The release notes for Tesla FSD Beta V11.3 have been shared online. Observers from the electric vehicle community suggest that Tesla Full Self-Driving Beta 11.3 is rolling out to the company’s employee FSD Beta testers, at least for now.
The following are Tesla’s FSD Beta V11.3 release notes:
- Enabled FSD Beta on highway. This unifies the vision and planning stack on and off-highway and replaces the legacy highway stack, which is over four years old. The legacy highway stack still relies on several single-camera and single-frame networks, and was setup to handle simple lane-specific maneuvers. FSD Beta’s multi-camera video networks and next-gen planner, that allows for more complex agent interactions with less reliance on lanes, make way for adding more intelligent behaviors, smoother control and better decision making.
- Added voice drive-notes. After an intervention, you can now send Tesla an anonymous voice message describing your experience to help improve Autopilot.
- Expanded Automatic Emergency Braking (AEB) to handle vehicles that cross ego’s path. This includes cases where other vehicles run their red light or turn across ego’s path, stealing the right-of-way.
- Replay of previous collisions of this type suggests that 49% of the events would be mitigated by the new behavior. This improvement is now active in both manual driving and autopilot operation.
- Improved autopilot reaction time to red light runners and stop sign runners by 500ms, by increased reliance on object’s instantaneous kinematics along with trajectory estimates.
- Added a long-range highway lanes network to enable earlier response to blocked lanes and high curvature.
- Reduced goal pose prediction error for candidate trajectory neural network by 40% and reduced runtime by 3X. This was achieved by improving the dataset using heavier and more robust offline optimization, increasing the size of this improved dataset by 4X, and implementing a better architecture and feature space.
- Improved occupancy network detections by oversampling on 180K challenging videos including rain reflections, road debris, and high curvature.
- Improved recall for close-by cut-in cases by 20% by adding 40k autolabeled fleet clips of this scenario to the dataset. Also improved handling of cut-in cases by improved modeling of their motion into ego’s lane, leveraging the same for smoother lateral and longitudinal control for cut-in objects.
- Added “lane guidance module and perceptual loss to the Road Edges and Lines network, improving the absolute recall of lines by 6% and the absolute recall of road edges by 7%.
- Improved overall geometry and stability of lane predictions by updating the “lane guidance” module representation with information relevant to predicting crossing and oncoming lanes.
- Improved handling through high speed and high curvature scenarios by offsetting towards inner lane lines.
- Improved lane changes, including: earlier detection and handling for simultaneous lane changes, better gap selection when approaching deadlines, better integration between speed-based and nav-based lane change decisions and more differentiation between the FSD driving profiles with respect to speed lane changes.
- Improved longitudinal control response smoothness when following lead vehicles by better modeling the possible effect of lead vehicles’ brake lights on their future speed profiles.
- Improved detection of rare objects by 18% and reduced the depth error to large trucks by 9%, primarily from migrating to more densely supervised autolabeled datasets.
- Improved semantic detections for school busses by 12% and vehicles transitioning from stationary-to-driving by 15%. This was achieved by improving dataset label accuracy and increasing dataset size by 5%.
- Improved decision making at crosswalks by leveraging neural network based ego trajectory estimation in place of approximated kinematic models.
- Improved reliability and smoothness of merge control, by deprecating legacy merge region tasks in favor of merge topologies derived from vector lanes.
- Unlocked longer fleet telemetry clips (by up to 26%) by balancing compressed IPC buffers and optimized write scheduling across twin SOCs.
Here are the V11.3 release notes again if you haven't seen them. Very happy to see improvements in rain reflections as that was rare, but could give some insane errors #FSDBeta @elonmusk pic.twitter.com/ZIOcIhmUMd
— Dirty Tesla (@DirtyTesLa) February 20, 2023
Several longtime FSD Beta testers have pointed out some key improvements that would likely be very appreciated by users in V11.3. These include the systems’ improved handling through high speed and high curvature scenarios, as well as improvements to Automatic Emergency Braking (AEB). With the improvements in place, FSD Beta V11.3 would behave closer to a proper human driver.
Comments from longtime Tesla FSD Beta testers also suggest that V11.3 is still only being released for company employees for now. Considering Tesla’s past updates, it would not be surprising if the greater FSD Beta fleet gets the V11.3 update in the coming week or so. This is, of course, unless V11.3 ends up going the way of FSD Beta V11, which was released to employees in November but not to the greater fleet of FSD Beta testers.
The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
