Tesla: early thoughts on FSD v12.5.6.3 and the upcoming v13
FSD v12.5.6.3, released over HW4 last week, introduced material architectural changes and may pave the way for an acceleration of improvements. This note summarizes our updated thoughts.Tesla designs, develops, manufactures, sells and leases electric vehicles and energy generation and storage systems, and provides services related to its products. The company operates as two reportable segments: automotive, which includes the design, development, manufacturing, sales, and leasing of electric vehicles as well as sales of automotive regulatory credits; and energy generation and storage, which includes the design, manufacture, installation, sales, and leasing of solar energy generation and energy storage products, services related to such products, and sales of solar energy system incentives.
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