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Tesla (Enhanced) Autopilot vs. Full Self-Driving: What’s the difference now?

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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.

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.

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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
  • Autopark
  • Summon
  • Navigate 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.

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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.

Gene has been obsessed with cars since before he could legally sit in the front seat. Writer, researcher, unofficial CS support, accountant, native suit guy when needed, and overall stick poker. He approaches every story the way he approaches a road trip: with too much enthusiasm, not enough planning, and a surprisingly good outcome. gene@teslarati.com

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Investor's Corner

SpaceX AI investment gamble will make it a big winner, firm says

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Credit: SpaceX

SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.

The firm also upgraded shares to a Buy from Hold and set a $160 price target.

SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.

Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.

There are plenty of ways the company can do this:

Leasing excess compute capacity through contracts

SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.

SpaceX is charging Anthropic massive money for its compute

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High utilization driven by industry-wide scarcity

The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.

Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.

Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.

High incremental margins on the rental business once capacity is online

GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.

Parallel monetization of its own AI software and applications

Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.

These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.

Efficient, large-scale deployment and vertical integration advantages

SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.

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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.

SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.

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Tesla headlights cause recall of over 20,000 Model 3 and Model Y

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Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.

Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”

Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.

Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.

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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.

Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.

Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.

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Elon Musk

Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking

Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.

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Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.

On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.

Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.

The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.

Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.

For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.

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