Tesla Announcements: New Date for Robotaxi, FSD in Europe & China, Giga Mexico on Hold and More

By Karan Singh
Not a Tesla App

Yesterday Tesla held their Q2 2024 Earnings Call. Let’s take a deeper look at some of what was said.

Affordable Tesla

Tesla’s affordable model – previously dubbed the Model 2 by many, is supposed to be revealed in the first half of 2025. Tesla has been targeting a price point of about $25,000 USD for this vehicle, and many are excited to see an affordable EV from Tesla that doesn’t require the Federal EV Rebate to come down below $30,000.

The Model 2 is supposed to be built off the same production lines as Tesla’s other mass-manufactured vehicles — the Model 3 and the Model Y. Tesla has reserved their unique unboxed process testing for the upcoming Robotaxi instead.

New Date for Robotaxi Event

Speaking of the Robotaxi, Elon Musk confirmed in the earnings call that the Robotaxi event will be taking place on 10/10. In line with what we previously reported,  this delay was due to some important design changes. In addition, the extra time allows Tesla to “show off a few other things,” according to Musk.

We’re quite excited to see what these other things are – they could be previews of the affordable Tesla model, the Cybervan or a demo of the Robotaxi.

Unsupervised FSD Goal

In terms of FSD, Musk also mentioned that the hope is for Unsupervised FSD to be rolled out sometime between the end of 2024 and the end of 2025. That’s a pretty big time gap, and while we’re used to expecting the usual two weeks, Musk came clean and said he’s been overly confident in the past.

Instead, this new estimate is based on the current trend of miles per intervention, which has been growing at a steady clip since FSD v12 rolled out and has become more refined.

Expansion of FSD

But that’s not all. Tesla also intends to introduce FSD v12.5 or FSD v12.6 to Europe, China, and other countries by the end of this year, which is rapidly approaching. That’s a major piece of news for many countries that have limited access to Full Self Driving or Autopilot. Tesla previously worked hard to get regulatory approval for FSD in Europe and China and just launched some Vision-based features outside of North America.

Giga Mexico on Hold

Giga Mexico is now on hold, along with Tesla’s plans to produce their next-generation vehicle there. Instead, Tesla will be producing these vehicles at Giga Texas. This hold comes after US Presidential Candidate Donald Trump has said that if he’s elected, he will enforce heavy tariffs on vehicles that are produced in Mexico and imported to the United States.

Optimus Robot Timeline

Optimus has seen some timeline solidification between the Shareholder Meeting and this Earnings Call. While there are a few test units on the factory floors today, Tesla intends to begin limited production at Giga Texas for a V1 unit, to be used internally. This production run will be starting in early 2025.

They expect to work out any initial kinks and bugs, and then begin work on Optimus V2, which should be available for purchase to outside organizations by early 2026.

Megapack

Tesla Energy has seen the greatest growth, with production, revenue, and sales all being greater than in Q1 2024. In fact, Tesla’s megapack factory in Lathrop is continuing to expand and scale production, all while Mega Shanghai is also breaking ground. Overall, deployments of static energy storage doubled in Q2 from Q1, which already saw a doubling since last year.

Tesla is banking quite a bit on its energy business, and working to expand its supply chains, while also selling Megapacks to energy utilities around the world. And it's more than energy utilities interested – Megapack is being seen as an energy backup source for AI compute – data centers suck power extremely fast, and Megapack can help provide the juice needed.

There’s more on that front too – Tesla and energy utilities are looking to buffer power plants with Megapacks – which means powerplants can run at optimal capacity while Megapack handles the ebbs and flows. There could be a 2-3x increase in power plant efficiency, and this could also help with power plant base loading.

Earnings Call Video

So that’s it for all the big key points from the Earnings Call. If you want to know more about the call, you can review our recap, which includes some of the financial data, as well as lots of other information. You can also see the investor slide deck, or watch the earnings call below.

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

By Karan Singh
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.

Tesla Improves YouTube App With Smoother Playback

By Karan Singh
Not a Tesla App

Tesla made a lot of improvements in the 2024 Holiday Update, including more than 15 undocumented improvements that were included in the release. One of these was a stealthy performance improvement to the YouTube app.

Several people have mentioned they’ve seen improved performance on YouTube since this year’s Holiday Update - and there’s an interesting reason why.

YouTube Improvements

The improved YouTube performance in Tesla vehicles comes from an unexpected source—Tesla actually rolled back support for YouTube’s newer AV1 video encoding. Instead, vehicles now default to the older VP9 encoding standard.

While AV1 is highly efficient in terms of bandwidth, it requires considerably more processing power to decode and display videos. VP9, on the other hand, is less computationally demanding but uses more bandwidth to achieve the same video quality. This trade-off means smoother playback and better overall performance, even if it comes at the cost of slightly higher data usage.

Intel Inside

The VP9 video codec that the YouTube app is now using is much easier to decode, making it less taxing on the vehicle’s processor. This change is particularly beneficial for Tesla vehicles with Intel processors, which previously struggled to stream video at just 720p. When using AV1, these vehicles often experienced stuttering, sometimes forcing the YouTube app to automatically downgrade playback to 480p.

With this update, Intel-based Teslas should now be able to stream at 1080p smoothly. Streaming at 1440p is also possible, although occasional stutters still occur as the system keeps up with the decoding process.

Intel-based vehicles are the big winners with this change, but this appears to affect AMD Ryzen-based infotainment units as well, providing even smoother playback.

Chromium Web App

Tesla’s Theater apps aren’t native applications; instead, they run as chromeless web apps, leveraging the open-source browser built into Teslas known as Chromium (the open-source version of Chrome). Although this works quite well, there is a severe limitation - Chromium hardware acceleration isn’t supported on Linux, the operating system Tesla uses for their OS.

As a result, Tesla vehicles rely on software decoding instead of hardware decoding, which would otherwise handle video playback far more efficiently. A potential solution could be for Tesla to transition away from Chromium-based web apps in favor of a Mozilla Firefox-based browser, as Firefox does support hardware acceleration on Linux. This switch could also open the door to better streaming performance and the possibility of expanding Tesla’s in-car entertainment options.

However, Tesla’s choice of Chromium likely stems from Digital Rights Management (DRM) requirements for streaming services like Disney+ and Netflix, which rely on DRM-enabled playback. Firefox on Linux has had inconsistent support for DRM due to codec availability and variations in operating system versions.

We’re hopeful that Tesla will either adopt Firefox or develop a fully native application to improve video streaming, rather than continuing with the current web-based Tesla Theater. This shift could also pave the way for additional in-car applications built on Tesla’s native Linux environment—perhaps even reviving the long-rumored Tesla App Store.

Regardless, this update is a welcome improvement, particularly for YouTube, which remains one of the most widely used Theater Mode apps due to its accessibility, free content, and mix of short and long-form videos. It remains to be seen whether similar improvements are made for Netflix, Disney+, or other streaming platforms.

If you’ve noticed improved performance in Theater Mode, now you know why.

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