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Tesla gives update for early FSD adopters with legacy Model S, Model X vehicles
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.”
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… https://t.co/W3l3SYlVZu— Rohan Patel (@rohanspatel) March 31, 2024
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.
“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.
We ? 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.— Rohan Patel (@rohanspatel) March 31, 2024
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.
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Elon Musk
SpaceX issues statement on Starship V3 Booster 18 anomaly
The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX’s initial comment
As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.
“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X.
Incident and aftermath
Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.
Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
SpaceX issues statement on Starship V3 Booster 18 anomaly
Tesla analyst maintains $500 PT, says FSD drives better than humans now
