The latest iteration of Tesla's FSD Beta, version 10.3 has now been released. The update which was originally scheduled for Friday night went out early this morning.
Tesla releases FSD Beta 10.3
All Electric/YouTube
Existing beta testers received the update as well as users of Tesla's Safety Score who had a rating of 99 or higher.
We were wondering whether Tesla would release the beta to all drivers who have achieved a Safety Score of 99 in one swope, as that group is quite a bit larger than those who previously achieved a perfect score.
This release looks to be fairly widespread, much more so than previous betas. It's not clear yet whether everyone with a score 99 has received this beta, this is definitely the largest expansion of beta testers thus far.
Tesla has shared technical release notes for Beta 10.3, which comes in with update 2021.36.5.2. The release notes include detailed improvements in this beta, such as the ability to detect turn signals and hazards in addition to brake lights.
These are Tesla's technical release notes for this beta release:
Added FSD Profiles that allow drivers to control behaviors like rolling stops, exiting passing lanes, speed-based lane changes, following distance and yellow light headway.
Added planning capability to drive along oncoming lanes to maneuver around path blockage.
Improved creeping speed by linking speed to visibility network estimation and distance to encroachment point of crossing lanes.
Improved crossing object velocity estimation by 20% and yaw estimation by 25% by upreving surround video vehicle network with more data. Also increased system frame rate by +1.7 frames per second.
Improved vehicle semantic detections (e.g. brake lights, turn indicators, hazards) by adding +25k video clips to the training data set.
Improved static obstacle control by upreving the generalized static object network with 6k more video clips (+5.6% precision, +2.5% recall)
Allowed more acceleration when merging from on-ramps onto major roads and when lane changing from slow to fast lanes.
Reduced false slowdowns and improved offsetting for pedestrians by improving the model of interaction between pedestrians and the static world.
Improved turning profile for unprotected turns by allowing ego to cross over lane lines more naturally, when safe to do so.
Improved speed profile for boosting onto high speed roads by enforcing stricter longitudinal and lateral acceleration limits required to beat the crossing object.
There have also been improvements in many areas, such as creeping, going around road blockages, detection of static objects on the road such as construction barriers, "phantom" braking and improved acceleration in key areas such as merging onto major roads.
One of the biggest additions in this release is a new option called FSD Profiles, that lets you choose the driving style when in Autopilot.
The three styles to pick from are Chill, Average and Assertive. Each profile will determine how your vehicle drives and interacts in certain road scenarios.
Some users who received the FSD Beta hits morning were initially able to use FSD, but are now facing an issue where Autopilot will no longer engage. It's unlikely that Tesla is limiting the use of the FSD Beta, but hopefuly Tesla can fix the issue without needing to roll out another update.
The next FSD Beta release may be v11, where we may finally see combined highway and city driving Autopilot stacks. If Tesla decides to release this in v11, it will be our first look at Tesla applying everything they've learned in city FSD to the highway. It may offer some short-term setbacks but overall should be a drastic improvement in how the car handles sharp highway curves and off and on ramps.
No timeline has yet been given for v11, but Tesla has been consistently releasing updated FSD Betas in 2-3 week increments.
The next iteration of FSD may also see an even wider release than we're seeing with 10.3, as it may open up to Safety Score users who have a score of 98 or higher.
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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