Tesla Releases Major Update to FSD Beta, v11.3.1 Is Now Available for Some

By Nuno Cristovao
Tesla has publicly released FSD Beta v11.3.1 to some owners
Tesla has publicly released FSD Beta v11.3.1 to some owners
Tesla

After many months of waiting, Tesla has finally released its next major update to FSD Beta. Early this morning Tesla released FSD Beta v11.3.1 to some of its customers.

Most of the customers that received this latest beta were part of Tesla's initial 1,000 public beta testers. This means that only a fraction of a percentage of FSD Beta users have access to this latest beta.

According to the NHTSA, Tesla now has over 362,000 owners who have FSD Beta installed on their vehicles.

Per Elon Musk's previous comments on Twitter, Tesla expects to release bug fixes to this beta before releasing this beta out more widely. He expects FSD Beta v11.3.2 to be the one that goes out widely to Tesla's customers.

Big Improvements with 'OTA Recall'

Another major change that we're seeing with FSD Beta v11.3.1 is the inclusion of fixes that address the NHTSA's concerns with the beta.

The NHTSA brought up several concerns with Tesla's FSD Beta in mid-February and Tesla paused the release of FSD Beta to new owners until the issues were addressed.

However, Tesla wasted no time addressing these issues by including fixes in FSD Beta 11.3.1 less than a month later.

The fixes address several safety issues, including the vehicle being more cautious when approaching yellow lights. According to the release notes FSD Beta will now take more things into account before going through a yellow light; considering things such as the amount of time needed to stop, time needed to drive through the intersection, the position of the vehicle, and the amount of time before the light turns red.

This is certainly impressive, and while it's essentially what we as humans do when encountering a yellow light,  the precision and speed that FSD Beta can likely calculate these values will likely be far better than a human's.

Another large fix addresses how the vehicle sets its speed and handles speed limit signs. Previously the vehicle would determine its speed based on the speed limit and the driver's chosen speed offset. However, the problem was that the vehicle would only adjust its speed once it had passed a new speed limit sign, causing it to be over the speed limit for a certain period.

With this update, FSD Beta will now adjust the vehicle's speed before reaching a detected speed limit sign. The vehicle will also be more assertive in slowing down if the new speed limit sign is much lower than the vehicle's current speed.

Voice Drive-Notes

With this beta Tesla has included 'voice drive-notes.' This appeared to be Tesla's replacement for the snapshot button, although early testers appear to have both, the snapshot button and voice drive-notes. Upon a disengagement, the driver is presented with a chance to provide more detailed feedback on the disengagement through an audio recording.

Ironically, this feature doesn't appear in Tesla's FSD Beta v11.3.1 release notes like it did in v11.3, but according to beta testers the feature is there.

Expanded Automatic Emergency Braking

One of the features we were excited to see mentioned in Tesla's v11.3 release notes were improvements to Tesla's Automatic Emergency Braking (AEB).

Tesla's improvements to AEB went beyond the standard functionality, adding the ability to detect and react to vehicles that cross the car's path or steal the right of way, such as a vehicle that runs a red light or cuts off the Tesla.

According to Tesla, nearly half of the collisions of this nature would be avoided with this newly expanded system. From Tesla's release notes in FSD Beta v11.3, Tesla stated:

Expanded Automatic Emergency Braking (AEB) to handle vehicles that cross ego's path. This includes cases where other vehicles run their red light or turn across ego's path, stealing the right-of-way. Replay of previous collisions of this type suggests that 49% of the events would be mitigated by the new behavior. This improvement is now active in both manual driving and autopilot operation.

This feature is also not mentioned in Tesla's release notes for v11.3.1 so it's unclear whether it's just not mentioned like Tesla's voice drive-notes, or if the feature is not included in this update. It's certainly understandable if Tesla needs to test it further, as v11.3 was an internal-only beta and not all features are expected to be in the following public release.

Different Release Notes

There may be other differences between FSD Beta v11.3.1 and v11.3 since the release notes vary quite drastically. However, it's not clear if Tesla simply chose to highlight different features in the release notes of the public release.

Release to All

As with most Tesla updates, expect this update to roll out slowly as Tesla closely monitors it. Depending on issues discovered, Tesla may either expand the update to more owners or choose to address issues before distributing it further.

In the past, it has taken up to a month before the latest FSD Beta is available to all available owners. Before sure to check out the release notes for FSD Beta v11.3.1 to see everything that's included.

A Visual Look at Tesla’s 2025 Spring Update Features

By Karan Singh
@niccruzpatane on X

Tesla’s 2025 Spring Update has arrived and is now going out in larger waves. Although this update isn’t as large as last year’s Spring Update, there are several exciting features in this year’s Spring Update.

In this article, we’ll take our first look into some of the newest features.

Custom Trunk Height per Location

The trunk height for Model Ys, Model 3s with automatic trunks, and the 2021+ Model S and Model X will now be customizable by location. While you could previously apply a maximum general height, you can now also apply a height at a given location.

This is especially helpful if you don’t want the vehicle to open the trunk all the way in your garage, but would like it to open all the way elsewhere.

To set it, you can manually adjust the liftgate to your preferred height when at the location and then press and hold the trunk close button until you hear a chime. Alternatively, you can open the liftgate with the on-screen controls and then press the pause button and have it remember this height.

If you have a Cybertruck, the process is similar to save the frunk height.

B-Pillar Sentry & Dashcam

The new B-Pillar options are displayed at the bottom of the dashcam viewer.
The new B-Pillar options are displayed at the bottom of the dashcam viewer.
Not a Tesla App

For newer hardware 4 vehicles, Sentry Mode and Dashcam will now also record video from the B-pillar cameras on your vehicle. This brings the total number of cameras recorded to six, up from just four. This also means that the vehicle is now covered practically in 360 degrees. The only cameras not recorded are the alternative front camera, the front bumper camera (on the new Model Y and Cybertruck for now), and the interior camera.

While most of the other cameras wouldn’t provide much improvements in terms of security, adding the interior camera would be a really nice addition. However, we imagine there are privacy reasons why Tesla isn’t adding this one.

You can check out the new angles in the improved Dashcam viewer under “Left Pillar” and “Right Pillar”, which are located at the far right.

For AI3 vehicles and the Cybertruck, this feature isn’t available, however, we expect it to be added to the Cybertruck soon.

Dashcam Viewer

The Dashcam and Sentry Mode Viewer have received an improved interface to go along with the new B-pillar camera recording. However, like the new cameras, this feature is only currently available on HW4 vehicles. While the B-pillar camera records are unlikely to arrive on HW3 vehicles due to technical constraints, we may see this improved Dashcam Viewer arrive on other vehicles in the future.

The new viewer now displays all the cameras along the bottom, rather than having one at each corner.

Tesla has also added a jump back or forward 15-second button; however, the recent improvement to adjust the playback speed from 0.5x, 1x, and 2x appears to have been removed.

There’s also a new button at the top right corner of the video, which lets you easily jump to the next video clip.

Reverse Camera

The new angle is a little bit wider than the original.
The new angle is a little bit wider than the original.
Not a Tesla App

For HW4 vehicles, Tesla has also improved the visible angle of the rearview camera. Tesla’s cameras actually capture angles slightly wider than the ones displayed in the vehicle UI and the Tesla app - so it’s nice to see them increasing the viewing area.

These same vehicles have now also been updated to have the fender cameras displayed at the top of the Camera app instead of the bottom.

Adaptive Headlights for North America

Adaptive headlights have finally been enabled for vehicles with matrix headlights in North America with this Spring Update. You can check them out in action below. If you’re unsure whether your vehicle includes matrix headlights, our guide can help.

Model S / X Turn Signal Cameras

These optionally placed repeater turn signal camera images are a huge improvement!
These optionally placed repeater turn signal camera images are a huge improvement!
@niccruzpatane on X

The Model S and Model X have received some much-requested love from Tesla. The blind spot camera feature, which displays the fender cameras on screen when the turn signal is active, is being moved to the instrument cluster.

Until now, the feature has shown the cameras on the infotainment display, much like the Model 3 and Model Y. If you prefer to keep them on the main display, you can adjust it under Controls > Display > Automatic Blind Spot Camera.

New Navigation Options

Tesla added three new routing options to the Spring Update, which now lets you choose between faster and more frequent charging stops or longer and less frequent stops. The long-awaited avoid highways option is finally included in this update as well.

Fastest: This offers the quickest path to the destination, disregarding any attempts at efficiency or stopping more frequently to perform short charges.

Best Amenities & Fewer Stops: This routing mode minimizes your charge stops in exchange for making them longer, but also allows you to stop near highly rated restaurants, shops, and restrooms for a more relaxing trip.

Avoid Highways: This highly requested feature allows you to keep your navigation routing away from highways unless absolutely necessary to reach your destination. Hurray for the country roads and relaxed driving.

Phone Icon Update

Tesla has updated the in-vehicle Phone app to display contact pictures from your phone, along with the name and phone number.

The new contact photos will also appear in the dialog window that opens when you receive an incoming call.

The new contact image is displayed above the phone number and name (censored by user)
The new contact image is displayed above the phone number and name (censored by user)
@max_bracco on X

Search Filters for Music

The list of sources is selectable to help fine-tune your search.
The list of sources is selectable to help fine-tune your search.
@max_bracco on X

When searching for music, the results are now filtered by the music service, rather than displaying all results in a single view.

When you prefer a search, the results will be limited to the currently selected music source. Results for other services will be displayed in separate tabs organized by service. This is a really nice addition, but we’d also love to see an “All” results tab, similar to the previous experience, that lets you view results across various services.

Keep Accessory Power On

Tesla is finally giving users the ability to charge devices with 12V sockets and USB ports when there’s no one in the vehicle. While 12V sockets and USB ports are turned off when the vehicle goes to sleep, many users work around this by enabling Sentry Mode to keep the ports powered.

The good news is that this new feature is even more efficient than before because owners no longer need to keep Sentry Mode on just to keep these ports powered.

To enable power for the USB ports and 12V sockets, navigate to Controls > Charging and scroll down to Keep Accessory Power On. Keep in mind, similar to Sentry Mode, this feature uses additional energy, even if devices aren’t being charged — so use it selectively.

Music Improvements

Tesla has made several other music related improvements in this update besides the updated search results screen.

Amazon Music: You no longer need a premium subscription to Amazon Music to use the streaming service in the car. Your free account will work just fine.

Apple Music: Apple Music’s shuffle function has been improved so that it now shuffles the entire playlist of music, instead of just the first 100 results in the playlist.

YouTube Music: The next song in a playlist will now be displayed in the Up Next section. You view this section by tapping on the album artwork in the music player.

Other Improvements

Tesla has made several other improvements. One nice addition, currently limited to the Cybertruck, is that the vehicle's visualization will now display the actual distance a door is open.

Tesla also improved the hotspot feature. If you typically use the hotspot on your phone to connect to the vehicle, this feature will now be automatically enabled each time the vehicle is put into drive.

While Tesla has already shown third-party chargers in Europe, Tesla is now giving users the ability to view them in other regions for the first time. The feature is off by default, but you can go to Controls > Charging and enable third-party chargers. Tesla explains that your vehicle will now automatically navigate to these chargers, but they will show up in the list of available chargers.

Tesla Shares New Details on FSD Unsupervised, Robotaxi, Potential FSD Price Hike During Q1 2025 Earnings Call

By Karan Singh
Not a Tesla App

In case you missed Tesla’s Q1 2025 earnings call last night, or just want to see the cliff notes, we’ve got you fully covered. While Tesla called this event a “Company Update” on their Investor Relations website, we covered all the usual aspects of a regular earnings call.

Tesla had a rough Q1, but managed to pull through even in the face of one of the most financially difficult quarters in recent memory. There’s also a lot of exciting news as Tesla shared updates and key information on some of its upcoming products.

Tesla actually started this event relatively on time, with the call beginning just seven minutes after the scheduled start time. If you prefer to listen to the call, you can listen below with the call starting at the 7 minute, 9 second mark.

FSD Supervised & Unsupervised

  • FSD Supervised launched in China, received positive reception.

    • Tesla launched FSD in China without access to country-specific data, and it is performing extremely well.

    • They expect this will make it easier to launch elsewhere.

    • FSD Supervised for Europe still on track for 2025.

  • FSD Unsupervised is now running Model 3, Model Y, and Cybertrucks from the production line to the outbound logistics lots at Fremont and Giga texas.

  • As of this quarter, FSD has been driving people in North America and China for 7.7 Million miles per day.

  • Tesla will consider pricing options for Unsupervised FSD vs Supervised FSD

    • In the meantime, Tesla plans to gradually lighten the supervision requirements

    • Executive team believes FSD is too cheap at $99/mo as it currently stands

  • Glare, Sand, Dust, Fog

    • Cameras are not fully blinded by glare or other obstacles

    • Tesla’s photon-count analysis happens before digital signal processing - the image you see on the dash may be washed out, but FSD can see fine.

  • Snow and Inclement Weather

    • These are still a challenge for scaling out to areas that experience snow.

    • Tesla is looking at implementing localized parameters to deal with snow or other localized conditions in the future

      • Not essential, but a “nice-to-have”

      • These parameters will be focused on improving reliability for certain tasks, like driving in snow

  • Waymo

    • Tesla doesn’t see Waymo as a challenger

    • LIDAR is expensive, can’t solve many problems

    • Pure vision is the key (along with audio now)

    • Tesla isn’t just doing a software solution and attaching hardware to a pre-existing vehicle, Tesla is building the vehicles ground-up with autonomy in mind

  • Validation is still a challenge, due to edge cases.

    • QA fleet is driving in Austin, and can go many days without an intervention

    • Difficult to tell whether improving or regressing

    • Deeper and broader simulation systems are being built

    • Seeing an intervention every 10,000 miles means they need 10,000 miles of data on average to address it

    • Need as much data as possible - 10,000 miles is the average distance covered by a driver in North America in a year

    • The executive team noted that Chinese FSD testers are doing a fantastic job testing edge cases

Unsupervised FSD & Robotaxi Fleet

  • Tesla is on track for the pilot launch of Robotaxi in Austin for June 2025.

    • These will move the financial needle in the 2nd half of 2026.

    • The first vehicles will be Model Y’s, not Cybercabs.

    • Aim is to start in Austin and roll out elsewhere in the United States by the end of the year

    • Focus is to ramp quickly, and have millions of vehicles operating autonomously by the end of 2026.

  • Remote Support for robotaxi fleet could happen, not 100%

  • 10-20 vehicles on Day 1 for Robotaxi fleet

    • Scale-up will happen slowly

    • By the end of June or early July, anyone will be able to go to Austin and use a robotaxi

  • Vast majority of Tesla’s existing fleet will be capable of Unsupervised FSD

    • Elon specifically mentioned the Model S, 3, X, and Y

    • This is the fourth event (We, Robot, Q4 Earnings 2024, All-Hands, and Q1 Earnings 2025) without mention of the Cybertruck being capable, likely meaning that FSD development for the Cybertruck is further behind as we’ve seen.

  • Tesla’s generalized solution to autonomy means that once they verify it works in a few North American locations, it should work in any North American city

    • Key limitation is regulatory approvals

    • This also applies for other areas of the world - the generalized solution will make it easy to apply it elsewhere

  • Tesla is providing autonomous supervised vehicles today that are capable of:

    • Cutting commute effort

    • Improving lives for customers with disabilities

    • Tesla’s executive team wants to get these stories out and get people to experience FSD

  • Unsupervised FSD should launch for customers in the US, ideally by end of year

    • Safety is a key concern, Tesla needs to continue reducing interventions per mile

    • Tesla will be careful with rolling this out outside of dedicated fleets

    • It must be meaningfully (10x or more, as per Q4 2024) safer than a human

    • Will likely be geofenced to specific cities or locations

  • Elon expects the first Model Y will drive itself from Fremont or Giga Texas all the way to a customer by the end of 2025

Affordable Vehicle

  • The plan for the new more affordable model (identified as a new vehicle), remains on schedule for production beginning in the first half of 2025.

    • These will utilize aspects of the next-generation platform as well as current platforms, and be produced on the same manufacturing lines as current vehicles.

    • This approach will result in less cost reduction, but will enable Tesla to manage capital expenditures.

  • This model will start production as soon as June and be in the market shortly thereafter.

    • Ramping will be slower than hoped due to global tariff and financial impacts

    • Production timeline is still on track overall

    • Tesla is aiming for a lower initial cost of ownership and lower monthly payments

  • Tesla will use its existing lines - reducing the overall form factor difference between this new model and what Tesla already exists

    • Likely based on the Model 3 or Model Y

    • Will resemble the overall form and shape

Cybercab

  • Cybercab will use the unboxed manufacturing strategy, and is scheduled for volume production in 2026.

  • Sample production validation is ongoing now

    • First builds will happen near the end of Q2

    • Production is on-schedule at Giga Texas

    • No new building is being built, it will be built inside already planned space

  • Unboxed method is progressing well

    • It is the basis for the Cybercab’s manufacturing process

    • It lowers the cost of production and increases the level of automation considerably

    • Tesla is working on marrying large assemblies together, fixing vehicle ceiling connections, and recently completed corrosion testing

  • Unboxed methodology will eventually be incorporated into other lines

    • Cybertruck is already benefiting from some aspects of this method

  • Long term goal is a 5 second cycle time for Cybercab

    • Giga Shanghai currently has a 33 second cycle team for Model Y

Current Vehicles

  • Giga Texas produced its 400,00th vehicle in April, and Tesla launched the Cybertruck Long Range (RWD).

  • Giga Nevada achieved record battery pack production this quarter.

    • Model 3 and Model Y deliveries in the US (and Canada) are now made with 100% US-built battery packs.

  • Tesla achieved record orders in a single day in the Asia-Pacific region with the launch of the Refreshed Model Y.

    • This is the most competitive region for EVs, and a validation of Tesla’s cost structure and positioning.

  • Giga Berlin built its 500,000th Model Y this quarter.

  • Tesla has officially opened the first overseas market for the Cybertruck - Saudi Arabia.

  • Q1 is historically the worst quarter for auto sales, and the best quarter to do production swaps

    • Tesla used this as an opportunity to do the swap at all 4 factories around the world at the same time

    • Never been done before - especially as 1.1 million Model Y’s are built per year globally.

Optimus

  • Tesla’s Fremont factory is preparing production for the Optimus pilot line for 2025, and wider deployments of Optimus for internal Tesla use is expected this year.

  • There has been good progress on finalizing Optimus so far, still in prototyping stages

    • Tesla expects its pilot production line to begin running near the end of 2025

    • Several thousand units should be working in Tesla’s factories by the end of the year

    • Optimus ramp will be challenging, lots of new and unique components Tesla doesn’t make already

    • Optimus will use the AI4 computer

    • Shoulder actuators use permanent/rare earth magnets

      • Working with China to get a license for use

  • Goal is 1 million units per year by 2030

Batteries

  • The 4680 Cell (Cybercell) is IRA-complaint and eligible for the US Federal EV Rebate.

    • It is the lowest cost-per-kWh cell.

    • Tesla has diversified and protected the supply chain, and each component for the 4680 is sourced from at least two countries.

    • Lowest cost cell of any cell available on the market right now

    • Easy to build a flashy product that does one thing (e.g. charging fast) well, but difficult to scale it up and be profitable

  • Tesla’s lithium refining and cathode production plans will start production in 2025, moving critical battery production to the US.

    • Will be the biggest lithium refinery outside of China, and could potentially expand to be the biggest.

    • Cathode production will also make a big impact

    • Anode production or removing anodes entirely is being worked on

  • Tesla is no longer supply constrained for vehicle batteries, but is constrained on LFP batteries for North America due to tariffs.

Supply Chain

  • Tesla is continuing to localize supply chains where possible

    • Makes sense from a cost and logistics risk standpoint

      • Supply chains should be located on the continent of which the vehicle is built

    • Tesla is the least impacted car company in respect to tariffs

      • Places Tesla in a stronger position than their competitors

    • Elon believes in lower tariffs, and advocates for them

      • Tesla will be impacted by the May tariffs due to part production in Canada and Mexico, no way around this right now

    • Tesla has to buy equipment from outside the US and import it - it is expensive to bring in equipment from China

      • China has the most capacity to provide this equipment

  • Tesla is working to on-shore production of LFP, as most Tesla Energy batteries are supplied from China

    • There is an outsized tariff impact on Tesla Energy at the current time, and Tesla is looking at non-China suppliers of Lithium

  • Tesla is continuing to focus on adapting to policy changes

    • 85% of US-built vehicles have North American content

    • 95% of Asia-Pacific vehicles have Asian-Pacific content

    • Vertical integration and local partnerships are the key to increasing these

    • Tariff risks are higher for low-volume platforms (S, X, Cybertruck)

    • Tesla can bridge and cover production for other regions in times of crisis

    • Tesla is building strategic banks of parts they cannot vertically integrate, such as processors and microelectronics

    • Tesla is working to reduce or stop the reliance on rare earth magnets as much as possible

Energy

  • There was a 154% increase in energy storage deployed YoY, for a total of 10.4GWh.

  • Tesla is experiencing continued rapid growth in the energy market, but deliveries remain volatile due to the nature and scale of the projects.

  • Megapack expands grid capabilities

    • Tesla is expecting more demand for Megapack in the near future due to the increasing use of AI. 

      • Megapack itself is extremely useful for many industrial use cases, not just AI.

    • It can effectively double grid capacity by buffering energy usage during off-peak hours

    • Tesla has many orders in the GWh range already, and is expecting demand in the TWh range in the future.

    • Tesla is supply constrained on Megapack

  • Tesla deployed 1 GWh of Powerwall this quarter.

    • Extremely positive reception from customers; Tesla is supply constrained.

  • Tesla delivered 1.4TWh of electricity by Supercharging this quarter, with a 26% YoY growth.

  • Megafactory Shanghai is now online and producing Megapacks, over 100 are on-site and produced, ready to be shipped (not counted this quarter!)

    • Tesla expects 20GWh of annual production due to the localized supply chain, and up to 40GWh in the future.

Misc.

  • Tesla is working on getting into India, cars going in are subject to 70% tariffs and 30% luxury tax

    • Would be an excellent market, aimed at India’s middle class

    • No discussion about localizing production in India at this time

      • Giga Berlin and Giga Shanghai likely have enough capacity

  • Tesla acknowledged that vandalism, unwarranted hostility, and brand image have suffered in several markets, and likely played an impact, but did not have a functional impact on demand

    • In Q&A, Tesla’s executive team mentioned:

      • Biggest impact was reduced Model Y production

      • Tesla remained a best seller in Q1 in multiple regions, and interest remained high

      • Tesla experienced the highest number of test drives in this quarter, ever

      • Tesla isn’t immune to macro economic effects

Elon’s Opening Statement

Elon’s opening statement was interesting - and normally we just integrate it right into the rest of the points, but we’ll break it out here because it is fairly important.

  • Elon acknowledges blowback for his time at DOGE

    • He believes that his work there is still important

      • DOGE team has made a lot of progress

    • Elon wanted to focus on fighting waste and fraud to benefit the US

  • Most of the work with DOGE is done

    • Time with DOGE will drop significantly as of next month

    • Elon will continue to work with DOGE throughout the current term 

      • 1-2 days per week as needed

    • Elon says he will return to focusing on Tesla

    • DOGE’s mandate ends in July 2026, so Elon will likely have to step away entirely then unless it is extended

  • This will be a bumpy year for Tesla

    • Elon is optimistic about the future of the company, but acknowledges 2025 will be challenging, but he doesn’t go into details

    • Still believes the future of the company is on large-scale autonomy

      • Both cars and humanoid robots

    • If Tesla can execute on autonomy, it is well placed for the future

Financial

  • Tesla saw a 20% YoY decline in total automotive revenues

    • Partially due to a 15% decline in gross profit, and 9% rise in operating expenses

    • Tesla saw non-GAAP earnings per share drop to $0.27, from $0.45 in Q1 2024, and $0.60 in Q4 2024.

  • Tesla attributed the majority of the decline in its vehicle deliveries due to the ramp of the Model Y across all four of its factories globally. The first time any automaker has launched a new model across all factories at the same time.

  • Tesla’s average selling price (ASP) also declined due to a mix of sales and financing incentives.

  • Overall, operating income decreased 66% YoY to $0.4B, which is a 2.1% operating margin.

  • Tesla saw growth in the energy generation and storage sectors (Tesla Energy), and also a higher regulatory credit revenue for this quarter.

  • Tesla’s continued ramp of the Cybertruck has seen a lower cost associated with its production as of Q1 2024.

  • Tesla’s CAPEX for 2025 will be in excess of $10 Billion

    • Tesla is still evaluating what and where to invest.

Listen to Event

You can listen to the entire event below, which starts at the 7 minute, 9 second mark.

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