Tesla's FSD Beta version 12.2.1, update 2023.44.30.20, recently started going out to some owners, which resulted in more videos posted on X. There are several examples of amazing technology at work, but also evidence that more work is needed.
Ashok Elluswamy, Tesla's Director of Autopilot Software, recently highlighted the sophistication of FSD Beta v12 on X, emphasizing how the system's end-to-end approach is tackling complex driving scenarios with remarkable ease. His response came to a video of FSD maneuvering around a large puddle.
This is the sort of driving that's really hard to code explicitly, but our end-to-end approach brings in almost effortlessly. https://t.co/gw4vipu9iY
One of the standout features of FSD Beta v12 is its ability to execute U-turns seamlessly when required by the route. This is where real-world examples show the good and the bad of this highly advanced maneuver come into play. X user AI DRIVR, an account posting several high-quality videos of V12.2.1 in action, demonstrates a flawless U-turn.
Unfortunately, not all U-turns posted on X are as pretty; Randolph Kim has been experimenting with several scenarios. While later videos showed better behavior with u-turns and roundabouts, the earlier attempts had to be disengaged.
FSD Beta v12.2.1 attempts U-turns at signalized intersections. So, I wanted to see how far I could push it. Looking for U-turns in LA, maps showed a U-turn at a left turn pocket on a smaller 4-lane mixed-use road. Car overshot the U-turn and had to disengage due to oncoming car. pic.twitter.com/hCfQYFh4ue
During our first glimpse of FSD v12 during Musk’s livestream, we noticed a new behavior when the vehicle reached its destination. Instead of just stopping, the vehicle now pulled over to the side of the road. However, it looks like the newest release goes one step further.
In a video by ArthurFromX, the vehicle is navigating to a parking lot. Not only does the vehicle successfully navigate to the parking lot, but it hunts around for a spot and then successfully parks without any additional instructions.
This could be our first glimpse at Tesla’s upcoming Park Seek feature that will eventually let the vehicle drop you off at the door and then go park itself.
FSD Beta 12: The One Where It Parks Itself
After consistently having the car either park itself into a stall (if my destination was a parking lot) or pull to the curb out of the roadway (if the destination was on a street), I experienced this…
Tesla appears to have reintroduced the Snapshot button in this update, at least to some owners. The snapshot button allows drivers to send additional information to Tesla regarding Autopilot's performance. This feature and the existing voice command feedback option provide Tesla with invaluable data to improve the FSD system further.
Automatic Speed Offset
Another noteworthy addition is the Automatic Set Speed Offset feature, which grants the vehicle autonomy to adjust its speed based on factors such as road type, traffic flow, and environmental conditions. The video below shows this feature in action. The feature is turned off by default and it currently only applies to street-level roads, but it’s a shift toward more human-like behavior for FSD Beta.
Recently, Tesla revised the Autopilot activation method to avoid confusion and offered drivers two choices — a single pull of the stalk to enable FSD Beta or the traditional two taps. However, with FSD Beta v12, drivers are now required to use the single pull method to activate Autopilot.
Traffic-Aware Cruise Control (TACC) has traditionally been one pull of the stalk and Autopilot two pulls, but with the new single-pull method to activate Autopilot, TACC becomes unavailable. This hasn’t been a big deal until the release of FSD v12. With v12 Tesla is now requiring FSD Beta to use the single tap activation method.
This means that if a driver chooses to use FSD Beta, then TACC is no longer accessible. The only way to enable it is to go into Controls > Autopilot and turn off FSD Beta and instead choose Autosteer (or TACC). However, if you wish to enable FSD Beta again later, then it requires the vehicle to be in Park. Switching between Autosteer and FSD Beta isn’t practical for drivers. For those who rely on TACC, this issue could be a significant disadvantage in this release.
Several drivers have praised FSD Beta v12’s ability to navigate complex situations, better decision-making, and smoother behavior. However, as with any cutting-edge technology, there have been instances where the system's responses have room for improvement, highlighting the importance of its continued development.
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It was a rainy April 1st when a news-searching author went on a delve into the depths of April Fools to find fact from falsehood. And while we found a lot of fantastic jokes, we also found some good ideas.
So, with a shoutout to MarcoRP on X, whose April Fool’s Joke gave us a good run for our money for a couple of minutes, we thought to ourselves - what would a Cybercab Charging Station / Cleaning Hub really look like?
Cybercab Wireless Charging Sites
Now, before continuing, we’d like to point out that the image up top is a joke from Marco - it isn’t an accurate or real site map submission from Tesla. However, it gave us the impetus to think critically about what is required for a Robotaxi fleet, based primarily on the Cybercab, to be able to service a city.
Requirements
Tesla will likely need to charge a small fleet of Cybercabs at a single time and in a single place. That means that the site needs to be large enough to cover a major metro area while also still being compact enough to not cost too much money to build out.
In addition, we need to factor in charge times. The Cybercab is likely to launch with a battery around 50 kWh, which will result in a range of approximately 300 miles. With that much range, the average Cybercab may not need to charge more than once or at all during daytime shifts, so instead, most of the vehicles will charge overnight.
MarcoRP
Math and Charge Times
The overnight charging means that most of these vehicles could be charged slowly. When we did some back-of-the-napkin math last year, we determined that Tesla’s wireless charger will likely peak around 17 kW (for comparison, Tesla’s Wall Connector at 32 amps charges at about 7 kW). If we scale Tesla’s wireless charger down slightly to 10 kW, accounting for some energy loss and the potential size of the site, that means a Cybercab will be able to charge in about 5 hours.
Tesla’s upcoming V4 Supercharger unit can currently handle 1.5MW per cabinet, but this slower-speed charging is A/C, not DC, which means there is a step-down loss of about 3-5%. Let’s make that a comfortable 10% for any other overages, but we can estimate around 1.35MW of power. That 1.3MW will easily handle charging up to 100 Cybercabs at once - all wirelessly, using Tesla’s unique beam-forming and beam-steering technology to keep efficiency high at every single stall.
Within about 5 hours, a whole fleet of 100 Cybercabs could be charged overnight when electricity rates are cheaper and still be out in time for the morning commute.
While this is all just hypothetical, it really does make sense that Tesla will be establishing these sites that won’t require much space or a ton of energy.
Tesla recently curtained off a large section of the parking garage at Giga Texas, as well as some of their chargers on the eastern end of the facility, leading us to believe they may just be testing this at scale internally.
There’s a lot to look forward to with Tesla’s V4 Supercharger deployment coming this year and with Robotaxi launching in just a couple of months.
Tesla released its Q1 2025 delivery and production numbers this morning, reporting 336,681 vehicles delivered and 362,615 produced—marking the company’s weakest quarter since 2022. Deliveries declined 13% year-over-year and fell well short of Wall Street estimates, which ranged from 360,000 to 370,000. Some analysts had forecast as many as 407,000 units.
Despite the shortfall, Tesla stock is actually up about 4% this morning, not only suggesting the market had already priced in weaker performance, but that this may be seen as the low point for the company. Tesla began delivering its refreshed Model Y in March, and production across all four Gigafactories was impacted by several weeks of downtime as Tesla retooled lines to accommodate the newer model. However, there’s no doubt that there is some brand impact from Elon Musk.
Comparing Numbers
Most of the deliveries—323,800 units—came from the Model 3 and Model Y lineup, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries. That’s a 31% drop for Model 3/Y and a sharper 45% drop for the Other Models category compared to the previous quarter. However, comparing it to a more applicable Q1 2024, these numbers are only down about 13% for the Model 3/Y and down about 24% for the Model S/X and Cybertruck.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but said the ramp is “going well.” This still leaves a large gap between production and delivery numbers, although they may not be as large as many had feared.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Cybertruck
One major weak point in Tesla’s numbers seems to be Cybertruck deliveries. While Tesla previously expected the Cybertruck to sell more than 250k units per year, we’re already seeing a decline in numbers. This is likely due to several factors, including the higher-than-expected price point of the truck, the unavailability of the RWD model, and the Cybertruck’s polarizing design, which may attract unwanted attention right now.
While the Cybertruck was ramping up production in 2024, making the lower numbers reasonable, the deliveries for Q1 2025 dropped drastically compared to the previous quarter. Cybertruck deliveries are estimated to be in the 5- 6k unit range for the quarter.
The good news to take away here is that the Single Motor variant of the Cybertruck appears to be nearing release. The price of the RWD version is expected to be about $60k USD before any incentives.
Q1 Earnings Call
Tesla announced their quarterly numbers this morning and posted on social media that they’ll live stream their Earnings Call on April 22nd.
This post was later edited to change “Q1 Earnings Call” to “Q1 Company Update.” It’s not clear whether there’s any significance in this change, but it could mean that Tesla has more to announce during the call.
The Company Update will occur on April 22nd at 2:30 PM PT / 5:30 PM ET. The standard Q&A session with executives and Musk is expected to follow the release of additional financial results for the quarter.
Tesla is set to launch its long-awaited Robotaxi service in June, and a cheaper, mass-market model is also planned for this year. With delivery numbers coming in soft and the refreshed Model Y just hitting the road, all eyes will be on forward-looking commentary during the update.