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Hey everybody, welcome back to 
the Elon Musk podcast. 

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This is a show where we. 
Discuss the critical. 

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Crossroads that shape SpaceX, 
Tesla X, The Boring Company, and

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Neurolink. 
I'm your host, Will Walden. 

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Tesla has delayed the launch of 
Full Self Driving version 12.4 

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again, pushing the target to 
next Monday, October 7th, 

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according to Elon Musk. 
Now, this marks the second delay

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in less than a week. 
Musk had originally claimed the 

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new version would roll out wide 
release this weekend. 

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Then he updated the timeline to 
early next week, and now he's 

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narrowed it down to Monday. 
He attributed the latest slip to

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final testing, describing it as 
a cautious move to ensure 

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quality of the delay reopens. 
Questions about how ready the 

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software actually is, especially
given how central FSD is to test

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those entire business now. 
Musk has been promising major 

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changes in V 12.4, which he now 
refers to as V 14. 

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Due to a versioning change that 
drops the point releases and 

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test, the software will now jump
directly from 12.3 to version 

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14. 
It's not just cosmetic though. 

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Musk said the new version 
introduces A unified stack where

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both city and Hwy. driving run 
on the same neural network. 

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Tesla's previous system used 
separate stacks, one for 

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Autopilot on highways and 
another for FSD beta in urban 

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environments. 
Merging them means Tesla is 

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finally aligning its vision only
approach under a single AI model

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now. 
That shift carries more weight 

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than it sounds, though. 
By combining the two systems, 

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Tesla is aiming for a simpler, 
more scalable architecture, one 

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that learns holistically from 
more diverse driving data. 

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It also eliminates the reliance 
on separate behaviors for 

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different driving conditions, 
which has been a persistent 

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complaint among drivers testing 
earlier builds. 

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If the new stack performs as 
attended, Tesla can train and 

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deploy improvements faster 
across all Rd. types now. 

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Musk also claimed version 14 
brings what he called more 

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polite driving behavior and 
includes fewer aggressive lane 

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changes, smoother merges, and a 
noticeable reduction in jerky 

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steering corrections that have 
plagued past versions. 

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He said V14 has been very 
carefully tested, including real

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world use in the Bay Area. 
That detail matters because 

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Tesla often gets criticized for 
pushing updates too fast with 

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insufficient real world 
validation. 

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Another key change in V14 is the
expanded use of temporary 

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suspension. 
Drivers who repeatedly ignore 

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attention prompts or misuse FSD 
will now lose access to the 

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software for one week now. 
Tesla has used these suspensions

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before, but V14 adds more 
tracking of driver engagement 

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and introduces A clearer, more 
automated enforcement policy. 

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This comes as regulators 
continue to pressure Tesla on 

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safety metrics and 
accountability and hands free 

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driving scenarios. 
And the regulatory pressure 

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hasn't ease, though. 
Earlier this year, Tesla had to 

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recall over 2 million vehicles 
to address FSD behavior, 

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including concerns about 
intersections and stop sign 

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compliance. 
And the company addressed the 

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issue through an over the air 
update. 

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But the scrutiny hasn't stopped,
of course, because it's Tesla. 

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And the, you know, the 
government doesn't really like 

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when Tesla does things bad. 
The regulators don't really like

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it because it's people's lives 
on the line. 

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Now. 
This next release carries more 

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weight though. 
Not just technically though, but

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also politically. 
Tesla is racing to prove the 

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system works well enough to 
justify the $12,000 price tag. 

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Musk keeps pushing the idea that
FSD will soon require no driver 

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intervention whatsoever. 
Hands off the wheel, Maybe you 

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could take a nap. 
Yet each mis released target 

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erodes confidence in that 
timeline. 

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Meanwhile, customers continue to
pay upfront for a feature that 

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remains in beta nearly four 
years after launch. 

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Now, let me ask you a question 
and I want an honest answer from

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you. 
If you were to buy something and

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don't think about Tesla, think 
about anything else. 

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So if you're a Tesla fan, you're
a Tesla fan. 

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I get it. 
You are here for the long run. 

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You're here because you believe 
in their mission. 

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But if you bought anything for 
$12,000 and it didn't work 

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right, wouldn't you be a little 
bit upset? 

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Wouldn't you want a refund or at
least like an, an explanation or

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something? 
I just want to let you know that

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a lot of people think like that.
They want their money back or 

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they want to return the FSD or 
they don't want their car 

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anymore because they've been 
lied to. 

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They think they've been lied to.
Let me know what you think in 

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the comments of your podcast 
platform. 

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I really want to know what you 
think. 

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I really do care about what you 
think about these things. 

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You know, it's been nearly four 
years after launch. 

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They paid $12,000 for this 
thing. 

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Now let's go back to the 
versioning though, because 12.4 

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to 14, it's strategic to test 
the software. 

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Branding has grown confusing. 
Like, who wants who knows what 

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12.1 is compared to 12.3? 
Nobody knows what that means. 

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Different build numbers for 
different user groups too. 

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They've done that now. 
This consolidation simplifies 

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the narrative, especially for 
investors and regulators who are

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trying to track the progress as 
also sets the stage for wider 

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deployment of vehicles with 
Tesla's new hardware 4 Point O 

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suite, which has seen limited 
rollout so far. 

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Now, Elon Musk didn't provide a 
detailed change log though, but 

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he said that the update is worth
the wait. 

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That line echoes past FSD 
releases that also came with big

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promises and not so much on the 
delivery. 

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Like they get a little bit 
better every time. 

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Incremental change is also good.
But you know, maybe they should 

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have stuck with the old 
versioning nomenclature there. 

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12.1 to 12.2 to 12.3 to 12.4 as 
opposed to 12.3 to 14. 

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But if 14 delivers on the 
unified stack and smooth the 

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driving behavior, Tesla can 
begin from V14 and move forward.

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Tesla has more credibility if 
this actually works and they're 

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getting closer. 
The true autonomy now. 

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Watch out for Monday. 
That's when they want to launch 

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this. 
That's a target. 

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Elon may change this again. 
Tesla has been known to miss 

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dozens of self-imposed deadlines
for FSD over the past few years.

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So if you're a Tesla owner, just
wait until the update actually 

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lands in your car. 
And let me know what you think. 

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If you're a Tesla owner, Tesla 
driver, let me know. 

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Let me know in the comments. 
I want to know what you think 

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when V 14 drops. 
I want to know how you feel 

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about it. 
I want to know if it's less 

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jerky, smoother transitions 
between lanes. 

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Want to know all about it? 
Hey, thank you so much for 

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listening today. 
I really do appreciate your 

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support. 
If you could take a second and 

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hit the subscribe or the follow 
button on whatever podcast 

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platform that you're listening 
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appreciate it. 
It helps out the show 

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tremendously and you'll never 
miss an episode. 

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And each episode. 
Is about 10 minutes or less to 

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get you caught up quickly. 
And please, if you want to 

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support the show even more, go 
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please take care of yourselves 
and each other and I'll see you 

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tomorrow.