Tesla Hosts Public All-Hands Meeting for Q1 2025 - Recap & Replay

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Tesla regularly holds quarterly all-hands meetings for employees, but last night marks the first time Tesla has live-streamed the event for the public.

The meeting primarily focused on Tesla’s employees, recent achievements, and the future of Tesla. While it didn’t reveal much new information, it was interesting to see Elon Musk candidly engaging with his teams, who seem to genuinely enjoy working with him. Still, there were a few noteworthy takeaways.

As with Tesla’s Earnings Calls and other live events, we’ve put together a concise, easy-to-digest recap of everything discussed.

General Points

• Work-related Injuries declined over time

• Planning to expand to new markets

• Cell Manufacturing

  • Continuing to invest in battery supply

  • Cheapest, lowest cost per kWh cell

• The supercharger network continues to grow

  • Vehicle range and charging speed should match the needs of humans and their required time for breaks

  • V4 Cabinets, 500 kW for Cybertruck, 1.2MW for Semi

• Tesla is building sustainable abundance

  • Autonomy is key for this to happen

  • Optimus and AI compute

  • This appears to be part of Elon’s new mission for Tesla, but it isn’t in the company’s updated mission statement just yet.

• Service and Collision Expansion will continue, with a big focus on Service

  • Service is what will sell future vehicles

• Interesting opportunity to make an electric, supersonic jet

  • Elon is stretched too thin but believes Tesla has all the tech in-house to do it

• Tesla is in Master Plan Phase III - making all energy on Earth sustainable / abundance for all

Tesla’s Achievements

• Sold 7 million vehicles globally

  • From just 20 in their first year of production

  • 10 million by next year

  • 3 million vehicles a year

• Giga Berlin has produced 660,000 drive units

• Giga Shanghai has built 3m cars

• Giga New York has produced 160,000 NACS adapters

• GIga Nevada has built 11,000 battery packs in a year

• Semi Factory on track for completion

  • Over a million, millions possibly

  • Will be autonomous in the future

• Stationary Battery Storage is a gigantic plus

  • Shanghai Megafactory is up and running

  • More Megapacks and Powerwalls are being produced than ever

• Switchover to New Model Y in a short period was an amazing feat of supply chain engineering

Optimus

• Optimus Production Line in Fremont is up and running

  • The first Optimus came off the production line this year

  • Pilot production this year

  • 22 DoF hand and forearm are now in production

• Real brain behind Optimus, not on the cloud and not pre-programmed

• What’s learned from cars (batteries, electronics, design, manufacturing, FSD) transferred to Optimus

• Biggest product of all time

  • 5,000 units by the end of the year, 10,000 at max

  • 50,000 next year

  • Middle of next year for outside of controlled environments

  • Will be available late 2026 for employees - who will get first dibs on access to Optimus

• Tesla will expand Optimus production to Giga Texas as well

Cybercab and FSD

• The Cybercab line will be fully autonomous

  • The aim is 5 seconds between producing cars

  • 50,000-ton gigacasting machine - make five castings at a time

    • Currently 9,000-ton machines

    • Seems to be an interesting engineering challenge

• Progress towards FSD (Unsupervised)

  • Cars doing useful work with no one in them (end-of-line to outbound lot)

  • Just started at Giga Texas

  • FSD will be 10x safer than humans

• Autopilot Hardware 4 / AI 4

  • Nothing better on the market than AI4 right now

  • No point in waiting for AI5 or AI6 as Tesla will continue producing new versions. There will be an AI 7, 8, etc.

• Autonomous Teslas will be everywhere

  • In 5 years, regulatory approval globally

  • Even without Cybercab, there is a gigantic fleet that can be autonomous

Cortex and Dojo

• Cortex - AI Training

  • One of the most powerful

  • 50,000 active GPUs

  • 100,000 GPUs coming soon

• Dojo now active in Giga New York and Palo Alto

  • Now actively working, doing about 5%-10% of the training load

Watch

You can watch a replay of the entire event below. The live stream starts shortly after the 28-minute mark.

Q1 2025 | Tesla All-Hands Livestream https://t.co/BqvjcLQo9H

— Tesla (@Tesla) March 21, 2025

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Tesla's Q1 2025 Earnings Call: Top Investor Questions

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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.?

When do you expect Robotaxi to expand to all major US cities?

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

Can you provide more details on the plans for HW3 upgrade path for FSD?

When is Grok coming to Tesla vehicles? And will it be able to control anything in the car?

Submitting Your Own Questions

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.

You can vote and submit your questions through Say right here.

Earnings Call

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.

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Tesla Reveals Q1 2025 Supercharger Vote Winners, Opens Voting for Q2

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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.

It’s been an exciting year for Supercharging, with the launch of 325kW charging for the Cybertruck and the upcoming debut of 500kW-capable V4 Superchargers. Tesla has also been rolling out several quality-of-life improvements to improve the charging experience, such as faster Supercharger data and an upcoming virtual queue system when Superchargers are full.

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.

Tesla will announce the winners at the end of Q2.

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