Tesla Hosts Public All-Hands Meeting for Q1 2025 - Recap & Replay

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Tesla regularly holds quarterly all-hands meetings for employees, but last night marks the first time Tesla has live-streamed the event for the public.

The meeting primarily focused on Tesla’s employees, recent achievements, and the future of Tesla. While it didn’t reveal much new information, it was interesting to see Elon Musk candidly engaging with his teams, who seem to genuinely enjoy working with him. Still, there were a few noteworthy takeaways.

As with Tesla’s Earnings Calls and other live events, we’ve put together a concise, easy-to-digest recap of everything discussed.

General Points

• Work-related Injuries declined over time

• Planning to expand to new markets

• Cell Manufacturing

  • Continuing to invest in battery supply

  • Cheapest, lowest cost per kWh cell

• The supercharger network continues to grow

  • Vehicle range and charging speed should match the needs of humans and their required time for breaks

  • V4 Cabinets, 500 kW for Cybertruck, 1.2MW for Semi

• Tesla is building sustainable abundance

  • Autonomy is key for this to happen

  • Optimus and AI compute

  • This appears to be part of Elon’s new mission for Tesla, but it isn’t in the company’s updated mission statement just yet.

• Service and Collision Expansion will continue, with a big focus on Service

  • Service is what will sell future vehicles

• Interesting opportunity to make an electric, supersonic jet

  • Elon is stretched too thin but believes Tesla has all the tech in-house to do it

• Tesla is in Master Plan Phase III - making all energy on Earth sustainable / abundance for all

Tesla’s Achievements

• Sold 7 million vehicles globally

  • From just 20 in their first year of production

  • 10 million by next year

  • 3 million vehicles a year

• Giga Berlin has produced 660,000 drive units

• Giga Shanghai has built 3m cars

• Giga New York has produced 160,000 NACS adapters

• GIga Nevada has built 11,000 battery packs in a year

• Semi Factory on track for completion

  • Over a million, millions possibly

  • Will be autonomous in the future

• Stationary Battery Storage is a gigantic plus

  • Shanghai Megafactory is up and running

  • More Megapacks and Powerwalls are being produced than ever

• Switchover to New Model Y in a short period was an amazing feat of supply chain engineering

Optimus

• Optimus Production Line in Fremont is up and running

  • The first Optimus came off the production line this year

  • Pilot production this year

  • 22 DoF hand and forearm are now in production

• Real brain behind Optimus, not on the cloud and not pre-programmed

• What’s learned from cars (batteries, electronics, design, manufacturing, FSD) transferred to Optimus

• Biggest product of all time

  • 5,000 units by the end of the year, 10,000 at max

  • 50,000 next year

  • Middle of next year for outside of controlled environments

  • Will be available late 2026 for employees - who will get first dibs on access to Optimus

• Tesla will expand Optimus production to Giga Texas as well

Cybercab and FSD

• The Cybercab line will be fully autonomous

  • The aim is 5 seconds between producing cars

  • 50,000-ton gigacasting machine - make five castings at a time

    • Currently 9,000-ton machines

    • Seems to be an interesting engineering challenge

• Progress towards FSD (Unsupervised)

  • Cars doing useful work with no one in them (end-of-line to outbound lot)

  • Just started at Giga Texas

  • FSD will be 10x safer than humans

• Autopilot Hardware 4 / AI 4

  • Nothing better on the market than AI4 right now

  • No point in waiting for AI5 or AI6 as Tesla will continue producing new versions. There will be an AI 7, 8, etc.

• Autonomous Teslas will be everywhere

  • In 5 years, regulatory approval globally

  • Even without Cybercab, there is a gigantic fleet that can be autonomous

Cortex and Dojo

• Cortex - AI Training

  • One of the most powerful

  • 50,000 active GPUs

  • 100,000 GPUs coming soon

• Dojo now active in Giga New York and Palo Alto

  • Now actively working, doing about 5%-10% of the training load

Watch

You can watch a replay of the entire event below. The live stream starts shortly after the 28-minute mark.

Q1 2025 | Tesla All-Hands Livestream https://t.co/BqvjcLQo9H

— Tesla (@Tesla) March 21, 2025

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Tesla FSD in Europe: June Update

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The road to bringing FSD to Europe has been a long and complex one and filled with regulatory and bureaucratic hurdles. Elon Musk, as well as other members of Tesla’s AI team, have previously voiced their grievances with the regulatory approval process on X.

However, it appears that there is finally some progress in getting things moving with recent changes to upcoming autonomy regulations, but the process still seems slow.

Waiting on the Dutch

Elon commented on X recently, stating that Tesla is waiting for approval from Dutch authorities and then the EU to start rolling out FSD in Europe. Tesla is focusing on acquiring approvals from the Dutch transportation authority, which will provide them with the platform they need to gain broader acceptance in Europe. Outside of the Netherlands, Tesla is also conducting testing in Norway, which provides a couple of avenues for them to obtain national-level approval.

The frustration has been ongoing, with multiple committee meetings bringing up autonomy regulation but always pulling back at the last second before approving anything. The last meeting on Regulation 157, which governs Automated Lane Keeping Systems, concluded with authorities from the UK and Spain requesting additional time to analyze the data before reaching a conclusion.

Tesla, as well as Elon, have motioned several times for owners to reach out to their elected representatives to move the process forward, as it seems that Tesla’s own efforts are being stymied. 

This can seem odd, especially since Tesla has previously demoed FSD working exceptionally smoothly on European roads - and just did it again in Rome when they shared the video below on X.

FSD Supervised testing in Rome, Italy

Pending regulatory approval pic.twitter.com/TXh3uQIfrx

— Tesla Europe & Middle East (@teslaeurope) June 12, 2025

DCAS Phase 3

While the approval process has been slow, Kees Roelandschap pointed out that there may be a different regulatory step that could allow FSD to gain a foothold in Europe.

According to Kees, the European Commission is now taking a new approach to approving ADAS systems under the new DCAS Phase 3 regulations. The Commission is now seeking data from systems currently operational in the United States that can perform System-Initiated Maneuvers and don’t require hands-on intervention for every request.

This is key because those are two of the core functionalities that make FSD so usable, and it also means that there may not be a need to wait years for proper regulations to be written from scratch. Now, the Commission will be looking at real-world data based on existing, deployed technology, which could speed up the process immensely.

What This Means

This new, data-driven regulatory approach could be the path for Tesla to reach its previous target of September for European FSD. While the cogs of bureaucracy are ever slow, sometimes all it takes is a little data to have them turn a bit faster in this case.

Alongside specific countries granting approval for limited field testing with employees, there is some light at the end of the tunnel for FSD in Europe, and hopes are that a release will occur by the end of 2025. With Europe now looking to North America for how FSD is performing, Tesla’s Robotaxi results could also play a role.

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Tesla Launches 'TeslaVision' Contest With Big Prizes — See Last Year’s Winner [VIDEO]

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Tesla’s marketing has always been relatively unconventional, relying on word-of-mouth rather than traditional advertising. The passion of the owner’s community is always massive, but it is especially high now with the launch of the Robotaxi network just around the corner.

Tesla is now tapping into that spring of fan creativity and announced the TeslaVision video contest, with some seriously impressive prizes up for grabs.

Announcing the TeslaVision fan video showcase

Tesla owners & supporters have always been able to see our products & mission for what they truly are.

Your word of mouth has made Tesla what it is today.

The OGs will remember that in 2017, we held our first video contest. 8 years… pic.twitter.com/6pPpkqmqOH

— Tesla (@Tesla) June 10, 2025

The Contest

The core of the contest is simple. Create a video that shows how your Tesla gives you more in life. Tesla is looking for submissions that highlight themes of freedom, safety, fun, and convenience.

Prizes

The prizes definitely make this contest worth entering if you’re good with a camera and have some basic video editing abilities.

For North America, the prizes include a brand new Model Y AWD Long Range, alongside an all-expenses-paid trip to Austin for a tour of Giga Texas. The grand prize winner will also be able to custom order their Model Y, allowing them to select their preferred wheels and color.

The two runners-up won’t get a Model Y, but they’ll also enjoy an all-expenses-paid trip to Giga Texas for a tour of the factory.

The travel and tour include lodging in Austin for 2 nights, as well as economy-class round-trip tickets from anywhere in North America. Tesla will also provide a vehicle for use during the trip.

Hopefully, these winners will also have the opportunity to experience the Robotaxi network while they’re in Austin, as it’s expected to be opened to the public later this month.

Project Loveday

For long-time followers of Tesla, this contest may feel familiar. The contest is a direct throwback to the 2017 Project Loveday contest, which was inspired by a letter to Tesla from a 10-year-old aspiring marketer. That contest was won by MKBHD, with his submission below:

How to Enter

If you’re ready to start filming, here are the key pieces of information you’ll need to know:

• Video must be 90 seconds or less

• Video must be uploaded to YouTube with a public URL

• Make a post on X and Instagram tagging “@Tesla” and include the words “TeslaVision contest” in the post.

• Provide links to both social media posts in your submission to Tesla’s form

• Provide your personal details in the form

• You have until July 17th, 2025, or until Tesla receives 10,000 entries, whichever comes first.

You can find the official submission form and all region-specific details on Tesla's website.

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