The much anticipated FSD Beta 10.69 (formerly known as 10.13) went out to its first 1,000 testers on August 20th.
This release has been one of the most anticipated updates since the early FSD Betas. While part of that was due to the expected improvements in this beta, the other part is that it's been a while since the last update.
The last beta that went into wide release came out in late May, which means that for some testers it has been more than three months since their last update; an awfully long time for Tesla enthusiasts.
Unfortunately, that means that testers have remained on the 2022.12 branch as well. With about 8% of the fleet already on update 2022.24, one can't help but feel left out in all of the latest features.
Beta 10.69 includes a ton of improvements, which is why Tesla is being a little more cautious with its rollout. Tesla rolled out 10.69 to 1,000 testers and plans to roll it out to additional testers with the release of beta 10.69.1.
Elon Musk has just taken to Twitter to announce that beta 10.69.1 will be released Monday night. Based on his previous comments, this will have a wider release than 10.69, although it's not expected to go out to all testers. We'll likely see the original testers receive it first then hopefully Tesla will expand it to some additional testers.
FSD Beta 10.69.2 is where Tesla is expected to release the beta to all existing FSD Beta testers, with it tentatively scheduled 'about a week or so later.'
It's not clear whether Tesla will add any new testers after beta 10.69.2, but it's certainly possible that Tesla will increase the number of testers after a couple of bug-fix releases.
Although Beta 10.69 has many improvements, a major focus of the beta has been Chuck Cook-esque unprotected left turns. These turns can be tricky in high-traffic situations even for human drivers. They require patience, great timing and a good sense of the surrounding environment.
In that regard, this beta appears to be much improved. The car will now utilize the median to its advantage and use it as a stopping point.
FSD Beta also appears more confident in heavier traffic, moving forward when it has an opening. Below you can see one of Chuck's latest videos and see how this beta is performing.
There is one new visualization in beta 10.69 and it's actually extremely helpful for anyone testing FSD. When the vehicle is creeping forward, a blue 'wall' will now be displayed, letting you know where the vehicle is expected to stop. When the vehicle is creeping forward in high traffic it could certainly make the driver feel uneasy and this visualization should help with that. Although this is the only new visualization spotted so far, you can view all FSD visualizations here.
FSD Beta 10.69 is based on update 2022.16 and beta 10.69.1 is expected to be as well. This means that testers will still be a little further behind than non-FSD Beta customers, but they can expect some of the new features included in the 2022.16 branch, including separate media accounts per profile, navigation energy prediction, automatic Supercharger rerouting and more.
Beta 10.69.1 is expected to only include minor fixes, so check out the FSD Beta 10.69 release notes to see everything you may receive in 10.69.1.
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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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