Musk Provides Timeline on Full Self-Driving Wide Release

By Kevin Armstrong
Tesla is shipping the latest FSD Beta 10.69.3.1 to public testers now
Tesla is shipping the latest FSD Beta 10.69.3.1 to public testers now
Not a Tesla App

Tesla’s Full Self-Driving program continues to expand with FSD Beta version 10.69.3.1, but the biggest one, version 11, is on track for release in December.

FSD Beta 10.69.3.1

Most beta testers have been stuck on beta 10.69.2.4 for quite a while, which was first released on October 20th. This build was based on update 2022.20, so it's missing several months of Tesla software enhancements, making owners even more eager to get the latest build that is based on 2022.36.

About one percent of public testers got access to 10.69.3.1 over the weekend and the trend continued today with about 10% of testers receiving access to the latest beta.

We believe the trend will continue with more users receiving this build tonight and tomorrow and we expect all current testers to be on FSD Beta 10.69.3.1 by Thursday this week. If you've been waiting for a new build, the wait shouldn't be long now, as long as no major issues are found.

While Elon Musk has been busy rebuilding his new company Twitter, he did use the platform to share a few updates about Tesla. On Friday, November 19, Musk tweeted: Tesla FSD 10.69.3.1 is going to wide release now.

Expanding to New Testers

While FSD Beta 10.69.3.1 has begun going out to some existing testers, it has also started to be sent to some owners completely new to the FSD program.

Tesla and Elon Musk have iterated that everyone in the US and Canada will receive FSD Beta by the end of the year. We expect Tesla to slowly add more users to FSD Beta until everyone is eventually included.

FSD Version 11 - Soon

On Sunday, Tesla’s CEO was asked for an update on FSD V11. Musk tweeted: Making good progress. Still tracking to wide release next month. This tweet caused a lot of confusion because, five days earlier Musk tweeted: We’ll widen V11 beta before Thanksgiving.

Many people were looking for clarification, including Twitter user @BLKMDL3, who asked: By “wide release next month” do you mean to those who currently have beta or to anyone who purchased FSD who won’t have to do safety score. Musk responded: Latter.

That response indicates that beta V11 could possibly start showing up this week for a select few, but Musk is staying with his timeline stated at the third quarter earnings call; FSD is going out to everyone by the end of the year, including the new V11.

Single Stack Version 11 is a Game Changer

V11 release notes indicate this update will be nothing short of incredible. As Tesla engineers pointed out on A.I. Day 2022, version 11 is a single stack, one code that provides all the information from parking lots to highways. The update: “unifies the vision and planning stack on and off-highway and replaces the legacy highway stack, which is over four years old,” states the notes.

Tesla said the legacy FSD highway program uses several single-camera and single-frame networks but could only navigate “simple lane-specific maneuvers.” That will change with the next update as the program uses: “multi-camera video networks and next-gen planner, that allows for more complex agent interactions with less reliance on lanes, make way for adding more intelligent behaviors, smoother control and better decision making.” The extensive list includes improvements for severe weather, navigating blocked lanes and debris, and better speed matching and gap selection.

For many who have been waiting for FSD for years, you may need patience for a few more weeks. But from all accounts, FSD will be well worth the wait.

Tesla Q1 Update on Optimus, Batteries, and Tesla Energy

By Karan Singh
Not a Tesla App

The 2025 Q1 Earnings Call gave us the opportunity to learn about a lot of things, from Unsupervised FSD, to the Robotaxi program, to the update on the more affordable model. There was a lot of news to unpack, but there’s still more.

In this article, we’ll cover Tesla’s updates on Optimus, batteries, and Tesla Energy.

Optimus

Tesla has been working away on their humanoid robot and continues to make progress in software and hardware.

First, Tesla is preparing the Fremont factory for the Optimus pilot production line, which is scheduled for completion later this year. Once it is, wider deployments of Optimus for internal use within Tesla’s facilities are expected as well. Tesla aims to have several thousand Optimus units working in its North American factories by the end of the year once the pilot production line is operational.

Tesla’s goals for production remain extremely lofty - 1 million units per year by 2030. However, they could face some challenges when ramping production.

Key components like the shoulder actuators use specialized permanent and rare-earth magnets, which are currently sourced from China. Due to recent Chinese restrictions on the overseas sale of these magnets, Tesla is seeking an exemption or alternative suppliers. They have not yet looked into modifying the shoulder actuator but will likely do so if they cannot obtain the necessary materials.

Batteries

Batteries are another item that Tesla’s teams have been working on behind the scenes for years now. The second generation of the 4680 - the Cybercell - has been IRA-compliant for some time now. This means that the Cybertruck is eligible for the US Federal EV rebate. 

Tesla also achieved the lowest cost-per-kWh of any of its cells with the 4680 battery - and it is potentially one of the cheapest cells being manufactured by any vehicle battery manufacturer at this point. With dry-cathode still being worked on, Tesla may be able to squeeze more optimizations and cost efficiencies from the 4680 cells.

Additionally, Tesla is progressing with its plans for lithium refining and cathode production in the US, both of which are scheduled to commence in 2025. While the company says they’re no longer supply-constrained for non-LFP vehicle batteries, on-shoring production and sourcing critical minerals from nations outside of China will be key.

LFP batteries continue to be supplied-constrained - namely for the Tesla Energy division. LFP batteries and their materials are sourced from China. Due to tariffs and limited exports, Tesla is can’t obtain enough and is considering potentially building an LFP production facility in North America.

Energy

Tesla’s energy division is still experiencing some of the highest growth of any of its divisions. Year over year, Tesla saw a 154% increase in energy storage deployments, including both Megapack and Powerwall - for a total of 10.4 GWh deployed in just Q1 2025. While deliveries in energy storage remain volatile due to the nature of Megapack installations, Tesla expects growth to continue rapidly in this segment.

Tesla also deployed 1GWh of Powerwall 3 residential storage this quarter, marking its strongest quarter. Powerwall 3 has received positive feedback from customers, many of whom appreciate its new capabilities with its built-in inverter for solar.

Megapack is continuing to see demand increases, currently highlighted by utility-scale Megapack systems, as well as data centers requiring stable power delivery. Megafactory Shanghai is also online now and producing Megapacks - with an annual production capacity of 20GWh today and up to 40GWh in the future. The site has also produced over 100 Megapacks this quarter, which are all awaiting delivery.

There was a lot of interesting news from Tesla’s Q1 2025 Earnings Call, covering everything from FSD and Robotaxi - to the less glamorous but equally important Megapack and Powerwall.

Tesla Introduces AI-Powered Phone Support for Tesla Insurance, Reducing Wait Times and Cutting Costs

By Karan Singh
Not a Tesla App

Tesla is heavily leaning into artificial intelligence, and its insurance offering is just another example of how it’s improving its product or lowering costs by leveraging AI.

Tesla recently started offering an insurance discount in select states when drivers use FSD for at least 50% of their drives and now it’s introducing an AI to help handle customer claims.

Tesla has developed an in-house voiced AI agent that can assist customers in handling simple support requests for Tesla Insurance.

Although Tesla Insurance is currently available in just 12 U.S. states, its voice AI assistant is accessible via phone across all supported states.

What the AI is Doing

For customers calling in from those states, the new AI agent provides a unique way to address the most common support calls. And it’s not just answering common questions but actually making requested changes to the owner’s account.

Policy Changes

The first key item is that it automates policy changes. Simple policy updates, including adjusting your deductible or coverage limits, are now done via AI. For policyholders who are simply looking to make quick changes and don’t have any questions, this makes the process a lot quicker by not having to wait for a representative. Tesla isn’t eliminating representatives, but this could reduce the number of representatives required or reduce wait times.

Continue Where You Left Off

The second item here, highlighted by Raj Jegannathan from Tesla’s internal IT team, is that Tesla’s AI agent is able to offer summaries of the user’s last interaction with Tesla Insurance. It will summarize your last interaction and provide assistance on that particular topic if you need to continue it. That means that you don’t have to wait for a human to review your file - the AI will kick off right where you left off.

Tesla appears to be focused on improving efficiency and making support more accessible. While actual items like claims are left up to humans due to their inherently complex nature, this helps free up employees to handle more complex items. While there’s no doubt Tesla will continue to develop this AI like they do everything else, we may soon see it take on even more tasks.

More AI

This isn’t the first AI agent that Tesla has demoed - there is now a chat-based AI sales agent available on the front page of Tesla’s website, which is able to answer common questions on Tesla vehicles.

Tesla has also been improving their AI support tool available in the Tesla App is able to provide feedback on common issues and also guide users towards either solving the problem or placing a support request.

Tesla has recently updated this AI to offer personalized support, allowing you to ask questions such as ‘What are my vehicle service alerts?’ or ‘Does my vehicle have a heat pump?’

Tesla’s strategy here is to influence the cost-heavy areas associated with having humans address simple requests and instead leverage AI, which can offer instant answers and reduce support costs.

Roll Out to More States

While this new AI is currently limited to just 12 states, it is likely to follow Tesla Insurance’s expansion. Insurance seems to have been at a bit of a standstill lately. Tesla continues to improve features such as the improvements to Safety Score V2.2, but we haven’t seen Tesla roll out support to new states since it added Minnesota in November of 2022.

Tesla may be looking to lower costs and refine the experience before it expands to additional states.

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