Tesla continues to find efficiencies that lower vehicle production costs. In fact, at their earnings call, Tesla announced that their cost of goods (COGs) are now the lowest they’ve ever been. The other day, Tesla completed the Cybertunnel, an underground tunnel that goes underneath a highway, making it easier to get Cybertrucks to their loading lot, and now they’re incorporating FSD into the process.
Tesla announced that newly built vehicles at its Fremont factory now autonomously drive themselves from the end of the production line to the logistics lot, where they are prepared for delivery. This again increases efficiency and lowers vehicle costs.
Unsupervised FSD
Tesla isn’t just using FSD for this. For the first time outside of testing and the Robotaxi event, Tesla is using Unsupervised FSD.
While Unsupervised FSD is not yet ready for widespread public use, Tesla has implemented it in a controlled setting on private property. Without human intervention, the vehicles navigate a 1.2-mile route from the Fremont factory to their designated loading dock lanes. This allows Tesla to refine the software in a real-world environment while avoiding regulatory hurdles that apply to public roads.
One hurdle Tesla needed to overcome was camera calibration. Vehicles typically need to be driven for 20-25 miles on clearly marked roads for the cameras to be calibrated. Only once this process is complete, does FSD become available to the driver.
This meant that new owners weren’t able to experience FSD right after delivery and instead usually needed to wait a day or two before calibration was completed. However, Tesla now calibrates the cameras at the factory with presumably new methods so that the vehicle doesn’t need to be driven a bunch of miles before FSD is ready.
Calibration is now done automatically as the vehicle moves through the manufacturing line.
With Tesla’s Fremont factory successfully deploying Unsupervised FSD, attention now turns to Giga Texas and other factories globally. Fresh lane markings have recently been noticed at the logistics lot in Texas, suggesting that Tesla may soon introduce a similar process there.
Tesla recently completed the Cybertunnel, an underground tunnel connecting Giga Texas to the Cybertruck’s loading area. This tunnel shortens transportation time for Cybertrucks moving from the production floor to the logistics lot. When Tesla shared the Cybertunnel video, you could clearly see employees driving the Cybertrucks through the tunnel, but it’s likely just a matter of time before Cybertrucks navigate the Cybertunnel autonomously.
This new move by Tesla helps them continue testing and refining Unsupervised FSD while also reducing costs by eliminating manual driving from production to shipping lots. It also improves the new customer experience by having cameras calibrated and FSD ready to go at delivery. Tesla said years ago that one day, you’ll be able to order a Tesla, and it’ll drive itself to you. This process would further eliminate costs and speed up delivery times. While this may still be years away, it seems like we’re now one step closer.
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Like clockwork, it’s time for the opportunity to submit questions for Tesla’s Q1 2025 Earnings Call. Q1 has historically been difficult for Tesla and other auto manufacturers in general, but doom-and-gloom aside, there’s plenty more to be excited about, including upcoming improvements to FSD and the first phase of Tesla’s Robotaxi network.
Earnings Q1 2025 Questions
Tesla is gearing up for its Q1 2025 Earnings Call, providing an opportunity for shareholders to once again submit and vote on questions they want to be addressed during the event. Tesla has already announced the lower-than-expected delivery numbers for Q1 2025, and also held a Public All-Hands Meeting for the first time, so we’re interested to find out what answers to some of these questions during their Q&A session.
Most Popular Questions
When will FSD unsupervised be available for personal use on personally-owned cars?
Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck?
Robotaxi still on track for this year?
How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.?
Regarding the Tesla Optimus pilot line, could you confirm if it is currently operational? If so, what is the current production rate of Optimus bots per week? Additionally, how might the recent tariffs impact the scalability of this production line moving forward?
Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”?
When will Tesla Insurance be available in all 50 states. I’m from Idaho, and I’m surrounded by states where it is available, but it isn’t available in my state.
How is the company planning to deal with the impact of Elon’s partnership with the current administration?
is there a possibility of a stock split if so what would it be
Questions and voting are conducted through Say, a third-party platform that validates share ownership. Once your ownership is verified, you can use your shares to vote, with your vote weight corresponding to the number of shares you hold. Submitting a question initially gives it votes equivalent to your number of shares.
Below, we also compiled a list of the top questions going into the Earnings Call, which takes place a week from today.
The Earnings Call itself will take place on April 22, at 5:30 PM EDT (2:30 PM PT). Links to the live stream will be made available closer to the event. A recap of the key points will also be provided as usual, so stay tuned for that in the hours after the call.
With Q1 2025 now behind us, another round of Tesla’s Supercharger Voting has wrapped up. The previous vote took place back in December, and we now get to see which locations came out on top.
Let’s take a look at the Q1 2025 winners of the Supercharger Vote:
North America
🇺🇸 Lake Wales, FL
🇺🇸 Henderson, NV
🇺🇸 Clarksville, TN
🇺🇸 Roswell, NM
🇺🇸 Long Beach, CA
🇺🇸 Decatur, IL
🇺🇸 McAlester, OK
Europe
🇬🇧 Bournemouth, United Kingdom
🇮🇹 Bari, Italy
🇵🇱 Wrocław, Poland
🇨🇿 Hradec Králové, Czech Republic
Asia-Pacific
🇰🇷 Namyangju - South Korea
🇦🇺 Nicholls, Australia
Supercharger Voting Q2 2025
Another quarter means another round of Tesla's Supercharger Voting, giving Tesla owners the chance to influence where new Supercharger sites will be built. Following the Q1 2025 voting round, Tesla is now opening the polls for Q2 2025.
How to Vote
To participate in the Q2 2025 Supercharger Voting, visit the Tesla Supercharger Voting page and sign in to your Tesla account. You can vote for up to five different locations, with a limit of one vote per location, every three months. The most popular Superchargers are displayed on the leaderboard, and you can also suggest new locations for future voting cycles.