Tesla has now released update 2023.38 to roughly half of its fleet. Now that the update is in the wild, a couple additional enhancements have been spotted that are only available in certain regions.
Predictive Charger Availability
Tesla has continually improved Supercharger information in the vehicle. In the past couple years they've added the ability to view the number of chargers available at site Supercharger location, as well the number of stalls that are out of order. They also show how busy the Supercharger is at various points throughout the day.
If you thought live data was the best Tesla could do, they have a surprise in store in update 2023.38. If you're navigating to a Supercharger, Tesla will now predict how many Supercharger stalls will be available at your arrival, and display the predicted wait time, if any.
Tesla says they will factor in your travel time to the Supercharger, as well as other Tesla vehicles' travel times, to predict the charger's availability when you arrive.
Tesla continues to open up Supercharger to other electric vehicles, and while the number of non-Teslas charging at Superchargers may be a small percentage right now, that number is expected to increase as more manufacturers adopt Tesla's charging port. It'll be interesting to see how well Tesla can predict Supercharger availability when they may not be aware of all vehicles routing to each charger.
This feature is currently limited to the U.S., but is likely to expand to other regions as Tesla gathers more data and determines its accuracy.
When Tesla officially announced the feature on X, it wasn't clear which update the feature would feature the updated feature, but it has now been spotted in update 2023.38. The updated light pattern is currently only be available in select countries, including the U.S. It appears to not be available in most of Europe at this time, but that may change in a future update.
Vampire Survivors: Multiplayer Gaming
Update 2023.38 also brings other features, such as an update to Vampure Survivors. Just in time for Halloween, Tesla owners and their passengers can team up in a co-op mode, mowing down hordes of the undead. The gameplay allows up to four passengers to participate, turning your vehicle into a virtual battleground against zombies. This feature, however, has its prerequisites.
It requires MCU 3, making it exclusive to the recent Model S/X and 3/Y models. For those ready to dive into this electrifying experience, shift the Tesla into Park (P), navigate to the Tesla Arcade, and then choose Vampire Survivors. Remember, each player needs their own controller, which can now be wired or Bluetooth.
Location Sharing: Enhanced Transparency
Update 2023.38 also notifies drivers if they are being crept on, known as location sharing. A new icon now appears at the top of the touchscreen when any app — including the official Tesla app — requests live location data from your vehicle.
Tesla also introduces a practical modification that could prevent window or door damage during a vehicle update. We know that the window goes down just a little bit when the door opens and closes because of the distinct frameless door design. However, the windows can not adjust during software updates, increasing the chances of window damage. This update brings down the windows just a little bit to facilitate door opening and closing. Once the update concludes, the windows revert to their former position.
With every update, Tesla gets just a little bit better. We are just a few months away from the epic Christmas update. The countdown is on!
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The long long wait for FSD (Supervised) in Australia and New Zealand may be coming to an end. Thom Drew, Tesla’s Country Director for Australia & New Zealand, has confirmed on LinkedIn that Tesla has been working with local authorities in both countries and that there are no regulatory blockers for the release of FSD in the region.
The confirmation came in response to questions following Tesla’s FSD demo video in Sydney, Australia.
Hurdles Cleared
For many years, the main question surrounding the release of FSD in other Asia-Pacific countries, especially Australia, has been the status of regulatory approval. Drew’s statement provides the clearest answer yet regarding regulatory barriers, and it appears that the path is clear from a governmental standpoint.
“We have been working with local authorities across AU & NZ and there are no regulatory blockers for release. We are running through the final stages of validation prior to public release. Looking to start with HW4 on certain vehicles and then release in phases from there.”
Thom Drew, Tesla’s Country Director for Australia & New Zealand (LinkedIn)
With the regulatory question answered, the timeline for the release is now entirely in Tesla’s hands. According to his statement, Tesla is in the final phases before a public rollout, likely meaning Tesla is doing some final testing and veritifcation on local roads before flipping the switch.
— Tesla Australia & New Zealand (@TeslaAUNZ) July 17, 2025
The Rollout Plan: HW4 First
Drew also provided the first details on how Tesla plans to launch FSD in the two countries, and it seems to be a similar approach to the one Tesla took in China.
That means that the release will begin with AI4 (HW4) equipped vehicles first. Once those vehicles are up and running, they will slowly begin to phase in older AI3 (HW3) vehicles over the next few releases.
For owners of HW3 vehicles (everything we know about the HW3 upgrade), this phased release means that they’ll be waiting a little longer than other owners, but at least there’s progress and some clear next steps now. A little more waiting isn’t too bad, especially when you consider just how long many owners in Australia and New Zealand have been waiting for any semblance of FSD in their nations. Tesla initially outlined Q2 2025 as the target availability date for FSD in RHD markets, so this timing is roughly on track with what Tesla initially announced in September 2024.
Hopefully, Tesla also opens up the opportunity for FSD transfer for HW3 owners in both countries, as we’re sure many people would upgrade alongside the official release of FSD to the latest hardware.
And just in case you thought the first video wasn’t true because it wasn’t upside down - well, Tesla provided us the original too.
Another quarter has passed, and that means it’s time to submit questions and vote for Tesla’s Q2 2025 Earnings Call. While Q1 was a tough quarter for the company, Q2 saw some recovery in sales, although there’s still some work to be done.
However, there’s always a lot to be excited about during Tesla’s Q&A session, where we usually learn a lot about future software improvements and upcoming vehicles. We may hear more about FSD Unsupervised, Robotaxi, or the more affordable vehicle, or its upcoming larger 6-seater Model Y, the Model Y L. Tesla also mentioned a potential FSD price hike back in the Q1 2025 Earnings Call, so that could be something that is brought up as well.
Tesla’s Q2 So Far
Tesla has already released their Q2 2025 Production and Delivery numbers, which were up from Q1 of this year, but still down compared to Q2 last year.
Production
Deliveries
Model 3/Y
396,835
373,728
Model S, X, and Cybertruck
13,409
10,394
Total
410,244
384,122
How to Submit & Vote
Tesla lets shareholders submit a question that will be voted on and may be answered during the Q&A session. To submit your own question or vote on an already submitted question, you’ll need to be a verified shareholder. You can go to Say’s platform and link your brokerage accounts.
Once it is verified, you’ll be able to log in and vote your shares on your own question, or on someone else’s question.
Here’s the link to get started on Say’s Tesla Q&A. You must submit your questions and votes by July 23rd, 2025, at 4:00 PM EDT.
Top Questions So Far
Unsurprisingly, people have already been submitting questions, and here are the top ones so far.
Can you give us some insight how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?
What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?
Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?
Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
When do you anticipate customer vehicles to receive unsupervised FSD?
And here are some other ones we found interesting:
Have any meaningful Optimus milestones changed for this year or next and will thousands of Optimus be performing tasks in Tesla factories by year end?
Are front bumper cameras going to be necessary for unsupervised full self driving? If so, what is the companies plan to retrofit vehicles that do not have them?
Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years. We still do not know much about the HW4.
Earnings Call Details
Tesla will hold its earnings call on Wednesday, July 23rd, at 4:00 PM EDT. It's still early for an access link, but we’ll make sure we have a link up on the site before the earnings call that day.
If you do miss the earnings call, no worries. We will provide a full recap following the call, and we’ll also do some in-depth dives into what was said and what we know.
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