TSLA — Musk: Cars With Cameras but Pre-HW4 to Get AI Board Upgrade
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Musk signaled it makes sense to upgrade every car with cameras that is pre-HW4 to the new-gen AI board (per Sawyer Merritt). HW4 chips have been in worldwide production since around the middle of last year.
Musk's Point
Per Sawyer Merritt: Musk said it makes sense to upgrade every camera-equipped, pre-HW4 car to the new-generation AI board. HW4 chips have been in worldwide production since mid last year.
Why This Direction
Read alongside yesterday's v14 Lite wide release to ~4M HW3 cars story: two parallel tracks emerge — software reactivation (v14 Lite via AI distillation) and hardware upgrade (swap to HW4). Users addressable by software get v14 Lite; those constrained by hardware get an AI-board upgrade.
Commercial Implication
If the upgrade program actually rolls out, (1) legacy owners gain FSD access, (2) Tesla gains an upgrade revenue axis, and (3) the training data pipeline widens. Program details — cost, service infrastructure, timeline — remain to be announced.
Sources & further reading
See the body and ticker IR links for sources on this note.
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.