FSD is as big of a topic as ever for Tesla right now. Tesla is releasing betas every two to three weeks and making some of the biggest improvements to FSD it has ever made in its history. Navigate on Autopilot for highways was a big deal, but this is absolutely monumental.
Tesla has been testing their FSD Betas to a closed group of testers, but is now nearing the point where they’ll be able to expand it to a wider audience.
As we’re getting closer to the release of 10.1, Elon is releasing additional details on how users will be able to request access to the 10.1 beta.
Previously Elon talked about how Tesla owners will be able to tap a ‘Download FSD Beta’ button to request access to the beta and Tesla would then gradually allow more owners into the beta.
Good feedback from FSD Beta 10 users! 10.0.1 point release rolling out now.
10.1 rolls out a week from Friday with beta request button.
Elon is now releasing additional information on how this process will work. Elon said on Twitter that "10.1 rolls out a week from Friday with the beta request button". It sounds like the beta request button will roll out on September 24th and version 10.1 of the FSD Beta will remain on track for October 1st.
Tesla often phases in software updates to their fleet, so it’s unlikely at this point that everyone will get an update that will add a button to opt-in to the FSD Beta. Tesla has either already included the ability to display the button in previous software releases and just needs to enable it over an over the air update, or the button is not something that will be in the car. It could be a request made in the app or on their website.
How Tesla Will Decide
Elon also talked about how Tesla will decide who is let into the beta. He says that pressing the FSD Beta button will request permission to assess your driving behavior using the Tesla insurance calculator. I don’t believe Elon is saying Tesla insurance will need to be available in your state in order to qualify, but instead that Tesla will use the algorithms they use for Tesla insurance to determine a “good” driver to also assess whether you’d be a good fit for Tesla’s FSD Beta.
He goes on to say that your driving behavior will need to be in good standing for seven days before beta access is granted. It sounds like this this won't apply retroactively, but instead from the moment you request access to the FSD Beta. Since the button is going to be available on September 24th, it'll give Tesla a week to monitor your driving before giving you access to the beta on October 1st.
Beta button will request permission to assess driving behavior using Tesla insurance calculator. If driving behavior is good for 7 days, beta access will be granted.
At this point, we’re just two weeks out from the release of the 10.1 beta. And with Elon releasing additional details on how to get into the beta, I’d say Tesla is feeling very confident in its ability to deliver. Of course, we should all take it easy on Elon if dates slip a little, this is unmarked territory and we’re lucky Elon shares as much information as he does about Tesla’s future plans.
Elon also shared some news on when he expects Tesla to expand the FSD Beta outside of the US. He said that the technology will probably be ready in a few months, but ultimately will depend on regulations. I think a lot of this will depend on how the release of the FSD Beta goes in the US. If it’s smooth then Tesla will have more resources to focus on expansion outside of the US. It’s possible that depending on a country’s similarities to US roads, traffic signs etc, it could also speed up or slow down the FSD Beta’s release in the given country.
It was a rainy April 1st when a news-searching author went on a delve into the depths of April Fools to find fact from falsehood. And while we found a lot of fantastic jokes, we also found some good ideas.
So, with a shoutout to MarcoRP on X, whose April Fool’s Joke gave us a good run for our money for a couple of minutes, we thought to ourselves - what would a Cybercab Charging Station / Cleaning Hub really look like?
Cybercab Wireless Charging Sites
Now, before continuing, we’d like to point out that the image up top is a joke from Marco - it isn’t an accurate or real site map submission from Tesla. However, it gave us the impetus to think critically about what is required for a Robotaxi fleet, based primarily on the Cybercab, to be able to service a city.
Requirements
Tesla will likely need to charge a small fleet of Cybercabs at a single time and in a single place. That means that the site needs to be large enough to cover a major metro area while also still being compact enough to not cost too much money to build out.
In addition, we need to factor in charge times. The Cybercab is likely to launch with a battery around 50 kWh, which will result in a range of approximately 300 miles. With that much range, the average Cybercab may not need to charge more than once or at all during daytime shifts, so instead, most of the vehicles will charge overnight.
MarcoRP
Math and Charge Times
The overnight charging means that most of these vehicles could be charged slowly. When we did some back-of-the-napkin math last year, we determined that Tesla’s wireless charger will likely peak around 17 kW (for comparison, Tesla’s Wall Connector at 32 amps charges at about 7 kW). If we scale Tesla’s wireless charger down slightly to 10 kW, accounting for some energy loss and the potential size of the site, that means a Cybercab will be able to charge in about 5 hours.
Tesla’s upcoming V4 Supercharger unit can currently handle 1.5MW per cabinet, but this slower-speed charging is A/C, not DC, which means there is a step-down loss of about 3-5%. Let’s make that a comfortable 10% for any other overages, but we can estimate around 1.35MW of power. That 1.3MW will easily handle charging up to 100 Cybercabs at once - all wirelessly, using Tesla’s unique beam-forming and beam-steering technology to keep efficiency high at every single stall.
Within about 5 hours, a whole fleet of 100 Cybercabs could be charged overnight when electricity rates are cheaper and still be out in time for the morning commute.
While this is all just hypothetical, it really does make sense that Tesla will be establishing these sites that won’t require much space or a ton of energy.
Tesla recently curtained off a large section of the parking garage at Giga Texas, as well as some of their chargers on the eastern end of the facility, leading us to believe they may just be testing this at scale internally.
There’s a lot to look forward to with Tesla’s V4 Supercharger deployment coming this year and with Robotaxi launching in just a couple of months.
Tesla released its Q1 2025 delivery and production numbers this morning, reporting 336,681 vehicles delivered and 362,615 produced—marking the company’s weakest quarter since 2022. Deliveries declined 13% year-over-year and fell well short of Wall Street estimates, which ranged from 360,000 to 370,000. Some analysts had forecast as many as 407,000 units.
Despite the shortfall, Tesla stock is actually up about 4% this morning, not only suggesting the market had already priced in weaker performance, but that this may be seen as the low point for the company. Tesla began delivering its refreshed Model Y in March, and production across all four Gigafactories was impacted by several weeks of downtime as Tesla retooled lines to accommodate the newer model. However, there’s no doubt that there is some brand impact from Elon Musk.
Comparing Numbers
Most of the deliveries—323,800 units—came from the Model 3 and Model Y lineup, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries. That’s a 31% drop for Model 3/Y and a sharper 45% drop for the Other Models category compared to the previous quarter. However, comparing it to a more applicable Q1 2024, these numbers are only down about 13% for the Model 3/Y and down about 24% for the Model S/X and Cybertruck.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but said the ramp is “going well.” This still leaves a large gap between production and delivery numbers, although they may not be as large as many had feared.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Cybertruck
One major weak point in Tesla’s numbers seems to be Cybertruck deliveries. While Tesla previously expected the Cybertruck to sell more than 250k units per year, we’re already seeing a decline in numbers. This is likely due to several factors, including the higher-than-expected price point of the truck, the unavailability of the RWD model, and the Cybertruck’s polarizing design, which may attract unwanted attention right now.
While the Cybertruck was ramping up production in 2024, making the lower numbers reasonable, the deliveries for Q1 2025 dropped drastically compared to the previous quarter. Cybertruck deliveries are estimated to be in the 5- 6k unit range for the quarter.
The good news to take away here is that the Single Motor variant of the Cybertruck appears to be nearing release. The price of the RWD version is expected to be about $60k USD before any incentives.
Q1 Earnings Call
Tesla announced their quarterly numbers this morning and posted on social media that they’ll live stream their Earnings Call on April 22nd.
This post was later edited to change “Q1 Earnings Call” to “Q1 Company Update.” It’s not clear whether there’s any significance in this change, but it could mean that Tesla has more to announce during the call.
The Company Update will occur on April 22nd at 2:30 PM PT / 5:30 PM ET. The standard Q&A session with executives and Musk is expected to follow the release of additional financial results for the quarter.
Tesla is set to launch its long-awaited Robotaxi service in June, and a cheaper, mass-market model is also planned for this year. With delivery numbers coming in soft and the refreshed Model Y just hitting the road, all eyes will be on forward-looking commentary during the update.
