Tesla may be preparing for changes at the very top. Tom Zhu, who was rumored to be Tesla's next chief executive officer earlier this month, has stepped down as the legal representative for the company in China. While he will remain chairman, there are also reports Zhu is taking on significant roles in the United States.
The timing of the movement coincides with Tesla's freefall on the stock market and several investors clamoring for Tesla's Board of Directors to act. The company's current CEO, Elon Musk, is spending most of his time running his new company — Twitter. Musk has repeatedly stated that he doesn't want to be CEO of any company. He recently reiterated his thoughts during a court case last month.
Therefore, the door is open for one of Tesla's brightest stars to take on a more prominent role. Reuters has reported that Zhu is spending time at Giga Texas and Giga California. There is speculation that he is taking a leadership role in increasing the production of Model Y, overseeing the revamped Model 3 and running the show regarding the highly anticipated and long overdue Cybertruck.
Zhu has an Impressive Track Record
As CEO, Zhu may be just what Tesla needs to breathe new life into the trailblazing company. He is recognized as the main reason that Tesla's Giga Shanghai was able to rebound so quickly from being locked down and achieving the 50% growth target in 2022.
Zhu joined Tesla in 2014 with a Bachelor of Commerce from Auckland University of Technology, and he graduated from Duke's Business School, Fugua, with a Master of Business Administration in 2012. Zhu participated in a WeChat Q&A with a Duke student. It provides some valuable insight into Zhu's work ethic and philosophies.
Zhu Envisions an Incredible Future
He was asked about the impact of EVs. He has a long answer that you can read here, but he stated many positive, forward-thinking ideas that cause excitement and hope. "I believe innovation can lead to a butterfly effect from a single product to an industry, to a mindset throughout the whole country."
Zhu spoke about the changes Tesla can introduce, "New technology brings us infinite possibilities, forming various sorts of synergies regarding vehicles: for example, communication between human and vehicle, communication between vehicles, and communication between infrastructure and vehicle. Those capabilities are inserted into an EV's genes, generating faster responses that make transportation more convenient."
He also touched on changing the entire industry, "productivity will be improved, and at the same time the structure of the workforce will be optimized. The car industry will shift from a more traditional manufacturing model towards a skilled, technologically innovative industry."
While he doesn't want to be CEO, Musk has also stated that he isn't going anywhere. That may mean that the company is looking to split responsibilities, as Tesla has several projects on the go, including FSD, expanding the charging network, Cybertruck, Optimus, and the list goes on.
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Tesla has just opened up their Early Access Program, which we found out about just a few days ago - to FSD owners and subscribers in the United States. This new Early Access Program will offer regular owners the ability to get early FSD updates before they get widely released.
Early Access
Tesla has begun to slowly roll out a pop-up (and button) in the Tesla app, offering users the ability to enroll in the FSD (Supervised) Early Access Program in the United States. This update is rolling out slowly, so don’t be surprised if you don’t have it yet.
For now, this program appears to be limited to the United States. Users in Canada and Mexico, even those with existing Early Access, have not yet received an invite to the program.
Once you join the Early Access Program, at the very bottom of your app, where your VIN and software version normally appear, you’ll see a new “Early Access” link. Tapping this will show your status as a member of the Early Access program and also offers you the opportunity to leave the program if so desired.
The bottom Early Access Button
Sawyer Merritt
How to Get In?
To be offered the program, you must own an AI4/Hardware 4 vehicle with FSD, either purchased or actively subscribed. Unfortunately, HW3 owners are not receiving this right now.
A pop-up will be displayed in your Tesla app once you get selected to join the program. If you dismiss the pop-up in a hurry, don’t worry. The ability to join Early Access stays as in the image below, and you can join the program at any time.
Ending your subscription while part of Early Access means your vehicle will be removed from the program.
The post pop-up opportunity.
Sawyer Merritt
Privacy
In exchange for receiving early builds of FSD, Tesla will increase the amount of data, video, and audio gathered from your vehicle, and the data will be VIN-associated, meaning less privacy and anonymity for users.
Any software updates or release notes you receive, both in-vehicle and in-app, will be watermarked with your vehicle's VIN. Tesla has been watermarking employee release notes since June of 2024 to reduce leaks, and this new Early Access program appears to follow a similar format, even though it is more widespread.
A watermarked release note.
@BrianX2023 on X
Cautions
Of course, earlier FSD builds are usually less stable and potentially less safe than wide release, so it’s important to remain more vigilant during FSD’s use. If anyone else uses the vehicle, make sure they’re also aware of the situation.
On the flip side, this is really exciting for many Tesla owners. Tesla’s Early Access program has normally been limited to employees and influencers, so it’s awesome to see regular owners getting an opportunity to get in on all the fun of testing out Tesla’s latest FSD functionality.
This new Early Access program could also mean that Tesla has a new level of confidence in future builds, where it’s now willing to make them available to more users. It could also have to do with Tesla’s FSD Unsupervised ambitions, where they may need more data than was already collected in order to successfully launch their Robotaxi this June.
Emissions Pooling is an incentive-based program supported by various governments—most notably the European Union—to help automakers meet strict carbon reduction goals under Corporate Average Fuel Economy (CAFE) standards.
CAFE standards mandate that automakers reduce the average CO₂ emissions across their fleet of newly manufactured vehicles. The EU’s 2025 targets are particularly aggressive, and manufacturers risk hefty fines if a sufficient portion of their new vehicles aren’t low- or zero-emission.
Emission Pool
Emissions pooling is a regulatory mechanism that allows automakers to combine their fleet CO₂ emissions to collectively meet environmental targets. Companies with low or zero emissions—like Tesla—can partner with higher-emitting automakers to help reduce their combined average and avoid costly fines.
In practice, this means pool members purchase emissions credits from Tesla, which uses its all-electric lineup to generate surplus credits. These credits help other manufacturers offset their emissions, while Tesla earns a tidy profit.
Tesla has long capitalized on this model, regularly selling emissions credits to strengthen its financials. Now, its European Union emissions pool is expanding again—with Honda and Suzuki joining existing members like Stellantis, Toyota, Ford, Mazda, and Subaru.
Green Bottom Line
Every automaker in Tesla’s emissions pool is effectively buying credits from a company with a 100% zero-emission fleet. In Q4 2024 alone, Tesla earned $692 million from regulatory and emissions credits, making up nearly 30% of its quarterly net income.
That’s a major chunk of profit driven by programs like emissions pooling—and with Honda now onboard, Tesla gains a significant new partner (and revenue stream) in the EU.
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