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Tesla gives update for early FSD adopters with legacy Model S, Model X vehicles

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Longtime Tesla FSD adopters with legacy vehicles recently received an update from the electric car maker. The update sheds some light on what is waiting for customers who purchased FSD and are still driving legacy Model S and Model X vehicles today. 

Tesla functions like a tech company, so it is no surprise that it has moved very fast over the years. This means that constant improvements to its vehicles’ hardware are being implemented as soon as they are ready. This also means, however, that the latest updates to systems like FSD (Supervised) or Autopilot are mostly focused on vehicles that represent the majority of the company’s fleet. 

This was highlighted by Elon Musk in a recent post on X, when he noted that while Tesla’s Hardware 4 will ultimately be better, all training that the company is doing right now is for Hardware 3 vehicles. Hardware 4 is just running on emulation mode. 

Within Tesla’s pursuit of autonomous driving lies a group of Model S and Model X owners who bought into FSD even before the Model 3 was ramped. These owners were promised that their vehicles would have the necessary hardware to be self-driving one day, but they have not received much of Tesla’s Autopilot and FSD improvements to date. Granted, Tesla has launched a hardware upgrade program for legacy vehicles, but they are paid options that some owners have refused. 

It was then no surprise that amidst the excitement for FSD (Supervised), some legacy Model S and Model X owners have expressed their frustration at being left out again. Among these is Anthony Spina, who noted in a post on X, that “all of us legacy S/X owners still haven’t received V12 yet, with no official communication stating whether or not we even will. MCU1 FSD S/X owners have been living in the dark on this for years, and now MCU2 owners are beginning to be lumped into this group as well, at least it would seem on the surface.”

In a response on X, Tesla Vice President of Public Policy and Business Development Rohan Patel explained that the electric vehicle maker is putting a lot of efforts into releasing systems like FSD (Supervised) to older vehicles. The executive noted that Tesla cannot give a timeline as to when FSD would be released to older vehicles, but the company’s AI team is working on it. 

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“Thanks @Speenuh and others who have posted on @X about this. While we normally prioritize our paid FSD customers to the extent possible, there is a group of S/X customers (~3% of total FSD eligible vehicles) who have a different hardware which the @Tesla_AI team is working to validate. We have a rigorous safety validation cycle for every software update, and we are working as hard as possible to ship the latest builds to all customers. We don’t want to give false precision on timing until the validation can be completed, but want you to know we are focused on trying to solve this. Many of you have been with us on the FSD journey from the start and it’s super appreciated,” Patel wrote. 

In a follow-up post, the Tesla executive also noted that the company understands the frustration of its legacy customers. “We 100% get it and understand and sincerely appreciate the patience. Our software engineers and validation teams really are doing all they can to try and solve even on Easter Sunday,” the executive noted. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.cDon ‘t give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla is upgrading airbag safety through a crazy software update

“This upgrade builds upon your vehicle’s superior crash protection by now using Tesla Vision to help offer some of the most cutting-edge airbag performance in the event of a frontal crash.”

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(Credit: Tesla)

Tesla is upgrading airbag safety through a crazy software update, which will utilize the company’s vision-first approach to enable better protection in the event of an accident.

Over the years, Tesla has gained an incredible reputation for prioritizing safety in its vehicles, with crash test ratings at the forefront of its engineers’ minds.

This has led to Tesla gaining numerous five-star safety ratings and awards related to safety. It is not just a statistical thing, either. In the real world, we’ve seen Teslas demonstrate some impressive examples of crash safety.

Everything from that glass roof not caving in when a tree falls on it to a Model Y surviving a drive off a cliff has been recorded.

However, Tesla is always looking to improve safety, and unlike most companies, it does not need a physical hardware update to do so. It can enhance features such as crash response and airbag performance through Over-the-Air software updates, which download automatically to the vehicle.

In Tesla’s 2025.32 Software Update, the company is rolling out a Frontal Airbag System Enhancement, which aims to use Tesla Vision, the company’s camera-based approach to self-driving, to keep occupants safe.

The release notes state (via NotaTeslaApp):

“This upgrade builds upon your vehicle’s superior crash protection by now using Tesla Vision to help offer some of the most cutting-edge airbag performance in the event of a frontal crash. Building on top of regulatory and industry crash testing, this release enables front airbags to begin to inflate and restrain occupants earlier, in a way that only Tesla’s integrated systems are capable of doing, making your car safer over time.”

The use of cameras to predict a better time to restrain occupants with seatbelts and inflate airbags prior to a collision is a fantastic way to prevent injuries and limit harm done to those in the vehicle.

The feature is currently limited to the Model Y.

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Elon Musk says this Tesla project will make up vast majority of company value

“~80% of Tesla’s value will be Optimus,” Musk said.

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(Credit: Ryan Lash/TED)

Tesla CEO Elon Musk has not shied away from the idea that the company’s value is not reliant on its performance as an automaker.

That idea is even more prudent in today’s landscape than ever, especially as Tesla leans more on its prowess as an AI, autonomy, and robotics company rather than one that just makes electric cars.

Musk solidified that point on Monday, as he revealed that he believes the vast majority of Tesla’s valuation will rely on a project that the company has been developing for several years.

The CEO has long discussed how robotics will revolutionize the labor landscape in factories, households, and other workplaces.

He believes Optimus, as it is rolled out in the coming years, will truly take over as the main contributor to Tesla’s valuation, being worth about 80 percent of the company’s total market cap:

This is a point Musk has previously discussed, but he has never listed a specific number in terms of what Optimus could mean to Tesla. In the past, he’s mentioned Optimus’s ability to generate long-term revenue potential, its value to the company, and its impact on the market overall.

Musk has said Optimus has the potential to be worth over $10 trillion in revenue:

“It’s one of those things where I think long term, Optimus will be — Optimus has the potential to be north of $10 trillion in revenue, like it’s really bananas. So, that, you can obviously afford a lot of training compute in that situation. In fact, even $500 billion training compute in that situation would be quite a good deal.”

Optimus has been a main point of discussion amongst analysts who cover the company. Piper Sandler recently released a note that said “Optimus should be moving/staging parts within Tesla’s facilities” by this time next year.

Analysts also said that Optimus could be a major benefit for companies to bring in to handle tedious tasks in manufacturing settings. If it is able to work 18-hour shifts, the firm believes Tesla could price it at $100,000 per unit.

Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm

Other firms, like Morgan Stanley, have said Tesla could replace its own staff by 10 percent with Optimus, saving the company $2.5 billion.

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Tesla appears to be mulling a Cyber SUV design

In a new video titled “Sustainable Abundance,” Tesla was showing the Cybercab clay models being autonomously molded. In the back, there are very clearly several models of a Cybertruck-inspired SUV:

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Credit: Tesla

Tesla appears to be mulling a Cyber SUV design, which would encapsulate the stainless steel exoskeleton of the Cybertruck but with elements of an SUV.

The company has been hearing from consumers and fans for some time that it is in need of a full-size SUV in its lineup.

Tesla is missing one type of vehicle in its lineup and fans want it fast

The Model X is more compact than what people are looking for, and although the company has said its focus for some time would be on developing affordable models and the Cybercab, which only enables two-passenger travel, it appears that it may be considering other options.

In a new video titled “Sustainable Abundance,” Tesla was showing the Cybercab clay models being autonomously molded. In the back, there are very clearly several models of a Cybertruck-inspired SUV:

This would not be the first time Tesla has placed projects it is developing in the back of a promotional video, as it did something similar when it was unveiling the improvements it made to the new Model Y earlier this year.

It appeared to show two new body styles sitting in the back under car covers:

 

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There are two things that could prevent this from becoming a future, developed product that reaches the market. One of them seems to be a definitive no, but Tesla’s plans could certainly change, especially given the strong push from fans for this type of vehicle.

Tesla said it wouldn’t build a Stainless Steel exoskeleton vehicle again

Tesla said in its Q4 2024 Shareholder Deck that Cybertruck’s stainless steel exoskeleton would not be used in future vehicles in the top line:

This seems like a definitive no in terms of developing an SUV based on Cybertruck’s aesthetics. However, that could always change.

Tesla’s main focus in autonomy currently

Developing an SUV of this size has been previously dismissed by Tesla, as its focus is on autonomy, AI, and robotics. However, it will still need to develop attractive and useful vehicles that address a large market, and the United States has a strong affinity for SUVs and crossovers.

It seems totally feasible that Tesla could bring this type of vehicle to market to appease the many fans who have called for the company to build it. Tesla has not committed to anything at this point, which is the most important thing to remember.

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