Tesla has now enabled 325kW charging at its V4 Superchargers. Right now, this is exclusive to the Cybertruck, which is the first vehicle to charge above 250kW at Tesla’s Superchargers. This new charging speed was initially being tested by Tesla in early December 2024 at select Supercharger sites in the United States, but this speed upgrade is now rolling out across North America.
V4 Superchargers
The new 325kW peak charging speed has been enabled at V4 Supercharger posts across North America - in both Canada and the United States. V4 Supercharger posts also bring longer cables - a great boon for the Cybertruck in particular, which can sometimes be hampered by the short V2 cables.
While V3 posts are still the most common, Tesla’s Supercharging team is working on upgrading older sites with V4 hardware, including pull-through tow-friendly Supercharging stalls. Tesla’s V4 stalls currently make up approximately 14% of the Supercharger network today - which is a massive improvement since Q4 2023, where they made up just 2%.
Faster Charging
The new 325kW peak speed will bring about a 5-minute improvement in charge times, as per some initial testing by Cybertruck owners. That brings the current 0-80% charge speed from 40 minutes down to just 35 minutes. This is mostly due to the vehicle not being able to sustain the higher charge speeds for a significant length of time.
And the best part? This new feature was enabled with an OTA update to the Superchargers. Max de Zegher, Tesla’s Director of Charging, pointed out that this overnight change was delivered quickly, efficiently, and quietly - all without on-site visits.
Being able to push software updates to Superchargers, without requiring on-site visits, is incredibly efficient & powerful. https://t.co/SXaeKfhKes
Your Cybertruck’s touchscreen will display the location of 325kW chargers and automatically prefer navigating to these faster chargers, depending on stall availability. This is similar to how enabling Tow Mode will make your vehicle prioritize Supercharger sites with tow-friendly stalls.
Faster Charging Coming
Tesla also confirmed that it is working on its V4 cabinets, which will further upgrade the peak charging speed of the Cybertruck to a staggering 500kW. That’ll be double what other Teslas can do today - due to the massive improvements brought forward by the new 800V architecture.
We expect the arrival of the new V4 cabinets and their 500kW charge speeds to even further boost just how fast Cybertruck can charge. We expect that 35-minute charge time to drop to 30 minutes or less, depending on the Cybertruck’s updated charge curve.
Other Vehicles Next?
Currently, the Cybertruck is unique with its 800V high voltage and 48V low voltage architectures. While we expected Tesla to bring these two big changes to their first mass-market refresh - the Refreshed Model Y Juniper, that didn’t come true. As such, we don’t expect the new 325kW speed to open up to older vehicles - at least - not yet.
However, there is still room for Tesla to continue improving vehicle charge speeds, features, and curves. They recently enabled a new battery-heating feature for RWD Standard Range vehicles with LFP battery packs, allowing them to Supercharge even faster in cold environments.
Competition is Speedy
Some competitors have exceeded Tesla’s Supercharger speeds - and not just speeds - but overall charge curves. This is especially true with some Chinese competitors - who are pushing LFP battery packs to charge at a stable 150kW across the entire 30-80% range.
Tesla vehicles currently struggle to maintain the charge rate over a longer period of time, which means that while they start fast, they peter out more quickly than other vehicles. The time difference between faster-charging vehicles like the Porche Taycan and the Model 3 was about 60 minutes across an 800-mile distance.
That’s not a huge difference in time overall, especially considering the difference in price points between a Taycan ($101,000 USD - starting) versus a Model 3 ($47,490 USD - LR AWD). It sounds like Tesla is looking for good charging speeds while maintaining battery health and keeping prices low.
While charge speeds may not be the best in the industry, the number of locations and reliability of Superchargers currently more than makeup for it.
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Tesla is rolling out a fairly big update for its iOS and early-access-only Robotaxi app, delivering a suite of improvements that address user feedback from the initial launch last month. The update improves the user experience with increased flexibility, more information, and overall design polish.
The most prominent feature in this update is that Tesla now allows you to adjust your pickup location. Once a Robotaxi arrives at your pickup location, you have 15 minutes to start the ride. The app will now display the remaining time your Robotaxi will wait for you, counting down from 15:00. The wait time is also shown in the iOS Live Activity if your phone is on the lock screen.
How Adjustable Pickups Work
We previously speculated that Tesla had predetermined pickup locations, as the pickup location wasn’t always where the user was. Now, with the ability to adjust the pickup location, we can clearly see that Tesla has specific locations where users can be picked up.
Rather than allowing users to drop a pin anywhere on the map, the new feature works by having the user drag the map to their desired area. The app then presents a list of nearby, predetermined locations to choose from. Once a user selects a spot from this curated list, they hit “Confirm.” The pickup site can also be changed while the vehicle is en route.
This specific implementation raises an interesting question: Why limit users to predetermined spots? The answer likely lies in how Tesla utilizes fleet data to improve its service.
Here is the new Tesla Robotaxi pickup location adjustment feature.
While the app is still only available on iOS through Apple’s TestFlight program, invited users can download and update the app.
Tesla included these release notes in update 25.7.0 of the Robotaxi app:
You can now adjust pickup location
Display the remaining wait time at pickup in the app and Live Activity
Design improvements
Bug fixes and stability improvements
Nic Cruz Patane
Why Predetermined Pick Up Spots?
The use of predetermined pickup points is less of a limitation and more of a feature. These curated locations are almost certainly spots that Tesla’s fleet data has identified as optimal and safe for an autonomous vehicle to perform a pickup or drop-off.
This suggests that Tesla is methodically “mapping” its service area not just for calibration and validation of FSD builds but also to help perform the first and last 50-foot interactions that are critical to a safe and smooth ride-hailing experience.
An optimal pickup point likely has several key characteristics identified by the fleet, including:
A safe and clear pull-away area away from traffic
Good visibility for cameras, free of obstructions
Easy entry and exit paths for an autonomous vehicle
This change to pick-up locations reveals how Tesla’s Robotaxi Network is more than just Unsupervised FSD. There are a lot of moving parts, many of which Tesla recently implemented, and others that likely still need to be implemented, such as automated charging.
Frequent Updates
This latest update delivers a much-needed feature for adjusting pickup locations, but it also gives us a view into exactly what Tesla is doing with all the data it is collecting with its validation vehicles rolling around Austin, alongside its Robotaxi fleet.
Tesla is quickly iterating on its app and presumably the vehicle’s software to build a reliable and predictable network, using data to perfect every aspect of the experience, from the moment you hail the ride to the moment you step out of the car.
The massive legislative effort titled the "Big Beautiful Bill" is taking direct aim at what has become one of Tesla’s most critical and profitable revenue streams: the sale of US regulatory credits. The bill could eliminate billions of dollars from Tesla’s bottom line each year and will slow down the transition to electric vehicles in the US.
The financial stakes for Tesla are absolutely immense. In 2024, Tesla generated $2.76 billion from selling these credits. This high-margin revenue was the sole reason Tesla posted a profit in Q1 2025; without the $595 million from regulatory credits, Tesla’s reported $409 million in profit would have been a $189 million loss.
How the ZEV Credit System Works
Zero-Emission Vehicle (ZEV) credits are part of state-level programs, led by California, designed to accelerate the adoption of electric vehicles. Each year, automakers are required to hold a certain number of ZEV credits, with the amount based on their total vehicle sales within that state. Under this system, automakers that fail to sell a certain percentage of zero-emission vehicles must either pay a significant fine or purchase credits from a company that exceeds the mandate.
Automakers who fail to sell enough EVs to meet their quota have a deficit and face two choices: pay a hefty fine to the state government for each missing credit (for example, $5,000 per credit in California) or buy credits from a company with a surplus.
As an all-EV company, Tesla generates a massive surplus of these credits. It can then turn around and sell them to legacy automakers at prices cheaper than the fine, creating a win-win scenario: the legacy automaker avoids a larger penalty, and Tesla gains a lucrative, near-pure-profit revenue stream.
This new bill will dismantle this by eliminating the financial penalties for non-compliance, which would effectively make Tesla’s credits worthless. While the ZEV program is a state law, the Big Beautiful Bill will fully eliminate the penalties at a federal level.
A Multi-Billion Dollar Impact
The removal of US ZEGV credits would be a severe blow to Tesla’s financials. One JPMorgan analyst estimated that the move could reduce Tesla’s earnings by over 50%, representing a potential annual loss of $2 billion. While Tesla also earns similar credits in Europe and China, analysts suggest that 80-90% of its credit revenue in Q1 2025 came from US programs.
Why the Program Exists
While the impact on Tesla would be direct and immediate, the credit system has a wider purpose. It creates a strong financial incentive for legacy automakers to develop and accelerate their zero-emission vehicle programs, whether it’s hydrogen, electric, or another alternative.
Eliminating the need for these credits would remove that financial pressure. This could allow traditional automakers to slow their EV transition in the US without the fear of a financial penalty, potentially leading to fewer EV choices for consumers and a slower path to vehicle electrification in the country.
Big, But Not Beautiful
On Sunday Morning TV, Elon Musk was asked his thoughts on the Big Beautiful Bill. They were pretty simple. A bill could be big, or it could be beautiful - I don’t know if it can be both, Musk stated.
Elon Musk in new interview: "I was disappointed to see the massive spending bill, frankly, which increases the budget deficit and undermines the work the DOGE team is doing. I think a bill could be big, or it could be beautiful—I don't know if it can be both." pic.twitter.com/DnyjHN7xCY
The bill poses a threat to Tesla’s bottom line and to the adoption of EVs in the US market, where automakers will no longer have a financial incentive to transition to cleaner vehicles, a market they’ve regularly struggled in when competing against Tesla.
Tesla will have to work carefully in the future to cut expenses to remain profitable after the elimination of these regulatory credits.
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