New Cybertruck video reveals updated to the user interface
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The Cybertruck is Elon Musk's new daily driver. Tesla's CEO said he would trade in his Model S for the stainless steel beast, and it appears he did so after taking a public drive over the weekend.
An Electric Appearance at the Formula 1 Race
Musk and his son surprised Formula 1 fans when they appeared at the United States Grand Prix in Austin, Texas. The event, situated close to Tesla's Gigafactory, became even more of an extravaganza when the Cybertruck was spotted at the Circuit of the Americas. It's hard to take any attention away from the F1 cars and drivers, but fans swarmed Musk and his Cybertruck.
It's worth noting that this isn't Musk's first rodeo with the Formula 1 world. Earlier this year, he engaged in insightful discussions on aerodynamics and battery technology during the Miami Grand Prix. He even floated the idea of a race merging electric vehicles and traditional F1 machines, suggesting a face-off between EVs and gas/hybrid F1 vehicles. While critics were quick to point out the existence of Formula E, Musk's vision indicates a profound interest in the melding of traditional racing and electric vehicle technologies.
Closer Look at the Cybertruck UI
We recently had a closer look at the Cybertruck's UI which revealed the Cybertruck will have its apps lined up vertically along the left side of the screen. However, one of yesterday's videos, shown below, shows that the passenger will also have access to its own set of app icons alongside the right side of the screen.
In the video, the passenger's app icons appear to mimic the driver's, although it's likely that the passenger will be able to customize their own apps in the dock. At the top right and bottom right corners of the screen there appear to be other icons, although it's too blurry to make out what they could be. The bottom right icon almost appears to resemble a profile icon, which could be Tesla's long awaited "passenger preferences" feature. Passenger presets would let the passenger have their own set of preferences such as seating presets, favorite apps, playlists and more.
It's worth noting that this isn't Musk's first rodeo with the Formula 1 world. Earlier this year, he engaged in insightful discussions on aerodynamics and battery technology during the Miami Grand Prix. He even floated the idea of a race merging electric vehicles and traditional F1 machines, suggesting a face-off between EVs and gas/hybrid F1 vehicles. While critics were quick to point out the existence of Formula E, Musk's vision indicates a profound interest in the melding of traditional racing and electric vehicle technologies.
In the photo, we can also see that Tesla is experimenting with or moving the repeater cameras to the top of the rear camera view in the app. The Cybertruck will have a front bumper camera that is expected to be available in the camera app as well.
Tesla conducted a bulletproof test on the Cybertruck; you read that right. Pictures and video made the rounds on social media, showing a Cybertruck marred by what appeared to be bullet holes. Still, upon closer inspection, they were dents caused by bullets.
Elon Musk didn't leave fans in suspense for long. He promptly confirmed that the Cybertruck had been shot at "Al Capone style" with a Tommy gun, adding that none of the bullets breached the passenger compartment. Despite initial skepticism stemming from the truck's glass-shattering incident during its unveiling in 2019, the recent test bolsters the Cybertruck's claim of being impenetrable.
Bed Racks Showcase more Customization
The Tesla Cybertruck is spotted with a roof/bed rack
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Adding to the list of Cybertruck features, roof/bed racks were spotted on the vehicle during recent sightings. These are the same that were seen during the truck's Baja run that was used to support a Starlink dish.
These racks add an element of utility and style to the already unique vehicle. Tesla has hinted at the possibility of several third-party accessories being available for the highly capable truck. The bed racks indicate the diverse accessory ecosystem accompanying the Cybertruck upon its official release.
As the delivery event looms, we await more details about this bold, bulletproof, stainless steel, "best product ever made," Cybertruck. The price may be helpful. With more than one million reservations, many people are waiting to see how much they will spend to get a Cybertruck. See you on November 30.
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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 supply-constrained, namely for the Tesla Energy division. LFP batteries and their materials are sourced from China. Due to tariffs and limited exports, Tesla 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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