Like thousands of other Twitter users, we spent a lot of last night cruising around with @winnersechelon, who also goes by Tesla Bull. The Twitter user shared five videos of Tesla's latest FSD Beta version 11.3. It gave viewers our firsthand look at the highly anticipated software that Elon Musk has been promising for months, and it appears to be worth the wait. Tesla Bull tweeted:
"FSD beta 11.3 UNIFIED STACK!! Let's go!!! Great work team Tesla."
Striking Visual Changes
The videos show some undeniable changes from the previous FSD versions. The blue line showing the car's path is noticeably thicker, taking up the width of the vehicle. Also, the red lines are gone, replaced with light grey lines similar to those we see with standard Autopilot. New visualization appears at intersections and around crosswalks, according to Tesla Bull.
Smooth Drive
Then there is the drive. While this is difficult to judge, Tesla Bull tweeted:
Noticeably smoother in certain areas where timid previously. Still, a long way to go and many more miles to test.
Sharing real unfiltered progress is exciting. There was one driver intervention that caused another new addition to FSD. A message appears stating: Autopilot Disengaged. What Happened? Press voice button to send Tesla an anonymous message describing your experience.
We got from city streets to the highway, and Tesla Bull reported that he did make several manual speed changes. Still, it's unclear if the changes were necessary, as he also stated that one of the speed adjustments was to catch another Tesla. The software is put through all the paces as it also exits the highway effortlessly and returns to city streets. The car takes the on and off ramps much more naturally, and cornering and acceleration appear confident.
It was a big test to see the Tesla go from city streets to highways and vice versa. That is a significant change with this update that combines city streets and highways into a single stack, meaning the same Neural Nets are being used in all situations, as promised by the Autopilot team on A.I. Day 2022.
Tesla Bull claims that "auto park" is active again. He later provides a video showing Auto Park in action. It's important to note that he has a 2020 Tesla that has ultrasonic sensors, so this is not the new Auto Park for vehicles without the sensors. Actual Smart Summon (ASS) also does not appear to be in this release. That said, it has been on the radar for several months. Unfortunately, the nag continues to nag. While Musk had hoped to remove the reminder to apply resistant to the wheel, transportation officials in both the United States and Canada raised concerns.
FSD v11.3 is nearing public release. Musk said that version 11.3.2. would "likely" be the one that goes to the thousands of FSD owners in North America. That means the version Tesla Bull took for a ride stills requires work before the Tesla team can send it out wide. Tesla Bull agrees, he tweeted: Smooth indeed. Will share more videos with full transparency. Could be three steps forward and two back but this will be solved. You're doing it Tesla. You're leading and it matters!
Streets to Highway PT. 1 One intervention (accelerator press, right before highway entrance) Multiple manual speed changes Last one to catch a fellow @Tesla ?
Following the recent departure of longtime deputy Omead Afshar, Elon Musk has stepped up to personally oversee Tesla’s sales operations in North America and Europe, according to a new report from Bloomberg, which cites people familiar with the matter.
This is a big shake-up that places Elon directly in charge of fixing Tesla’s sales slump in two key markets. The move has come as Tesla reported nearly on-the-ball deliveries for Q2 2025, hitting 384k deliveries, against a consensus street estimate of 385k deliveries.
New Leadership Structure
According to the report, Afshar’s former responsibilities are being divided between Elon and Senior VP Tom Zhu. Elon will now directly oversee the sales organizations in the US and Europe. As part of this change, Troy Jones, Tesla’s VP of North America Sales, will now report to Elon.
Tom Zhu, who is based in China, will continue to manage sales in Asia while also taking on the critical new responsibility of overseeing global manufacturing operations. Leadership of Tesla’s factories in Fremont, California, and Texas will now report to Tom. Tesla Energy’s factories will still report to Michael Snyder, VP of Energy and Charging.
For now, we’re unsure whether this is a temporary management structure, if the reporting lines will shift, or if Tesla will either hire or promote a new Senior VP of Sales to cover the duties.
Tackling the Sales Slump
The restructuring is a response to the recent downturn in sales. Analysts estimated that Tesla would deliver approximately 385k vehicles, which they essentially managed to achieve. However, deliveries fell short of production numbers, with Tesla delivering just 373k of the 410k vehicles produced.
This situation is particularly challenging in Central Europe. Europe has been noted as Tesla’s weakest market, according to Elon. Interestingly, Elon previously stated in several interviews over the last few months that there was no demand issue, but it now seems that there have been some issues with growing sales.
With Tesla’s new vehicle registrations across Europe having plunged 37% since the start of this year, and the rollout of the new affordable model, as well as more affordable versions of the Model 3 and Model Y seemingly delayed, there is a lot to do. Some analysts are projecting a second consecutive annual decline in Tesla’s global car sales for 2025.
The Rise of Tom Zhu
A key note in this reshuffle is the return of Tom Zhu to a top global operations role. Tom had previously led the construction and ramp-up of Giga Shanghai and was then promoted to Senior VP of Automotive Operations in 2023. Last year, he was sent back to China to focus on tackling regulatory hurdles with the launch of FSD in China.
His return to overseeing global manufacturing, even while staying in China, is a significant vote of confidence in his abilities. It also comes as Chinese authorities have begun drafting new autonomy guidelines to clear a path for the broader rollout of both Supervised and potentially Unsupervised FSD.
Wrap Up
This major restructuring shows that Elon is once again focused on Tesla and plans to personally tackle the company’s biggest issues. This will require a careful hand, as Elon’s forays into politics have caused self-admitted brand damage. If anyone can turn this around and have the Model Y return as the Best-Selling Vehicle of 2026, having just missed out by a few thousand vehicles to the Toyota RAV4, it is Elon.
Alongside him, Tom Zhu will be responsible for streamlining global manufacturing and ensuring that Tesla is ready to launch their new affordable variants in the near future, which should also make a considerable dent in sales.
Tesla has released its Q2 2025 production and delivery numbers, revealing an improvement in production and deliveries over Q1, but still down from a year ago.
Tesla produced 410,244 vehicles in Q2, nearly equal to their production a year ago, which was 410,831 vehicles. Production for this quarter was significantly up compared to Q1 2025, which only saw 362,615 vehicles produced. While production numbers matched those of a year ago, actual deliveries were down.
Q2 2025 saw Tesla deliver 384,122 vehicles, which was down approximately 59,000 units compared to the same period last year, but up by approximately 48,000 vehicles, or about 14% compared to Q1.
Breakdown by Model
The Model 3/Y segment continues to dominate Tesla’s production profile, accounting for 396,835 units produced and 373,728 delivered in Q2 2025. Deliveries for the “Other Models” category—which includes the Cybertruck, Model S, and Model X—were down compared to the previous quarter, with just 10,394 vehicles delivered, a 20% decline. Compared to a year ago, the drop for these vehicles is even more drastic, with sales being down 52%. Tesla refreshed its Model S and Model X last month with new features; however, the update was much smaller than expected and likely didn’t help much in increasing sales for these vehicles.
Tesla doesn’t break down Cybertruck sales separately, but those deliveries are expected to be down as well.
Tesla noted that 2% of total deliveries this quarter were accounted for under operating lease agreements, consistent with the same quarter last year.
Quarter
Production
Deliveries
Model 3/Y Deliveries
Other Models Deliveries
Lease Share
Q2 2025
410,244
384,122
373,728
10,394
2%
Q1 2025
362,615
336,681
323,800
12,881
4%
Q2 2024
410,831
443,956
422,405
21,551
2%
Context and Market Response
While the numbers exceeded some bearish expectations, the year-over-year delivery drop is Tesla’s second straight quarterly decline. Analysts attribute declining sales to increasing EV competition and reputation issues.
Still, investors found relief in the improved quarter when compared to Q1. The stock rebounded about 4% yesterday on the news.
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