Tesla is slowly rolling out FSD Beta 10.4 to existing beta testers. Tesla hopes to expand the beta to users who have a Safety Score of 98 or higher in the coming days. Beta 10.4 builds upon FSD Beta 10.3 in several key areas.
Tesla now displays speed bumps
@HisandHersTesla/Twitter
The first is the crucial and common maneuver known as an unprotected left turn, where your car may have a green light, but needs to wait for oncoming traffic to pass before taking a left turn. Not only does a maneuver like this leave your car vulnerable, but it can also be complicated to complete.
With 10.4, Tesla improved high speed object detection and now allows for faster acceleration across certain roads. These improvements appear to be helping in making more reliable unprotected left turns.
In James Locke's video below, he shows off an impressive unprotected left turn in this newest beta. Not only does the car wait for oncoming traffic to clear, but the car starts slowly accelerating before the vehicle clears it's path, so that the car is up to speed by the time vehicle passes. It's much more natural and human-like behavior.
@elonmusk#FSDBeta 10.4 handling left turns much better. Both the approach to the turn and the turn itself. Can see how it starts turning to pass behind the oncoming car before it passes. Much more human like. pic.twitter.com/0LusOKEgxF
FSD Beta's visualizations are a big improvement over the visualizations in the public builds, partly due to object permanence.
The software is able to tell the difference between an object moving or disappearing versus it being hidden by another object.
If there was a person in front of your car, but then a vehicle slowly drove by, between your car and that person, we'd likely conclude that the person is still there, just hidden behind the car.
That's what Tesla is doing now, not only with visualizations, but what the car sees as its surroundings. Once the car sees an object, it records it's time and position in the world in a semi-permanent state. Even when the car can't see the object any longer, it still knows it's there.
Sure, this could lead to some errors, but it often does in humans as well. In the example above, where the person was obscured by the car, it's possible the person got into another car or left the scene without us seeing because the car was blocking our view.
In this update, we're seeing more complete visualizations thanks to Tesla drastically improving the detection of VRUs (vulnerable road users) such as pedestrians, bicyclists and motorcycles by using a next generation auto labeler.
Visualizations also received a small update. The car was already detecting and slowing down for speed bumps, but speed bumps are now shown in the visualizations as well.
Crosswalks also received a minor visualization update. They used to be depicted as two white parallel lines, but they now appear as a filled in dark area on the screen. They're a little more obvious and there are less jagged lines, but they also don't exactly look like crosswalks either. If Tesla added the thick stripes crosswalks usually have, that could prove useful.
FSD Beta now displays clearer crosswalks
There are other smaller improvements in this beta such as improved emergency vehicle detection, improved VRU relevance by using the vehicle's intended path and more.
Improved Warnings
Tesla has greatly improved driver monitoring by not relying solely on steering wheel tension and instead using the interior camera. Tesla apparently started included the interior camera in Model 3s apparently for a robotaxi future, but it appears to have paid off for FSD instead. Relying on steering wheel tension was unreliable and an annoyance for drivers.
With the cabin camera Tesla can closely monitor where the driver is looking and constantly checking whether they're paying attention. An inattentive driver will receive an instant warning to pay attention if they're looking down, staring at their phone or looking to the side if Autopilot is activated.
FSD Beta warning
DCCWrules/Twitter
Early last month Tesla starting enforcing stricter rules when using FSD, where they will kick out beta testers if they're caught not paying attention several times.
In this beta, Tesla appears to have expanded these warnings to being on-screen as well, instead of relying on an email message. These warnings will be crucial to Tesla keeping the FSD Beta program and remaining accident free.
What's Not Included Yet
We know two big features are coming to FSD soon, but they're not yet included in this 10.4 update. The first is using a single stack for city and highway driving. Highway Autopilot is still completely separate and the same as the public build.
We're also anticipating the feature that will give the vehicle the ability to go into reverse. If the vehicle creeps forward for better visibility and decides it's unsafe to proceed, it'll back up to move out of the way of others.
Elon first anticipated this feature to come in FSD Beta 10.1, but we haven't seen it in FSD builds yet.
It's possible we may see both of these features added in the next major FSD release v11, which may come as the next FSD Beta. FSD Beta 10.4 also includes Sentry Mode Live Access for those with a Model 3, Model Y or the new Model S and X.
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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.
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