It looks like Tesla may soon be replacing its archaic voice commands with something much more useful — a voice assistant.
Greentheonly, who often takes deep dives into Tesla software by decompiling the firmware and looking for changes, has now found the early integration of a voice assistant.
Voice Assistant Already Available in China
Tesla has already replaced its voice commands in China with a voice assistant that can not only control certain aspects of the vehicle using more natural language but can also answer common knowledge questions such as the current weather, stock quotes and more (video below).
Available Only on AMD?
Correction: Tesla’s voice assistant in China is only available on vehicles with AMD processors (MCU 3), and unfortunately not on older Intel-based (MCU 2) cars. If Tesla is utilizing the same core technologies in its upcoming voice assistant for other regions, we may see the same limitation.
Intel vehicles in China still use the voice command system we’re familiar with today.
Tesla Creating Own Assistant
According to Green's findings, it looks like Tesla may be rolling its own solution instead of integrating something like Amazon Alexa like Rivian has. Tesla created their own solution in China by using some of their own technology and several existing software solutions. However, some of them are only available in China so they don’t scale to support additional regions.
Grōk
The first thought that comes to mind is Tesla leaning on AI efforts by Grōk and xAI, which could help it support common knowledge questions and search the web for answers. However, that only gets Tesla partly there, as Alexa and Google Assistant already support a large ecosystem, one that may not be available if Tesla creates their own voice assistant. With Tesla’s solution, a driver may be limited to what devices they can control through the voice assistant, at least initially. Either way, just a more natural way to activate certain vehicle solutions will be an improvement over what’s available today. The ability to ask the assistant common questions will be the icing on top.
Wake Word
According to Green, the source code hinted at the voice assistant using a wake word, which would replace the need to press the scroll wheel on the steering wheel. Tesla has begun to use the left scroll wheel button for additional things lately such as wiper controls and a multi-function mode, so this may fit in with their plan.
It’s fun to speculate what the wake word would be or whether Tesla would add the ability to create your own. It could be something as simple as ‘Hey, Tesla’, ‘Grok’, or something more humorous as Tesla has a knack for. Unfortunately, there weren't any hints on what the actual wake word would be, but being able to set a destination, play a specific song or ask the assistant for the weather will be a much-needed improvement.
Supported Models
It's not clear which models Tesla would support a voice assistant, but with the release of software v12 with update 2024.14.3, Tesla is starting to leave more features out of older Intel-based vehicles. While a voice assistant may not necessarily be computationally heavy, it may depend on Tesla's implementation and whether voice commands are transcribed on device or carried over the internet for transcription.
Voice Model
In the software, there are references to Microsoft's text-to-speech technology and specifically to a voice named “Jenny Neutral.”
The “Jenny Neutral” voice seems like an acceptable voice, bringing a natural-sounding voice to Tesla's voice assistant, although it doesn't differ much from what you find on other assistants. You can view an example of Microsoft’s “Jenny Neutral” voice in the video below.
Tesla has been more mindful lately about adding information for unreleased features to its software to help prevent leaks, so by the time something like this is found by Green, it usually doesn't take long before it becomes available, although this could also make for an exciting Christmas present.
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Following the recent departure of longtime deputy Omead Afshar, Elon Musk has stepped up to personally oversee Tesla’s sales operations in North America and Europe, according to a new report from Bloomberg, which cites people familiar with the matter.
This is a big shake-up that places Elon directly in charge of fixing Tesla’s sales slump in two key markets. The move has come as Tesla reported nearly on-the-ball deliveries for Q2 2025, hitting 384k deliveries, against a consensus street estimate of 385k deliveries.
New Leadership Structure
According to the report, Afshar’s former responsibilities are being divided between Elon and Senior VP Tom Zhu. Elon will now directly oversee the sales organizations in the US and Europe. As part of this change, Troy Jones, Tesla’s VP of North America Sales, will now report to Elon.
Tom Zhu, who is based in China, will continue to manage sales in Asia while also taking on the critical new responsibility of overseeing global manufacturing operations. Leadership of Tesla’s factories in Fremont, California, and Texas will now report to Tom. Tesla Energy’s factories will still report to Michael Snyder, VP of Energy and Charging.
For now, we’re unsure whether this is a temporary management structure, if the reporting lines will shift, or if Tesla will either hire or promote a new Senior VP of Sales to cover the duties.
Tackling the Sales Slump
The restructuring is a response to the recent downturn in sales. Analysts estimated that Tesla would deliver approximately 385k vehicles, which they essentially managed to achieve. However, deliveries fell short of production numbers, with Tesla delivering just 373k of the 410k vehicles produced.
This situation is particularly challenging in Central Europe. Europe has been noted as Tesla’s weakest market, according to Elon. Interestingly, Elon previously stated in several interviews over the last few months that there was no demand issue, but it now seems that there have been some issues with growing sales.
With Tesla’s new vehicle registrations across Europe having plunged 37% since the start of this year, and the rollout of the new affordable model, as well as more affordable versions of the Model 3 and Model Y seemingly delayed, there is a lot to do. Some analysts are projecting a second consecutive annual decline in Tesla’s global car sales for 2025.
The Rise of Tom Zhu
A key note in this reshuffle is the return of Tom Zhu to a top global operations role. Tom had previously led the construction and ramp-up of Giga Shanghai and was then promoted to Senior VP of Automotive Operations in 2023. Last year, he was sent back to China to focus on tackling regulatory hurdles with the launch of FSD in China.
His return to overseeing global manufacturing, even while staying in China, is a significant vote of confidence in his abilities. It also comes as Chinese authorities have begun drafting new autonomy guidelines to clear a path for the broader rollout of both Supervised and potentially Unsupervised FSD.
Wrap Up
This major restructuring shows that Elon is once again focused on Tesla and plans to personally tackle the company’s biggest issues. This will require a careful hand, as Elon’s forays into politics have caused self-admitted brand damage. If anyone can turn this around and have the Model Y return as the Best-Selling Vehicle of 2026, having just missed out by a few thousand vehicles to the Toyota RAV4, it is Elon.
Alongside him, Tom Zhu will be responsible for streamlining global manufacturing and ensuring that Tesla is ready to launch their new affordable variants in the near future, which should also make a considerable dent in sales.
Tesla has released its Q2 2025 production and delivery numbers, revealing an improvement in production and deliveries over Q1, but still down from a year ago.
Tesla produced 410,244 vehicles in Q2, nearly equal to their production a year ago, which was 410,831 vehicles. Production for this quarter was significantly up compared to Q1 2025, which only saw 362,615 vehicles produced. While production numbers matched those of a year ago, actual deliveries were down.
Q2 2025 saw Tesla deliver 384,122 vehicles, which was down approximately 59,000 units compared to the same period last year, but up by approximately 48,000 vehicles, or about 14% compared to Q1.
Breakdown by Model
The Model 3/Y segment continues to dominate Tesla’s production profile, accounting for 396,835 units produced and 373,728 delivered in Q2 2025. Deliveries for the “Other Models” category—which includes the Cybertruck, Model S, and Model X—were down compared to the previous quarter, with just 10,394 vehicles delivered, a 20% decline. Compared to a year ago, the drop for these vehicles is even more drastic, with sales being down 52%. Tesla refreshed its Model S and Model X last month with new features; however, the update was much smaller than expected and likely didn’t help much in increasing sales for these vehicles.
Tesla doesn’t break down Cybertruck sales separately, but those deliveries are expected to be down as well.
Tesla noted that 2% of total deliveries this quarter were accounted for under operating lease agreements, consistent with the same quarter last year.
Quarter
Production
Deliveries
Model 3/Y Deliveries
Other Models Deliveries
Lease Share
Q2 2025
410,244
384,122
373,728
10,394
2%
Q1 2025
362,615
336,681
323,800
12,881
4%
Q2 2024
410,831
443,956
422,405
21,551
2%
Context and Market Response
While the numbers exceeded some bearish expectations, the year-over-year delivery drop is Tesla’s second straight quarterly decline. Analysts attribute declining sales to increasing EV competition and reputation issues.
Still, investors found relief in the improved quarter when compared to Q1. The stock rebounded about 4% yesterday on the news.
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