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Tesla Track Mode V2 Release Notes: Third-Party Charging, Bluetooth update included

Tesla Model 3 Track Mode V2 (Source: Tesla Raj | YouTube)

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Tesla has started rolling out software 2020.8.1 that includes Track Mode V2 for Model 3, third-party charging stations, improvements to Model S and Model X regenerative braking, and a host of other features.

YouTuber Tesla Raj explored the latest software update using the Model 3 Performance of Wade Anderson (@TeslaSocialC) to demonstrate features for Track Mode and discuss what’s new. The 2020.8.1 firmware includes improvements to Navigation, Driving Visualization, Bluetooth, regenerative braking, voice command reliability, third-party charging station options, plus minor updates on language support.

Track Mode V2 for Model 3

The latest version of the Track Mode for the Model 3 started rolling out as a free over-the-air (OTA) update earlier this week and coinciding with the launch of the Model 3 Track Package for racing enthusiasts.

Track Mode V2 gives Model 3 owners the option of customizing settings for Handling Balance, Stability Assist, Regenerative Braking, among others.

“Track Mode has been improved to make it easier to monitor the status of your car, create custom track mode settings profiles and record your track day data,” the 2020.8.1 firmware release notes read.

Tesla Raj, upon getting the latest software update, tested the Track Mode V2 on the Model 3 and switched the car to rear-wheel drive with no stability assist.

“I have never… I don’t have much experience in a Performance Model 3 but I’ll tell you one thing. My heart, lungs, and liver, and all my body parts are all here in my chest,” said Tesla Raj.

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Tesla Raj and Tesla Social also switched to full front-wheel drive and then to 50-50 to feel how the car would perform.

Track Mode allows owners to create 20 profiles that perfectly suits their preferences and driving scenarios. Users can also customize the settings for a specific track.

Track Mode V2 also allows you to monitor the status of the car’s motors, brakes, and tires. The latest firmware also allows one to see a real-time accelerometer via the G-meter. Likewise, the map now includes a Lap Timer.

Model 3 owners can also save a video and other data of their driving sessions while on Track Mode. One has to assign a folder named “TeslaTrackMode” in the plugged USB flash drive where all the files would be saved. Track Mode will also store telemetry data, car status, speed, acceleration, and use of accelerator on the flash drive.

Bluetooth, Driving Visualization, And More

Tesla also tweaked how Bluetooth audio transitions from one’s phone to the car with this latest update. Now, Bluetooth connects a paired phone only after sitting in the driver’s seat and once all of the vehicle’s doors are closed.

More users can now enjoy the improved driving visualizations showing stoplights, stop signs, and select road markings, which was only available before to Tesla owners in the United States.

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According to the release notes, Tesla has also improved voice command reliability even in areas with poor connectivity.

Tesla owners in select sites in the San Francisco Bay Area can now find third-party charging stations via in-car navigation. Users in other locations in the US will also be able to enjoy this feature soon.

Regenerative Braking Improvements and New Navigation for Model S and Model X

Firmware 2020.8.1 also gives Model S and Model X owners increased regenerative braking that improves the overall driving experience and increases the amount of energy actively returned to the vehicle’s battery when slowing down.

The latest update also introduces a new navigation system with improved routes, more accurate arrival times, and a more responsive instrument cluster.

The full release notes for Firmware 2020.8.1  can be found below:

Introducing new Navigation (Beta)

Only Model S and X

Introducing a new navigation system for your vehicle that provides improved routes, more accurate arrival times, and a more responsive instrument cluster view to better display upcoming maneuvers.

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For China: This release also includes new maps on the touchscreen. You can now view the maps in satellite view and see nearby points of interest.

Driving Visualization Improvements

This has been added for more regions, previously just the US.

The driving visualization can now display additional objects which include stop lights, stop signs and select road markings. The stop sign and stop light visualizations are not a substitute for an attentive driver and will not stop the car. To see these additional objects in your driving visualization, tap Controls > Autopilot > Self Driving Visualization Preview.

Track Mode Improvements

Only Model 3 (Performance)

Track Mode has been improved to make it easier to monitor the status of your car, create custom track mode settings profiles and record your track day data.

Monitor the status of your car motors, battery, brakes and tires, allowing you to adjust your driving in real time. G-meter, a real-time accelerometer, can now be viewed in the Cards area of the touchscreen. The map now displays a Lap Timer. Follow the onscreen instructions to place a start/finish pin on the map. At the completion of each lap, the Lap Timer displays the duration of the lap. It also displays the times associated with the previous and best laps in the driving session.

Track Mode allows you to save up to 20 Track Mode profiles to suit your preferences or driving scenario, or customize for a specific track. A new settings profile can be created by tapping Track Mode Settings > Add New Settings, entering a name for the settings profile, then adjusting settings including Handling Balance, Stability Assist, Regenerative Braking, Post-Drive Cooling and Compressor Overclock. Refer to the Owner’s Manual for more information regarding each setting.

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You can now save a video and data of the Track Mode driving session to a plugged in USB flash drive which must contain a folder named “TeslaTrackMode” (without the quotation marks). When “Save Dashcam for Laps” is enabled, Track Mode stores a video of each lap in a driving session when using the Lap Timer. Track Mode also stores the car status and telemetry data including details about the vehicle’s position, speed, acceleration, and use of accelerator which is stored as a .CSV file on the USB flash drive.

Third-Party Charging Stations

Only vehicles in California.

Now you can find third-party charging options with your in-car navigation – select sites in the San Francisco Bay Area are available now with additional locations across the US coming soon. To access, press the lightning bolt icon on the bottom of your touchscreen, scroll down and select a Supercharger, Destination Charging or third-party charging location to navigate to.

Bluetooth Improvement

To improve the audio transition from phone-to-car when entering your vehicle, Bluetooth now connects to your paired phone only after you are sitting in the driver’s seat and all doors are closed. As a reminder, you can pair your phone to Bluetooth by touching the Bluetooth icon on the top of your touchscreen and then “Add New Device”.

Regenerative Braking

Only Model S and X

Regenerative braking force has been increased to improve the driving experience and increase how much energy is actively returned to the battery when slowing down.

Improved Voice Command Reliability

We have improved voice command reliability, including in areas with poor connectivity. Note: to use voice commands, simply tap the right steering wheel button and speak your command after the beep – there is no need to press and hold the button.

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Additional Language Support

Your touchscreen is now available in additional languages. To change the language, simply go to Controls > Display > Language. Please note that your vehicle must be in PARK to enable this selection.

Additional Owner’s Manual Languages

The Owner’s Manual on your touchscreen is now available in Romanian, Hungarian, Slovenian, and Hebrew. As a reminder, you can change the language of the Owner’s Manual by tapping Controls > Service> Owner’s Manual and select your preferred language from the dropdown menu.

This release contains minor improvements and bug fixes.

 

 

A curious soul who keeps wondering how Elon Musk, Tesla, electric cars, and clean energy technologies will shape the future, or do we really need to escape to Mars.

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Elon Musk

SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff

Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.

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Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.

The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.

Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.

Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry

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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.

The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.

Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.

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Investor's Corner

Tesla has one big financial question to answer for investors: Morgan Stanley

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Credit: Tesla

In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.

Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.

The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”

Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”

Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”

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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.

Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.

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Investor's Corner

SpaceX AI investment gamble will make it a big winner, firm says

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Credit: SpaceX

SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.

The firm also upgraded shares to a Buy from Hold and set a $160 price target.

SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.

Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.

There are plenty of ways the company can do this:

Leasing excess compute capacity through contracts

SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.

SpaceX is charging Anthropic massive money for its compute

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High utilization driven by industry-wide scarcity

The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.

Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.

Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.

High incremental margins on the rental business once capacity is online

GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.

Parallel monetization of its own AI software and applications

Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.

These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.

Efficient, large-scale deployment and vertical integration advantages

SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.

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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.

SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.

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