Tesla's latest earnings call updated listeners on the Cybertruck, which started deliveries last month. Elon Musk stated, “It's like finally, the future looks like the future… That's our best product ever.” The CEO’s statement sums up the excitement surrounding a vehicle that has captivated the imagination of generations.
Vaibhav Taneja, the company’s CFO, added, "Anywhere you go, people look at you, they give you thumbs up."
Cybertruck Demand and Production
The demand for the Cybertruck has been “off the hook,” according to Musk. Tesla revealed an impressive conversion rate from reservations to orders.
Karn Budhiraj, VP of Supply Chain of Tesla, emphasized, "The reservation to order conversion rates so far has been very, very encouraging. If the trend continues as it is very likely to be, we will soon sell out all the builds in 2024." This statement highlights the strong market demand for the Cybertruck, and Tesla's ability to meet consumer expectations will have to accelerate. “The numbers keep growing. So we're now all hands on deck, focused on ramping so we can fulfill all the demands in a reduced wait time.”
Cybertruck base
Not a Tesla App
Tesla's approach to meeting this demand is equally noteworthy. "It's important to emphasize that this is very much a production-constrained situation, not a demand-constrained situation," Musk stated, reaffirming that Cybertruck production will hit 250,000 per year. He also mentioned that Tesla could raise the price to manage demand, “obviously, we could dramatically raise the price, but that doesn't feel right to us to sort of gouge people for early delivery,” suggesting a commitment to affordability.
4680 Battery Cells: Expansion and Growth
A crucial element in the Cybertruck's production ramp-up is the 4680 battery cells. Tesla has been working tirelessly to increase the production of these cells. Karn Budhiraj reported, "To date, 4680 production is ahead of the ramp with actually weeks of finished cell inventory. And the goal is to keep it that way, not only for Cyber, but for our future vehicle programs.” This progress is critical to Tesla's ability to meet the Cybertruck demand without sacrificing quality or delaying delivery.
Tesla's manufacturing capabilities are set for significant expansion. The company is currently running one production line and one assembly line and using two assembly lines in addition to yield and rate improvement trials for the 4680. Budhiraj stated, “We have a fourth in commissioning, and four more will be installed starting in Q3 this year. So, definitely, this is a big year for ramping 4680.
This expansion will cater to Cybertruck's demand and bolster Tesla's overall production capacity for future vehicle programs. The executives emphasized that some companies only work on batteries, but it’s just one piece of Tesla. Musk said, “It's not just that it's a 46-millimeter diameter by 80-millimeter cell. That's just the dimensions. There's a tremendous amount of new technology in the cell itself.” And you thought Tesla was a car company.
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Tesla has begun installing a new set of anti-theft measures on some Supercharger cables. This is a two-part process, and includes an exterior-wrap called DyeDefender, as well as engravings on the actual copper of the Supercharger cables themselves.
Superchargers, just like other high-speed electric vehicle charging stations, have been consistently subject to both vandalism and theft. While vandalism is something that can be reduced by increasing policing and security in the area, theft is a different beast to tackle.
Thieves are usually after the copper inside the charging cable - which is densely packed and valuable when taken to a scrap yard. So how is Tesla tackling this?
DyeDefender
First up is a field trial of a product called DyeDefender. You can find this product online to secure ICE catalytic convertors, but the overall premise is fairly simple. A pressurized staining dye is housed inside a stainless steel hose, which is laid overtop or around the object you need to protect - in this case, the Supercharger cable.
The stainless steel cable itself is called CatStrap - and is extremely difficult to cut through. If you do manage to cut through, the dye squirts out, coloring you blue quickly. The dye itself is harmless, but helps to identify potential thieves. Tesla’s Head of Charging - Max de Zegher, confirmed that this is only a trial rollout - instead, Tesla is considering another alternative.
Tesla has begun installing new anti-theft measures on some Supercharger cables, consisting of an exterior wrap called DyeDefender and engravings on the copper wiring inside the cables.
Like other high-speed EV charging stations, Superchargers have been frequent targets of vandalism and theft. While vandalism can often be mitigated through increased security, theft presents a bigger challenge. Thieves primarily target the copper inside the charging cables, which is densely packed and valuable as scrap metal.
DyeDefender
To address this, Tesla is trialing DyeDefender, a theft deterrent system commonly used to protect catalytic converters. It consists of a pressurized staining dye housed within a stainless steel hose called CatStrap, which wraps around the Supercharger cable. The CatStrap is highly resistant to cutting, but if breached, it releases a bright blue dye. While harmless, the dye is difficult to remove, making it easier to identify suspects.
In addition to DyeDefender, Tesla is also engraving the actual copper wiring inside the cables, making stolen material harder to sell since scrapyards often reject marked metals.
Engraved Cables
This alternative is more scalable, more cost effective, and doesn’t impact service operations or the customer experience - and its simply engraving the copper inside the cables. Superchargers cables will state “Property of Tesla” on them - engraved right into the cable from the factory in Buffalo, New York.
Engraved -
Not a Tesla App
Recycling companies and scrap yards will see that the cables belong to Tesla - and won’t accept them. Instead, they’ll reach out to Tesla to inform them that they have received stolen goods. While that may not have an impact immediately - as thieves learn that the copper they steal from Superchargers is worthless and could risk them getting in trouble, they’ll be less likely to go ahead and try.
It is definitely interesting to see Tesla try out some rather unique options to keep Supercharger sites safe and functional. Tesla will likely focus the deployment of DyeDefender in areas that experience continual theft - but again, this is only a trial. The impact of cable engraving will likely take some time, but it’ll pay off in the long run.
Until then, make sure to keep reporting any downed Supercharger sites. You can do that in the Tesla App through Location > Charging >Select Site > Report an Issue. If you have any other neat ideas on how Tesla can stop vandalism and theft, let us know in the comments or in the forums!
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This solution is more scalable, cost-effective, and doesn’t disrupt service operations or the customer experience—it simply involves engraving the copper inside the cables. Supercharger cables will be permanently marked with “Property of Tesla Motors,” engraved directly at the factory in Buffalo, New York.
Recycling companies and scrap yards will immediately recognize that the cables belong to Tesla and refuse to accept them. Instead, they may notify Tesla that they’ve received stolen goods. While this may not have an immediate impact, over time, as thieves realize that stolen Supercharger copper is unsellable and could get them caught, they’ll be less inclined to target them.
It’s interesting to see Tesla experiment with unique ways to protect Supercharger sites. While the company will likely focus on DyeDefender deployments in high-theft areas, this remains a trial phase. The full impact of cable engraving may take time to materialize, but it should prove effective in the long run.
In the meantime, continue reporting any downed Supercharger sites through the Tesla app by navigating to Location > Charging > Select Site > Report an Issue.
If you have any creative ideas on how Tesla can prevent vandalism and theft, share them with us on social media.
Tesla has released software update 2025.2.6, and while minor updates typically focus on bug fixes, this one introduces a major new feature. With this update, Tesla has activated the in-cabin radar, a sensor that has been included in some vehicles for more than three years but remained unused until now.
Why Not Vision?
Unlike vision-based systems, radar can precisely measure object dimensions and even detect movement behind obstacles by bouncing radio waves off surrounding surfaces. This allows for more accurate and reliable measurements of objects that vision may not even be able to see, such as behind the front seats.
What Tesla Announced
Tesla recently highlighted the 4D radar in the new Model Y, explaining how it will improve passenger safety. Tesla executives stated that the radar would be used to properly classify passengers and improve the way airbags deploy.
Tesla went on to say that in a future update, Tesla will use the in-cabin radar to detect any potential passengers left in the vehicles. Since radar can even pick up on heartbeat and breathing patterns, it can provide a much more accurate method of detecting children left in a vehicle. Tesla talked about how the vehicle will send owners a notification via the Tesla app and enable the HVAC system if it detects a passenger in the vehicle. It’ll even call emergency services if needed.
New Feature in Update 2025.2.6
Tesla has officially named this feature in update 2025.2.6, “First-Row Cabin Sensing Update,” which appears to align with the first portion of what Tesla discussed in the new Model Y video.
In the release notes, Tesla describes the update as:
“The first-row cabin sensing system has been updated to use cabin radar, which is now standard in all new 2025 Model Ys. Your Model Y was built pre-equipped with the necessary hardware, allowing Tesla to also bring this technology to your vehicle.”
For now, it appears that Tesla is using the radar to detect and classify passengers in the front seats. This could eventually replace traditional seat sensors, reducing the number of hardware components and lowering production costs.
Tesla plans to expand the feature later this year, bringing rear-seat passenger detection in Q3 2025. While Tesla talked about the feature for the new Model Y, we expect it to be available for all vehicles with the in-cabin radar.
Supported Models
Although Tesla is vague in their release notes, this feature is being added to all Model Ys that include a cabin radar. Tesla started including the cabin radar in 2022, but its availability may vary by region and model. The Model 3 didn’t receive the cabin radar until it was redesigned in 2024, while all Cybertrucks already include it.
The owner’s manual for the redesigned Model S and Model X doesn’t specifically mention the interior radar, although Greentheonly believes the vehicles also include one, so we’ll have to wait to determine whether those vehicles also receive this new feature.
At this time, the feature appears to be only going out to Model Y vehicles, but we expect it to become available on other supported models soon.
We love to see these kinds of updates. Tesla is increasing the safety of existing and new vehicles through a software update while also making them more affordable to own.
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