Did you miss the Shareholder Meeting? Want to know what Elon Musk said?
We’ve got an easy-to-read recap for you below, split by sections. We’ll be writing more in-depth about many of these topics over the upcoming days as we unpack all the awesome news!
Robotaxi
Fleet monetization planning is ongoing.
Owners will be able to send their cars to the Robotaxi fleet and summon them back when they need them.
Tesla will take a margin, but most of the income will go to owners.
Tesla has plans to solve driverless interventions in the future, but expects them to be edge cases of edge cases.
FSD
Headed towards Unsupervised FSD!
New subversions are essentially new full versions; 12.4 and 12.5 are massive updates.
Expect a 2-5x increase in performance between versions.
Major versions will include a 2-week free trial.
10 thousand miles between interventions for some internal builds.
Hardware 4 training will begin later this year, Hardware 3 will continue to be developed.
Hardware 5 is 18 months from retail release.
Optimus
Optimus will be able to do many simple and difficult tasks:
Teaching
Companionship
Babysitting
Factory Work
Tesla expects 2 humanoid robots per person in the future.
Tesla expects 1000-2000 robots working in its factories by next year, with a limited production run.
22 degrees of freedom in the next generation hand, one new major hardware revision coming this year.
Cybertruck
China and Europe-compliant Cybertruck coming after production is scaled and costs are reduced.
Foundation series ending soon, non-foundation series starting next quarter.
Semi
Semi is in low-volume production, high-volume production starting soon.
Companies are actively choosing Semi due to economic advantages.
Massive potential impact on carbon emissions
Big impact on the profitability.
Other New Products
New products are coming soon, and Tesla is working hard on them.
Possible 12-passenger van, added to the “To-do” list.
Supercharger
58K global sites, and continuing to grow.
More superchargers deployed this year than the rest of the industry combined.
Tesla is providing adapters to other car companies and providing them with support for Supercharger access.
Tesla is moving to fill gaps and relieve congestion where possible.
Battery Production and Stationary Storage
New 4680 innovations, best cell from a manufacturing and efficiency standpoint.
4680 will be a continuing focus to improve over time.
Tesla has made their battery supply chain stronger and is working on further vertical integration.
2023 had 15GWh of Megapack production, 2024 is looking closer to 40GWh.
100-200% growth rate in the energy storage market.
Tesla is constrained by Megapack and Powerwall 3 production, can’t keep up with demand, even as they scale rapidly.
AI and Compute
AI growth is on a weekly basis, with Tesla taking in video and training on decision-making faster than ever.
Tesla is not compute-limited for FSD, but scenario-limited.
There is an AWS-style opportunity for parked vehicles to run distributed inference and compute.
Tesla intends to introduce LLMs with customizable learning personalities to Optimus and its vehicle lineup.
Investor Facts
Elon Musk expects $5-10 Trillion valuation for autonomy, and $20 Trillion for Optimus.
Musk mentioned that Ark Invest has the closest scenario – with Robotaxi releasing in 2025 or 2026, for a 110x valuation increase.
Elon’s stock award isn’t cash, and he has no intent to cut-and-run and is with Tesla for the long haul to accomplish the mission.
Other Items
Tesla Home HVAC, with a built-in HEPA filter, humidity control, super-efficient, super-quiet, with Powerwall integration – one day.
Kids Factory Tour Event – for children under 12!
If you’d like to watch the shareholder meeting, you can view it here, along with all the stockholder vote results.
Another Tesla update has finished rolling out to the fleet and we once again have a list of undocumented features in this update. Tesla update 2025.2 was the first update of the year and it brought along features such as wiper improvements for the Cybertruck, support for the cabin radar, and third-party charger preconditioning.
However, other changes made it into the release as well but weren’t mentioned in the release notes. If you love following Tesla software changes or just want to be aware of all changes in your vehicle, these will help keep you updated.
Autopilot Warnings
Tesla has now carried over some of the updated warnings from FSD to regular Autopilot.
Warnings such as “Autopilot will not brake” when the accelerator pedal is actively pressed and others will now be presented at the top in a translucent rectangle, instead of near the bottom, where they can be easily missed.
Supercharger Notification
Not a Tesla App
After using a Supercharger, your vehicle will now display a notification with the total cost of the charging session. In addition to the cost, the alert will also display the location, total energy added, and the cost per kW/h.
This is a really nice addition as it brings the price of the charging session front and center when it matters most — as soon as you’re done charging. Previously, you could navigate to Controls > Charging to see the cost of charging.
Recommended Tire Pressure
Not a Tesla App
The Tire Pressure card on the Model 3 and Model Y will now show you the recommended tire pressure in the bottom left corner of the card. It continues to display the tire pressure reading for each wheel.
Service Mode
Max Bracco / X
As usual, Service Mode sees several improvements to make serving your vehicle easier.
Brake Burnishing: The Brake Burnish procedure parameters have been updated to reduce the need for coming to almost a complete stop during each cycle.
Legacy Model S and Model X only.
Charge Port Calibration: The charge port door calibration routine (PROC_CP_X_DOOR-SENSOR-CALIBRATION) and charge port latch calibration route (PROC_CP_X_LATCH-CALIBRATION) have been added to the Charging panel. Those routines are required to be run following the replacement of the charge port or charge port door.
All Model 3s and Model Ys.
Signal Viewer Panel: A new Signal Viewer panel is available to monitor multiple signal values live on a graph. If one or more of the signal values is unavailable, the graph will stop updating. To access the new panel, tap Tools > Signal Viewer.
Noise Recording Panel: To improve the user experience, the recording duration has been decreased to 30 seconds, and reliability of the download routine PROC_ICE_X_FETCH-DIAGNOSTIC-AUDIO-RECORDS has been improved.
Cybertruck only.
Next Update
If you want to read about the official changes in this update, check out our release notes for 2025.2.
Tesla has now started pushing software update 2025.8, but it’s currently only going out to a very small segment of vehicles. It’ll soon go out to more owners in larger waves, but if you’re interested in seeing what’s coming take a look at our 2025.8 update release notes and the undocumented features we’re aware of so far.
Tesla has issued a voluntary recall for all Cybertrucks built to date, for an issue with the Cant Rail - the upper trim piece on the sides of the vehicle that sits above the window glass. This is a pretty big deal that it reveals some key information - in fact, it is the Cybertruck’s first full-blown recall that will impact all vehicles.
The Issue
The Cant Rail, being a thin piece of metal attached to a narrow portion of the vehicle, is currently held down by a single bolt and automotive-grade adhesives. Tesla has noted that the adhesives are becoming brittle due to heat and cold cycles over time, resulting in some vehicles having the trim pieces either break or fall off.
This has been an ongoing issue with the Cybertruck - but was previously considered resolved as the issue mostly went away as Tesla improved their adhesive application.
As of March 20th, Tesla issued a voluntary recall to address the problem after conducting an engineering survey to determine a fix.
Tesla Reveals Number of Cybertrucks Sold
Tesla doesn’t break out Cybertruck sales on their earnings report, instead lumping it into an “Other Models” category that includes Model S, Model X, and Semi sales in addition to the Cybertruck. Since Tesla needs to reveal how many Cybertrucks are affected by this issue, this is our first official glimpse into how many Cybertrucks Tesla has sold.
The recall shows that Tesla has sold 46,096 Cybertrucks to date, which is the number of vehicles recalled. An estimated 1% of vehicles (approximately 460) have the defect, and Tesla has had 151 warranty claims to date in relation to the Cant Rail issue, which have already been remedied. As usual, no fatalities, collisions, or other injuries are related to this issue have been noted.
You can review the recall notice here if you’re interested.
The Fix
The fix to this issue is to fully replace the Cant Rail. That means that Tesla will be removing the existing Cant Rail from the vehicle - which is attached with adhesives - and then replacing it with a new part that uses a new structural adhesive that will not face environmental embrittlement, alongside being reinforced with a nut that will clamp the panel to the vehicle’s structure. Tesla will also weld the panel with an interior stud, solidifying the whole assembly.
Overall, it doesn’t sound like it’ll be a quick and easy fix, but it will be a very solid fix that should make sure that no more of these trim pieces fly off.
Wraps and Coatings
Those who have wrapped, coated, or otherwise treated the surface of their Cybertrucks will be in for a bit of a problem with this particular recall. The existing Cant Rail will be entirely removed from the vehicle, and replaced with a new piece, as mentioned above.
Because of this, the old Cant Rail exterior will no longer be on your vehicle - which includes your wrap or coating. When you go in for this recall, you will need to get the Cant Rails on your vehicle re-wrapped or re-coated, at your own expense.
Tesla is not providing reimbursement at this time for wraps or coatings done by third parties. If Tesla has installed your wrap due to a wrap promotion or through the in-house Tesla Wrap Program, you’ll want to confirm with your local service department if they can source and replace the wrap.
At this time, there’s been no official guidance from Tesla on in-house wraps, but we expect that because this is a recall and the wrap is a service from Tesla. Hopefully, we’ll hear something officially soon.
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