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.
I am sure you are all eager to know more about HW4, so I am going to show you the refreshed car computer from a Model X. Just don’t tell anybody you saw it, because it’s really a secret still.
This unit made appearance at the EPC about a month ago, but the picture was hidden. pic.twitter.com/7AENqP6h2Z— green (@greentheonly) February 15, 2023
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.
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.”
HW4:
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 pic.twitter.com/eeHXg5x0aL— green (@greentheonly) February 15, 2023
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.
What’s SVC you might wonder? According to EPC, SVC is bumper. So I’d guess these are bumper cameras. There’s a huge blindspot upfront on legacy cars up front (welcome to the legacy camp, Plaid owners!), so front bumper camera and two in the (rear?) bumper corners for x-traffic pic.twitter.com/sixzNo7qII
— green (@greentheonly) February 15, 2023
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.
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.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”
Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.
For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.
The release notes state (via Not a Tesla App):
“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”
Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.
Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.
The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.
Tesla confirmed this morning that it has sent the first production units, manufactured with no steering wheel or pedals, to on-road testing in Austin, sharing video of the first rides with no human controls.
The lack of steering wheels and pedals in the Cybercab aligns with Tesla’s self-certification of Robotaxi as Level 4 SAE, a platform it plans to make widespread through internal vehicles and customer-owned cars that will operate and generate revenue for individuals.
The start of these engineering tests is a major signal for Tesla, which plans to bring driverless, wheel-less, and pedal-less Cybercabs to market in the coming months. With production already well underway at Gigafactory Texas, where the Cybercab is built, there is some inclination to believe the first public rides could happen sooner rather than later.
Engineering tests of the first production Cybercab have begun in Austin pic.twitter.com/fk3KQvcE8a
— Tesla (@Tesla) June 30, 2026
Tesla’s engineering tests will put the Cybercab in real-world scenarios, testing not only the hardware, but more importantly, the software that drives the car around Austin with nobody supervising it within the car.
This is perhaps the biggest part of the internal testing process, especially prior to allowing regular, everyday people to hail the Cybercab for an autonomous ride. These early rides serve as a true benchmark for Tesla: How many rides can it achieve safely? How many miles did it travel consecutively without needing an intervention? What scenarios challenge the Full Self-Driving suite the most?
The proper precautions have already been put into place as well, as Tesla released the First Responders Guide to Cybercab over the weekend, ensuring that emergency services have 24/7 access to Robotaxi Assistance, as well as other boundaries, such as Geofencing features that can be used to redirect autonomous vehicle traffic due to accidents, road closures, construction, or maintenance.
Cybercab seems genuinely close to being added to the Robotaxi fleet in Austin, but Tesla has prioritized safety throughout this entire process. Therefore, we think it could be months before it truly starts giving rides to the public. People have been frustrated with this, but Robotaxi in Austin has a tremendous safety record so far, so the slow rollout has kept people safe and accidents to a minimum.
The most important thing is that Tesla continues to show consistent progress in the Cybercab’s ramp-up toward fleet addition. A few weeks back, we saw the EPA reward the Cybercab a Certificate of Conformity, allowing it to enter the stream of commerce. Then, we saw Tesla add decals, signaling that it was likely about to start testing it publicly. That has now happened.
The next big move will be the announcement of the first rides, so this Summer should be filled with anticipation.
SpaceX gets initial stock coverage from Tesla’s biggest bull
Tesla expands massive safety feature worldwide in latest update
