It was a whirlwind of announcements at Tesla's Annual Shareholder Meeting held in Austin, Texas. The company announced significant updates about the company's future, including ambitious product plans, leadership changes, and bold strategies to address human rights issues in the supply chain. Musk's engagement with shareholders and his unexpected revelations left the audience more enthusiastic than ever about what lies ahead for the electric vehicle giant.
Musk to Continue as Tesla CEO
In his typically candid style, Elon Musk began the meeting by expressing his appreciation for the Tesla community, stating, "I just want to say I love you guys." This sentiment set the tone for the event, highlighting the close-knit relationship between Tesla and its shareholders.
Many investors breathed a sigh of relief as Musk announced he will not be stepping down as CEO of the company, squashing circulating rumors. Asserting the importance of Tesla's role in AI and AGI, Musk emphasized his necessity in overseeing the operations. Tesla co-founder JB Straubel was officially elected to the company's board of directors, alongside the re-election of Musk for another three-year term.
Tesla Dabbles in Traditional Advertising
In a surprising turn, Musk disclosed plans to venture into traditional media advertising — a departure from the company's typical non-traditional marketing approach. He acknowledged the importance of reaching potential customers outside of the company's devoted fan base. The crowd's overwhelming excitement caught Musk off guard, leading him to promise to evaluate the effectiveness of this new strategy.
Updates on Cybertruck and Tesla Roadster
In addition, Musk revealed that Tesla is targeting to deliver its first Cybertrucks within the year, with plans to deliver between 250,000 to 500,000 Cybertrucks annually. The return of the much-anticipated Roadster is slated for 2024. Musk gave insights into the challenges and breakthroughs in Cybertruck production, focusing particularly on the vehicle’s unique stainless-steel exoskeleton.
Despite rumors suggesting otherwise, Tesla successfully navigated the challenges, sticking to its original design intent and developing new manufacturing techniques for an exoskeleton-based vehicle. Further, the Cybertruck will be equipped with multiple attachment points to support third-party accessories.
Teaser of the Next-Gen Tesla Cars
In the meeting, Musk also teased two new electric vehicle models being designed by the company. One of these next-generation EVs appears to be a compact hatchback with a silhouette resembling the Model Y. No further details were given on the second vehicle. Still, Musk suggested that the combined production of both vehicles would exceed 5 million units per year.
Watch the Cyber Roundup Event
Watch Tesla's Cyber Roundup event in its entirety below. The Q&A session, one of the most interesting parts of the event, begins at the 1-hour 4-minute mark of the video below.
Update on the Next-Gen Tesla Roadster
Despite the excitement surrounding the next-generation Tesla Roadster, its production has been pushed back to 2024. While it will not be a significant contributor to revenue, Musk assured that its unique SpaceX thruster package will make it a "modest contributor to profitability."
Tesla Responds to Human Rights Concerns with Third-Party Audit
Tesla, facing increasing scrutiny over human rights abuses linked to its supply chains, has committed to a third-party audit. The concerns arise from the company's sourcing of cobalt from the Democratic Republic of Congo, known for pervasive child labor, and potential ties to forced labor in China's Xinjiang Uygur Autonomous Region. Amidst these allegations and ongoing lawsuits, Tesla's decision to hold a third-party audit marks a critical move toward addressing these issues.
Market Outlook Amid Economic Uncertainties
While Tesla has always been a forerunner in the electric vehicle market, Musk acknowledged that the company is not immune to the potential economic pressures that lie ahead. During the shareholder meeting, he cautioned about a potentially tough period for the economy and the consequent impact on consumer discretionary spending. Yet, he urged investors to remain resilient.
Musk offered some advice, saying, "Don't look at the markets for the next 12 months. If there's a dip, buy the dip." Despite acknowledging these challenges, he expressed confidence that Tesla will emerge stronger in the face of adversity, reinforcing the company's long-term investment appeal.
The Tesla annual shareholder meeting was packed with exciting revelations and announcements, from the CEO's continued leadership to the unveiling of future product plans. The surprises continued with the company's venture into traditional advertising and the commitment to cobalt auditing. As the meeting concluded, one thing was clear: Tesla continues to disrupt the industry with its forward-thinking strategies and unwavering dedication to innovation.
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Tesla appears to be preparing to expand its Robotaxi geofence in Austin, Texas, with numerous engineering vehicles taking to the road. One of the most interesting sights, between the short and tall LiDAR rigs, was a Cybertruck validation vehicle, which we don’t often see.
Tesla’s expansion is moving the Robotaxi Network into downtown Austin, a dense urban environment that is currently outside the geofence. It appears Tesla is content with the latest builds of Robotaxi FSD and is ready to take on urban traffic.
The inclusion of a Cybertruck in the validation fleet is noteworthy, as the rest of the vehicles are Model Ys. This suggests that Tesla may be addressing two challenges simultaneously: expanding its service area while also addressing the FSD gap between the Cybertruck and other HW4 Tesla vehicles.
Tesla Validating Downtown Austin before expanding the Robotaxi geo-fence area. pic.twitter.com/ylFATtjcDi
Recent sightings have shown a fleet of Tesla vehicles, equipped with rooftop validation sensor rigs, running routes throughout downtown Austin and across the South Congress Bridge. While these rigs include LiDAR, it’s not a sign that Tesla is abandoning its vision-only approach.
Instead, Tesla uses the high-fidelity data from the LiDAR as a ground truth measurement to validate and improve the performance of its cameras. In short, it essentially uses the LiDAR measurements as the actual distances and then compares the distances determined in vision-only to the LiDAR measurements. This allows Tesla to tweak and improve its vision system without needing LiDAR.
This data collection in a new, complex environment right outside the Robotaxi geofence is an indicator that plans to expand the geofence. Tesla has previously indicated that they intend to roll out more vehicles and expand the geofence slowly. Given that their operational envelope includes the entire Austin Metro Area, we can expect more locations to open up gradually.
Once they expand the operational radius to include downtown Austin, they will likely also have to considerably increase the number of Robotaxis active in the fleet at any given time. Early-access riders are already saying that the wait time for a Robotaxi is too long, with them sometimes having to wait 15 minutes to be picked up.
With a larger service area, we expect Tesla to also increase the number of vehicles and the number of invited riders to try out the service.
After all, Tesla’s goal is to expand the Robotaxi Network to multiple cities within the United States by the end of 2025. Tesla has already been running an employees-only program in California, and we’ve seen validation vehicles as far away as Boston and New Jersey, on the other side of the country.
Cyber FSD Lagging Behind
One of the most significant details from these recent sightings is the presence of a Cybertruck. Cybertruck’s FSD builds have famously lagged behind the builds available on the rest of Tesla’s HW4 fleet. Key features that were expected never fully materialized for the Cybertruck, and the list of missing features is quite extensive.
Start FSD from Park
Improved Controller
Reverse on FSD
Actually Smart Summon
It may not look like a lot, but if you drive a Cybertruck on FSD and then hop in any of the rest of Tesla’s HW4 vehicles, you’ll notice a distinct difference. This is especially evident on highways, where the Cybertruck tends to drift out of the lane, often crossing over the lane markings.
Tesla was testing parts of Downtown Austin, TX with this Cybertruck which had a massive roof rack, and sensors.
We previously released an exclusive mentioning that a well-positioned internal source confirmed with us that a new FSD build for the Cybertruck was upcoming, but we never ended up receiving that particular build, only a point release to V13.2.9. The AI team’s focus had clearly shifted to getting the latest Robotaxi builds running and validated, and while a flagship, the Cybertruck fleet was small and new, and really a secondary task.
The Cybertruck’s larger size, steer-by-wire, rear-wheel steering, and different camera placements likely present a bigger set of challenges for FSD. Deploying it now as a validation vehicle in a complex environment like downtown Austin suggests that Tesla is finally gathering the specific data needed to bring the Cybertruck’s capabilities up to par. This focused effort is likely the necessary step to refine FSD’s handling of the Cybertruck before they begin rolling out new public builds.
When?
Once Tesla’s validation is complete, we can probably expect the Robotaxi Network to expand its borders for the first time in the coming days or weeks. However, we’ll likely see more signs of the expansion, such as Robotaxi vehicles driving themselves around the area, before the expansion actually happens.
Hopefully, the Cybertruck will also learn from its older siblings and receive the rest of its much-needed FSD features, alongside an FSD update for the entire fleet.
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.
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