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Tesla China launches Enhanced Autopilot subscriptions

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Tesla has launched subscriptions for Enhanced Autopilot (EAP) in China, as many expect that the company could soon launch its Full Self-Driving (FSD) in the country.

On Friday, multiple sources reported that Tesla launched two subscription options for EAP in China, including the options for 699 yuan (~$98) a month, or 1,399 yuan (~$197) for a three-month option. The news comes after Tesla China began offering free trials of EAP as a sales incentive in February, adding to recent rumors that the company may be nearing a launch of its FSD in the market.

Tesla currently also offers EAP in China for a one-time purchase of 32,000 yuan (~$4,509), as can be seen on the company’s order configurator.

In China, EAP offers auto-steering, auto lane change, and navigate on Autopilot, and it’s expected to eventually add smart summons and automatic parking options.

The EAP subscription launch follows Tesla’s recently apparent strategic shift toward FSD, with the company dropping the price of the software in North America and absorbing EAP with it. In addition, Tesla is expected to unveil an upcoming robotaxi platform in August, and multiple reports over the past few years have suggested that Tesla has been working toward launching FSD in China.

Earlier this week, during Tesla’s Q1 2024 earnings call, CEO Elon Musk highlighted the company’s plans to eventually launch FSD in other countries, including China.

“So, the thing about the end-to-end neural net-based autonomy is that just like a human, it actually works pretty well without modification in almost any market,” Musk said. “So, we plan on, with the approval of the regulators, releasing it as a supervised autonomy system in any market that, where we can get regulatory approval for that, which we think includes China.”

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“So, yes. It’s just like a human, you can go rent a car in a foreign country and you can drive pretty well. Obviously, if you live in that country, you’ll drive better. And so, we’ll make the car drive better in these other countries with country-specific training. But it can drive quite well almost everywhere.”

CFO Vaibhav Taneja also followed up with a few more words on Tesla’s plans to launch FSD in other markets like China:

“There are some road rules that they need to follow. Like in China, you shouldn’t cross over a solid line to do a lane change. In the U.S., it’s a recommendation, I think. In China, you get fined heavily if you do that,” Taneja added. “We have to do some more actions, but it’s mostly smaller actons. It’s not like the entire change of stack or something like that.”

Tesla gives first look at Robotaxi-powered ride-hailing service app

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Elon Musk is setting high expectations for Tesla AI5 and AI6 chips

Musk confirmed this week that Tesla had just completed a design review for AI5.

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Image used with permission for Teslarati. (Credit: Tom Cross)

Elon Musk is setting high expectations for Tesla’s in-house silicon program. As per Musk in a set of recent posts on X, Tesla’s AI5 and AI6 will be game-changing. 

Tesla’s AI5 and AI6 are incredibly important for Tesla’s future, which will likely be built on the back of very high-volume products like Optimus and the Cybercab.

Musk sets high expectations

Musk confirmed this week that Tesla had just completed a design review for AI5, which will initially be manufactured by TSMC in Taiwan before production ramps in Arizona. As per Musk, consolidating Tesla’s chip design efforts into one architecture has allowed the company to focus its silicon talent on delivering a single high-performance platform. 

“Just had a great design review today with the Tesla AI5 chip design team! This is going to be an epic chip. And AI6 to follow has a shot at being the best (by) AI chip by far. Switching from doing 2 chip architectures to 1 means all our silicon talent is focused on making 1 incredible chip. No-brainer in retrospect,” Musk wrote in his post.

In a follow-up post, the CEO also stated that the company’s upcoming AI5 chip “will probably be the best inference chip of any kind” for models below ~250 billion parameters, with the “lowest cost silicon and best performance per watt.” Musk added that AI6, which follows AI5, “has a shot at being the best AI chip by far.”

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AI6 as Dojo’s successor

While AI5 is nearing production, Musk has also pointed to AI6 as Tesla’s next major target. The chip will be manufactured at Samsung’s upcoming Texas facility, part of a multibillion-dollar deal to support Tesla’s next-generation products such as the Cybercab and the Optimus humanoid robot. Musk also noted that AI6 could effectively replace Project Dojo as Tesla’s training platform, given its potential for both inference and training workloads.

Industry veterans have echoed this view, with former Apple and Rivian engineer Phil Beisel suggesting that “AI6 is now Dojo.” Musk appeared to agree, responding with a “bullseye” emoji. Musk has also noted on X that he would personally be walking the line in Samsung’s upcoming AI6 factory in Texas, to make sure that the facility’s output is accelerated according to Tesla’s requirements. 

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Elon Musk: Neuralink could restore partial vision to the blind next year

The executive posted the update on social media platform X.

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Credit: Steve Jurvetson/Twitter

Elon Musk has suggested that Neuralink could attempt to restore limited sight to visually impaired patients as early as 2026. 

The executive posted the update on social media platform X amid news of Neuralink’s first successful Telepathy implants outside the United States. 

Blindsight trials

In a response to a post from Neuralink’s official X account about its first Canadian patients, Musk wrote that the company is “Aiming to restore (limited) sight to the completely blind next year.” The update was well-received on social media, as the device would most likely provide notable quality of life improvements to patients. Neuralink’s current implant, Telepathy, is already changing lives today, and the same will likely be true for Blindsight.

This was not the first time that Musk has provided an update to Neuralink’s Blindsight trials. Earlier this year, Musk told the Qatar Economic Forum that the first human implantation of Blindsight could occur early 2026, potentially in the United Arab Emirates. Neuralink has explored collaboration with the Cleveland Clinic Abu Dhabi to perform the initial surgery. Blindsight has also received a “breakthrough device” designation from the US FDA, hinting at the implant’s development.

Blindsight’s potential

Musk has previously described Blindsight as Neuralink’s brain-computer interface (BCI) designed to restore vision. During Neuralink’s 2022 Show & Tell event, Musk stated that Blindsight would target the brain’s visual cortex, bypassing damaged eyes entirely to generate visual perception. This means that vision could be restored even for people who were born blind. 

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“The first two applications we’re going to aim for in humans are restoring vision, and I think this is notable in that even if someone has never had vision ever, like they were born blind, we believe we can still restore vision. The visual part of the cortex is still there. Even if they’ve never seen before, we’re confident they could see,” Musk said.

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Sweden Mediation Institute throws in the towel on Tesla vs IF Metall union conflict

After nearly two years, the union’s strike has become the country’s longest labor dispute to date.

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Credit: @NicklasNilsso14/X

Sweden’s Mediation Institute has formally ended its efforts to resolve the conflict between Tesla Sweden and trade union IF Metall. After nearly two years, the union’s strike has become the country’s longest labor dispute to date. 

Launched 677 days ago by the IF Metall union, the strike was intended to push Tesla Sweden into signing a collective agreement. Tesla Sweden, however, remained firm, maintaining that its working conditions are already better than union standards.

Mediation Institute withdraws

The state-run Mediation Institute, which had been involved early in the strike, confirmed this week that it was officially closing the case. The two parties have had several meetings, but neither side has been able to come to an agreement.

Director General Irene Wennemo described the effort as unprecedented in difficulty in a comment to Ekot. “We have tried in every possible way to get the parties to come closer to each other in a way that allows this conflict to end. But now we have come to the end of the road and have realized that it is just as good to end the case,” she told the Swedish outlet.

Union signals flexibility

The mediators noted in their final report that Tesla Sweden had limited authority in the talks, with key decisions appearing to rest with executives in the United States. The situation, they stated, created barriers to compromise that made the conflict “unlike anything else.” Tesla has maintained throughout that its Swedish workers already receive strong benefits and protections without the need for a formal collective agreement, as noted in a CarUp report.

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IF Metall, for its part, has begun hinting that it was open to alternatives. This was highlighted by Union Chair Marie Nilsson, who noted that while the preferred outcome of the country’s longest strike in history is a signed agreement, “other alternative solutions” are now on the table. “You can do it in different ways. The easiest thing would be to sign a collective agreement. But when that is not possible, we have to find other alternative solutions as well, so we are open to discussion,” the union official stated.

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