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Tesla Autopilot’s 4D upgrade could lead to more FSD features
Tesla CEO Elon Musk stated that the company’s Autopilot systems are being upgraded to 4D, which will improve the performance and capabilities of the semi-autonomous driving function. Currently, Autopilot is operating with “~2.5D,” Musk said.
The developments came from a question that was asked by a Twitter follower of Musk’s who has issues using Tesla’s Summon feature on his driveway. Summon allows owners to retrieve their vehicles by using their Smartphones. By holding the “COME TO ME” button within the Tesla app, the car will use GPS vectoring to travel to the location of the phone.
Summon is a part of Tesla’s Full Self-Driving suite. But, the rework of Autopilot’s dimensional upgrade is apart of something much bigger. Perhaps it deals with a complete rewrite of Autopilot that will extend the company’s FSD features.
We need to finish upgrading Autopilot to 4D vs ~2.5D, then it will go up very steep slopes
— Elon Musk (@elonmusk) July 22, 2020
However, the owner stated that the grade of his driveway is slightly steeper than 10%, which inhibits the vehicle from traveling up roads that have inclines. The steepness of the slope, along with normal transitions from a street to a driveway, can present issues for Tesla’s Autopilot. This could be due to the lack of information that Tesla’s Neural Network has for navigating these environments.
With that being said, Tesla is developing a 4-dimensional system for Autopilot. The development of new elements for Autopilot to comprehend the surroundings and road environment of the vehicle could lead to more drastic improvements and an increasingly accurate comprehension of the roads a vehicle travels on.
Tesla’s currently Autopilot suite uses ~2.5D, Musk said. Now, it uses two-dimensional images along with labels, which could account for the around 2.5 dimensions that Musk spoke of in the tweet.
Adding dimensions to the Autopilot system will simply increase the accuracy of how the car reacts in certain situations. Currently, Tesla uses images from Autopilot cameras that are labeled with information. Tesla could use 3-dimensional stereoscopic scenes that are reconstructed from video, along with timestamps to improve accuracy.
A few members of the Tesla community put their two cents in on what the 4-dimensional Autopilot system could entail.
Reddit user u/__TSLA__ stated that curating a massive series of traffic scenarios and objects that a car might encounter during a drive could improve the accuracy of Autopilot and Tesla’s self-driving capabilities.
However, another Reddit user, u/Semmel_Baecker, said that 4D could mean that the Autopilot cameras could build a real-time 3D environment and then predict the movements of labeled objects in 4D based on past behaviors of other vehicles. This strategy would effectively use the Neural Network to learn the reactions of other drivers or objects.
Tesla continues to develop Autopilot behaviors to eventually release a “feature complete” Full Self-Driving suite in the future. The electric automaker continues to release patents that aim to build a more accurate Autopilot system that will accelerate the company’s journey toward Level 5 Autonomy, which Musk says is coming soon.
Most recently, Tesla submitted a patent titled, “Enhanced Object Detection for Autonomous Vehicles Based on Field View,” that would crop important objects in images and increase the resolution of those images. If pedestrians, vehicles, or other objects are available in an image, they would be available at an increased resolution to improve the accuracy of Autopilot.
Tesla’s exact plans for an Autopilot upgrade to 4-dimensional imagery is unknown. The increased accuracy is necessary for the company’s cars to drive in any environment. Tesla will soon release FSD’s “Driving on City Streets” function, which will complete the suite.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
