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.
Tesla is rolling out a fairly big update for its iOS and early-access-only Robotaxi app, delivering a suite of improvements that address user feedback from the initial launch last month. The update improves the user experience with increased flexibility, more information, and overall design polish.
The most prominent feature in this update is that Tesla now allows you to adjust your pickup location. Once a Robotaxi arrives at your pickup location, you have 15 minutes to start the ride. The app will now display the remaining time your Robotaxi will wait for you, counting down from 15:00. The wait time is also shown in the iOS Live Activity if your phone is on the lock screen.
How Adjustable Pickups Work
We previously speculated that Tesla had predetermined pickup locations, as the pickup location wasn’t always where the user was. Now, with the ability to adjust the pickup location, we can clearly see that Tesla has specific locations where users can be picked up.
Rather than allowing users to drop a pin anywhere on the map, the new feature works by having the user drag the map to their desired area. The app then presents a list of nearby, predetermined locations to choose from. Once a user selects a spot from this curated list, they hit “Confirm.” The pickup site can also be changed while the vehicle is en route.
This specific implementation raises an interesting question: Why limit users to predetermined spots? The answer likely lies in how Tesla utilizes fleet data to improve its service.
Here is the new Tesla Robotaxi pickup location adjustment feature.
While the app is still only available on iOS through Apple’s TestFlight program, invited users can download and update the app.
Tesla included these release notes in update 25.7.0 of the Robotaxi app:
You can now adjust pickup location
Display the remaining wait time at pickup in the app and Live Activity
Design improvements
Bug fixes and stability improvements
Nic Cruz Patane
Why Predetermined Pick Up Spots?
The use of predetermined pickup points is less of a limitation and more of a feature. These curated locations are almost certainly spots that Tesla’s fleet data has identified as optimal and safe for an autonomous vehicle to perform a pickup or drop-off.
This suggests that Tesla is methodically “mapping” its service area not just for calibration and validation of FSD builds but also to help perform the first and last 50-foot interactions that are critical to a safe and smooth ride-hailing experience.
An optimal pickup point likely has several key characteristics identified by the fleet, including:
A safe and clear pull-away area away from traffic
Good visibility for cameras, free of obstructions
Easy entry and exit paths for an autonomous vehicle
This change to pick-up locations reveals how Tesla’s Robotaxi Network is more than just Unsupervised FSD. There are a lot of moving parts, many of which Tesla recently implemented, and others that likely still need to be implemented, such as automated charging.
Frequent Updates
This latest update delivers a much-needed feature for adjusting pickup locations, but it also gives us a view into exactly what Tesla is doing with all the data it is collecting with its validation vehicles rolling around Austin, alongside its Robotaxi fleet.
Tesla is quickly iterating on its app and presumably the vehicle’s software to build a reliable and predictable network, using data to perfect every aspect of the experience, from the moment you hail the ride to the moment you step out of the car.
The massive legislative effort titled the "Big Beautiful Bill" is taking direct aim at what has become one of Tesla’s most critical and profitable revenue streams: the sale of US regulatory credits. The bill could eliminate billions of dollars from Tesla’s bottom line each year and will slow down the transition to electric vehicles in the US.
The financial stakes for Tesla are absolutely immense. In 2024, Tesla generated $2.76 billion from selling these credits. This high-margin revenue was the sole reason Tesla posted a profit in Q1 2025; without the $595 million from regulatory credits, Tesla’s reported $409 million in profit would have been a $189 million loss.
How the ZEV Credit System Works
Zero-Emission Vehicle (ZEV) credits are part of state-level programs, led by California, designed to accelerate the adoption of electric vehicles. Each year, automakers are required to hold a certain number of ZEV credits, with the amount based on their total vehicle sales within that state. Under this system, automakers that fail to sell a certain percentage of zero-emission vehicles must either pay a significant fine or purchase credits from a company that exceeds the mandate.
Automakers who fail to sell enough EVs to meet their quota have a deficit and face two choices: pay a hefty fine to the state government for each missing credit (for example, $5,000 per credit in California) or buy credits from a company with a surplus.
As an all-EV company, Tesla generates a massive surplus of these credits. It can then turn around and sell them to legacy automakers at prices cheaper than the fine, creating a win-win scenario: the legacy automaker avoids a larger penalty, and Tesla gains a lucrative, near-pure-profit revenue stream.
This new bill will dismantle this by eliminating the financial penalties for non-compliance, which would effectively make Tesla’s credits worthless. While the ZEV program is a state law, the Big Beautiful Bill will fully eliminate the penalties at a federal level.
A Multi-Billion Dollar Impact
The removal of US ZEGV credits would be a severe blow to Tesla’s financials. One JPMorgan analyst estimated that the move could reduce Tesla’s earnings by over 50%, representing a potential annual loss of $2 billion. While Tesla also earns similar credits in Europe and China, analysts suggest that 80-90% of its credit revenue in Q1 2025 came from US programs.
Why the Program Exists
While the impact on Tesla would be direct and immediate, the credit system has a wider purpose. It creates a strong financial incentive for legacy automakers to develop and accelerate their zero-emission vehicle programs, whether it’s hydrogen, electric, or another alternative.
Eliminating the need for these credits would remove that financial pressure. This could allow traditional automakers to slow their EV transition in the US without the fear of a financial penalty, potentially leading to fewer EV choices for consumers and a slower path to vehicle electrification in the country.
Big, But Not Beautiful
On Sunday Morning TV, Elon Musk was asked his thoughts on the Big Beautiful Bill. They were pretty simple. A bill could be big, or it could be beautiful - I don’t know if it can be both, Musk stated.
Elon Musk in new interview: "I was disappointed to see the massive spending bill, frankly, which increases the budget deficit and undermines the work the DOGE team is doing. I think a bill could be big, or it could be beautiful—I don't know if it can be both." pic.twitter.com/DnyjHN7xCY
The bill poses a threat to Tesla’s bottom line and to the adoption of EVs in the US market, where automakers will no longer have a financial incentive to transition to cleaner vehicles, a market they’ve regularly struggled in when competing against Tesla.
Tesla will have to work carefully in the future to cut expenses to remain profitable after the elimination of these regulatory credits.
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