Elon has said various times that Tesla is not a car company, but rather an AI company. Tesla is using AI to solve problems such as auto high beams, auto wipers and of course FSD. Tesla's tango with AI explains its recent move into robotics.
Solving FSD is just the beginning. We're likely to see Tesla enter additional fields that rely heavily on AI. Tesla will be able to take everything they've learned in the world of artificial intelligence and apply it to a completely new product or even a new field, similar to what they're doing with NeuraLink.
Tesla to look into adding AI-based HVAC
Elon has previously talked about how he would love for Tesla to develop air conditioning systems. Elon believes Tesla can make them much more efficient than they are today, but Tesla just doesn't have the resources to enter another field right now. The use of air conditioning around the world currently accounts for 10% of global electricity usage, according to IEA.
Tesla may now be looking to introduce AI to Tesla HVAC systems. Twitter user @coffeetabletsla asked Elon if Tesla could develop a neural network similar to Deep Rain that's used for windshield wipers, but instead use it to improve air conditioning. It could monitor when to turn the AC on/off, when to circulate air versus bringing in fresh outside air and take into account various factors such as current air quality, traffic and dirt roads.
In response, Elon gave his typical “Ok" answer, which has usually meant that Tesla is already working on a similar feature or that Elon is genuinely intrigued by the idea and will have Tesla engineers evaluate its feasibility.
Given Elon's fascination with air conditioning and wanting to reduce the world's energy footprint, this could be Tesla's first entry into the HVAC industry.
This conversation started on Twitter when the official Tesla account tweeted “can we all just agree that pumping out carbon monoxide, carbon dioxide, particulate matter, nitrogen oxide and sulphur dioxide from cars on all the streets around the world is maybe a bad idea".
Elon replied to the Tesla account with “in close traffic, poisonous gas spewing from the car in front of you goes straight into your AC intake." A fair point. We're just hurting ourselves. He then snarkily added that “Good thing gas/diesel carmakers didn't cheat on their emissions or we'd be in real trouble."
Air quality is also something Elon has shown interest in before. In fact, Teslas in China show the Air Quality Index right next to the temperature near the top portion of the car's screen.
In close traffic, poisonous gas spewing from the car in front of you goes straight into your AC intake. Good thing gas/diesel carmakers didn't cheat on their emissions or we'd be in real trouble ?
Teslas currently have an Auto AC button that determines when to activate the air conditioning system, although it's likely to be similar to other manufacturers where it compares the indoor and outdoor temperatures along with the relative humidity of each environment.
By adding AI to air conditioning not only can Tesla reduce its energy usage, resulting in longer range for your Tesla, but it could also give you cleaner air to breathe. Your Tesla can give you fresh air when you're driving alone on the road, and automatically switch to recirculated air when you're close to other cars.
This is just another example of how Tesla is redefining cars and improving the world we live in.
Subscribe
Subscribe to our newsletter to stay up to date on the latest Tesla news, upcoming features and software updates.
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 kW (for comparison, Tesla’s Wall Connector at 32 amps charges at about 7 kW). If we scale Tesla’s wireless charger down slightly to 10 kW, 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.
