Tesla has started offering Enhanced Autopilot (EAP) in China via a subscription starting at 699 yuan per month — equivalent to about $98.5 USD. It’s the first time Tesla owners in the country will have access to features such as auto lane change, Autopark, Smart Summon, and others.
It’s not clear whether Tesla will begin to offer EAP as a subscription in other regions as well.
The move is seen as the first step towards the expansion of Tesla’s full self driving to China as other markets outside North America wait for the arrival of the FSD software. Yesterday, Tesla chief executive Elon Musk said the version 12 is “ready for supervised FSD in LHD countries” while RHD countries such as Australia, UK or Japan “will take a bit longer”.
FSD in China
China giant Baidu announced last Monday that it will provide all Tesla vehicles in China its latest version of Baidu Maps starting in May.
This week, Tesla celebrated its 10th anniversary in the Chinese Market where it has a total of 1.7 million owners — Tesla’s second largest market. Elon Musk recently tweeted that Tesla may soon offer full self-driving in China by saying “It may be possible very soon”.
FSD in Europe
On Friday, the Senior Advisor of the Swedish Transport Transportation, Rikard Fredriksson, shared on LinkedIn that he had been demoed the FSD technology in Germany with a Tesla employee. The moment marks the first official use of the assisted driving software in Europe.
Impressive smooth and natural driving
LinkedIn Post by Rikard Fredriksson after the FSD Demo in Germany
Not a Tesla App
In the recent earnings call, Elon Musk said Tesla has over 300 million miles that has been driven with FSD v12 since it was launched just last month. He added that it's becoming “very clear that the vision-based approach with end-to-end neural networks is the right solution for scalable autonomy”.
Tesla said it has been investing in the hardware and software ecosystems necessary to achieve vehicle autonomy and a ride-hailing service. The company is confident that it can establish a scalable and profitable autonomous driving business by employing a vision-only architecture.
Tesla has recently reduced the pricing of its “Full Self-Driving” software in the US, from $12,000 to $8,000, and in Canada from CA$16,000 to $11,000. This price reduction follows a 50% cut in the subscription fee announced earlier this month.
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Tesla has officially scheduled its 2025 Annual Shareholder Meeting for Thursday, November 6, 2025. The date was confirmed in an 8-K form filed with the US Securities and Exchange Commission this week. Shareholders can expect to begin receiving official notifications by email or letter this week.
While we don’t know what, if anything, is up for vote this year, shareholders should ensure their investment accounts are linked up at ir.tesla.com if they plan to vote on upcoming proposals.
While these meetings cover standard corporate governance, they’ve also become a key venue for Tesla to share updates on its future projects.
Let’s take a look back at Tesla’s 2024 shareholder meeting to see what we can expect for 2025.
A Look Back: Shareholder Meeting 2024
The 2024 Shareholder Meeting was packed with news and updates. Some of the highlights included details on Cybercab, the first mentions of AI5, and the move of Tesla’s incorporation to Texas following the re-ratification of Elon’s 2018 compensation plan.
The 2025 meeting may provide progress updates on several key items.
First up is the final status of Elon Musk’s pay package. While it was successfully re-ratified following the 2024 Meeting, the Court of Delaware ruled against it, creating a legal situation that resulted in Tesla amending its letter of incorporation and moving to Texas.
While the messy legal situation hasn’t been completely sorted out yet, there’s a chance we could see more on this at the 2025 Meeting.
Next up is a status update on the Robotaxi Network pilot, as well as progress for Tesla’s Cybercab program. We’ve seen early prototype castings for the Cybercab outside Giga Texas, and they recently provided an updated timeline in their 2024 Impact Report. This is going to be the next big step for Tesla’s growth as it starts its Robotaxi service business.
The Tesla Semi and Tesla Energy are also two massive programs undergoing upgrades and revamps. The volume production of Semi is supposed to begin by the end of 2025, and Tesla is constantly working on expanding Tesla Energy’s manufacturing footprint to meet the never-ending demand for Megapack and Powerwall. We’re anticipating some major updates here, along with some updates on Tesla’s next-generation battery tech, including the Gen 3 Cybercell that includes dry-cathode manufacturing.
There’s a lot to be excited about - and November 6th is the day we may find out a lot about Tesla’s future products. The meeting will be a big event that we’ll cover in detail, so don’t worry, even if you miss it. We’ll have a full set of recap notes and longer in-depth articles following the event, as usual.
A newly spotted, shrink-wrapped Tesla Semi sitting outside the pilot production facility in Nevada has us thinking that the program is entering its next phase. The new Semi, spotted by longtime Semi tracker Zane Hinrichs, appears to be the refreshed version of the Tesla Semi, likely featuring the previously mentioned sleeper cab variant.
Most likely, this isn’t another prototype. When viewed alongside Tesla’s recent 2024 Impact Report, ongoing factory finalization, and updates to Tesla’s 2024 VIN filings with the NHTSA, this new vehicle is a sign that Tesla is shifting from low-volume builds to mass production.
Refreshed Semi
Tesla’s 2024 Impact Report mentioned that it had concluded its pilot builds with its initial tranche of customers, including PepsiCo. Now, the focus was on the final production variants, which incorporated improvements and lessons learned from the pilot program. The shrink-wrapped truck above features subtle design differences, such as a revised front bumper, leading us to believe it’s the updated Semi truck we’ve been waiting for.
Tesla is preparing for a more diverse vehicle lineup. In late 2024, Tesla updated its NHTSA VIN list to include two distinct codes for the Semi’s Day Cab, a shorter and longer version of the semi truck. This, alongside the previous confirmations of a dedicated European model and the development of a sleeper cab, shows Tesla’s intent to build a whole family of Semis that fit a variety of use cases.
Semi Factory
Additionally, the dedicated Semi factory at Giga Nevada is nearing completion. An update from Tesla in April showed off the almost complete building, with additional internal production equipment being installed inside. This new facility will be responsible for the production of up to 50,000 Tesla Semis per year, once ramped.
While the original day cab has been the public face of the program, the recently spotted shrink-wrapped truck likely shows one of the additional variants. The truck pictured may include a sleeper cab, which is essentially designed for long-haul routes.
Tesla also offers variants with both high and low aero fairings for the Semi's roof, which can be seen behind the Semi in the photo. High fairings help smooth the airflow over the top of containers, while the low fairings help improve aerodynamics with lower-height loads by reducing the front face of the Semi.
However, the most significant improvements in this refreshed model will likely be internal. These will be focused on updating the battery, improving manufacturing efficiencies, and preparing the Semi for FSD support. The wait for the Semi to become a common sight on Southern-US U.S. highways may be near an end, as all signs point to the beginning of full-scale production.
