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Tesla’s new self-driving computer (HW4): more cameras, radar, and more

Credit: greentheonly

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New images and details surrounding Tesla’s most robust self-driving computer, or Hardware 4 (HW4), were shown today, revealing additional cameras, a reintroduction of potential radar systems, and more.

Tesla released some details about HW4 during last year’s AI Day event. Still, additional specifications were revealed today by Greentheonly, a Tesla hacker who said the computer came from a Model X vehicle. Green said that Tesla has already started building vehicles with the new computer, but they are not yet being delivered.

Right off the bat, green confirms what CEO Elon Musk said during the most recent earnings call: retrofits of HW4 into older vehicles will not be possible. While green shows the form factor of the new computer is completely different than past ones, even the most recent applications that were installed in Plaid vehicles, the new HW4 is simply not compatible.

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Musk said during the Q4 Earnings Call in late January:

“But it is the cost and difficulty of retrofitting Hardware 3 with Hardware 4 is quite significant. So it would not be, I think, economically feasible to do so.”

Many of the specifics of HW4 are extremely technical, but it appears Tesla aimed to simplify the infotainment system to void a GPU daughterboard. The entire unit is smaller and sleeker, but the RAM, NVMe (nonvolatile memory express), CPU, and GPU are all identical to past units.

Green adds:

“A lot less improvement than many hoped for. Still Samsung Exynos-IP based. Bumped CPU cores from 12 to 20 (5 clusters of 4 cores each), maxing at 2.35GHz, idle at 1.37GHz Number of TRIP cores increased from 2 to 3, 2.2GHz max freq All x2 since there are two SoCs per board.”

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Perhaps one of the most notable differences are there are now 12 “fully-populated camera connectors,” with one being utilized as a spare. The cameras are also labeled, and some seem to indicate that cameras will be added to the front and rear bumpers. “There’s a huge blindspot up front on legacy cars up front,” green notes.

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This would make sense, considering Teslas currently utilize eight cameras, with the additional three connectors making way for the two rear and one front camera that will be added with the new hardware.

Another interesting detail found by green was Phoenix radar, which is a rumored 4-dimensional radar that will help extend current reach by double. Tesla wanted to move away from radar, opting for a completely camera-based approach, which it did with the introduction of its Vision model.

Musk said during the Q1 2021 Earnings Call:

“When your vision works, it works better than the best human because it’s like having eight cameras, it’s like having eyes in the back of your head, beside your head, and has three eyes of different focal distances looking forward. This is — and processing it at a speed that is superhuman. There’s no question in my mind that with a pure vision solution, we can make a car that is dramatically safer than the average person.”

However, radar and a radar heater were both seen in vehicle coding. The Phoenix radar appears to be a type of forward radar that will be installed in HW4 vehicles.

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Perhaps more details will be shed regarding HW4 in the coming weeks, especially as Tesla’s Investor Day is approaching and will take place on March 1.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Cybercab ‘breakdown’ image likely is not what it seems

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Credit: TslaChan | X

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.

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.

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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.

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Tesla reveals its first Semi customer after launch

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.

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Investor's Corner

Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’

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Credit: Tesla

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:

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“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.

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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.

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Elon Musk

Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout

Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.

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Credit: Starlink/X

Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests. 

Trump points to Starlink

Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said. 

Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.

Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.

Renewed Trump–Musk ties

Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.

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The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.

The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.

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