Over the weekend Tesla released FSD Beta V11.3 (release notes) to more employees. It's not clear whether all employees now have access to the latest beta or if the number of employees was expanded.
Tesla typically releases the latest FSD Beta to all employees as a final test before starting its public release. We could see the first public release of the beta later today.
Elon Musk said earlier this month that FSD Beta V11.3 would start rolling out last week. However, it could be a while before it rolls out to everyone with FSD Beta installed. According to the latest Tesla 'recall,' Tesla now has 362,000 vehicles in the US and Canada running FSD Beta.
Improved Visualizations
We previously heard that FSD Beta V11 would include improved visuals. We now have our first look at these improvements. From the leaked photo we can tell the vehicle's path is much wider. The reason for this could be that Tesla wants to not only represent the path the vehicle will take, but also the space the vehicle will take up when it's at a specific location.
Another obvious change is the removal of the red road edges. They appear to have been replaced with light gray lines instead, which fits in with Tesla's simplistic style of the surrounding environment.
The dotted lines between the lanes also have a different style. They used to be very defined and now have a slight blur to them, similar to other road markings. It'd be interesting to see if Tesla is now using vision to determine the dotted line width and length.
It's hard to tell much else from the image, but the vehicle appears to be on a highway, which means that the FSD Beta visuals will be applied to highway use as expected. It's not clear whether there are other improvements in the visualizations or if can detect new objects.
New Features
With the expansion of the beta to more employees, the release notes for V11.3 have now been leaked, at least partially. The biggest feature on the list is the expected single-stack transition, where Tesla will now use everything it has learned from FSD Beta on city streets and use the same technology for Autopilot on the highway.
However, the list of improvements is long and notable.
Leave Notes About a Disengagement
One of the improvements in this beta according to the release notes is the addition of 'voice drive-notes,' which will allow you to comment on a disengagement with an audio description.
- Added voice drive-notes. After an intervention, you can now send Tesla an anonymous voice message describing your experience to help improve Autopilot.
This will presumably be done through a voice command and Tesla is likely transcribing these to text on their end to make them readable and searchable instead of having to listen to a message, although it appears that you will be able to leave a comment after a disengagement. This may work similarly to the 'Report a bug' feature.
Expanded Automatic Emergency Braking
With this beta, Tesla is expanding Automatic Emergency Braking (AEB) to handle vehicles crossing in your path. AEB was limited to when approaching another vehicle from behind, however, Tesla is expanding this to also apply to vehicles crossing your path. Although this is lumped in with the FSD Beta's release notes, and it depends on vision and improvements made with FSD Beta, it will not only apply to FSD/Autopilot but also when you're driving manually.
In the release notes Tesla mentions that according to data they've collected this improvement with AEB would have prevented 49% of collisions.
Improved Highway Handling
One of the features I'm excited to see in this release is the improvement to the vehicle's path when traveling on the highway. If you encounter a sharp turn, the vehicle tends to get too close to the outside of the curve instead of keeping itself in the center of the lane.
This will apparently be improved with this update as Tesla says there is improved handling at high speeds in high curvature scenarios.
The release notes cover other improvements as well, such as improved lane changes and mergers, as well as object detection and decision-making refinements.
This software version that was released to employees is version 2022.45.5, which is untraditional for Tesla since it has an odd week in the version number, although since we're getting closer to the expected release of FSD Beta V11.3, it's possible this could be the version everyone receives in the coming weeks.
Now that release notes and the first image has been shared, we may soon see what else is included in this update. To find out more about this beta, check out the release notes for FSD Beta V11.3.
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 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.
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’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.
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