Tesla Gears Up for Global Rollout of FSD Beta, with China Leading the Charge

November 27, 2023

By Kevin Armstrong

Tesla appears ready to have FSD Beta make an international release

Not a Tesla App

Tesla's Full Self-Driving (FSD) is reportedly on the verge of a major international expansion, with China being a significant focus, but other countries may also be nearing release. This speculation is fueled by various indicators pointing towards Tesla's preparation for a global release of FSD Beta beyond its current availability in North America.

Last week, we broke the news that Tesla's FSD v12 was released to employees. This could be the version that Tesla aims to release into additional markets.

Key Indicators of International Expansion

Tesla has begun translating FSD Beta release notes into multiple languages. This includes the release notes such an explanation of FSD Beta, FSD Beta Suspension, and Driving Visualization Improvements, however, the technical release notes that change from version to version remain mostly untranslated. These release notes are now available in various languages including German, Danish, Italian and others. This selective translation process suggests a preparation phase for introducing FSD Beta to international markets, although not in its current version.

Developments in China

The prospect of Tesla's FSD Beta entering the Chinese market has been a topic of discussion for some time. Recent observations indicated that Tesla China's website briefly featured references to FSD Beta, although these were later removed, adding to the speculation.

According to reports from Chinese media, including China Fund News, Tesla is actively moving forward with plans to release FSD in the Chinese market.

A joint notice from several Chinese government departments mentioned that vehicles with Level 3 and Level 4 autonomous capabilities might be allowed for road tests in certain areas. This development aligns well with Tesla's potential plans to test FSD Beta in China.

Infrastructure Developments

In 2021, Tesla established a data center in Shanghai to gather data from its domestic operations. Additionally, Tesla has formed an FSD operations team and a data labeling team in Shanghai. Despite these developments, there are hurdles to overcome before FSD Beta's release in China, such as data collection qualifications.

Tesla has not provided a specific timeline for the FSD Beta release in China, but the company has confirmed ongoing preparations. This aligns with recent changes observed in Tesla's online manuals in China.

Tesla's FSD Beta is poised for an international rollout, with China being a primary target. The translation of release notes, updates to owner manuals, and recent government notices all point toward Tesla's preparation for an international release. While challenges remain, the groundwork laid by Tesla, particularly in China, indicates significant progress in bringing FSD Beta to international markets.

Below is part of the German release notes for FSD Beta, which read:

Autonomes Fahren (Beta)"

Sie können die Funktion Autonomes Fahren (Beta) aktivieren. Tippen Sie hierzu auf ‚Fahrzeug‘ > ‚Autopilot‘ > ‚Autonomes Fahren (Beta)‘ und folgen Sie den Anweisungen.

Die Funktion Autonomes Fahren befindet sich in einer frühen, eingeschränkten Beta-Phase und muss daher mit zusätzlicher Vorsicht verwendet werden. Da sie möglicherweise im schlechtesten Moment falsch reagiert, müssen Sie Ihre Hände immer am Steuer lassen und genau auf die Straße achten. Werden Sie nicht nachlässig. Wenn Vollautonomes Fahren aktiviert ist, wird Ihr Fahrzeug Spurwechsel auch abseits der Autobahn durchführen, Ihrer Navigationsroute an Abzweigungen folgen sowie um andere Fahrzeuge und Objekte herum steuern und nach rechts und links abbiegen. Verwenden Sie die Funktion Autonomes Fahren im eingeschränkten Beta-Modus nur, wenn Sie jederzeit auf die Straße achten und sofort eingreifen können, insbesondere an uneinsehbaren Ecken, beim Überqueren von Kreuzungen und in Fahrsituationen mit wenig Platz.

Ihr Fahrzeug nutzt Tesla Vision! Beachten Sie, dass für Tesla Vision auch einige vorübergehende Einschränkungen gelten: Der Folgeabstand ist auf 2-7 und die Höchstgeschwindigkeit des Autopiloten auf 85 mph begrenzt.

Tesla Vehicles Spotted With LiDAR: What Do They Use It For?

July 13, 2024

By Karan Singh

Not a Tesla App

Tesla recently hit the news for purchasing approximately $2M in LiDAR sensors from Luminar, one of Tesla’s long-term suppliers. You’ve probably seen photos of Tesla’s Semi and various Tesla models, including the Model 3 and Model Y sporting LIDAR equipment on the roof. These cars drive around with manufacturer plates scanning streets and highways.

However, many people confuse Tesla’s purpose in purchasing LiDAR equipment with using it for FSD versus testing. So, let’s look at what LiDAR is, and why Tesla uses it on its Fleet Validation Vehicles.

What is LiDAR?

LiDAR stands for Light Detecting and Ranging – essentially using lasers to measure distances. A laser pulse is sent out, and the time it takes to return is measured – providing extremely accurate distance measurements.

Some companies working on self-driving vehicles, including Waymo and BYD, use LiDAR as part of their self-driving suites, but Tesla is one of the few stand-outs that does not. Even Rimac’s “Verne” Robotaxi – which uses self-driving technology from Mobileye, also uses LiDAR.

While LiDAR can produce extremely accurate and high-quality 3D environments, it comes with its downsides as well. Not only is LiDAR costly and requires large gear strapped to a vehicle, but it also can not be used in bad weather and can have interference issues if there are other strong light sources present.

Why Does Tesla Use LiDAR?

A LiDAR rig mounted on a Tesla Semi for testing FSD.

Not a Tesla App

At Autonomy Day in 2019, Elon Musk mentioned that LiDAR isn’t the solution for self-driving cars – it's just a crutch. Thus, Tesla hasn’t used LiDAR for any production self-driving software.

Instead, Tesla uses it exactly how it's described – they use it to gather ground-truth data. This data is then used to feed Tesla’s Full Self Driving system – which helps validate its vision-only system's accuracy. LiDAR provides very accurate measurements to help ensure that FSD’s perception of space is accurate – and is only used by Tesla to ensure that its AI technology which is the brains of FSD is capable of accurately interpreting depth from just visual data.

Tesla’s vision-only system has been seen to be extremely accurate, with Vision-only Autopark being able to park in even narrower and tighter spaces faster than the previous version that relied on ultrasonic sensors.

We’ll likely continue to see Tesla purchase LiDAR systems, as well as use them for validation well into the future.

Tesla's Upcoming Robotaxi Event in August Delayed, According to Bloomberg

July 12, 2024

By Karan Singh

Sugar Design

In a report from Bloomberg, it is claimed that Tesla will be delaying its much-anticipated 8/8 Robotaxi event by two months to October 2024.

While sources other than Bloomberg haven't confirmed this report, Bloomberg has a positive track record of reporting on financial decisions. We’ll be sure to update the article if there is confirmation on X from Elon Musk or another Tesla senior official.

Tesla’s stock has dropped nearly 8.5% over the day, ending back-to-back gains over the last two weeks. It closed yesterday at $ 241 after hitting a peak of $270 earlier in the day before the news broke.

Why the Delay?

The delay – of approximately two months – has been communicated internally, but not publicly announced just yet. Bloomberg goes on to mention that the design team was told to rework certain elements of the Cybercab, necessitating the delay.

If Bloomberg’s report is correct, it sounds like Tesla’s unveil event will be largely focused on showing off the vehicle, instead of demoing how it will work. Of course, it could still be both, but given past events, Tesla has always shown off the vehicle years before it hits production.

Rimac recently showed off their version of robotaxi vehicle named Verne, and surprisingly, it could almost pass for Tesla’s own robotaxi. A lot of design cues in Rimac’s version are elements we have already seen or expect to see in Tesla’s autonomous taxi.

A recent Tesla patent revealed that Tesla is incorporating a sanitation system into their robotaxi that will be responsible for analyzing and cleaning the vehicle’s interior, although the delay itself is likely tied more to a physical feature rather than software.

Another element we know almost nothing about is how Tesla plans to charge these robotic taxis. Will they rely on the existing charge port and adapt a solution like the robotic charging arm (video below) we saw almost eight years ago, or will wireless charging or a dock finally become realized?

While the delay for Tesla’s event appears to be related to the vehicle’s design itself and not further development of FSD, Tesla is wasting no time in getting FSD working for the upcoming vehicle. Model 3 vehicles have already been spotted with camera locations that resemble a robotaxi.

Is the Delay Accurate?

We expect that this delay might actually be true – Elon Musk usually takes to X within hours of such news breaking if it's false to refute it and hasn’t done so yet.

Tesla has delayed several of their events in the past, and a delay of a couple of months seems plausible. We should hear from Musk himself soon on whether this report is accurate.