Tesla Software in China Shows 'Employee FSD Beta Program' as Tesla Prepares for Launch (2024)

By Karan Singh

Tesla Software in China Shows 'Employee FSD Beta Program' as Tesla Prepares for Launch (6)

Not a Tesla App

Chris Zeng, a Chinese Tesla content creator on X, recently posted an image with Tesla’s Spring Update – 2024.14, with the words “Employee FSD Beta Program: Registered.”

He also confirmed that although this text appears in the vehicle, there are no actual FSD features enabled yet.

FSD Beta Coming to China

Recently, Tesla began to offer Enhanced Autopilot subscriptions in China, and Chinese corporate giant Baidu announced that it will be providing enhanced 3D mapping for Tesla vehicles as well.

On a recent trip to China, Elon Musk spoke with Premier Li Qiang on the rollout of FSD to China. Later follow-ups said that “it may be possible [for FSD to arrive in China] very soon”.

FSD Shadow Mode

Tesla’s cars can operate FSD in Shadow Mode – which means that the vehicle is running FSD in the background without any real output except analytics. This is a common software practice that lets software engineers compare the process they’re testing against an existing known output and compare the results. In this case, Tesla compares what FSD would do to what the driver does, and any discrepancies are reported back to be analyzed.

With this information, we could guess that FSD has been operating in Shadow Mode in China for a while, and this new Employee FSD Beta Program will be the beginning of employee testing in China, providing even more data for the end-to-end process that is FSD V12.

FSD Beta, not Supervised FSD

Most interestingly, the photo refers to “FSD Beta” instead of “Supervised,” which Tesla started using with FSD 12.3.3 in March 2024. This could imply that FSD in China isn’t ready for a “Supervised” variant, and it’s considered to be in more of a testing stage.

In the photo, we can also see that it says “Wave 1,” which is what Tesla calls the group of employees who receive “pre-release” Tesla updates on their personal vehicles. Wave 1 serves as a final test for software before its released to the public. In most cases, the software is rolled out publicly within a couple of weeks, however, there have been times when bugs are found and Tesla releases revision before a public release.

Release Date

Prior to larger releases here in North America, we generally see Tesla ADAS (Advanced Driver Assistance Systems) testing and verification vehicles on the roads, which have not yet been spotted in China.

Whether these vehicles will be needed in China is up for debate, but once FSD features begin rolling out to employees, we should get a better idea of a public release in China.

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By Karan Singh

Tesla Software in China Shows 'Employee FSD Beta Program' as Tesla Prepares for Launch (15)

Not a Tesla App

Tesla’s latest set of updates has been fast-moving, with lots of bug fixes, and this fits with Musk’s philosophy of moving fast and breaking things. Some people are still on 2024.8.9, some are still on 2024.3.25, and some people are already on the 2024.14.8 Spring Update, and there’s also the brand-new 2024.20 update that just went out to employees for testing.

Let’s take a look at how Tesla’s software distribution system works, and why you are where you are.

Statistics

Before diving deep into how it all works, let’s get some statistics out of the way. We’ll be using the statistics we use here on the site, which are powered by TeslaFi.

Tesla Software in China Shows 'Employee FSD Beta Program' as Tesla Prepares for Launch (16)

The vehicles on each update

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As we can see, the tracked fleet is about 30% 2024.14 – the spring update; 2024.8 – Tesla’s previous major update, which contains FSD V11; and 2024.3 – the FSD V12.3 update. The remaining fleet on 2023.44 or other updates is fairly negligible, at around 10%.

So, about 65% of the tracked fleet has access to FSD V12, depending on their country of origin. The remaining 25% of the fleet only has access to FSD V11 if they’re in an eligible region.

FSD Update Track

When someone subscribes or purchases FSD in the U.S. or Canada, Tesla enables the FSD feature on that vehicle’s firmware, which currently could be either FSD v11 or FSD v12.

Once you’ve subscribed to FSD, you’re generally put on the ‘FSD Track,’ which means you’ll start receiving the latest FSD updates, like FSD v12.4. These updates are usually exclusive to FSD subscribers as they serve as a testing ground for the latest FSD revision. They’ve been update versions such as 2024.9.5, 2024.3.25, 2023.27.5 and so on. In the past year or so, they’ve all been odd week numbers, but that hasn’t always been the case.

However, the downside is that Tesla develops FSD at a different pace, and while you’re one of the earlier individuals to test out the latest FSD version, these updates are usually several major updates behind Tesla’s latest, meaning you don’t always have access to Tesla’s latest features. Currently, these are owners on update 2024.3.25 who are waiting on FSD v12.4, but still don’t have the Tesla features in update 2024.8 or 2024.14.

Vehicle Eligibility

Not all vehicles are eligible for all updates, and this is a twofold reason. First, if you’re on an update that is on a newer branch, say 2024.8.9, you cannot go down to 2024.3.5. The version number is broken down to year, week number and revision. So update 2024.8.9 is the 9th revision of the update that was created on the 8th week of 2024.

In general, Tesla does not roll back versions, so if someone is already on update 2024.14, then their vehicle wouldn’t be eligible for FSD 12.4, which is update 2024.9.5. This is mainly due to potential issues since Tesla doesn’t thoroughly test rolling back software.

Your vehicle will always be eligible for updates on a later branch, even if you won’t necessarily receive that update – like the many owners on update 2024.8 or 2024.3 who haven’t received update 2024.14 yet.

The second factor is hardware. Vehicles on older hardware variants, or vehicles that are considered to be legacy, are just not eligible for some updates. This is something that Tesla decides as newer hardware is needed for newer features and support for legacy hardware may not be included in all updates.

If you’ve subscribed to FSD and you’re on update 2024.8.9 and wondering why you’re not receiving update 2024.14, that’s why. Tesla wants your vehicle to be eligible for the next FSD v12.4 update, which will be update 2024.9.5.

Vehicle Variants

Sometimes, updates are not sent out widely for the simple reason of hardware variants. Tesla’s fleet has become widely fractured over the years, with many different variants of vehicles on the road today. Some 2022 Model Y’s may have Matrix headlights, while some may not, and some may have USS, while others don’t. Most have HW3, but a few have HW4!

That’s 6 possible branching variants in one year – a total of 24 possible variants for just the 2022 Model Y, not including the Performance, Long-Range, Rear-Wheel Drive, 4680-cell Rear-Wheel Drive, and the odd 2022 Standard-Range Dual-Motor variants that are also all different! If you did the math, there are 362 thousand possible variants, but not likely more than ~40 or so actual builds that Tesla differentiates between for software for all vehicles.

Of course, Tesla has managed to pare down these variants through the 2023 and 2024 model years, with greatly simplified production chains, with the removal of USS in favor of Tesla Vision, the full move to Hardware 4 across all factories, and Matrix headlights becoming standard globally. But all those existing vehicles are not legacy, and still need updates.

That means a complex and well-thought-out update process has to be built in order to deploy a functional update to all these vehicle variants.

Bug Fixing

Besides the complexity of vehicle variants, Tesla also has to catch and fix bugs. No matter how good one is at software development, sometimes bugs just escape into the wild. And fixing those bugs is essential since they could leave a vehicle undriveable. Although a major issue is rare, Tesla has had some issues in the past, such as Automatic Emergency Braking being disabled due to a software issue. This is why Tesla rolls out updates gradually.

We’ve seen this play out with update 2024.14, which has received numerous bug-fix releases. Tesla will release an update to a set of cars, discover an issue, and stop the rollout. A few days later, another update is out with additional fixes, and so on.

Conclusion

So, if you’re stuck on update 2024.8.9 or 2024.3.25, and are wondering when you’ll get FSD V12 or the Spring Update, you’ll have to hang on – the author is also on 2024.8.9 with V11!

Elon Musk mentioned on X that FSD V12.4 should be the update the reduces FSD branching and will bring everyone to FSD V12 in general. 2024.9.5 is the FSD V12.4 update, and it looks like vehicles that are below that branch number should be collectively receiving the reduced-nag V12.4 update.

When we finally receive FSD V12.4, we’ll likely need to hang on for a little longer until FSD V12.4.1 or FSD V12.5 rolls along to have the Spring Update.

By Karan Singh

Tesla Software in China Shows 'Employee FSD Beta Program' as Tesla Prepares for Launch (25)

Not a Tesla App

Tesla’s mission is to accelerate the world’s transition to sustainable energy by producing products far superior to fossil fuel alternatives and sourcing and manufacturing them sustainably. Tesla released its 2023 Impact Report yesterday, discussing their ongoing impact on the environment and the improvements seen.

Displacing Fossil Fuels

In 2023 alone, Tesla’s impact on the environment through its vehicles, Powerwall, and Solar Roof has been massively impactful – Tesla customers avoided releasing the equivalent of 20 million metric tons of CO2e into the environment. That is the equivalent of 51 billion miles of driving an average internal combustion engine (ICE) vehicle.

Each Tesla vehicle that is on the road avoids an average of 51 tons of CO2e emission into the environment. After just 3 years of driving, a Tesla’s lifetime emissions are lower than those of a comparable ICE vehicle. After the average lifespan of a vehicle in North America – 17 years – a single Tesla will have exceeded that value 5.5 times over.

Integrated Ecosystems

Tesla offers comprehensive ecosystems of products to address clean energy and transportation needs, from Megapack, Solar Roof, and Powerwall, to the Model S, 3, X, Y, and Cybertruck.

Tesla Solar produces power for storage in Megapacks or Powerwalls, which charge electric vehicles. Tesla also produces some of their own batteries, for both its storage applications and vehicles, enabling a complete cycle.

On the software side, products like Autobidder, Full Self-Driving, and the upcoming Robotaxi work to maximize the productivity of electricity that is stored in vehicles, helping to further displace fossil fuels in a single ecosystem of well-designed products.

Tesla Software in China Shows 'Employee FSD Beta Program' as Tesla Prepares for Launch (26)

Tesla's ecosystem depicted.

Not a Tesla App

World’s Best EVs

Tesla’s Model Y is still the best-selling vehicle in 2023, a trend likely to continue in 2024. And it’s not for little reason. It is the world’s most efficient EV, capable of running Autopilot/FSD, and is considered one of the best safety picks in both North America and Europe. Tesla’s data has also proven that they are, on average, 7.63 times safer than a traditional vehicle when running Autopilot.

Additionally, the Model Y is priced $3,000 USD below the average new vehicle in the US before the Federal EV Tax Credit – a difference of $17,000 after factoring in the credit and gas savings over 5 years.

Battery Degradation

Tesla Software in China Shows 'Employee FSD Beta Program' as Tesla Prepares for Launch (27)

Model 3/Y battery degradation over time

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Battery degradation is often brought up as a concern for EVs and the environment. Batteries fade away, become useless, and cannot be recycled. According to Tesla’s data and experience, this is far from the truth.

In fact, Tesla has found that their batteries degrade about 15% after 200,000 miles – the equivalent of the average lifetime of a vehicle. And in fact, they do even better in the cold than they do in the heat, with better degradation performance in Canada over the US.

Another interesting fact is that Tesla vehicles in particular – are 8 times less likely to be victim to a vehicle fire, compared against the US average.

Sustainable Sourcing

Sustainably sourcing materials is essential to reach Tesla’s vision of a world with reduced environmental impacts. In 2023, Tesla recovered enough battery materials to produce 43,000 Model Y RWD vehicles, while also sourcing Gigafactory Berlin with 100% renewable energy.

Overall, Tesla solar owners generated enough energy to power all Tesla locations, including all the Mega and Giga Factories, and all other facilities – over 3 times.

Tesla has also reduced water use by 25% over the last 5 years for vehicle production, marking a new milestone low – at 2.48 cubic meters of water, versus 3.37 cubic meters of water for an average ICE vehicle.

Tesla Software in China Shows 'Employee FSD Beta Program' as Tesla Prepares for Launch (2024)
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