Tesla AI day was last night and most of the event was an in-depth look at how Tesla is solving FSD and all the problems their solving and methods they're using. It definitely wasn't aimed at at the casual consumer.
There was some interesting video where they showed how the integration of all the cameras could predict where other traffic is located, and do it better than the combination of a few cameras combined with radar. We had to take their word for it that the camera integration did a better job. It did look that way on the computer views. Elon also pointed out that they use the Autopilot software not only to drive the car but to predict where the other cars on the road are likely to be in the next few seconds.
Later in the show, things got more interesting. They brought out a person dressed like a robot who danced around a bit. Elon came out again and showed a plan for a human-shaped Tesla robot. He admitted that the one that had danced around the stage wasn't the actual robot, but said that's what the Tesla robot would look like. The purpose of the robot is to perform chores that humans might find boring, repetitive, or dangerous.
Elon mentioned that Teslas are basically semi-sentient robots on wheels. He said that the human-shaped Tesla bot would come out next year. The robots will be friendly and will be able to navigate a world built for humans. They will be five feet eight inches tall and weigh 125 pounds, The face will be a computer screen. The hands will look like human hands and have five fingers. The Tesla bot will be able to walk at five miles/hour. That's faster than normal human walking speed, but most people can run faster than that.
Elon casually mentioned that most people could run away from it and most likely overpower it. He hoped it wouldn't be necessary, but, he said, “You never know.”
So then, he said that the robots would be able to shop for people, do chores around the house, and do repetitive jobs in the workplace. He admitted that having robots available to do jobs in the workplace would be a problem unless there was a universal basic income. That got a cheer from the audience. So I guess there were lots of Andrew Yang fans in the audience.
Then the question period started. The first question was asked of Musk, did he plan to make any of his software open-source? He said that creating it cost too much to just give it away, but he'd be willing to license it to other car companies.
Another interesting question was about whether audible cues would be incorporated into the FSD computer. Elon admitted that it would be important for a fully autonomous car to hear sirens from emergency vehicles, and he said that if someone was yelling at the car from the outside, a fully autonomous car should be able to understand what was being said. It'll be interesting how Tesla plans to tackle this problem for vehicles without external microphones.
Later, someone asked if FSD would work in other countries. Elon said that they were focusing first on the US, but the point was made that driving is very similar in other countries. Elon mentioned that they use training data from fifty countries and that the prime directive of FSD is, “Don't crash.” And that's true in every country. He says that right now, the car is pretty good at not crashing. Clearly, pretty good is not good enough since the drivers still need to pay attention, but the FSD is programmed to not crash into anything on the highway even if it's something it doesn't recognize like a UFO that just crashed on the highway.
I have to mention, here, an experience I had while FSD was engaged. I was driving along a road at night, and I saw a rock in the middle of the road. It was clear that the car didn't see it, and I had to quickly steer around it because it was too late to stop by the time the rock appeared in my headlights. Now I don't have the beta version of FSD, but it's clear Tesla still has some work to do here.
Later, someone asked what will happen with FSD once hardware 4 gets into production. Elon said that hardware 3 will be able to drive much better than any human driver once the software is finished. He says that hardware 4 will come out with the Cybertruck, and it will be able to drive better than hardware 3, but that doesn't mean that hardware 3 is unable to drive. He pointed out that not every regular human driver is the best driver on the road, but that doesn't mean that the regular driver isn't allowed to drive.
An amusing question got asked about whether the car could be spoofed by a picture. Elon suggested that he doesn't see many paintings of tunnels on rock walls as in Wiley E. Coyote cartoons. He mentioned that he has a T-shirt with a stop sign on the front. He says that if someone flashes a Tesla with such a T-shirt, the car will stop, but that Tesla will soon train edge cases like these and the car will learn what is a real stop sign versus a fake one.
Toward the end, someone asked whether we should worry that AI will have its own priorities that might be different from the priorities of the owners of the artificially intelligent robots. Elon said that right now, we're not anywhere near the kind of self-aware super-intelligent robots that people worry about. A car may be able to drive better than most humans. A robot may be able to do boring, repetitive or dangerous activities. That doesn't mean that cars and robots might rise up and rebel against humans. He's going to program his cars and his robots to be “Unequivocally good.”
Elon's final comment about cars was that eventually, cars will drive themselves just like elevators now drive themselves. You get in an elevator, press a button, and it takes you where you want to go. There aren't elevator operators anymore. Eventually, self-driving cars will be the norm. He says that there will still be a few gasoline cars and cars that need to be driven by a human being, just like now, there are still a few horses. But non-self-driving cars will be rare.
You can view the full Tesla AI Day event below:
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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.
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?
What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
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?
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?
Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
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.
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.
You don't need to sign into Grok to use it in your Tesla!
It can't currently control anything in the car, but it does seem context aware that it is in a vehicle. pic.twitter.com/IpatR7sjiJ
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.
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 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.
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.
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.
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