News
Tesla Hardware 4 camera ports hint at 360-degree view with no blind spots
The recent leaks of Tesla’s Hardware 4 computer provided a pretty clear teaser of the upcoming changes coming to the electric vehicle maker’s Autopilot unit. While there is still much to be learned about HW4, the leaks suggest that the number of cameras in Tesla’s electric vehicles may be increased to 11.
Hardware 4, as its name suggests, is Tesla’s next-generation Autopilot computer. Elon Musk noted during the Q4 and FY 2022 earnings call that HW4 should be capable of operating 500% to 600% safer than a human driver. The existing Hardware 3 computer being rolled out to vehicles like the Model 3 and Model Y today are equipped with Hardware 3, which Musk noted should be capable of operating 200% to 300% safer than a human driver.
Hardware 4 and Tesla Vision
Considering the electric vehicle maker’s focus on Tesla Vision, it is pertinent for FSD and Autopilot to see and analyze road conditions very well in real-time. With this in mind, and as per the Hardware 4 leaks that were recently posted on Twitter by prolific Tesla hacker @greentheonly, it would appear that the electric vehicle maker is increasing the number of its cameras to 11.
A look at the Hardware 4 computer would show 12 fully-populated camera connectors, with one being marked as “Spare.” Of the remaining 11, one will still be used for the cabin camera while ten will be used for the vehicle’s exterior. This is not surprising at all as the company adopts a similar system with its existing eight-camera layout for its vehicles today.
Hardware 3 vs. Hardware 4 Cameras
For context, Tesla’s existing layout features an eight-camera setup: one above the rear license plate, one in each door pillar, three mounted on the windshield above the rearview mirror, and one mounted to each front fender. A radar unit and ultrasonic sensors were also used in the past, though Tesla phased these out as the company focused on its development of Tesla Vision.
The leaked Hardware 4 images list the cameras as the following: “F-SVC,” “L-SVC,” “R-SVC,” “L-FF-Rear,” “R-FF-Rear,” “L-FF-Side,” “R-FF-Side,” “Wide,” “Main,” “Backup,” and “Selfie.” As per the Tesla hacker, the names are a bit cryptic, but based on how they are listed, one could speculate where the cameras will be placed in a Tesla equipped with a Hardware 4 computer.
Potential Hardware 4 Camera Placements
Immediately noticeable in the leaked images are the three cameras marked “F-SVC,” “L-SVC,” and “R-SVC.” The Tesla Parts Catalog shows that “SVC” refers to vehicle bumpers, so with these in mind, it would appear that Hardware 4 would be using three bumper cameras. Considering the references to “F,” “L,” and “R” SVC placements, the Tesla hacker noted that one of the Hardware 4 cameras might be placed in the front bumper, while two may be placed on both sides of the rear bumpers for cross traffic.
Also notable are the Hardware 4 camera slots listed as “FF.” A total of four cameras are listed with these letters: “L-FF-Rear,” “R-FF-Rear,” “L-FF-Side,” and “R-FF-Side.” The Tesla hacker speculated that “FF” might refer to “Front Fender,” which would suggest that the cameras in the pillar may be moved to the front fender. Other Tesla watchers, however, have suggested that “FF” may also mean “Front Facing,” “Full-Frame” for higher resolution images, or “Far Field.”
No Blind Spots and 360-degree-view
If the Hardware 4 leaks are accurate, it would suggest that Tesla would be increasing the number of cameras by two as it rolls out vehicles that are equipped with its new Autopilot computer. Comparing the existing camera setup in Hardware 3 and the potential setup of Hardware 4, it would appear that the new cameras will be those placed in the rear bumper. This may also suggest that the ultrasonic sensors that were phased out in the rear bumpers might be replaced with cameras.
Considering the potential setup of the Hardware 4 cameras, it would appear that Tesla would finally be rolling out a 360-degree view of its vehicles, which is a highly-requested feature among owners. It would also mean that some blind spots in existing cars would be addressed. Overall, Hardware 4 might not just be a step up in performance; it might also be a notable step up in safety and vision.
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Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
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 Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
