News
Tesla (Enhanced) Autopilot vs. Full Self-Driving: What’s the difference now?
Tesla has announced a 50% price reduction on Autopilot and Full Self-Driving Capability for existing Model S, Model X and Model 3 vehicles.
Interested buyers of Tesla’s semi-autonomous feature package can use a new one-click payment process to add Autopilot to an existing vehicle for $2,000 (originally $4,000 when purchased after vehicle delivery) and Full Self-Driving for $2,000, reduced from the original price of $5,000 when added after delivery. The announcement comes a day after Tesla launched its $35,000 Model 3, and drastically reduced the price of its flagship Model S and Model X vehicles.
Tesla explains in a new blog post, “All customers who bought a Tesla before yesterday’s price decrease will be able to buy the Autopilot or Full Self-Driving capability for half of what those features would normally cost after initial purchase.”
Though the announcement is a seemingly welcomed change, the Autopilot update has created some confusion among Tesla owners, prompting CEO Elon Musk to clarify over Twitter.
If you bought enhanced autopilot, FSD upgrade costs $2k instead of $5k
— Elon Musk (@elonmusk) March 2, 2019
Tesla Autopilot
On February 28, 2019, Tesla updated the details for its Autopilot suite that includes the replacement of “Enhanced Autopilot” with “Autopilot”, along with adjustments to pricing and features.
Taking a closer look at the details between Tesla’s original Enhanced Autopilot and what’s now being called Autopilot, and it’s evident that Tesla shifted some of the original features of Enhanced Autopilot to Full Self-Driving. However, Tesla also added two additional features to the Full Self-Driving Capability that will enable the vehicle to recognize and respond to traffic lights and stop signs, and perform automatic driving on city streets.
Autopilot Cost
The cost of Autopilot depends on several factors depending on the date a Model S, Model X or Model 3 was purchased and also if Autopilot was added at the time of vehicle purchase.
- Autopilot – $2,000 (this is the newly introduced 50% discount) when added to a vehicle that was purchased without Enhanced Autopilot. Vehicle must be purchased before February 28, 2019.
- Autopilot – $3,000 when added at the time of vehicle purchase. Vehicle must be purchased on February 28, 2019, or anytime thereafter.
- Autopilot – $4,000 when added to a vehicle after delivery. Vehicle must be purchased on February 28, 2019, or anytime thereafter.
Autopilot Features*
Auto Lane Change- Autosteer
- Traffic-Aware Cruise Control
AutoparkSummonNavigate on Autopilot
* The strikethroughs represents features that were originally part of Enhanced Autopilot but now moved to Full Self-Driving Capability.
Tesla Full Self-Driving (FSD) Capability, updated February 28, 2019
Autopilot Full Self-Driving Cost
The cost for Tesla’s Full Self-Driving feature also varies depending on the date of vehicle purchase. FSD requires Autopilot.
- FSD – $2,000 (this is the newly introduced 50% discount) when added to any Model S, Model X, or Model 3 that was purchased with Enhanced Autopilot before February 28, 2019. Total cost of EAP ($5,000) + FSD ($2,000) = $7,000.
- FSD – $3,000 when added to any Model S, Model X, or Model 3 that was purchased without Enhanced Autopilot before February 28, 2019. Total cost of AP ($2,000) + FSD ($3,000) = $5,000.
- FSD – $5,000 when added at the time of vehicle purchase on February 28, 2019, or anytime thereafter. Total cost of AP ($3,000) + FSD ($5,000) = $8,000.
- FSD – $7,000 when added to a vehicle that was purchased on February 28, 2019, or anytime thereafter, and already delivered. Total cost of AP ($4,000) + FSD ($7,000) = $11,000.
FSD Features*
- Autopark: both parallel and perpendicular spaces.
- Navigate on Autopilot: automatic driving from highway on-ramp to off-ramp including interchanges and overtaking slower cars.
- (Advanced) Summon: “Your parked car will come find you anywhere in a parking lot. Really.”
- Coming later in 2019: Recognize and respond to traffic lights and stop signs.
- Coming later in 2019: Automatic driving on city streets.
Tesla’s online configurator, March 2019
Tesla explains the recent Autopilot update in its blog post, which we’ve provided below.
Upgrading to Autopilot and Full Self-Driving Capability
All customers who bought a Tesla before yesterday’s price decrease will be able to buy the Autopilot or Full Self-Driving capability for half of what those features would normally cost after initial purchase.
Autopilot, which enables automatic steering, accelerating and braking, normally costs $4,000 after delivery and Full Self-Driving normally costs $7,000 after delivery. Full Self-Driving capability includes Navigate on Autopilot, Advanced Summon, Auto Lane Change, Autopark and, later this year, will recognize and respond to traffic lights.
Any customer who bought a Tesla prior to this week’s price adjustment will be able to upgrade to Autopilot for $2,000 or Full Self-Driving capability for an additional $3,000. In other words, for a customer who previously hadn’t purchased Autopilot plus Full Self-Driving, they will soon be able to do so for $6,000 less than before. Customers who previously purchased Full Self-Driving will receive an invitation to Tesla’s Early Access Program (EAP). EAP members are invited to experience and provide feedback on new features and functionality before they are rolled out to other customers.
Beginning next month, any existing customer who wants to upgrade to Autopilot or Full Self-Driving capability will be able to do so with a one-click payment. There will be no need to call anyone, and it will be as easy as it was to order your car in the first place.
Elon Musk
SpaceX has solved Starship’s biggest challenge, Elon Musk says
Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
News
SpaceX is coming for wireless giants with Starlink Mobile
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
Investor's Corner
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.

