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Tesla's Elon Musk shares MCU1 retrofit target timeframe, estimates $2k upgrade cost
Elon Musk has provided new details about Tesla’s Media Control Unit (MCU) retrofits for vehicles that are equipped with older infotainment systems. According to the CEO, MCU1 to MCU2 retrofits may start in a few months, though he does not personally recommend it, especially considering its estimated $2,000 cost. Musk has instead suggested that Tesla will release an update to older cars that can optimize the performance of their existing MCUs. 
Musk’s recent statements were shared on Twitter while the CEO was interacting with Tesla owners, some of whom owned MCU1-equipped vehicles. The limitations of the older hardware have become more prominent over time, particularly as Tesla rolled out media-heavy features such as the Tesla Theater and the Tesla Arcade. Similar to older hardware in mobile devices, MCU1 vehicles have become slower compared to the company’s newer vehicles like the Raven Model S and X, as well as the Model 3. 
Elon Musk has previously stated that MCU1 retrofits would be offered to owners whose vehicles are still equipped with older hardware. The CEO confirmed this following the initial rollout of MCU2 vehicles, and the idea was reiterated after the release of the company’s new Tesla Arcade titles. That being said, a number of Tesla owners have been informed by local service centers that an MCU1 to MCU2 retrofit was not possible. 
For the uninitiated, Tesla’s MCU1 is equipped with an Nvidia Tegra 3 processor, which is capable but a tad slower than its newer sibling. Meanwhile, the MCU2 runs on an Intel Atom E800 series chip and comes with a faster browser. The unit also renders videos with sound, giving it the capability of running new features such as the Tesla Theater, which includes video streaming apps such as Netflix and YouTube, as well as video games in Tesla Arcade. All Tesla Model 3s run on MCU 2, as well as Model S and Model X units purchased after March 2018. Customers who bought their Model S and X prior to March 2018 use the MCU1.
Many Tesla owners whose vehicles are equipped with MCU1 have been clamoring for an update to avail of features only enjoyed by those using the newer system. Tesla has not left those on MCU1 in the dark and has rolled out several updates to improve the performance of the older infotainment systems. That being said, the gap between the actual capabilities of Tesla’s MCU1 hardware and its MCU2 features such are growing, and it has pretty much reached the point where the infotainment systems of older vehicles are significantly slower than those in newer cars. 
In a way, Elon Musk’s recent statements hint that Tesla’s current priority is the rollout of its Hardware 3, which is essential for its Full Self-Driving initiatives. Retrofits for HW2.5 vehicles have already begun, and HW2 vehicles are expected to follow soon. HW3 is Tesla’s custom-designed computer that replaces the old Nvidia computer used for HW 2.5. As noted by Tesla during its Autonomy Day presentation, Hardware 3 was specifically built to achieve true Full Self-Driving capabilities and can enhance the electric car’s processing capability by as much as 1,000 percent.
Nevertheless, it would be wise for Tesla to start rolling out its MCU1 retrofits for older vehicles, even if it’s later than expected. Considering that Tesla owners have shown a willingness to pay for the retrofit, and the CEO himself has confirmed that the upgrade is possible, it is in both Tesla and its customers’ best interest to make sure the vast majority of its fleet are able to enjoy the best that the company has to offer — even if it’s just for infotainment purposes.
News
Rivian and Amazon announce huge milestone with EDV
The companies announced today that they had officially launched the EDV in Canada for Amazon, as the first 50 units are out and about in Vancouver, and the company said it was “marking an exciting milestone in our five-year history of operations in Canada.”
 
														Rivian and Amazon have announced a huge milestone with their Electric Delivery Vehicle (EDV), the van that the two companies developed for the e-commerce giant to sustainably deliver packages to customers.
The EDV was first unveiled back in September 2019, when Amazon announced a massive investment in Rivian and placed an order for 100,000 electric vans, aiming to deploy them by 2030 as part of the company’s sustainability goals.
Production started in 2021 in Normal, Illinois, and entered Amazon’s fleet of active delivery vehicles over the Summer of 2022. Amazon kept the initial vehicles in major metropolitan areas and eventually started rolling them out to more delivery hubs across the United States.
In December 2024, the companies announced they had successfully deployed 20,000 EDVs across the U.S. In the first half of this year, 10,000 additional vans were delivered, and Amazon’s fleet had grown to 30,000 EDVs by mid-2025.
Amazon’s fleet of EDVs continues to grow rapidly and has expanded to over 100 cities in the United States. However, it has just reached a new milestone, and it has nothing to do with the size of its fleet.
The companies announced today that they had officially launched the EDV in Canada for Amazon, as the first 50 units are out and about in Vancouver, and the company said it was “marking an exciting milestone in our five-year history of operations in Canada.”
The first Rivian Electric Delivery Vans have arrived in Canada as @amazon announced that 50 vans are hitting the road to serve the Vancouver area – marking an exciting milestone in our five-year history of operations in Canada. 🍁 https://t.co/rc6GvSRX2v pic.twitter.com/0jAQ3ABkYt
— Rivian (@Rivian) October 30, 2025
The EDV is a model that is exclusive to Amazon, but Rivian sells the RCV, or Rivian Commercial Van, openly. It detailed some of the pricing and trim options back in January when it confirmed it had secured orders from various companies, including AT&T.
The RCV starts at $83,000, and is one of the few electric vans on the market that is suitable for package delivery in a commercial setting because of its build and interior features.
Rivian prepares to launch the EDV outside of Amazon as the RCV – Here’s when
However, it also seems to be a great option as a service vehicle for companies, which is likely why AT&T is going to utilize it.
News
Tesla’s biggest rival in China reported a big profit decline once again
 
														Tesla’s biggest rival in China reported a big decline in its profitability for the second straight quarter, and a loss of one-third compared to the same quarter last year.
BYD overtook Tesla as the best-selling EV maker in China in the fourth quarter of 2023, finally surpassing the company in terms of sales in the region.
Is Tesla really losing to BYD, or just playing a different game?
The Chinese market is one of the most competitive in the world, especially for EVs, as the industry is healthy with young and scrappy companies looking to sell the best possible tech in their vehicles.
BYD reported its earnings on Thursday and said that its profit had slumped by 33 percent compared to the same quarter last year. For this year’s third quarter, BYD reported a net profit of 7.8 billion yuan ($1.1 billion), a 32.6 percent decrease compared to the same period in 2024.
Its revenue was 195 billion yuan ($27.4 billion), which was only a 3 percent decrease compared to Q3 2024.
The drop in profits and revenue can mostly be attributed to the ongoing growth of competition in the Chinese market. The increased competition in China has pushed companies to turn to overseas markets in response, according to CnEVPost.
BYD is one of those companies, and it is attempting to push sales upward by entering new markets, especially in Europe, where the company sold more than 13,000 units in EU countries in September alone.
This was a 272 percent increase year over year, a major piece of evidence that it has a lot of potential in foreign markets.
The drop in financial figures is likely a short-term issue for BYD, as it has already established itself as a formidable competitor to many companies in many markets. In Q1, it reported an increase in profit by 100 percent compared to the same time span the year prior.
As it works to expand to even more markets in the world, it will continue to build upon its already-solid reputation.
News
GM takes latest step to avoid disaster as EV efforts get derailed
There was an even larger step taken this morning, as the Detroit Free Press reported that GM was idling its Factory Zero plant in Michigan until late November, placing about 1,200 workers on indefinite layoff status.
 
														General Motors has taken its latest step to avoid financial disaster as its electric vehicle efforts have been widely derailed.
GM’s electric vehicle manufacturing efforts started off hot, and CEO Mary Barra seemed to have a real hold on how the industry and consumers were starting to evolve toward sustainable powertrains. Even former President Joe Biden commended her as being a major force in the global transition to EVs.
However, the company’s plans have not gone as they’ve drawn them up. GM has reported some underwhelming delivery figures in recent quarters, and with the loss of the $7,500 tax credit, the company is planning for what is likely a substantial setback in its entire EV division.
Earlier this month, the company reported it would include a $1.6 billion charge in its quarterly earnings results from EV investments. It was the first true sign that things with GM’s EV projects were going to slow down.
There was an even larger step taken this morning, as the Detroit Free Press reported that GM was idling its Factory Zero plant in Michigan until late November, placing about 1,200 workers on indefinite layoff status.
This is in addition to the 280 employees it has already laid off after production cuts that happened earlier this year at the Detroit-Hamtramck plant.
After November 24, GM will bring back 3,200 people to work until January 5 to operate both shifts. On January 5, GM is expected to keep 1,200 workers on indefinite layoff.
GM is not the only legacy automaker to make a move like this, as Ford has also started to make a move that reflects a cautious tone regarding how far and how committed it can be to its EV efforts.
After the tax credit was lost, it seemed to be a game of who would be able to float their efforts longest without the government’s help. Tesla CEO Elon Musk long said that the loss of these subsidies would help the company and hurt its competitors, and so far, that is what we are seeing.
Elon Musk was right all along about Tesla’s rivals and EV subsidies
However, Tesla still has some things to figure out, including how its delivery numbers will be without the tax credit. Its best quarter came in Q3 as the credit was expiring, but Tesla did roll out some more affordable models after the turn of the quarter.
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