Tesla introduced 'apps' with their WeChat integration in China
Not a Tesla App
Earlier this year Tesla integrated WeChat applets, or mini-programs, as part of their holiday update in China. This move has sparked curiosity and speculation about whether these applets are a sneak peek into Tesla's long-rumored app store. To understand the significance of this development, let's first explore what WeChat and its applets are and how they function.
What is WeChat and Applets?
WeChat is a popular messaging, social media, and mobile payment app developed by Tencent, a Chinese technology company. It offers various features, such as messaging, voice and video calls, social media sharing, mobile payments, official accounts for brands and public figures, and location-based services. Since its launch in 2011, WeChat has become an essential app for millions of users, particularly in China, where it has integrated into various aspects of daily life.
WeChat applets, also known as WeChat mini-programs, are lightweight applications that run within the WeChat platform. These applets offer various functionalities and services, similar to standalone apps, but without users needing to download or install them separately. They are designed to load quickly and integrate seamlessly with the platform, providing a smooth user experience.
Tesla's WeChat Applets in Action
Below you can view Tesla's extensive applets available through WeChat that offer video streaming, audio books, flight tracking and more. Huge thanks to one of our readers who recorded this video for us.
Tesla New Year Update
In the context of Tesla's New Year update for the Chinese market, these WeChat applets have been integrated into the Tesla OS, offering extensive features that behave like apps. The applets function like websites, but their app-like behavior comes from their seamless integration with the vehicle. For example, when users tap an audiobook within an applet, it will play the audio through the car's music player, showcasing the applets' app-like functionality.
Tesla's move towards applets is likely inspired by Progressive Web Apps (PWAs), a standard for developing websites that can be installed, made available offline, and have app icons and assets saved instead of being loaded each time. This approach could be a strategic move for Tesla as they plan to develop their app store.
Easier Developer Access
By leveraging existing PWAs like Twitter, Tesla could quickly offer a range of popular apps upon launch, making it easy for developers to add their apps to Tesla's platform. As PWAs gain popularity, the Tesla app store will continue to grow, offering more variety to Tesla users.
As we reported more than a year ago, Tesla is actively developing an app store for its vehicles, rumored to be released this year. Concept designer DeleetDesigns even offered a vision of what a Tesla app store could look like.
A Tesla app store is an exciting prospect, but it may differ from traditional app stores like Apple's or Google's. Tesla is likely to focus on apps well-suited for use in a car rather than replicating the smartphone experience.
Do Tesla Have the Computing Power?
For the Tesla app store to succeed, it must leverage the benefits of the car's larger screen and integration with the vehicle. Tesla will likely build developer tools to enable the creation of apps that integrate into their OS, such as SiriusXM, YouTube Music, and video streaming apps like YouTube TV and Amazon Prime Video.
Moreover, the Tesla app store could enable developers to port additional games to Tesla vehicles, offering owners a wider range of gaming options.
An app store would be a significant win for Tesla, allowing them to offload the development of entertainment apps to other companies while freeing up engineers' time and providing owners with the desired apps.
However, running apps like those on smartphones and tablets would require a more capable processor than most Teslas. Only MCU 3-equipped vehicles would likely support such an app store, which only became available in late 2021. Tesla's WeChat applets require the Ryzen processor in MCU 3, and if Tesla does offer more web-based apps, the requirement may remain.
Tesla's integration of WeChat Applets in China may indicate the company's progress towards an app store. Although we should adjust our expectations for what a Tesla app store will entail, it's an exciting development that could greatly enhance the Tesla experience.
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Tesla is rolling out a fairly big update for its iOS and early-access-only Robotaxi app, delivering a suite of improvements that address user feedback from the initial launch last month. The update improves the user experience with increased flexibility, more information, and overall design polish.
The most prominent feature in this update is that Tesla now allows you to adjust your pickup location. Once a Robotaxi arrives at your pickup location, you have 15 minutes to start the ride. The app will now display the remaining time your Robotaxi will wait for you, counting down from 15:00. The wait time is also shown in the iOS Live Activity if your phone is on the lock screen.
How Adjustable Pickups Work
We previously speculated that Tesla had predetermined pickup locations, as the pickup location wasn’t always where the user was. Now, with the ability to adjust the pickup location, we can clearly see that Tesla has specific locations where users can be picked up.
Rather than allowing users to drop a pin anywhere on the map, the new feature works by having the user drag the map to their desired area. The app then presents a list of nearby, predetermined locations to choose from. Once a user selects a spot from this curated list, they hit “Confirm.” The pickup site can also be changed while the vehicle is en route.
This specific implementation raises an interesting question: Why limit users to predetermined spots? The answer likely lies in how Tesla utilizes fleet data to improve its service.
Here is the new Tesla Robotaxi pickup location adjustment feature.
While the app is still only available on iOS through Apple’s TestFlight program, invited users can download and update the app.
Tesla included these release notes in update 25.7.0 of the Robotaxi app:
You can now adjust pickup location
Display the remaining wait time at pickup in the app and Live Activity
Design improvements
Bug fixes and stability improvements
Nic Cruz Patane
Why Predetermined Pick Up Spots?
The use of predetermined pickup points is less of a limitation and more of a feature. These curated locations are almost certainly spots that Tesla’s fleet data has identified as optimal and safe for an autonomous vehicle to perform a pickup or drop-off.
This suggests that Tesla is methodically “mapping” its service area not just for calibration and validation of FSD builds but also to help perform the first and last 50-foot interactions that are critical to a safe and smooth ride-hailing experience.
An optimal pickup point likely has several key characteristics identified by the fleet, including:
A safe and clear pull-away area away from traffic
Good visibility for cameras, free of obstructions
Easy entry and exit paths for an autonomous vehicle
This change to pick-up locations reveals how Tesla’s Robotaxi Network is more than just Unsupervised FSD. There are a lot of moving parts, many of which Tesla recently implemented, and others that likely still need to be implemented, such as automated charging.
Frequent Updates
This latest update delivers a much-needed feature for adjusting pickup locations, but it also gives us a view into exactly what Tesla is doing with all the data it is collecting with its validation vehicles rolling around Austin, alongside its Robotaxi fleet.
Tesla is quickly iterating on its app and presumably the vehicle’s software to build a reliable and predictable network, using data to perfect every aspect of the experience, from the moment you hail the ride to the moment you step out of the car.
The massive legislative effort titled the "Big Beautiful Bill" is taking direct aim at what has become one of Tesla’s most critical and profitable revenue streams: the sale of US regulatory credits. The bill could eliminate billions of dollars from Tesla’s bottom line each year and will slow down the transition to electric vehicles in the US.
The financial stakes for Tesla are absolutely immense. In 2024, Tesla generated $2.76 billion from selling these credits. This high-margin revenue was the sole reason Tesla posted a profit in Q1 2025; without the $595 million from regulatory credits, Tesla’s reported $409 million in profit would have been a $189 million loss.
How the ZEV Credit System Works
Zero-Emission Vehicle (ZEV) credits are part of state-level programs, led by California, designed to accelerate the adoption of electric vehicles. Each year, automakers are required to hold a certain number of ZEV credits, with the amount based on their total vehicle sales within that state. Under this system, automakers that fail to sell a certain percentage of zero-emission vehicles must either pay a significant fine or purchase credits from a company that exceeds the mandate.
Automakers who fail to sell enough EVs to meet their quota have a deficit and face two choices: pay a hefty fine to the state government for each missing credit (for example, $5,000 per credit in California) or buy credits from a company with a surplus.
As an all-EV company, Tesla generates a massive surplus of these credits. It can then turn around and sell them to legacy automakers at prices cheaper than the fine, creating a win-win scenario: the legacy automaker avoids a larger penalty, and Tesla gains a lucrative, near-pure-profit revenue stream.
This new bill will dismantle this by eliminating the financial penalties for non-compliance, which would effectively make Tesla’s credits worthless. While the ZEV program is a state law, the Big Beautiful Bill will fully eliminate the penalties at a federal level.
A Multi-Billion Dollar Impact
The removal of US ZEGV credits would be a severe blow to Tesla’s financials. One JPMorgan analyst estimated that the move could reduce Tesla’s earnings by over 50%, representing a potential annual loss of $2 billion. While Tesla also earns similar credits in Europe and China, analysts suggest that 80-90% of its credit revenue in Q1 2025 came from US programs.
Why the Program Exists
While the impact on Tesla would be direct and immediate, the credit system has a wider purpose. It creates a strong financial incentive for legacy automakers to develop and accelerate their zero-emission vehicle programs, whether it’s hydrogen, electric, or another alternative.
Eliminating the need for these credits would remove that financial pressure. This could allow traditional automakers to slow their EV transition in the US without the fear of a financial penalty, potentially leading to fewer EV choices for consumers and a slower path to vehicle electrification in the country.
Big, But Not Beautiful
On Sunday Morning TV, Elon Musk was asked his thoughts on the Big Beautiful Bill. They were pretty simple. A bill could be big, or it could be beautiful - I don’t know if it can be both, Musk stated.
Elon Musk in new interview: "I was disappointed to see the massive spending bill, frankly, which increases the budget deficit and undermines the work the DOGE team is doing. I think a bill could be big, or it could be beautiful—I don't know if it can be both." pic.twitter.com/DnyjHN7xCY
The bill poses a threat to Tesla’s bottom line and to the adoption of EVs in the US market, where automakers will no longer have a financial incentive to transition to cleaner vehicles, a market they’ve regularly struggled in when competing against Tesla.
Tesla will have to work carefully in the future to cut expenses to remain profitable after the elimination of these regulatory credits.
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