The first FSD Beta public expansion is finally here. Some of us have been waiting since April for this day. It's fashionably late, as they say. Tesla has released FSD Beta 10.2 with the release of 2021.32.25 to testers. This is also the first beta to see a public expansion. It was released to owners with the highest Safety Scores.
Tesla releases FSD Beta 10.2
DirtyTesla/YouTube
Elon previously tweeted that there were about 1,000 users with a perfect Safety Score, and they would be receiving the FSD Beta, although it looks like not everyone with a score of 100 has received it yet. It's up to interpretation what a perfect score with 100/100 could mean, but it could be that a 100 score isn't enough and you need to be under a certain threshold for some of the events that the Safety Score keeps track of. Interestingly, Elon specified that it was only released to owners who had a score of 100 and over 100 miles driven.
NDA
Up until today, everyone who received the FSD Beta also needed to agree to an NDA. The NDA stated that you can not post images, videos or discuss the FSD Beta. With the release of 10.2 Tesla has dropped this requirement and owners are no longer prevented from sharing videos and discussing the beta. Previously, there were many YouTubers that posted videos of the beta online, but it appears that there were no consequences for doing so.
Tesla may have been trying to protect itself from negative publicity related to the beta and prevent any bad mouthing. It seems Tesla already received plenty of unwarranted negative attention any time there is an accident or fire.
Removing the NDA requirements shows that Tesla is showing increasing confidence in its FSD program.
Cabin Camera
With the release of 10.2, Tesla no longer allows you to use Autopilot with the cabin camera obscured. If you cover the interior camera Tesla will flash a warning on screen and Autopilot will be disabled.
Tesla has relied on steering wheel tension to detect driver inattention ever since they introduced Autopilot v1. It was clear they could do better and introducing the cabin camera with it's active driver monitoring is a big step in the right direction.
Covering the cabin camera now prevents the use of Autopilot
DirtyTesla/YouTube
By actively monitoring the driver Tesla can reduce nag screens and alert the driver the moment they become distracted instead of waiting to test for tension on the steering wheel again.
I understand many people are going to have a problem with a camera that's always recording, but the truth of the matter is that similar devices are already around you today. If you have a smartphone then you may already have “Hey, Siri" or “Hey, Google" activated, which is constantly monitoring the audio in the room. In your home you may have Alexa or Google Assistant devices. Your smartphone may do face scans like Face ID, instead of using a fingerprint.
These devices exist because they're convenient and they work well. Tesla's implementation is similar or in some ways safer than these other devices. All recordings from Tesla's cabin camera to check for driver inattention are processed in the car and are never sent to Tesla. Tesla's driver monitoring system is a better way of detecting whether the driver is paying attention and it's keeping you safer as well.
Car Visualizations
Many testers are reporting that the car visualization on screen appears slightly different. The color of the car appears shinier and more metallic and is a more accurate representation of the paint job on the car.
NickWHoward/Twitter
Single Stack
Unfortunately it does not appear that the stack to rule them all is in this release. We know that Tesla is working on combining the tech stacks for highway and city driving. Elon has said this was close to being released several betas ago, but it's understandable that this is complicated and Tesla could be running into edge cases.
Tesla was initially going to include the single-stack in version 10.1 of the FSD Beta, but we may have to wait until the next major release (v11) before seeing it implemented.
Release Notes
Tesla's FSD Beta comes in as release 2021.32.25, but the release notes packaged with the firmware are the same as previous betas. It's possible that Elon may offer technical release notes like we saw with the release of the 9.2, but we haven't received any thus far.
It was a rainy April 1st when a news-searching author went on a delve into the depths of April Fools to find fact from falsehood. And while we found a lot of fantastic jokes, we also found some good ideas.
So, with a shoutout to MarcoRP on X, whose April Fool’s Joke gave us a good run for our money for a couple of minutes, we thought to ourselves - what would a Cybercab Charging Station / Cleaning Hub really look like?
Cybercab Wireless Charging Sites
Now, before continuing, we’d like to point out that the image up top is a joke from Marco - it isn’t an accurate or real site map submission from Tesla. However, it gave us the impetus to think critically about what is required for a Robotaxi fleet, based primarily on the Cybercab, to be able to service a city.
Requirements
Tesla will likely need to charge a small fleet of Cybercabs at a single time and in a single place. That means that the site needs to be large enough to cover a major metro area while also still being compact enough to not cost too much money to build out.
In addition, we need to factor in charge times. The Cybercab is likely to launch with a battery around 50 kWh, which will result in a range of approximately 300 miles. With that much range, the average Cybercab may not need to charge more than once or at all during daytime shifts, so instead, most of the vehicles will charge overnight.
MarcoRP
Math and Charge Times
The overnight charging means that most of these vehicles could be charged slowly. When we did some back-of-the-napkin math last year, we determined that Tesla’s wireless charger will likely peak around 17 kWh (for comparison, Tesla’s Wall Connector at 32 amps charges at about 7 kWh). If we scale Tesla’s wireless charger down slightly to 10 kWh, accounting for some energy loss and the potential size of the site, that means a Cybercab will be able to charge in about 5 hours.
Tesla’s upcoming V4 Supercharger unit can currently handle 1.5MW per cabinet, but this slower-speed charging is A/C, not DC, which means there is a step-down loss of about 3-5%. Let’s make that a comfortable 10% for any other overages, but we can estimate around 1.35MW of power. That 1.3MW will easily handle charging up to 100 Cybercabs at once - all wirelessly, using Tesla’s unique beam-forming and beam-steering technology to keep efficiency high at every single stall.
Within about 5 hours, a whole fleet of 100 Cybercabs could be charged overnight when electricity rates are cheaper and still be out in time for the morning commute.
While this is all just hypothetical, it really does make sense that Tesla will be establishing these sites that won’t require much space or a ton of energy.
Tesla recently curtained off a large section of the parking garage at Giga Texas, as well as some of their chargers on the eastern end of the facility, leading us to believe they may just be testing this at scale internally.
There’s a lot to look forward to with Tesla’s V4 Supercharger deployment coming this year and with Robotaxi launching in just a couple of months.
Tesla released its Q1 2025 delivery and production numbers this morning, reporting 336,681 vehicles delivered and 362,615 produced—marking the company’s weakest quarter since 2022. Deliveries declined 13% year-over-year and fell well short of Wall Street estimates, which ranged from 360,000 to 370,000. Some analysts had forecast as many as 407,000 units.
Despite the shortfall, Tesla stock is actually up about 4% this morning, not only suggesting the market had already priced in weaker performance, but that this may be seen as the low point for the company. Tesla began delivering its refreshed Model Y in March, and production across all four Gigafactories was impacted by several weeks of downtime as Tesla retooled lines to accommodate the newer model. However, there’s no doubt that there is some brand impact from Elon Musk.
Comparing Numbers
Most of the deliveries—323,800 units—came from the Model 3 and Model Y lineup, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries. That’s a 31% drop for Model 3/Y and a sharper 45% drop for the Other Models category compared to the previous quarter. However, comparing it to a more applicable Q1 2024, these numbers are only down about 13% for the Model 3/Y and down about 24% for the Model S/X and Cybertruck.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but said the ramp is “going well.” This still leaves a large gap between production and delivery numbers, although they may not be as large as many had feared.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Cybertruck
One major weak point in Tesla’s numbers seems to be Cybertruck deliveries. While Tesla previously expected the Cybertruck to sell more than 250k units per year, we’re already seeing a decline in numbers. This is likely due to several factors, including the higher-than-expected price point of the truck, the unavailability of the RWD model, and the Cybertruck’s polarizing design, which may attract unwanted attention right now.
While the Cybertruck was ramping up production in 2024, making the lower numbers reasonable, the deliveries for Q1 2025 dropped drastically compared to the previous quarter. Cybertruck deliveries are estimated to be in the 5- 6k unit range for the quarter.
The good news to take away here is that the Single Motor variant of the Cybertruck appears to be nearing release. The price of the RWD version is expected to be about $60k USD before any incentives.
Q1 Earnings Call
Tesla announced their quarterly numbers this morning and posted on social media that they’ll live stream their Earnings Call on April 22nd.
This post was later edited to change “Q1 Earnings Call” to “Q1 Company Update.” It’s not clear whether there’s any significance in this change, but it could mean that Tesla has more to announce during the call.
The Company Update will occur on April 22nd at 2:30 PM PT / 5:30 PM ET. The standard Q&A session with executives and Musk is expected to follow the release of additional financial results for the quarter.
Tesla is set to launch its long-awaited Robotaxi service in June, and a cheaper, mass-market model is also planned for this year. With delivery numbers coming in soft and the refreshed Model Y just hitting the road, all eyes will be on forward-looking commentary during the update.
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