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

Not a Tesla App

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

Follow

Follow

Follow

Tesla May Add Lumbar Support to Driver Profiles, Offer Turn Signal Stalk Retrofit

Not a Tesla App

Tesla’s Vice President of Vehicle Engineering, Lars Moravy, recently took to X and opened the floor for user input. There, he asked the community for features and improvements they’d like to see to make Teslas better heading into 2026.

This post generated thousands of suggestions - and we recapped the best of them. There were also a few that Lars responded to, giving owners hope for some much-requested future changes, so let’s take a look at what may be coming

Lumbar Profile Support

Today, lumbar support is one of the few items that is not saved in the Tesla profile. That means if you have multiple drivers who use the same vehicle, you’re often left adjusting this setting manually, as it retains the setting that was last used. One community member suggested saving your lumbar setting to your profile just like Tesla does for other seat settings.

Lars said making this change seems doable, but it’ll take some engineering magic. The lumbar support isn’t tied to an absolute sensor like the other seat settings. This suggests that Tesla does not have an exact value to save, as it does with other seat functions, but Lars believes Tesla can find a way to save lumbar preferences. Tesla could potentially time how long the motor runs to get to the user’s lumbar setting and save this value.

With that said, it seems the vehicle engineering team may take a look at this one, and we may see it included in a future update.

Model 3 Signal Stalk Retrofit

The move away from traditional stalks in favor of the steering wheel buttons on the Refreshed Model 3 has been a point of debate. While the author is squarely in the camp of steering wheel buttons (at least with the Cybertruck), many dissent and say that the buttons on the Refreshed 3 aren’t as satisfying or easy to use.

Many other drivers also prefer the tactile feel and muscle memory of a physical stalk for signaling. Tesla appears to favor stalks, as they retained the turn signal stalk with the new Model Y. There are also rumors that Tesla is going to reintroduce the turn signal stalk to the Model 3.

If Tesla adds stalks back to the new Model 3, current 2024+ Model 3 owners are still left without stalks. However, a user suggested adding stalks as a retrofit option. Lars said that he would try to consider a retrofitted signal stalk for the Refreshed Model 3, similar to the simplified version in the Refreshed Model Y.

While less definitive than the lumbar support response, it appears that Tesla may at least consider offering a stalk retrofit for the new Model 3. If you’re a lover of signal stalks and can’t wait for Tesla to get an official one - we recommend the Enhauto S3XY Stalks, which are customizable and feel very close to Tesla’s original fit and finish.

With that said, it’s nice to see Tesla incorporating more community feedback into its vehicle design these days. Perhaps one day, they’ll address the infamous auto wipers. They have gotten better, but they’re still not as reliable as what’s available in most other vehicles. With that said, we look forward to the changes that will emerge from these recent conversations.

Follow

Follow

Follow

Tesla to Issue TCU Fix That Prevents Vehicles From Sleeping in Update 2025.14.6

Not a Tesla App

Sometimes, even with Tesla’s intensive bug-testing regime, bugs manage to make it out into the wild. In this particular case, a European user (@darkwaffle48484 on X) noticed that their 2024 Model 3 was using up more battery than normal while parked. Normally, they noted that the vehicle would lose about 1-2% per week; however, recently, they noticed much larger drops of 3-4% per night.

They monitored their Tesla widget and noticed the car wasn’t entering deep sleep. The widget consistently showed a recent connection time—usually within the past 45 minutes.

Fix Inbound

After discussing the issue with other Tesla owners and realizing it was somewhat widespread, they contacted Tesla Service. The service team confirmed that it was a firmware bug affecting the Telematics Control Unit (TCU), which prevented the vehicle from entering deep sleep mode.

The TCU is essentially the communications hub of your Tesla - and is mounted on the ceiling of newer vehicles such as the Model 3 and the new Model Y. It enables cellular and location services (via GPS) and also handles Wi-Fi and Bluetooth services. Tesla Service stated that this bug is planned to be fixed in update 2025.14.6, although the exact version number could change. However, they confirmed that they are aware of the issue and it is being addressed.

@darkwaffle48484

When the user reached out to Tesla Service, Tesla Service responded with the following (translated from Dutch):

“It has been confirmed that this is a firmware bug. The fix is in one of the next updates. Currently, it is planned for 2025.14.6 (subject to change). Do you have any more questions?”

Potentially Region-Specific

This bug could potentially be region-specific. TCUs often require specific hardware components, such as modems, as well as specific firmware versions that support different regions and cellular providers. These enable Tesla to comply with local cellular standards and regulations and ensure that your vehicle can connect to the networks available in that particular region.

At this point, it’s not clear when the fix will roll out, but given that update 2025.14.1 has practically stopped rolling out, Tesla may be waiting to resume the rollout with update 2025.14.3 or this 2025.14.6 version.

If you’ve noticed this issue and are in a non-European nation, let us know.

Follow

Follow

Follow