Render of a possible Model 2 approved by Elon Musk in December 2023 commenting on X “Good Design”
@Teslaconomics
Tuesday, April 23, marks one of the most expected events for Elon Musk-led company Tesla. No, it is not yet the unveil of the Robotaxi — which is planned for August 8th — but the first quarter earnings results followed by a 1-hour earnings call answering questions from analysts and shareholders.
As of today, more than 2,300 queries have been submitted by both individual and institutional investors using the Say Technologies Platform. A total of over 8,680 shareholders have engaged in the Q&A sessions, representing approximately 7.13 million shares.
Top Investor Questions
Key areas of interest among shareholders on the Say Platform include updates on Tesla's next-generation platform, advancements in Robotaxi development, progress on Full Self-Driving (FSD) technology, and the scaling up of production for the 4680 cells.
The most prominent queries, based on votes, center around the 4680 cells initiative, followed by inquiries regarding the Optimus project and updates on Tesla's Full Self-Driving (FSD) technology, particularly in anticipation of the upcoming Robotaxi reveal scheduled for August. Here’s the list of the most up-voted questions.
What is the status of 4680? What is the current output?
What is the current status of Optimus? Are they currently performing any factory tasks? When do you expect to start mass production?
What is Tesla's current assessment of the pathway toward regulatory approval for unsupervised FSD in the US, and how should we think about the appropriate safety threshold compared to human drivers?
Following Tesla's Robotaxi unveil on 8/8, what is the realistic timeline for launching a revenue generating robotaxi network?
What is the progress on the cheaper next generation vehicle?
Can we make FSD transfer permanent? (until FSD is fully delivered / Level 5 autonomy)
Have any of the legacy automakers contacted Tesla about possibly licensing FSD in the future?
What is gating the production ramp at Lathrop? Where do you see the Megapack run rate by the end of the year?
Source: Say Platform as of April 20, 9AM ET
4680 Cells
The top-voted question, currently tallying 1,500 votes and representing 3.3 million shares, seeks insights into the development status and specifics of Tesla's 4680 battery cells.
In late January 24, Tesla said it was "running one production line and one assembly line" with "four more to be installed in the third quarter" adding that it expected "to ramp order from our suppliers".
At the time, the world's largest EV manufacturer said the 4680 production was "ahead of the ramp, with weeks of finished cells in inventory". Six weeks later, in mid-March, Tesla said it produced over 1,000 Cybertrucks’ worth of 4680 cells at its Giga Texas. Given that each Cybertruck uses 1,366 4680 cells, Tesla produced in that week 1.366 million 4680 cells.
Optimus
The second most popular query, trailing closely behind the first by a margin of 3.2 million versus 3.3 million shares represented, pertains to an update from Tesla's CEO regarding the status of Tesla's robot, Optimus.
Elon Musk garnered attention last January when he shared a video showcasing Optimus within a Tesla factory, demonstrating the robot folding a shirt. The video swiftly gained traction, prompting inquiries, including one from Marques Brownlee, one of the most popular YouTubers, who queried Musk: "Is this video authentic or computer-generated?”. The question was not answered by Elon.
Approximately 30 minutes later, Musk clarified that Optimus is currently unable to autonomously fold a shirt, hinting at future developments. He asserted that it will be capable of doing so "certainly," further noting that it won't be limited to a fixed environment, such as a table with a single shirt.
One month later, Elon posted a new video of Optimus walking faster and in a closer human-like way when compared to the previous walkdown video posted on the last day of January.
After these developments, Tesla shareholders and enthusiasts have been questioning Musk for a precise timeline of when these robots can support the manufacturer and turn it faster and more efficient.
Robotaxi + $25k Model
According to three sources and company messages seen by Reuters in early April, Tesla was abandoning its plan to launch the $25,000 model. Yet, Tesla‘s CEO Elon Musk quickly dismissed the report without specifying any further details.
Later in the day, Elon Musk announced that Tesla is set to unveil its highly anticipated robotaxi on August 8th which is expected to be constructed upon Tesla's next-generation vehicle platform.
Two weeks ago, Tesla Chief Designer Franz von Holzhausen commented on the rumors saying "I would just say stay tuned. Don’t always believe what you read".
In recent weeks, scrutiny has intensified among shareholders and enthusiasts regarding the accuracy of reports surrounding Tesla's $25,000 model, and whether it has been canceled or deprioritized as the company shifts its focus towards autonomous driving technology.
Wedbush analyst Daniel Ives, in a note released on Friday, remarked that the debate between the Model 2 and Robotaxi has gained significant attention, with investors eagerly anticipating an announcement from Tesla CEO Elon Musk regarding the Model 2 within the next 12 to 18 months.
Deutsche Bank analyst Emanuel Rosner echoed similar sentiments earlier in the week, expressing a belief in the "high likelihood" of a delay in the Model 2 release, citing Tesla's strategic pivot towards Robotaxi technology. Rosner emphasized that the firm's Buy rating hinged on the arrival of Tesla's next-generation vehicle, originally anticipated for late next year.
On Friday, Tesla's stock plunged to a new 15-month low of $145.05 per share during pre-market trading, resulting in a market capitalization dip below $480 billion.
Earlier this week, Tesla expanded its 0 percent interest financing program to the German market, mirroring a similar initiative launched in China earlier this month. This financing option is now available for the Model Y Long Range Dual Motor or Performance variants in Germany, with the Performance model starting at €59,990 and the Long Range dual motor variant priced at €54,990.
In a significant internal announcement on Monday, Tesla disclosed a workforce reduction exceeding 10%, affecting over 14,000 employees globally.
Despite Tesla's recent announcement of the production of 433,371 vehicles, with 386,783 delivered, the figures fell short of Wall Street's expectations of 431,000 units delivered.
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With most vehicles moving on to Tesla’s 2025.14 Spring Update, we’re now taking a look at all the undocumented features that were discovered during Tesla’s 2025.8 update.
While these features tend to be smaller in nature, some of them are just as valuable as the features outlined in Tesla’s release notes in the vehicle.
This update includes changes such as improvements to maps, trip meters, and Rainbow Road. Let’s take a look at all the undocumented features in Tesla’s 2025.8 software update.
New Map Icons
Not a Tesla App
Icons on the map are being redesigned to be rounder and easier to see. They now feature a white border to make them pop out against a colorful background, which is especially better when using satellite views.
This feature started rolling out slowly but should now be available to everyone.
Trips & Odometer
Not a Tesla App
The Trips display has been improved to show more precise information, and a new metric has been added.
More Precision: The trip meters will now show values with a tenths place when they’re under a certain value. That means that the Current Drive and Since Last Charge trip meters will now show a fractional kWh and a mile. This is especially useful for Current Drive.
The Current Drive meter is automatically reset when your vehicle comes out of park so that it can track your current drive, while the Since Last Charge meter automatically resets after a charging session completes.
More Data: In addition to added precision, the Current Drive now features a new data point. kWh is now shown for the current drive, just like the other trip meters. Previously, the Current Drive showed minutes instead of kWh -- it now features both.
These changes affect the Trips widget in the Model 3, Model Y and Cybertruck. While the added precision is also added to all vehicles under Controls > Trips, the new kWh metric for the Current Drive is only displayed in the small widget.
Additional Tool Tips
Not a Tesla App
Tesla has added some additional tips to the screen that show up in certain cases. For example, if you’re playing audio over Bluetooth, Tesla will suggest that you use their built-in music apps instead of streaming through your phone.
Destination Charging
Not a Tesla App
Destination charging icons are now visible on the map when you have Points of Interest enabled. You can enable Points of Interest by tapping on the map and choosing the Points of Interest icon on the right side near the satellite imagery icon.
Some destination chargers may charge a fee, while others may be open to the public or exclusive to paying customers.
Navigation Improvements
Not a Tesla App
If you're using Tesla's navigation system with voice guidance enabled, the spoken directions will now stop immediately when you end the trip. Previously, the spoken directions would continue being played until the phrase was completed.
Improved Rainbow Road
Not a Tesla App
The rainbow road feature has been greatly improved in this update with FSD. Rainbow road, which can be enabled in the Toybox app, now changes the vehicle's path when on Autopilot from a blue path to a rainbow one.
Previously, Tesla had to overlay the blue path on top of the rainbow colors because rainbow road didn’t support all the features of the path, such as showing chevrons when slowing down rapidly.
With this update, the rainbow path now incorporates all the same features as the blue path when FSD is active.
In addition, if you start Rainbow Road by tapping the right stalk four times, audio will play. Unfortunately, the sound couldn’t be stopped until it was completed before, but with this update, you can now stop the audio by reducing the volume with the left scroll wheel.
Additional Transparency Effects
Not a Tesla App
On Intel vehicles, several modules didn't include a transparency effect. This was primarily due to Intel cars not using the blur effect since it could slow down the infotainment unit.
With this update, Tesla has enabled the transparency effect across a set of modules. Notably, this fixes the issue when using full-screen visualizations where the music player had transparency, but the navigation module on the right did not.
Transparency has also been added to other modules that are displayed over the map, such as the list of Superchargers, destinations, search results, and the ETA / End Trip module displayed at the bottom.
Note: Due to the lack of the blur effect on Intel due to performance reasons, these changes could make some text more difficult to read.
No Phone Key Graphic
Not a Tesla App
The graphic that's displayed in the vehicle when it doesn't detect a phone key has been updated. Tapping on the blue text at the bottom displays the old animation showing you where to tap a key card.
Bluetooth Player
Not a Tesla App
The Bluetooth app typically only displays the connected devices and a button to connect a new device. There was a lot of white space, since there wasn’t much other information to display.
With this update, Tesla is making it easier to jump to another source by displaying available music streaming services underneath the connected Bluetooth device.
Tapping a music service will jump to the selected service.
Service Mode Release Notes
@scotsrule08 on X
As with most Tesla updates, Tesla usually adds or improves Service Mode with additional features, making diagnosing and fixing problems easier. This update adds or improves the following items.
New HVAC Panel
A new HVAC panel is available to support HVAC system diagnosis. It adds the ability to determine the status of the HVAC actuators, HEPA filter, and blower motor.
Applies to: Cybertruck
HV Battery Panel Update - Moved State of Health (SOH) Routine
The State of Health (SOH) routine in the HV Battery panel has been moved to the Controls > Service tab, which does not require entering Service Mode or Service Mode Plus.
Applies to: 2021+ Model S, 2021+ Model X, Model 3, Model Y
Windows Panel Update - Rear Defrost Routine
The rear defrost component on the Windows panel has been updated to simplify diagnostics. The re-enable routine will now be visible all the time, but it can only be ran when a condition requiring its usage is detected.
Applies to: 2021+ Model S, 2021+ Model X, Model 3, Model Y
Seats Panel Update - Cabin Radar and Seat Sensor
The Seats panel has been updated to show whether the cabin radar and/or seat sensor is being used to detect occupants in the front seats.
The gateway configuration for the steering column motor type can now be updated on the Steering panel.
Applies to: Model 3, Model Y
Service Mode Update - Media Source Switches to Bluetooth
When entering Service Mode, the Media Source will now automatically switch to Bluetooth to prevent the vehicle from playing media using the customer's connected media accounts.
Applies to: Model S, Model X, Model 3, Model Y
Charging Panel Update - Charge Port ECU Reset Routine
The Charge Port Electronic Control Unit (ECU) reset routine, TEST-RESET_CP, has been added to the Charging panel, which may be required after performing Charge Port related service.
Applies to: Model 3, Model Y, Palladium S, Palladium X, Cybertruck
Noise Recording Panel Update - Moved to Tools
The Noise Recording panel has been moved from the the High Voltage panel to the Tools panel. To access the panel, tap Tools > Noise Recording.
Applies to: Cybertruck
Coolant Panel Update - Coolant Purge Status Indicator
An indicator has been added to the Coolant panel to report the status of the coolant purge and whether the coolant purge needs to rerun.
Applies to: Cybertruck
Next Update
Tesla’s next update is the 2025.14 Spring Update, which has now rolled out to more than half of the Tesla fleet. If you’re still waiting for it, rest assured that you should be updated soon. If you’ve already updated, be sure to check out the undocumented features already found in the 2025.14 update.
Tesla has issued a strong denial in response to a Wall Street Journal report (Paywall) which claimed that Tesla’s Board of Directors had initiated a search for a new CEO.
In a statement posted directly on Tesla’s X account, Board Chair Robyn Denholm denied the report unequivocally. As per the statement, Tesla’s board did not reach out to recruiting firms in search of a new CEO.
Earlier today, there was a media report erroneously claiming that the Tesla Board had contacted recruitment firms to initiate a CEO search at the company.
This is absolutely false (and this was communicated to the media before the report was published).
The statement reaffirmed the board’s position on Tesla’s current leadership and that the board is highly confident in Elon’s ability to continue executing Tesla’s plans and future growth.
This confidence behind Elon follows his recent statements made during the Q1 2025 Earnings Call that he would be stepping back from the Department of Government Efficiency (DOGE) in the coming days and significantly reducing time spent there. Instead, he would be returning to focus on Tesla’s operations and the upcoming deployment of Robotaxi.
Shortly after the denial was posted, Elon Musk also commented on the report, specifically tagging the Wall Street Journal and criticizing their handling of the report.
It is an EXTREMELY BAD BREACH OF ETHICS that the @WSJ would publish a DELIBERATELY FALSE ARTICLE and fail to include an unequivocal denial beforehand by the Tesla board of directors! https://t.co/9xdypLGg3c
We’re glad to see Tesla and Elon set the matter straight, but there could have been a better way to spread this message and maybe even prevent the report from WSJ from going out.
We recently published an opinion piece on why Tesla needs its PR team back, and this specific incident is a good example. Relying solely on platforms like X for critical corporate communications - and in this case, late at night (1 AM EST), with limited reach outside the existing follower base seems like an ineffective way of communicating important company information.
We’d love to see Tesla really put some thought into managing its image, as it seems that several recent reports from major financial news organizations have apparently been wrong.
Either way, the board’s stance is clear - there is no active search underway, and Elon has the full backing and support of the board to lead Tesla toward the future.
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