The updated Tesla app which we saw has now started becoming available to users. It looks to be rolling out first to iOS, but we expect an Android release to follow very soon (Update: Android version has started rolling out as well!).
What’s New
The app has been redesigned, but the core functionality and layout remain largely the same. There are a couple bigger functionality changes which we’ll start off with.
First, you’ll now be able to send commands to your car immediately, instead of having to wait until the car wakes up. The days of waiting for your vehicle to wake up before you can turn on the HVAC are gone.
The other big functionality change is just as nice if you have multiple Teslas. If you’re lucky enough to own more than one Tesla, you can now unlock any Tesla using your phone key. Previously, you could only unlock the vehicle that was selected in the app.
Other changes in the app are more subtle, but we’ll discuss them below.
You still have a rendering of the car at the very top, followed by some quick action buttons and some categories underneath that. However, the car renderings are now completely 3D and you’ll get fluid 3D transitions as you navigate the app and go into various menus. The battery icon at the top is now much smaller, gray and justified left.
Charging
The Charging section has been removed. Charging information will now be displayed only when your car is plugged in. Upon plugging in your Tesla, you’ll be presented with options to unlock the charge port and start charging. There’ll now be a nice animation of electricity running through the cable when your vehicle is charging. The time remaining, amperage and mi/hr are now displayed near the top of the app, below the battery icon.
A nice addition is that when picking your charge limit in percentage, you can now easily jump to round percentages, such as 70, 80, 90, etc. If your vehicle is charging, it’ll show you an estimate of how many miles it will charge up to.
You can now also view Supercharging history right within the app, instead of having to view it in the car or on Tesla’s website.
Controls
The Controls panel now features a large view of the car with buttons to open the frunk, trunk, charge port and unlock the vehicle. The speed limit, valet mode and sentry mode settings have been moved to a new category labeled Security. The Vent button has been moved to the Climate section.
Climate
In the Climate section things look very similar. You can now view the interior of the vehicle a little better and there’s a new fluid animation when the air vents are blowing. The exterior temperature is also displayed in addition to the interior temperature.
Upgrades
The upgrades section also received a facelift and now includes more information. There are now two sections, Software Upgrades, which feature the Buy and Subscribe sections we’re familiar with and a new Accessories section which offers Tesla accessories specific to your model.
Security
The new security section, in addition to having features that were previously available in other sections will also provide tips for how to improve your phone key experience. For example, if you have Bluetooth turned off, or location services for the app disabled, it’ll point out that unlocking your vehicle can be more reliable if you have those options enabled.
Widgets
With the introduction of the 4.0 release, Tesla has also released Widgets. For iOS there’s a 2x2 widget and a 4x2 widget. Both widget sizes feature the same information, which is the name of the car, battery percentage, location (or charging information), unlock status, an image of the vehicle and the time the information was last updated.
Overall, the app is much smoother and sleeker than the previous version. Some fonts are a little small such as the car information at the very bottom of the app, but this is a great update that we’re sure Tesla will continue to tweak and build upon.
Update:Elon has now confirmed that Bioweapon Defense Mode is coming to the Tesla app as well.
In this article, we’ll cover Tesla’s updates on Optimus, batteries, and Tesla Energy.
Optimus
Tesla has been working away on their humanoid robot and continues to make progress in software and hardware.
First, Tesla is preparing the Fremont factory for the Optimus pilot production line, which is scheduled for completion later this year. Once it is, wider deployments of Optimus for internal use within Tesla’s facilities are expected as well. Tesla aims to have several thousand Optimus units working in its North American factories by the end of the year once the pilot production line is operational.
Tesla’s goals for production remain extremely lofty - 1 million units per year by 2030. However, they could face some challenges when ramping production.
Key components like the shoulder actuators use specialized permanent and rare-earth magnets, which are currently sourced from China. Due to recent Chinese restrictions on the overseas sale of these magnets, Tesla is seeking an exemption or alternative suppliers. They have not yet looked into modifying the shoulder actuator but will likely do so if they cannot obtain the necessary materials.
Batteries
Batteries are another item that Tesla’s teams have been working on behind the scenes for years now. The second generation of the 4680 - the Cybercell - has been IRA-compliant for some time now. This means that the Cybertruck is eligible for the US Federal EV rebate.
Tesla also achieved the lowest cost-per-kWh of any of its cells with the 4680 battery - and it is potentially one of the cheapest cells being manufactured by any vehicle battery manufacturer at this point. With dry-cathode still being worked on, Tesla may be able to squeeze more optimizations and cost efficiencies from the 4680 cells.
Additionally, Tesla is progressing with its plans for lithium refining and cathode production in the US, both of which are scheduled to commence in 2025. While the company says they’re no longer supply-constrained for non-LFP vehicle batteries, on-shoring production and sourcing critical minerals from nations outside of China will be key.
LFP batteries continue to be supply-constrained, namely for the Tesla Energy division. LFP batteries and their materials are sourced from China. Due to tariffs and limited exports, Tesla can’t obtain enough and is considering potentially building an LFP production facility in North America.
Energy
Tesla’s energy division is still experiencing some of the highest growth of any of its divisions. Year over year, Tesla saw a 154% increase in energy storage deployments, including both Megapack and Powerwall - for a total of 10.4 GWh deployed in just Q1 2025. While deliveries in energy storage remain volatile due to the nature of Megapack installations, Tesla expects growth to continue rapidly in this segment.
Tesla also deployed 1GWh of Powerwall 3 residential storage this quarter, marking its strongest quarter. Powerwall 3 has received positive feedback from customers, many of whom appreciate its new capabilities with its built-in inverter for solar.
Megapack is continuing to see demand increases, currently highlighted by utility-scale Megapack systems, as well as data centers requiring stable power delivery. Megafactory Shanghai is also online now and producing Megapacks - with an annual production capacity of 20GWh today and up to 40GWh in the future. The site has also produced over 100 Megapacks this quarter, which are all awaiting delivery.
There was a lot of interesting news from Tesla’s Q1 2025 Earnings Call, covering everything from FSD and Robotaxi - to the less glamorous but equally important Megapack and Powerwall.
Tesla is heavily leaning into artificial intelligence, and its insurance offering is just another example of how it’s improving its product or lowering costs by leveraging AI.
Tesla recently started offering an insurance discount in select states when drivers use FSD for at least 50% of their drives and now it’s introducing an AI to help handle customer claims.
Tesla has developed an in-house voiced AI agent that can assist customers in handling simple support requests for Tesla Insurance.
For customers calling in from those states, the new AI agent provides a unique way to address the most common support calls. And it’s not just answering common questions but actually making requested changes to the owner’s account.
Policy Changes
The first key item is that it automates policy changes. Simple policy updates, including adjusting your deductible or coverage limits, are now done via AI. For policyholders who are simply looking to make quick changes and don’t have any questions, this makes the process a lot quicker by not having to wait for a representative. Tesla isn’t eliminating representatives, but this could reduce the number of representatives required or reduce wait times.
Continue Where You Left Off
The second item here, highlighted by Raj Jegannathan from Tesla’s internal IT team, is that Tesla’s AI agent is able to offer summaries of the user’s last interaction with Tesla Insurance. It will summarize your last interaction and provide assistance on that particular topic if you need to continue it. That means that you don’t have to wait for a human to review your file - the AI will kick off right where you left off.
Tesla appears to be focused on improving efficiency and making support more accessible. While actual items like claims are left up to humans due to their inherently complex nature, this helps free up employees to handle more complex items. While there’s no doubt Tesla will continue to develop this AI like they do everything else, we may soon see it take on even more tasks.
More AI
This isn’t the first AI agent that Tesla has demoed - there is now a chat-based AI sales agent available on the front page of Tesla’s website, which is able to answer common questions on Tesla vehicles.
Tesla has also been improving their AI support tool available in the Tesla App is able to provide feedback on common issues and also guide users towards either solving the problem or placing a support request.
Tesla’s strategy here is to influence the cost-heavy areas associated with having humans address simple requests and instead leverage AI, which can offer instant answers and reduce support costs.
Roll Out to More States
While this new AI is currently limited to just 12 states, it is likely to follow Tesla Insurance’s expansion. Insurance seems to have been at a bit of a standstill lately. Tesla continues to improve features such as the improvements to Safety Score V2.2, but we haven’t seen Tesla roll out support to new states since it added Minnesota in November of 2022.
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