While Tesla’s futuristic new Cybercab was truly the highlight of its recent ‘We, Robot ‘event, Tesla did have some other tricks up its sleeve—like the Robovan. But even beyond that, they had plenty of other secrets they showed off but didn’t announce during its keynote.
One of the largest unannounced features is Unsupervised FSD and FSD V13. So, let’s look at what Tesla’s AI team has been cooking up in the background.
Unsupervised FSD
Elon Musk confirmed at the We, Robot keynote that Unsupervised FSD was coming. And while we know it’s been the pie in the sky for Tesla to achieve for quite a while, it was something else to see it in action at the event. Musk even provided dates and locations.
The initial locations in which Unsupervised FSD will be available will be Texas and California sometime in 2025. Additionally, that will be initially limited to Model 3 and Model Y vehicles, with it rolling out to Cybertruck and Models S and X shortly afterward. The Cybercab isn’t expected to hit production until late 2026.
Many states follow California, New York, and Texas’ direction on legislation – and for the tech sector – it's primarily focused on following California. Interestingly enough, this also includes Canada, which generally follows along once New York approves something (due to the closeness and population that crosses the border every day).
So, we could be looking at Unsupervised FSD arriving throughout North America faster than most people think. It is conceivable that by the end of 2025, Unsupervised FSD will be available in multiple US States.
FSD V13
If you use FSD or have been following it, you know that it's unable to reverse the vehicle in its current state. Currently, it can only reverse when using Actually Smart Summon, but not when using FSD on regular roads.
One of the goals for Tesla’s AI Roadmap is to bring FSD V13, with Park, Unpark, and Reverse being some of the key features. Apparently, the Robotaxis (and specifically - a Model Y Robotaxi) at We, Robot was capable of reversing and conducting 3-point turns. This video below from AI DRIVR on X shows the vehicle reversing at the event.
FSD V13's ability to reverse is an excellent example of the team’s progress on the next batch of features. Tesla also demonstrated the Unpark feature at the event—when the Robotaxi pulled up at the curb, it smoothly shifted out of park and proceeded. We predicted we’d see these features come to life at the Robotaxi event, and apparently, the prediction was right.
We’re excited to see what’s coming next. FSD V12.5.6 has been on early-access tester vehicles for about a week now, and FSD V12.5.5 has already been released to most Cybertrucks on the road.
It seems that the next major version that goes out wide may be FSD V13, with a litany of new features. Of course, the ability to reverse is just one of the biggest features - we’re looking forward to Banish Autopark and Autopark becoming smoothly integrated into FSD as well.
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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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