Tesla Talks Robotaxi Details, Hardware 5.0 and More - Complete Shareholder Meeting Recap and Notes

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Did you miss the Shareholder Meeting? Want to know what Elon Musk said?

We’ve got an easy-to-read recap for you below, split by sections. We’ll be writing more in-depth about many of these topics over the upcoming days as we unpack all the awesome news!

Robotaxi

• Fleet monetization planning is ongoing.

• Owners will be able to send their cars to the Robotaxi fleet and summon them back when they need them.

• Tesla will take a margin, but most of the income will go to owners.

• Tesla has plans to solve driverless interventions in the future, but expects them to be edge cases of edge cases.

FSD

• Headed towards Unsupervised FSD!

• New subversions are essentially new full versions; 12.4 and 12.5 are massive updates.

• Expect a 2-5x increase in performance between versions.

• Major versions will include a 2-week free trial.

• 10 thousand miles between interventions for some internal builds.

• Hardware 4 training will begin later this year, Hardware 3 will continue to be developed.

• Hardware 5 is 18 months from retail release.

Optimus

• Optimus will be able to do many simple and difficult tasks:

  • Teaching

  • Companionship

  • Babysitting

  • Factory Work

• Tesla expects 2 humanoid robots per person in the future.

• Tesla expects 1000-2000 robots working in its factories by next year, with a limited production run.

• 22 degrees of freedom in the next generation hand, one new major hardware revision coming this year.

Cybertruck

• China and Europe-compliant Cybertruck coming after production is scaled and costs are reduced.

• Foundation series ending soon, non-foundation series starting next quarter.

Semi

• Semi is in low-volume production, high-volume production starting soon.

• Companies are actively choosing Semi due to economic advantages.

• Massive potential impact on carbon emissions

• Big impact on the profitability.

Other New Products

• New products are coming soon, and Tesla is working hard on them.

• Possible 12-passenger van, added to the “To-do” list.

Supercharger

• 58K global sites, and continuing to grow.

• More superchargers deployed this year than the rest of the industry combined.

• Tesla is providing adapters to other car companies and providing them with support for Supercharger access.

• Tesla is moving to fill gaps and relieve congestion where possible.

Battery Production and Stationary Storage

• New 4680 innovations, best cell from a manufacturing and efficiency standpoint.

• 4680 will be a continuing focus to improve over time.

• Tesla has made their battery supply chain stronger and is working on further vertical integration.

• 2023 had 15GWh of Megapack production, 2024 is looking closer to 40GWh.

• 100-200% growth rate in the energy storage market.

• Tesla is constrained by Megapack and Powerwall 3 production, can’t keep up with demand, even as they scale rapidly.

AI and Compute

• AI growth is on a weekly basis, with Tesla taking in video and training on decision-making faster than ever.

• Tesla is not compute-limited for FSD, but scenario-limited.

• There is an AWS-style opportunity for parked vehicles to run distributed inference and compute.

• Tesla intends to introduce LLMs with customizable learning personalities to Optimus and its vehicle lineup.

Investor Facts

• Elon Musk expects $5-10 Trillion valuation for autonomy, and $20 Trillion for Optimus.

• Musk mentioned that Ark Invest has the closest scenario – with Robotaxi releasing in 2025 or 2026, for a 110x valuation increase.

• Elon’s stock award isn’t cash, and he has no intent to cut-and-run and is with Tesla for the long haul to accomplish the mission.

Other Items

• Tesla Home HVAC, with a built-in HEPA filter, humidity control, super-efficient, super-quiet, with Powerwall integration – one day.

• Kids Factory Tour Event – for children under 12!

If you’d like to watch the shareholder meeting, you can view it here, along with all the stockholder vote results.

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Tesla Cybertruck Features Coming: New Suspension Controls, Rockers and Free Cyber Wheel Caps

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Another month brings another exciting update packed with Cybertruck news. Grab your stainless steel mug and join us as we dive into the latest developments, from new features to upcoming products—all things Cybertruck.

This recap covers news from early January to early February, keeping you updated on the latest updates and what’s coming next for the Cybertruck.

Off Road Armor & Rockers Coming Soon

The prototype Off Road Armor in all its glory.

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Back in 2024, Wes Morril (Cybertruck’s Lead Engineer) and Siddhant Awasthi (Cybertruck’s Program Manager) teased the arrival of off-road armor, expected to launch for customer purchase in Winter 2024. Unfortunately, that hasn’t materialized.

But there’s good news. Wes recently showcased the prototype off-road armor and side rockers, confirming they’re on the way. Tesla plans to add them to the store by the end of March. Pricing details are still unknown, but since this armor covers the entire underbody of the Cybertruck, it’s safe to assume it won’t come cheap.

Wheel Cover Supply Confirmed

Tesla has been working hard to get Cybertruck wheel covers to early owners. While new deliveries now come with them pre-installed, some customers— including those who received their Cybertrucks as far back as March 2024—are still waiting.

According to Siddhant Awasthi, Tesla has secured a supply of the covers, but distribution remains a challenge. So far, about 32% of eligible owners have received theirs, with more shipments on the way.

In the meantime, Tesla is offering complimentary Cyber Wheel Caps to owners still waiting for their covers. These will be sent out for free, with email notifications already rolling out.

Air Suspension Controls and Improvements

Strangely, the Cybertruck still lacks the ability to control vehicle height from the app—a feature that would be incredibly useful for off-roading and just cool to have in general.

The good news is that Siddhant Awasthi recently hinted that improvements to the air suspension controls are on the way, along with other unannounced feature upgrades.

Could this mean more advanced vehicle leveling, finer height adjustments, or even the ability to drive in High mode at faster speeds? We’ll have to wait and see, but we’re definitely excited to find out.

Cold Weather Update Delayed

The Cybertruck continues to face regen and charging issues, and although a fix may arrive in update 2025.2, that update has yet to hit the Cybertruck.

We reached out to Tesla Service for an update. While they previously stated the fix would land in 2025.2, they now say it’s “coming soon,” so it’s unclear whether we’ll even get those fixes this winter.

RWD Cybertruck Coming Soon, EV Rebate Available Now

In case you missed it, the RWD Cybertruck is expected to arrive soon, and the Dual Motor variant now qualifies for the Federal EV Rebate in the U.S.

The RWD model will likely launch with a few feature omissions, including:

• A manual tonneau cover instead of an automatic one

• Potentially optional PowerShare functionality

• Internal and rear AC outlets may also be missing

You can dive into all the things that may be different with the RWD Cybertruck.

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Tesla Smoking While Supercharging? A Look at What's Actually Happening

Hot_Engineering3140 on Reddit

Winter is here, and temperatures are dropping, so one of the most common Tesla questions is about to resurface.

If you’ve landed here after frantically searching about “smoke” coming from your Tesla while Supercharging, take a deep breath—it’s completely normal.

Tesla Smoking While Charging

If you’re Supercharging in freezing weather—even with preconditioning—you might notice steam rising from your Tesla. But rest assured, your car isn’t smoking.

Your Tesla’s heat pump is hard at work warming both the cabin and battery to keep you comfortable and ensure optimal charging temperatures. Over time, condensation and ice build-up in the heat exchanger coils.

Why Does It Happen?

When you reach a Supercharger with your vehicle, the heat pump is still running hot, but without the cold air from driving to keep the heat exchanger coils cool, the ice and condensation quickly start to evaporate—creating what looks like smoke.

Since this typically happens near the front of the vehicle, where a car would traditionally have an engine, new vehicle owners can be startled by the discovery. However, rest assured that it’s just water vapor and it’s completely normal in cold weather.

In fact, this behavior can be experienced in any EV with a heat pump in cold climates. So, if you saw steam coming out of your vehicle and panicked, don’t worry—you’re not alone.

Now that you know what’s happening, go ahead and Supercharge with confidence.

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