Tesla’s Robotaxi event—We, Robot—is right around the corner. It takes place this Thursday, October 10th. Invites for the event were recently sent out in batches to those who won the shareholder raffle, and those who RSVP will receive their tickets 2-3 days before the event.
And it’ll be happening in none other than Hollywood, Los Angeles. The event will take place at the Warner Bros. Discovery Inc. Studios, a massive 110-acre location that includes large sets prepared for all sorts of movies and TV shows.
So, let’s take a minute to take stock of what we know about the event, and what we can expect.
What We Know
We know the event is taking place in and around Discovery Inc. Studios, as Tesla has been intensively gathering FSD data in the area around the studio before the event. In addition to that, some camouflaged Robotaxi prototypes have been seen driving around the actual Studio grounds.
What’s interesting is that Tesla has been intensively gathering data throughout San Francisco, Los Angeles, and the Bay Area – including certain destinations like the Tesla Diner in Hollywood. We saw Robotaxi Mules – vehicles equipped with cameras in places we expect the Robotaxi to have them – running the routes in these areas, gathering data ahead of time to train the FSD model.
With all that, we have some of our own expectations for the event.
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What We Expect
There’s a lot of speculation about the Robotaxi, and lots of hints that Tesla has dropped over time. We expect Tesla to deliver a small, two-door sedan with two seats. The car is expected to have four wheels, although there was some speculation of three wheels at one point. It’ll likely include a good amount of trunk space for luggage as well. Based on camouflaged vehicles, sneak peeks Tesla has shared, and the Robotaxi mules, we expect the vehicle to be quite a bit smaller, although the body styling appears to be similar to a Model 3.
Tesla’s focus will likely be on autonomy and cheap production, so don’t expect large screens, rotating seats, tables, etc, in the vehicle. It’ll likely include a single screen in the middle like the Model 3. The UI for the vehicle will likely be very similar to production vehicles today but simplified since you won’t be able to control some aspects. There may also be new modules that will display important customer information front and center, such as their ETA and fare price.
We’re not sure how much Tesla will talk about FSD hardware at the event, as they won’t want customers to feel like they’re being left out, but we expect the Robotaxi to include Tesla’s upcoming Hardware 5 FSD suite or a completely different hardware that focuses on redundancy and safeguards that will be crucial to operate an autonomous fleet.
A concept of what the UI in the Robotaxi may look like
@dkrasniy
One of the key things we expect at the event is the opportunity for attendees to experience Robotaxi, along with the entire Tesla experience from start to finish. The event will probably start with a keynote address from Elon Musk and Ashok Elluswamy – the directors of the upcoming show.
It will likely progress to a virtual demonstration of Robotaxi – including how Tesla’s upcoming Robotaxi summoning will work via the Robotaxi app, and then a quick showing of some other information at the keynote. We’ll also find out whether or not Tesla will initially launch their Robotaxi network with Tesla-owned Robotaxis, customer-owned Robotaxis, or customer-supervised vehicles.
Hopefully, Tesla also showcases a few more things – including that wireless EV charging, and potentially some other things that have been behind the curtain.
The final and most exciting portion of the event will be when users get the opportunity to be hands-on with the Robotaxi. Hopefully, they’ll get access to the interface from their Tesla app and be able to summon a Robotaxi and have it take them somewhere on the studio grounds. This time will also serve as a chance for people to get up close and personal with Robotaxi, poke around and see any unique features of the vehicle. We still have a lot to learn about the vehicle.
Of course, these are just our expectations of the event. For all we know, it could turn out to be the same, but in reverse.
For those who have been lucky enough to receive a ticket, please let us know if you have a +1. We’d love to be able to cover the event in person and experience Robotaxi ourselves.
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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 supplied-constrained - namely for the Tesla Energy division. LFP batteries and their materials are sourced from China. Due to tariffs and limited exports, Tesla is 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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