Tesla’s Updates FSD Roadmap: Talks FSD V13 and End-to-End Highway

By Not a Tesla App Staff
@BLKMDL3

Last month Tesla shared a roadmap with its progress on FSD and its goals for the coming months. Since we’re coming to the end of October and Tesla had yet to release the two items listed under October, we asked Tesla if they could provide an updated roadmap to help keep everyone’s expectations in line.

We’re not sure whether Tesla saw our message or already had plans to provide an updated roadmap, but today Tesla published an update to its initial roadmap.

Instead of focusing on timelines, Tesla has now simply published what their AI team is working on and what customers could expect next.

Tesla’s Original Timeline

The roadmap Tesla provided in early September focused on FSD improvements, releasing Actually Smart Summon, FSD on Cybertruck, FSD v13, and the expansion of FSD outside of North America.

This was Tesla’s initial roadmap which was provided on September 5th.

September 2024

  • v12.5.2 with ~3x improved miles between necessary interventions

  • v12.5.2 on AI3 computer (unified models for AI3 and AI4)

  • Actually Smart Summon

  • Cybertruck Autopark

  • Eye-tracking with sunglasses

  • End-to-End network on highway

  • Cybertruck FSD

October 2024

  • Unpark, Park and Reverse in FSD

  • v13 with ~6x improved miles between necessary interventions

Q1 2025

  • FSD in Europe (pending regulatory approval)

  • FSD in China (pending regulatory approval)

Elon Musk also replied to Tesla’s post, saying that, hopefully, right-hand drive markets will also get FSD in late Q1 or early Q2.

Goals Tesla Met

While we’re only at the end of October, Tesla managed to check off their September goals with a perfect score, nailing all of their goals such as eye-tracking with sunglasses, FSD on the Cybertruck and releasing Actually Smart Summon in the United States and Canada.

They also released the unified FSD model for HW3 and AI4, although it seems like the good news may stop there for HW3 owners. At least Tesla has recently said HW3 owners will get a free upgrade to more capable hardware if Tesla isn’t able to achieve unsupervised FSD on those vehicles.

Goals Tesla Is Still Working On

Although the company met its September milestones, the October goals have been delayed. Initially targeting the release of unpark, park, and reverse features and FSD v13 for October, Tesla now plans to integrate these features with FSD v13 in November.

The delay isn’t surprising given the ambitious goals, but we’re thrilled to see that Tesla is keeping the communication lines open.

The goals Tesla set to release FSD outside of North America are still to be determined, but we presume they may shift slightly due to the delay of FSD v13.

What’s Coming

While Tesla avoided dates and timelines for their upcoming features, they actually provided a lot more detail on what they’re working on and what we can expect in FSD v13. Unfortunately for HW3 owners, most of these improvements appear to be destined for Hardware 4 (AI4).

Complete Rollout of End-to-End

Tesla’s first item on its updated list is to complete the rollout of its end-to-end highway stack. Tesla’s current highway stack is based on FSD v11 and doesn’t feature end-to-end AI, meaning that AI is only used for input and not to control the vehicle. End-to-end AI essentially has AI managing everything in the vehicle, from detecting objects and lane markers to the steering and brake pedals.

Tesla started including end-to-end for highway driving in FSD v12.5.5 for the Cybertruck and then opened it up to other AI4 vehicles with FSD 12.5.6. The latest public FSD version is FSD 12.5.6.1, but it’s only available for AI4 vehicles.

The majority of vehicles with FSD are still on version 12.5.4, which doesn’t include the new highway stack. Tesla aims to release the updated highway stack to all AI4 vehicles next week, which will also include improvements to stop smoothness and improved bad weather notifications.

Actually Smart Summon

While Actually Smart Summon was released in September in North America, most of the world is still waiting. Tesla now says that A.S.S. will be available in other regions but didn’t provide a timeline. Users who bought or subscribe to Enhanced Autopilot or FSD in Europe should expect to receive this feature as part of Tesla’s normal feature releases instead of being a part of a special FSD build. It’s possible this could come in Tesla’s next major update, possibly 2024.44.

It’s not clear whether Tesla’s list was in any sort of order, but if it is, we could expect Actually Smart Summon sooner rather than later.

Improved FSD for HW3

Tesla’s updated list was largely focused on FSD for AI4, but HW3 did get mentioned in one bullet point item. Tesla says that HW3 should receive improved FSD v12.5.x models for city driving. Unfortunately, this almost sounds like bad news. AI4 mentions in the roadmap talk about FSD v13 and end-to-end highway support, while HW3 specifically states improved “city-driving,” possibly saying that end-to-end highway driving is not coming to HW3 vehicles soon.

Given that a new version of FSD v12.5.4.2 just started rolling out for HW3 vehicles, it looks like it may be a while before HW3 owners have access to the new highway stack. Earlier this month, Musk said that HW3 owners should receive an update that will increase FSD’s smoothness, so it seems like this is what Tesla is referring to in their roadmap.

FSD V13

The rest of Tesla’s post was dedicated to FSD v13. Tesla provided a lot of specifics such as FSD v13 unlocking the full resolution of Tesla’s HW4 cameras. The computer will now process full-resolution video at 36 FPS instead of using lower frames per second or scaling the video down.

FSD v13 will also increase the AI model by three times and data by 4.2 times. Tesla expects this to provide better collision avoidance, improved traffic controls and navigation.

FSD Unsupervised Feature Complete

Tesla’s VP of AI, Ashok Elluswamy, is just as excited about v13. He reposted Telsa’s post and said that a lot of work is going into the FSD v13 release and that Tesla expects v13 to make FSD Unsupervised feature complete. This is far from saying that FSD v13 will achieve autonomy, but simply that all the pieces of the puzzle are now in place with v13. The car will be able to navigate from a garage to its parking spot at a destination without any human input. Each of these pieces will likely still need to be refined over time to achieve unsupervised FSD.

Release Date for FSD V13

Tesla is targeting the release of FSD v13 to employees by the end of this week. Tesla expects the update to go through several iterations before it’s released to customers in FSD v13.3. Tesla says that the target launch for a public version of FSD v13.3 is around Thanksgiving for AI4 vehicles.

FSD Arrival Options

In addition to FSD v13 including the ability to “unpark,” reverse and park itself, Tesla will also add various options for when the vehicle arrives at its destination. Users will be able to choose from simply pulling over, parking in a parking spot or driveway or even a garage.

We believe that “unpark” in this statement refers to the ability for the user to engage Autopilot while the vehicle is still parked. The vehicle will automatically shift from Park to Drive and drive or reverse out of its parking spot before proceeding to its destination.

Detecting Emergency Vehicles

One other item Tesla pointed out in their roadmap is that FSD v13 will process audio inputs to better handle emergency vehicles. FSD now appears to rely only on detecting emergency vehicles visually, but with FSD v13, Teslas will be able to detect them audibly as well. Unfortunately, all Teslas only have microphones inside the cabin, which are currently used for phone calls and voice commands, but Tesla will soon continuously process the audio to detect emergency vehicles and potentially other things.

Outlook

Tesla has already integrated some v13 improvements and reports a 4x increase in miles between necessary interventions compared to v12.5.4. It’s clear that Tesla’s focus is on AI4 and reaching its goal of Unsupervised FSD. They appear very focused on this goal and will do whatever it takes to get there. Right now, that means focusing on AI4, but if at any point they run out of compute power needed there, they could shift to AI5, but that’s not expected to happen any time soon.

AI5, which is included in the Cybercab, isn’t expected to be released until the end of the year. We expect Tesla to continue marching toward achieving autonomy, regardless of the power required. Once they can figure out FSD, they can work backwards to get it working on older hardware.

Elon Musk Takes Over Tesla Sales For North America and Europe

By Karan Singh
Not a Tesla App

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 Shares Q2 2025 Numbers: Production and Deliveries Up Over Last Quarter

By Not a Tesla App Staff
Not a Tesla App

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.

Looking ahead, all eyes are on Tesla’s Robotaxi network, the Cybercab, and the more affordable model, which is slated to be released later this year.

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