Tesla has made some significant improvements with FSD 12.4, primarily, the removal of the steering wheel nag under certain conditions. However, there’s a caveat – you can’t wear sunglasses.
According to Elon Musk, FSD v12.5 will introduce support for nag-free FSD, even if you’re wearing sunglasses.
With the start of the rollout of FSD v12.5, OG testers immediately noticed that vision monitoring didn’t support sunglasses. Ashok Elluswamy, Tesla’s Autopilot Director commented on the FSD release and mentioned that the merge of city and highway stacks and vision-monitoring’s support for sunglasses would come in a point release to FSD 12.5.
FSD V12.5 is an Upgrade
Ashok Elluswamy also took to X recently to mention that v12.5 is a big improvement to FSD v12.4. While he didn’t mention any specific details, this lines up with some of Musk’s previous comments that each FSD v12 iteration will see major improvements to the FSD model.
Elon also mentioned that while Tesla has a massive fleet of cars, their laser focus on making FSD work, rather than touting every daily achievement – has been their key to making generalized self-driving cars work.
FSD v12 has been pretty much a complete rewrite of the FSD city streets software stack, with drastic improvements over FSD v11. However, certain parts of the software stack haven’t been updated yet. Some features, like the updated highway stack are expected to be in FSD v12.5, which Musk confirmed recently. However, other features such as Park Seek and Banish Autopark, which were expected to arrive with FSD V12.4 are still up in the air.
What about V12.4?
FSD V12.4.3 is currently out to about 5% of the fleet (about 20-25% of FSD users) and hasn’t been pushed out again since about July 10th. Our new auto updating statistics pages can help break this down for folks who are curious.
Given that it’s been some time since any new vehicles have received V12.4.3, it seems the rollout has been stopped. There could be any number of reasons for this – including software bugs, or a lack of confidence with FSD. Additionally, it could just halted in favor of focusing resources on V12.5.
While we’d love to see more vehicles get v12.4.3, we’re likely to see v12.5 being the next big wave of deployments to customers. Either way, early-access testers and Tesla ADAS testers will receive these updates first, and then they’ll roll out to the vast majority of customers once Tesla feels confident there aren’t any major issues. Tesla does all this testing in the name of safety, and it's essential that bug-free versions of FSD are the versions that are rolled out wide.
So, for now, leave your sunglasses on and hang tight for the next FSD update.
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Following the recent departure of longtime deputy Omead Afshar, Elon Musk has stepped up to personally oversee Tesla’s sales operations in North America and Europe, according to a new report from Bloomberg, which cites people familiar with the matter.
This is a big shake-up that places Elon directly in charge of fixing Tesla’s sales slump in two key markets. The move has come as Tesla reported nearly on-the-ball deliveries for Q2 2025, hitting 384k deliveries, against a consensus street estimate of 385k deliveries.
New Leadership Structure
According to the report, Afshar’s former responsibilities are being divided between Elon and Senior VP Tom Zhu. Elon will now directly oversee the sales organizations in the US and Europe. As part of this change, Troy Jones, Tesla’s VP of North America Sales, will now report to Elon.
Tom Zhu, who is based in China, will continue to manage sales in Asia while also taking on the critical new responsibility of overseeing global manufacturing operations. Leadership of Tesla’s factories in Fremont, California, and Texas will now report to Tom. Tesla Energy’s factories will still report to Michael Snyder, VP of Energy and Charging.
For now, we’re unsure whether this is a temporary management structure, if the reporting lines will shift, or if Tesla will either hire or promote a new Senior VP of Sales to cover the duties.
Tackling the Sales Slump
The restructuring is a response to the recent downturn in sales. Analysts estimated that Tesla would deliver approximately 385k vehicles, which they essentially managed to achieve. However, deliveries fell short of production numbers, with Tesla delivering just 373k of the 410k vehicles produced.
This situation is particularly challenging in Central Europe. Europe has been noted as Tesla’s weakest market, according to Elon. Interestingly, Elon previously stated in several interviews over the last few months that there was no demand issue, but it now seems that there have been some issues with growing sales.
With Tesla’s new vehicle registrations across Europe having plunged 37% since the start of this year, and the rollout of the new affordable model, as well as more affordable versions of the Model 3 and Model Y seemingly delayed, there is a lot to do. Some analysts are projecting a second consecutive annual decline in Tesla’s global car sales for 2025.
The Rise of Tom Zhu
A key note in this reshuffle is the return of Tom Zhu to a top global operations role. Tom had previously led the construction and ramp-up of Giga Shanghai and was then promoted to Senior VP of Automotive Operations in 2023. Last year, he was sent back to China to focus on tackling regulatory hurdles with the launch of FSD in China.
His return to overseeing global manufacturing, even while staying in China, is a significant vote of confidence in his abilities. It also comes as Chinese authorities have begun drafting new autonomy guidelines to clear a path for the broader rollout of both Supervised and potentially Unsupervised FSD.
Wrap Up
This major restructuring shows that Elon is once again focused on Tesla and plans to personally tackle the company’s biggest issues. This will require a careful hand, as Elon’s forays into politics have caused self-admitted brand damage. If anyone can turn this around and have the Model Y return as the Best-Selling Vehicle of 2026, having just missed out by a few thousand vehicles to the Toyota RAV4, it is Elon.
Alongside him, Tom Zhu will be responsible for streamlining global manufacturing and ensuring that Tesla is ready to launch their new affordable variants in the near future, which should also make a considerable dent in sales.
Tesla has released its Q2 2025 production and delivery numbers, revealing an improvement in production and deliveries over Q1, but still down from a year ago.
Tesla produced 410,244 vehicles in Q2, nearly equal to their production a year ago, which was 410,831 vehicles. Production for this quarter was significantly up compared to Q1 2025, which only saw 362,615 vehicles produced. While production numbers matched those of a year ago, actual deliveries were down.
Q2 2025 saw Tesla deliver 384,122 vehicles, which was down approximately 59,000 units compared to the same period last year, but up by approximately 48,000 vehicles, or about 14% compared to Q1.
Breakdown by Model
The Model 3/Y segment continues to dominate Tesla’s production profile, accounting for 396,835 units produced and 373,728 delivered in Q2 2025. Deliveries for the “Other Models” category—which includes the Cybertruck, Model S, and Model X—were down compared to the previous quarter, with just 10,394 vehicles delivered, a 20% decline. Compared to a year ago, the drop for these vehicles is even more drastic, with sales being down 52%. Tesla refreshed its Model S and Model X last month with new features; however, the update was much smaller than expected and likely didn’t help much in increasing sales for these vehicles.
Tesla doesn’t break down Cybertruck sales separately, but those deliveries are expected to be down as well.
Tesla noted that 2% of total deliveries this quarter were accounted for under operating lease agreements, consistent with the same quarter last year.
Quarter
Production
Deliveries
Model 3/Y Deliveries
Other Models Deliveries
Lease Share
Q2 2025
410,244
384,122
373,728
10,394
2%
Q1 2025
362,615
336,681
323,800
12,881
4%
Q2 2024
410,831
443,956
422,405
21,551
2%
Context and Market Response
While the numbers exceeded some bearish expectations, the year-over-year delivery drop is Tesla’s second straight quarterly decline. Analysts attribute declining sales to increasing EV competition and reputation issues.
Still, investors found relief in the improved quarter when compared to Q1. The stock rebounded about 4% yesterday on the news.
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