The Tesla AI team has provided an update to its ongoing projects, including the release of Full Self-Driving (FSD) V13. Based on the team’s post, it appears that a good number of Tesla customers will be able to experience FSD V13 by this coming Thanksgiving.
Back in early September, the Tesla AI team published a number of ambitious targets, including the release of FSD for the Cybertruck by the end of the month. The team also noted that it would aim to release Unpark, Park, and Reverse in FSD, as well as FSD V13 within October 2024. The Tesla AI team completed all its self-imposed goals for September, though based on the team’s recent post on X, it appears that V13 is coming later.
As noted by the team, Tesla actually completed a number of milestones in October, such as the shipping of end-to-end highway FSD to about 50,000 customers with v12.5.6.1. Updates to the Cybertruck’s FSD have also been released. Lastly, Tesla also held a successful unveiling of its robotaxi, the Cybercab, at the We, Robot event.
As per the Tesla AI team, FSD V13.0 is expected to be released to internal customers by the end of this week. Granted, this is slightly later than expected, but considering that V13’s improvements are expected to be quite substantial, the longer wait time will likely be worth it.
As October comes to a close, here's an update on the releases
What we completed:
– End-to-end on highway has shipped to ~50k customers with v12.5.6.1
– Cybertruck build that improves responsiveness
– Successful We, Robot event with 50 autonomous Teslas safely transporting over… https://t.co/2xKiAjrk5R— Tesla AI (@Tesla_AI) October 31, 2024
Following is what is coming next, as per the Tesla AI team.
- Full rollout of end-to-end highway driving to all AI4 users, targeted for early next week, including enhancements in stop smoothness, less annoying bad weather notifications, and other safety improvements
- Improved v12.5.x models for AI3 city driving
- Actually Smart Summon release to Europe, China and other regions of the world
- v13 is a package of following major technology upgrades:
- 36 Hz, full-resolution AI4 video inputs
- Native AI4 inputs and neural network architectures
- 3x model size scaling
- 3x model context length scaling
- 4.2x data scaling
- 5x training compute scaling (enabled by the Cortex training cluster)
- Much improved reward predictions for collision avoidance, following traffic controls, navigation, etc.
- Efficient representation of maps and navigation inputs
- Audio inputs for better handling of emergency vehicles
- Redesigned controller for smoother, more accurate tracking
- Integrated unpark, reverse, and park capabilities
- Support for destination options including pulling over, parking in a spot, driveway, or garage
- Improved camera cleaning and handling of camera occlusions
We have integrated several of these improvements and are already seeing a 4x increase in miles between necessary interventions compared to v12.5.4.
This lays the foundation for the v13 series, and we are targeting to ship v13.0 to internal customers by the end of this week.
Most of the remaining items are independently validated and will be integrated over November in a series of point releases.
We are targeting a wide release with v13.3 with most of the above improvements for AI4 vehicles around Thanksgiving!
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
News
Tesla expands its branded ‘For Business’ Superchargers
Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.
Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.
It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.
Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.
“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”
The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.
Tesla launches its new branded Supercharger for Business with first active station
The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.
Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.
Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.
News
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Investor's Corner
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.