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Tesla coast-to-coast FSD demo gets updated Musk estimate

Credit: @AmbQinGang/Twitter

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Back in January 2016, Elon Musk posted one of his most ambitious tweets to date. At the time, Tesla just released its V7.1 software, which included the first iteration of Summon. The feature allowed vehicles to pull out or into parking spaces completely driverless. 

The feature was quite groundbreaking at the time, especially since it truly was a driverless function in every sense of the word. Tesla, of course, highlighted that drivers are still completely responsible for their vehicle while using Summon. Regardless, there was no doubt that Summon was definitely ahead of its time. 

Soon after, Elon Musk posted on Twitter that in two years or so, Summon should work anywhere that’s connected by land. He provided an example of a route — Los Angeles to New York. That’s a coast-to-coast drive, and it unsurprisingly caught the attention and excitement of many. 

Tesla ultimately failed to accomplish the feat within Musk’s predicted timetable, and in February 2018, the CEO provided some explanation for the coast-to-coast demonstration’s delay. 

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“We could have done the coast-to-coast drive, but it would have required too much specialized code to effectively game it or make it somewhat brittle and that it would work for one particular route, but not the general solution. So I think we would be able to repeat it, but if it’s just not any other route, which is not really a true solution,” Musk said during the Q4 2017 earnings call

Tesla is yet to successfully complete a coast-to-coast zero-intervention drive, even with FSD Beta. Interestingly enough, Musk provided a comment to a recent tweet asking about the long-delayed demonstration. Musk’s prediction was far less committal this time around, but it at least showed that Tesla was still working on a coast-to-coast demonstration for its driverless technology. 

While a driverless coast-to-coast demonstration might almost be a vanity project in the grand scheme of things for Musk and Tesla, there is no denying that such a feat would propel the electric vehicle maker far into the lead in the driverless technology race. Even with Autopilot and FSD Beta’s accomplishments today, after all, critics continue to argue that Tesla’s solutions are not driverless because they require an alert human operator. A coast-to-coast drive with zero interventions would likely change such a narrative. 

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 Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features

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(Credit: Megan Gale/Twitter)

Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.

Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.

Here are the full release notes for the suite:

  • Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
  • Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
  • Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
  • Introduced parking, unparking, and reversing capabilities.
  • Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
  • Speed Profiles are now available at all times, to further customize driving style preference.

These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.

Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released

He added:

“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”

Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.

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Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released

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tesla model 3 model y
Credit: Tesla Inc.

Tesla has finally released its Full Self-Driving v14 ‘Lite’ suite for older cars that equip the Hardware 3 or AI 3 chip, which have not been able to handle the newest versions of the company’s driver assistance software.

Tesla officially started releasing the v14 Lite suite to owners in the Early Access Program last night. The company’s Head of AI, Ashok Elluswamy, said that the rollout will continue over the next few weeks. The build distills the driving behavior from AI4’s v14 series into both the camera and compute configurations of an AI3 car.

It also includes a variety of new features that were available to AI4 cars running v14, including:

  • Start Self-Driving from Park
  • Arrival and Parking Options
  • Speed Profiles

The release is highly anticipated because those owners with AI3 vehicles were early adopters into the FSD platform and were promised that their cars would be capable of achieving Full Self-Driving.

However, Tesla CEO Elon Musk admitted during the company’s recent Q1 Earnings Call that these vehicles would not be capable of achieving unsupervised Full Self-Driving, which is what Tesla had originally said.

Owners were not pleased with this answer, or the idea that their commitment to buying the suite outright for thousands of dollars would not yield the ability to drive without operating the car. Tesla gave some solutions for this, including a discount on a new car, or an upgrade to an AI4 or AI5 self-driving computer and new, upgraded cameras.

Tesla owners do not seem pleased with these options, as they require giving the company more money.

Nevertheless, it is important to note that Tesla came through for owners here by releasing v14 Lite before the end of Q2, something it had promised owners during the previous Earnings Call. Tesla has had trouble keeping up with timelines, but this is a big achievement for the team.

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Tesla Q2 delivery consensus confirms this long-standing theory

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Credit: Joe Tegtmeyer/X

Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.

For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.

Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.

With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.

For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.

Credit: Tesla

Tesla is also expected to report deployments of 13.8 GWh this quarter.

The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.

Tesla analyst realizes one big thing about the stock: deliveries are losing importance

This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.

Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.

It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.

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