Is Tesla’s Future as a Car Company, or a Services Company?

By Karan Singh
Robotaxi concept idea
Robotaxi concept idea
SugarDesign

With Tesla’s highly anticipated Robotaxi event just a couple of months away on 8/8, and the Robotaxi itself expected to come to market in 2025 or 2026, the question arises: what is Tesla’s future direction?

Will they continue to produce cutting-edge cars, or will they pivot toward a future where car ownership may no longer make sense?

Advantages of Robotaxi

One of Tesla’s upcoming focuses is bringing the price per mile for its Robotaxi network down to one that rivals bus tickets in major cities. Achieving this is quite an engineering and software feat and something that could still be years away.

But what about the Robotaxi itself? Will the advent of cheap, quickly available robotic taxis in cities and suburbs drive away car ownership in urbanized areas?

Tesla's robotaxi concept
Tesla's robotaxi concept
Not a Tesla App

The potential for Tesla’s Robotaxi service to transform what we currently know as urban mobility is immense. By offering a cost-effective, convenient, and eco-friendly alternative to traditional car ownership, Tesla could change how people navigate cities. The allure of summoning a cheap, quick, and clean Robotaxi could reduce car ownership in cities, alleviate traffic congestion, reduce pollution, and ease parking issues in urban areas.

Moreover, if Tesla succeeds in reducing the price per mile to be competitive with, or even cheaper than mass transit options, the financial incentive to abandon car ownership could become even stronger. For many urbanites, the expenses associated with car ownership – such as insurance, parking, maintenance, charging or fueling costs, and the upfront purchase – can be prohibitive. Robotaxis could tip the balance by providing a seamless, on-demand transportation solution without these additional expenses.

Trust in Robotaxis

Tesla's robotaxi app
Tesla's robotaxi app
Not a Tesla App

However, there are significant obstacles between Tesla and its rosy Robotaxi future. Regulatory and societal hurdles loom ahead on the horizon. From a regulatory perspective, getting Robotaxi services approved will be a major challenge, as Tesla’s autonomous competitors have found themselves operating in regulatory grey zones. Governments will need to develop new frameworks to accommodate and oversee the deployment of autonomous vehicles, ensuring they meet safety and operational standards.

Societally, people will need to adapt to the idea of letting a computer drive them around. This transition can be challenging; even Tesla has found it difficult to convert those offered the FSD V12 trial into paying subscribers. Building trust in autonomous vehicle technology is crucial for the mass adoption of Robotaxi services. Outside of diehard fans and tech enthusiasts, the general public will need to be convinced of the safety and reliability of autonomous vehicles.

Ensuring that Tesla’s reputation for safe vehicles transfers to Robotaxi and FSD will be essential. Tesla must demonstrate the consistent safety and reliability of its Robotaxis to gain this trust.

Reducing Parking & Increasing Drop Off Zones

Moreover, the presence and availability of Robotaxis required to displace car ownership in urban centers will necessitate substantial infrastructure investment and acceptance by local governments. Tesla has already deployed an impressive Supercharger network, but the scale required for a fully operational Robotaxi network is much larger. This will mean developing parking garages and charging stations in urban centers, located in centralized areas to ensure ease of access for Robotaxis.

Additionally, integrating Robotaxis into the existing urban fabric will require collaboration with city planners and local authorities. They will need to address concerns about traffic flow, designated pickup and drop-off points, and the overall impact on public transportation systems. The seamless integration of Robotaxis into cityscapes will be critical for their success.

In short, while the promise of Tesla’s Robotaxi network is transformative, achieving this vision will require overcoming significant technical, regulatory, and societal challenges. If Tesla can navigate these obstacles, the benefits of a cost-effective, convenient, and eco-friendly transportation alternative could revolutionize urban mobility, reduce car ownership, and contribute to a more sustainable future.

The interior of Tesla's upcoming robotaxi, named Cybercab
The interior of Tesla's upcoming robotaxi, named Cybercab
Not a Tesla App

Tesla as a Car Company

Today, Tesla is still fundamentally a car company. It produces five different consumer vehicles: the Model S, Model 3, Model X, Model Y, and the Cybertruck. Of these, the Model Y achieved remarkable success in 2023, becoming the best-selling vehicle in the world, a significant milestone for an electric vehicle (EV). This success underscores Tesla’s engineering and design prowess, demonstrating its ability to create vehicles that appeal to everyday consumers.

Tesla’s focus on innovation and pushing the boundaries has set it apart in the automotive industry. The company revolutionized car manufacturing with its Gigacasting process, which allows large sections of the vehicle to be made from single pieces of cast aluminum. This innovation reduces complexity, increases production efficiency, and lowers costs. Tesla continues to innovate with its Unboxed vehicle assembly process, further streamlining production. Tesla’s vertically integrated approach is unique in the industry, minimizing reliance on third-party suppliers for vehicle subcomponents. This strategy enhances quality control and allows for faster implementation of new technologies. The Gigafactory model, established by Tesla, plays a crucial role in this approach. Located in the United States, China, Germany, and soon in Mexico, these Gigafactories are not just manufacturing hubs; they are centers of innovation. They serve as test beds for updated production processes and vehicle designs and are sites for subcomponent and battery assembly.

Beyond their manufacturing capabilities, each Tesla vehicle is an engineering marvel. Tesla’s cars consistently score some of the highest ratings in safety tests, reflecting the company’s commitment to building safe vehicles. Their performance is equally impressive; for example, the updated Model 3 Performance boasts an impressive 0-60 mph acceleration time. Tesla also continues to push the envelope with forthcoming models, such as the eagerly anticipated updated Roadster, which promises to deliver unparalleled performance.

Tesla has set industry standards in several key areas, including over-the-air updates, battery performance, acceleration, range, and user experience. The ability to receive software updates remotely keeps Tesla vehicles current and continuously enhances the user experience. The company leads in battery technology, offering some of the best range and performance metrics in the industry. Tesla’s vehicles are known for their impressive acceleration and long driving ranges, making them not only environmentally friendly but also highly practical and enjoyable to drive. Furthermore, Tesla excels in providing a superior user experience, both in the vehicle and during the shopping process, with minimalist, high-tech interiors and intuitive user interfaces.

Tesla Challenges

However, Tesla faces significant challenges as it continues to grow. The automotive industry is fiercely competitive, with both established automakers and new entrants ramping up their EV offerings. Companies like Ford, General Motors, Volkswagen, and Rivian are investing heavily in electric vehicle technology and infrastructure, intensifying the competition. There are also upcoming Chinese EV companies making strides in both battery tech and additionally, the global transition from internal combustion engine vehicles to electric vehicles is still in its early stages. Broader adoption of EVs depends on various factors, including government policies, the development of charging infrastructure, and changing consumer preferences. Tesla’s ability to influence and adapt to these factors will be crucial for its sustained growth as a car manufacturer. 

Wrapping it all together, while Tesla is exploring new avenues as a services company, its core identity as a car manufacturer remains robust. The company’s success with the Model Y and its innovative manufacturing practices highlight its strength in the automotive sector. As Tesla continues to push the boundaries of electric vehicle technology and manufacturing, it solidifies its position as a leader in the industry and sets the stage for future growth.

Tesla’s Q2 2025 Earnings Call: What to Expect and Top Questions

By Karan Singh
Not a Tesla App

Another quarter has passed, and that means it’s time to submit questions and vote for Tesla’s Q2 2025 Earnings Call. While Q1 was a tough quarter for the company, Q2 saw some recovery in sales, although there’s still some work to be done.

However, there’s always a lot to be excited about during Tesla’s Q&A session, where we usually learn a lot about future software improvements and upcoming vehicles. We may hear more about FSD Unsupervised, Robotaxi, or the more affordable vehicle, or its upcoming larger 6-seater Model Y, the Model Y L. Tesla also mentioned a potential FSD price hike back in the Q1 2025 Earnings Call, so that could be something that is brought up as well.

Tesla’s Q2 So Far

Tesla has already released their Q2 2025 Production and Delivery numbers, which were up from Q1 of this year, but still down compared to Q2 last year.

Production

Deliveries

Model 3/Y

396,835

373,728

Model S, X, and Cybertruck

13,409

10,394

Total

410,244

384,122

How to Submit & Vote

Tesla lets shareholders submit a question that will be voted on and may be answered during the Q&A session. To submit your own question or vote on an already submitted question, you’ll need to be a verified shareholder. You can go to Say’s platform and link your brokerage accounts.

Once it is verified, you’ll be able to log in and vote your shares on your own question, or on someone else’s question.

Here’s the link to get started on Say’s Tesla Q&A. You must submit your questions and votes by July 23rd, 2025, at 4:00 PM EDT.

Top Questions So Far

Unsurprisingly, people have already been submitting questions, and here are the top ones so far. 

  1. Can you give us some insight how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?

  2. What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?

  3. What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?

  4. Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?

  5. Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?

  6. When do you anticipate customer vehicles to receive unsupervised FSD?

And here are some other ones we found interesting:

  • Have any meaningful Optimus milestones changed for this year or next and will thousands of Optimus be performing tasks in Tesla factories by year end?

  • Are front bumper cameras going to be necessary for unsupervised full self driving? If so, what is the companies plan to retrofit vehicles that do not have them?

  • Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years. We still do not know much about the HW4.

Earnings Call Details

Tesla will hold its earnings call on Wednesday, July 23rd, at 4:00 PM EDT. It's still early for an access link, but we’ll make sure we have a link up on the site before the earnings call that day.

If you do miss the earnings call, no worries. We will provide a full recap following the call, and we’ll also do some in-depth dives into what was said and what we know.

First Look at Tesla’s 2025.26 Update [Photos + Videos]

By Karan Singh
DirtyTesla

Tesla’s Summer Update, 2025.26, has finally launched, bringing with it a batch of interesting new features for some, and a bunch of quality-of-life improvements for everyone else.

Grok AI Assistant

The star of the Summer Update is Grok, xAI’s conversational AI assistant, which has now landed in Tesla vehicles. For now, it's available in any Tesla that has an AMD processor and is potentially coming to Intel-based vehicles in the near future. The feature is also only available in the U.S., but it’s expected to expand to other regions — hopefully soon.

Grok is in its first iteration as an in-vehicle assistant, and for now, cannot control the vehicle, which means that Tesla’s voice command system is still intact. However, there is a lot it can do already. Grok is activated by pressing and holding the voice button (right scroll wheel on older vehicles), while a short press of the button is still reserved for voice commands. Grok will support a wake word in the future, letting you activate it without pressing a button.

Grok Options

Once Grok is open, which can also be done by tapping the Grok app icon, users can tailor the AI personality according to their preferences by selecting a persona and voice of their choice.

There are also several other settings for Grok under the settings button. You can enable NSFW mode, Kids Mode, or disable access to your vehicle’s location.

Grok has contextual awareness of your vehicle location, which means it can provide relevant answers to questions like “Where should I go for dinner?”

Logging In Not Required

Grok is free with Premium Connectivity, or if you’re using your phone’s hotspot feature or connected to WiFi, so anyone can try it for free. In fact, you don’t even need to log in to start using Grok. However, logging in adds some additional features.

If you’d like to log in, you can do so by scanning the QR code in the vehicle, which will provide chat management and transcripts, SuperGrok access (if you pay for a subscription), and better privacy control.

Light Sync

Tesla has added a new Light Sync feature that pulses the vehicle’s ambient lighting in sync with the music being played. This option is turned on under Toybox > Light Sync. There are also a few options, including the ability to match the ambient light colors to the album’s artwork, instead of using your selected color.

In addition, in Park you can enable Rave Cave when parked, which cranks up the ambient lighting brightness to the maximum.

Dashcam App Update

The Dashcam app now allows you to adjust playback speeds, just like the older Dashcam Viewer, which is still used on Intel-based vehicles.

In addition to adjusting playback speed, you can now adjust the video view so that it’s displayed without being obstructed by the buttons at the top (video below). The difference is small, but could be useful if you’re trying to see something slightly out of view or that’s hidden behind the top Dashcam buttons.

While the Cybertruck has also received the updated Dashcam Viewer with this update, it does not have the new B-pillar camera recordings like other HW4 cars.

Sentry Mode Glow

Sentry Mode is getting one of the best uses of the vehicle’s ambient lighting that we’ve seen so far. The ambient lighting will now slowly pulse red while Sentry Mode is activated to grab someone’s attention, instead of just relying on the vehicle’s display.

While you can disable Sentry Mode sounds, we’d love to see an even more stealthy Sentry Mode that also disables the ambient lighting and screen, allowing the vehicle to record without anyone being aware.

Since the ambient lighting is being used in this case to make people more aware of a feature, Tesla could also use it in other modes, such as Dog Mode.

There are a lot of potential uses for ambient lighting. Tesla can make it glow while the vehicle is charging, with the brightness potentially related to the vehicle's charge level.

Supercharger Site Info at Arrival

When you navigate to a Supercharger, new icons in the charger list will indicate locations that require valet service or pay-to-park access.

Upon arrival at the location, a notification will appear on your screen, displaying important details such as access codes, parking restrictions, level/floor information for parking garages, and restroom availability. This information will also be available on the site card in the navigation.

Equalizer Presets

max_bracco/X

Tesla has moved the audio settings from the music player, directly into the vehicle settings — making them much easier to find. In addition to creating a new “Audio” section in settings, you can now create and save equalizer presets.

Each preset can have a name, custom EQ settings, and a setting for immersive audio.

max_bracco/X

Onboarding Guide

Not a Tesla App

Tesla has introduced a new Onboarding Guide for new owners. The guide covers driver settings, touchscreen use, steering wheel and seat setup, and how to control key portions of the vehicle, including lights, wipers, and Autopilot features.

The Onboarding Guide is automatically initiated when a new owner accepts delivery of a Tesla, or can be manually initiated at any time by going to Controls > Service > Onboarding Guide.

This appears to only be available for the new Model 3 and new Model Y.

Rollout

Update 2025.26

FSD Supervised 12.6.4 & 13.2.9
Installed on 1.5% of fleet
58 Installs today
Last updated: Jul 18, 11:45 pm UTC

In typical Tesla fashion, this 2025.26 update is rolling out gradually in small waves initially. Three waves have already gone out, so all signs are looking good for it going into a wide release soon.

Latest Tesla Update

Confirmed by Elon

Take a look at features that Elon Musk has said will be coming soon.

Tesla Videos

Latest Tesla Update

Confirmed by Elon

Take a look at features that Elon Musk has said will be coming soon.

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