Details of Tesla’s 2023 Holiday Update — or at least a notable portion of it — have been leaked online. Based on the reaction from Tesla owners on social media, it appears that Tesla’s 2023 Holiday Update has made some EV owners feel like Santa Claus gave them coal instead of toys.
The anticipation for Tesla’s 2023 Holiday Update was palpable, with software tracking services such as Teslascope hinting that employees who received the update were under a nondisclosure agreement. The release notes for update 2023.44.25 were posted online anyway, providing a pretty good teaser of what’s to come with the 2023 Holiday Update.
Following are the release notes of Tesla update 2023.44.25, as shared by Not a Tesla App.
Here is your Tesla’s 2023 holiday update:
– Trip Planner on Mobile App
– More Cameras in Live Camera View
– Automatic Blind Spot Camera
– Light Show
– Apple Podcasts
– Tesla Arcade Updates
– Automatic 911 Calls
– Speed Cameras on Your Route
– Shuffle Play in TIDAL
– Apple and… pic.twitter.com/FRh2Rfv3E6— Not a Tesla App (@NotATeslaApp) December 7, 2023
Apple Podcasts
Listen to millions of the world’s most popular podcasts. Apple Podcasts for Tesla syncs with your favorite Apple devices, so you can seamlessly follow shows, save episodes, and pick up right where you left off. Browse new and noteworthy podcasts or explore what’s trending on Top Charts.
-
From the Application Launcher, open the Apple Podcasts app, scan the QR code, and log in with your Apple ID. Premium Connectivity required.
Tesla Arcade Updates
-Beach Buggy Racing – Unlock new vehicles and tracks. Your racing vehicle now matches the color you’ve set in Toybox > Colorizer.
-Polytopia Diplomacy Update — Explore new options for peaceful and hostile interactions, from peace treaties and embassies to stealth infiltration and guerrilla warfare.
-Vampire Survivors Chilling Update – Melt hordes of snowmen and defend against ice monsters in the new wintry Whiteout map, along with a new character, achievements, and items to collect.
-PS4, PS5, and Xbox Controllers – Feel more immersed in the action with rumble effects in select Tesla Arcade games.
To pair a controller, open the Bluetooth panel and follow the instructions.
Availability varies by model and location.
-
Automatic 911 Calls
Your vehicle will call 911 if an accident triggers the airbags.
A countdown timer allows you to cancel the call before it’s placed if you don’t need 911.
This feature works automatically when your mobile phone is connected to your vehicle via Bluetooth.
Speed Cameras on Your Route
Navigation now includes symbols along your route to show speed cameras, stop signs, and traffic lights.
To see this route information, you must have Navigation > Online Routing turned on. Requires Premium Connectivity.
Trip Planner on Mobile App
Use the Tesla mobile app to plan a trip.
Go to Location > Navigate and enter a destination. For multiple stops or to make changes, simply Edit Trip > Add Stop. If needed, Trip Planner will also include charging stops along the way. Then choose Send to Car to share it with your vehicle.
-
Requires Tesla app 4.27.5+ to add multiple stops to a trip.
More Cameras in Live Camera View
When you view your vehicle surroundings from the Tesla app, now you’ll have access to the left and right pillar cameras.
On your vehicle touchscreen, go to Controls > Safety > View Live Camera via Mobile App. Then you can view from the app on your phone.
Live Camera is end-to-end encrypted and can’t be accessed by Tesla. Requires Tesla app 4.27.5+ and Premium Connectivity.
Automatic Blind Spot Camera
Tesla’s blind spot warning in this year’s holiday update
— Not a Tesla App (@NotATeslaApp) December 7, 2023
-
The blind spot camera view now alerts you with red shading along the edge when your turn signal is on and your vehicle detects an object or another vehicle in your blind spot.
Go to Controls > Autopilot > Automatic Blind Spot Camera.
Light Show
Time to celebrate with the latest Light Show to the tune of The Arrival by Irving Victoria.
Play it right away, or schedule the show up to 10 minutes in advance, with one vehicle or synced with friends. Go to Toybox > Light Show.
Light Show enthusiasts can now play multiple custom Light Shows from the same USB flash drive. Simply save the show files to a directory named “LightShow” on your flash drive, connect, and choose.
Shuffle Play in TIDAL
Shuffle your TIDAL playlists and albums.
Apple and Spotify Profile Image
In Apple Music and Spotify, you can show your account profile image to indicate which account you’re using for each.
-
Availability varies by model and location.
Search Includes Owner’s Manual
When you use Controls > Search on the touchscreen, your results now include links to entries in the Owner’s Manual, in addition to results with vehicle settings. So you can find the setting you want or learn more about it.
Charging Location Filters
When you search the vehicle map for charging locations, you can now filter between two charging speeds: Three lightning bolts shows locations with more than 70 kW. One lightning bolt shows locations with 70 kW or less.
As we were saying… Take a moment, enjoy what has been posted so far, and remember “Don’t Panic”.
More is still coming… pic.twitter.com/y0AlGLmknl
— Teslascope (@teslascope) December 7, 2023
Among the most notable criticisms of Tesla’s 2023 Holiday Update is its apparent focus on minor features and quality-of-life improvements, not the rollout of substantial functions such as FSD V12 or the much-anticipated Actual Smart Summon. Some Tesla owners noted that the 2023 Holiday Update feels like a regular software update from the EV maker that could have been released at any month of the year.
-
That being said, Tesla software tracking service Teslascope noted that the 2023 Holiday Update release notes do not include specific changes for vehicles that are running Full Self-Driving Beta, as those improvements have not been rolled out yet. Thus, inasmuch as the 2023 Holiday Update seems underwhelming so far, there seems to be a pretty fair chance that more will be coming.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
-
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
-
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
-
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
-
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
