Tesla introduced 'apps' with their WeChat integration in China
Not a Tesla App
Earlier this year Tesla integrated WeChat applets, or mini-programs, as part of their holiday update in China. This move has sparked curiosity and speculation about whether these applets are a sneak peek into Tesla's long-rumored app store. To understand the significance of this development, let's first explore what WeChat and its applets are and how they function.
What is WeChat and Applets?
WeChat is a popular messaging, social media, and mobile payment app developed by Tencent, a Chinese technology company. It offers various features, such as messaging, voice and video calls, social media sharing, mobile payments, official accounts for brands and public figures, and location-based services. Since its launch in 2011, WeChat has become an essential app for millions of users, particularly in China, where it has integrated into various aspects of daily life.
WeChat applets, also known as WeChat mini-programs, are lightweight applications that run within the WeChat platform. These applets offer various functionalities and services, similar to standalone apps, but without users needing to download or install them separately. They are designed to load quickly and integrate seamlessly with the platform, providing a smooth user experience.
Tesla's WeChat Applets in Action
Below you can view Tesla's extensive applets available through WeChat that offer video streaming, audio books, flight tracking and more. Huge thanks to one of our readers who recorded this video for us.
Tesla New Year Update
In the context of Tesla's New Year update for the Chinese market, these WeChat applets have been integrated into the Tesla OS, offering extensive features that behave like apps. The applets function like websites, but their app-like behavior comes from their seamless integration with the vehicle. For example, when users tap an audiobook within an applet, it will play the audio through the car's music player, showcasing the applets' app-like functionality.
Tesla's move towards applets is likely inspired by Progressive Web Apps (PWAs), a standard for developing websites that can be installed, made available offline, and have app icons and assets saved instead of being loaded each time. This approach could be a strategic move for Tesla as they plan to develop their app store.
Easier Developer Access
By leveraging existing PWAs like Twitter, Tesla could quickly offer a range of popular apps upon launch, making it easy for developers to add their apps to Tesla's platform. As PWAs gain popularity, the Tesla app store will continue to grow, offering more variety to Tesla users.
As we reported more than a year ago, Tesla is actively developing an app store for its vehicles, rumored to be released this year. Concept designer DeleetDesigns even offered a vision of what a Tesla app store could look like.
A Tesla app store is an exciting prospect, but it may differ from traditional app stores like Apple's or Google's. Tesla is likely to focus on apps well-suited for use in a car rather than replicating the smartphone experience.
Do Tesla Have the Computing Power?
For the Tesla app store to succeed, it must leverage the benefits of the car's larger screen and integration with the vehicle. Tesla will likely build developer tools to enable the creation of apps that integrate into their OS, such as SiriusXM, YouTube Music, and video streaming apps like YouTube TV and Amazon Prime Video.
Moreover, the Tesla app store could enable developers to port additional games to Tesla vehicles, offering owners a wider range of gaming options.
An app store would be a significant win for Tesla, allowing them to offload the development of entertainment apps to other companies while freeing up engineers' time and providing owners with the desired apps.
However, running apps like those on smartphones and tablets would require a more capable processor than most Teslas. Only MCU 3-equipped vehicles would likely support such an app store, which only became available in late 2021. Tesla's WeChat applets require the Ryzen processor in MCU 3, and if Tesla does offer more web-based apps, the requirement may remain.
Tesla's integration of WeChat Applets in China may indicate the company's progress towards an app store. Although we should adjust our expectations for what a Tesla app store will entail, it's an exciting development that could greatly enhance the Tesla experience.
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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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