At the exhibit, Tesla has the interior of the new Model S set up, complete with a center console, steering wheel and infotainment system so that attendees can experience the yoke steering wheel and its blazing-fast processing for maps, games, and entertainment.
The 'vehicle' was running a developer version of Tesla's OS with version number 2022.40.50, and this is where Apple Music was found.
Tesla’s notorious for leaving Easter eggs and hints about upcoming features in their software, and having this vehicle run a developer version with Apple Music appears to have been intentional. We first speculated that Apple Music was coming when an icon was spotted during Zoom's conference where they showcased their video conference running in Teslas.
According to the software menu in the vehicle, the vehicle's VIN was set to 'P3TERS3N1P000BUCK.
Integration
Tesla will be integrating Apple Music into their music player, instead of actually running an Apple Music app, which has both, positives and negatives. On the positive side, the UI will be consistent and similar to Tesla's other music offerings, and its expected to support Tesla's voice commands as well. However, it could mean that not all Apple Music features may be available.
Tesla is adding Apple Music to their vehicles
Aaron Cash/Twitter
Spatial Audio
Apple recently announced that Apple Music would support Spatial Audio in some vehicles. In addition to Spatial Audio, Apple Music also supports lossless audio for a variety of music. Apple describes these features as creating an immersive audio experience that produces "true multidimensional sound and clarity."
It's not clear whether Tesla is implementing Spatial Audio or lossless audio support in their implementation of Apple Music, but we may be limited to the core features. Tesla currently supports high-quality audio with TIDAL.
Release Notes
The Tesla release notes for the inclusion of Apple Music have been shared on Twitter by TeslaRaj. Although they don't reveal much, it does confirm that you'll need Premium Connectivity to stream Apple Music over cellular, or use WiFi, either while parked and connected to a local access point or using your phone as a hotspot. You'll also need a subscription to Apple Music. It does not mention Dolby Atmos or lossless audio, so it's a real possibility that those options are not included, at least upon Apple Music's initial release. Tesla's release notes are as follows:
Stream over 100 million songs and 30,000 playlists ad-free. Listen to your entire library, discover more music, and tune into live radio stations. To access Apple Music, tap the Apple Music icon in the Application Launcher, scan the QR code with your mobile device, and login with your Apple ID.
Note: A Premium Connectivity subscription is required to stream Apple Music over a cellular connection.
Tesla is adding Apple Music to their vehicles
TeslaRaj (edited by Not a Tesla App)
Release Date
There is no official release date for Apple Music, but the wait should not be long. It's highly anticipated that Tesla will add Apple Music with this year's holiday update, which is expected later next month.
Last year Tesla released a holiday update that included the ability to create custom light shows, a new UI, a customizable launcher, the addition of the blind spot camera and more. This year's holiday update is expected to include a variety of new features as well.
Apple Music, which surpassed 100 million songs back in October, is one of the last major streaming services to be added to Tesla’s vehicles. Currently, Tesla offers Spotify, TIDAL, Slacker Radio, TuneIn, and SiriusXM (Model S/X only). To stream music through any of these services you’ll need to be subscribed to Tesla’s Premium Connectivity for $9.99/mo.
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Following the recent departure of longtime deputy Omead Afshar, Elon Musk has stepped up to personally oversee Tesla’s sales operations in North America and Europe, according to a new report from Bloomberg, which cites people familiar with the matter.
This is a big shake-up that places Elon directly in charge of fixing Tesla’s sales slump in two key markets. The move has come as Tesla reported nearly on-the-ball deliveries for Q2 2025, hitting 384k deliveries, against a consensus street estimate of 385k deliveries.
New Leadership Structure
According to the report, Afshar’s former responsibilities are being divided between Elon and Senior VP Tom Zhu. Elon will now directly oversee the sales organizations in the US and Europe. As part of this change, Troy Jones, Tesla’s VP of North America Sales, will now report to Elon.
Tom Zhu, who is based in China, will continue to manage sales in Asia while also taking on the critical new responsibility of overseeing global manufacturing operations. Leadership of Tesla’s factories in Fremont, California, and Texas will now report to Tom. Tesla Energy’s factories will still report to Michael Snyder, VP of Energy and Charging.
For now, we’re unsure whether this is a temporary management structure, if the reporting lines will shift, or if Tesla will either hire or promote a new Senior VP of Sales to cover the duties.
Tackling the Sales Slump
The restructuring is a response to the recent downturn in sales. Analysts estimated that Tesla would deliver approximately 385k vehicles, which they essentially managed to achieve. However, deliveries fell short of production numbers, with Tesla delivering just 373k of the 410k vehicles produced.
This situation is particularly challenging in Central Europe. Europe has been noted as Tesla’s weakest market, according to Elon. Interestingly, Elon previously stated in several interviews over the last few months that there was no demand issue, but it now seems that there have been some issues with growing sales.
With Tesla’s new vehicle registrations across Europe having plunged 37% since the start of this year, and the rollout of the new affordable model, as well as more affordable versions of the Model 3 and Model Y seemingly delayed, there is a lot to do. Some analysts are projecting a second consecutive annual decline in Tesla’s global car sales for 2025.
The Rise of Tom Zhu
A key note in this reshuffle is the return of Tom Zhu to a top global operations role. Tom had previously led the construction and ramp-up of Giga Shanghai and was then promoted to Senior VP of Automotive Operations in 2023. Last year, he was sent back to China to focus on tackling regulatory hurdles with the launch of FSD in China.
His return to overseeing global manufacturing, even while staying in China, is a significant vote of confidence in his abilities. It also comes as Chinese authorities have begun drafting new autonomy guidelines to clear a path for the broader rollout of both Supervised and potentially Unsupervised FSD.
Wrap Up
This major restructuring shows that Elon is once again focused on Tesla and plans to personally tackle the company’s biggest issues. This will require a careful hand, as Elon’s forays into politics have caused self-admitted brand damage. If anyone can turn this around and have the Model Y return as the Best-Selling Vehicle of 2026, having just missed out by a few thousand vehicles to the Toyota RAV4, it is Elon.
Alongside him, Tom Zhu will be responsible for streamlining global manufacturing and ensuring that Tesla is ready to launch their new affordable variants in the near future, which should also make a considerable dent in sales.
Tesla has released its Q2 2025 production and delivery numbers, revealing an improvement in production and deliveries over Q1, but still down from a year ago.
Tesla produced 410,244 vehicles in Q2, nearly equal to their production a year ago, which was 410,831 vehicles. Production for this quarter was significantly up compared to Q1 2025, which only saw 362,615 vehicles produced. While production numbers matched those of a year ago, actual deliveries were down.
Q2 2025 saw Tesla deliver 384,122 vehicles, which was down approximately 59,000 units compared to the same period last year, but up by approximately 48,000 vehicles, or about 14% compared to Q1.
Breakdown by Model
The Model 3/Y segment continues to dominate Tesla’s production profile, accounting for 396,835 units produced and 373,728 delivered in Q2 2025. Deliveries for the “Other Models” category—which includes the Cybertruck, Model S, and Model X—were down compared to the previous quarter, with just 10,394 vehicles delivered, a 20% decline. Compared to a year ago, the drop for these vehicles is even more drastic, with sales being down 52%. Tesla refreshed its Model S and Model X last month with new features; however, the update was much smaller than expected and likely didn’t help much in increasing sales for these vehicles.
Tesla doesn’t break down Cybertruck sales separately, but those deliveries are expected to be down as well.
Tesla noted that 2% of total deliveries this quarter were accounted for under operating lease agreements, consistent with the same quarter last year.
Quarter
Production
Deliveries
Model 3/Y Deliveries
Other Models Deliveries
Lease Share
Q2 2025
410,244
384,122
373,728
10,394
2%
Q1 2025
362,615
336,681
323,800
12,881
4%
Q2 2024
410,831
443,956
422,405
21,551
2%
Context and Market Response
While the numbers exceeded some bearish expectations, the year-over-year delivery drop is Tesla’s second straight quarterly decline. Analysts attribute declining sales to increasing EV competition and reputation issues.
Still, investors found relief in the improved quarter when compared to Q1. The stock rebounded about 4% yesterday on the news.