. The passenger charger remains at 30W.

This is a small but valuable improvement to the wireless charging apparatus could be a game changer, as there have been so many complaints about this feature in other Tesla vehicles.

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Tesla Model Y Performance zips around Nurburgring with new features

With the performance, there are some improvements to interior aesthetics, but the goal with this particular trim of Tesla vehicles is to improve performance and aerodynamics, bringing a truly first-class experience to one of the best and fastest vehicles on the road.

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Credit: Wilco Blok on Instagram

The long-awaited Tesla Model Y Performance has been spotted zipping around the famed Nurburgring in Germany, a popular location for new vehicles to test their limits ahead of public release.

Earlier this year, Tesla executives Franz von Holzhausen and Lars Moravy both indicated that the updated and upgraded Model Y Performance would be on its way by the end of 2025, and it appears that time is coming close.

New images captured by Wilco Blok and Teslaplaidtokde on X show the Model Y Performance wrapped in camouflage, sporting a handful of new features as the lightning-fast version of the world’s best-selling vehicle prepares for a launch in various markets across the world:

New Features

According to Blok and Teslaplaidtokde, the new Model Y Performance will feature a variety of new improvements compared to the past version.

This is something that was expected, as the launch of the new Model Y over the past year has shown various changes that made a great vehicle even better.

With the performance, there are some improvements to interior aesthetics, but the goal with this particular trim of Tesla vehicles is to improve performance and aerodynamics, bringing a truly first-class experience to one of the best and fastest vehicles on the road.

 

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A post shared by ᴡɪʟᴄᴏ ʙʟᴏᴋ (@wilcoblok)

Here’s what was mentioned as changes so far that have been seen on this test mule at Nurburgring:

  • New 21″ wheels
  • All black headliner, a big change that was included in the Model Y L, the first time a Model Y has had that option
  • Updated brakes
  • Bucket seats that appear to be similar to the new Model Y L in China
  • New Carbon Fiber Spoiler
  • Performance Badging
  • Changes to both the front and rear bumper
  • Suspension with Adaptive Dampers

 

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A post shared by ᴡɪʟᴄᴏ ʙʟᴏᴋ (@wilcoblok)

Expected Performance Metrics

These are not official figures, but this is what is expected based on what has been seen at the Nurburgring:

  • 510 horsepower
  • 0-60 MPH in 3.2-3.4 seconds
  • 280-290 miles of range
  • Anticipating the release of a new Track Mode

The previous iteration of the Model Y Performance featured 503 horsepower and a 0-60 MPH of 3.5 seconds. It also had a top speed of 155, which we believe will be improved with the next version of the Y Performance.

Here is some footage of the Model Y Performance running around the Nurburgring ahead of its release:

Tesla has not yet listed any date or timeframe for the Performance variant to be released. However, it is anticipated to be released by the end of 2025.

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