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Tesla AI Day 2022 Expectations: FSD Beta and Optimus Bot updates

Credit: Tesla

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Tesla AI Day 2022 is just around the corner. As anticipation for the event builds, let’s look at the possible updates Tesla might provide during the event.

For the past month or so, Tesla has been rolling out FSD Beta 10.69 and its various iterations. Teslarati has been talking with FSD Beta testers and chronicling their thoughts on v10.69 over the past few weeks. Tesla might provide more insight into FSD Beta and its expected release to the public during AI Day 2022. 

Optimus has been in the works for nearly a year. The Tesla Bot was unveiled at last year’s AI Day. Everyone expects Tesla to unveil the long-awaited Optimus prototype during the upcoming AI Day 2022.

FSD Beta Updates

Tesla plans to roll out FSD Beta version 10.69.2.3 after AI Day 2022. Currently, Beta testers are trying out v10.69.2.2. Most Tesla drivers who have talked to Teslarati reported issues with lane selection, turns, turn signals, and speed limit signs. 

Beta tester Frank summed up the experiences of all the drivers in the program well. 

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“From my experience, there [sic] has been both steps forward and backward. The late version is much better than the previous, but has a few [issues],” Frank noted. 

“I would say that the general comments I read in your [Teslarati] articles would reflect my experience. Without a doubt, drive with caution. There has been progress to this complex problem,” he added.

During an invite-only Goldman Sachs tech conference, Tesla’s Senior Director of Investor Relations Martin Viecha stated that Tesla’s plans for the wide release of Full Self Driving remain on track. 

Earlier this year, Elon Musk forecasted that FSD might be released to qualified vehicles by the end of 2022. At the tech conference this month, Viecha explained that Tesla might release “supervised” FSD by the end of the year. 

Current FSD Beta testers believe that Tesla’s autonomous driving software has improved tremendously since the release of v10.69. However, quite a few also believe Tesla still needs to be cautious about releasing FSD to more drivers. 

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“To Tesla, keep working things out, but do not be as optimistic as you are. If you are not having to intervene [sic], you are not driving on my roads,” commented one FSD Beta tester.

Tesla Bot [Optimus]

At the beginning of 2022, Elon Musk stated that Tesla’s humanoid robot, dubbed Optimus, is a top priority for the company. 

“So, in terms of priority of products, I think actually the most important product development we’re doing this year is actually the Optimus humanoid robot. This, I think has the potential to be more significant than the vehicle business over time,” Musk said.

“If you think about the economy, it is— the foundation of the economy is labor. Capital equipment is distilled labor. So, what happens if you don’t actually have a labor shortage? I’m not sure what an economy even means at that point. That’s what Optimus is about. So, very important,” he elaborated.

In May 2022, Elon Musk confirmed that Tesla would provide a sneak preview of the Tesla Bot. The 2022 AI Day teaser poster hints that Tesla still plans to reveal some juicy tidbits about Optimus. 

Hopefully, Tesla elaborates more on the humanoid robot’s production and potential release date on the market. During Musk’s TED appearance in April, he estimated that Optimus would cost less than a car once Tesla scales production. 

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Tesla AI Day 2022 is a recruitment event similar to last year. The company is also expected to talk about its Dojo AI supercomputer, as well as its next-generation in-house computer, Hardware 4, which is expected to debut with the Cybertruck.

Are you attending Tesla’s 2022 AI Day? I’d like to hear your thoughts on the news Tesla shares during the event. Contact me at maria@teslarati.com or via Twitter @Writer_01001101

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla begins Robotaxi certification push in Arizona: report

Tesla seems serious about expanding its Robotaxi service to several states in the coming months.

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Credit: Tesla

Tesla has initiated discussions with Arizona transportation regulators to certify its driverless Robotaxi service in the state, as per a recent report from Bloomberg News. The move follows Tesla’s launch of its Robotaxi pilot program in Austin, Texas, as well as CEO Elon Musk’s recent comments about the service’s expansion in the Bay Area.

The Arizona Department of Transportation confirmed to Bloomberg that Tesla has reached out to begin the certification process for autonomous ride-sharing operations in the state. While details remain limited, the outreach suggests that Tesla is serious about expanding its driverless Robotaxi service to several territories in the coming months.

The Arizona development comes as Tesla prepares to expand its service area in Austin this weekend, as per CEO Elon Musk in a post on X. Musk also stated that Tesla is targeting the San Francisco Bay Area as its next major market, with a potential launch “in a month or two,” pending regulatory approvals.

Tesla first launched its autonomous ride-hailing program on June 22 in Austin with a small fleet of Model Y vehicles, accompanied by a Tesla employee in the passenger seat to monitor safety. While still classified as a test, Musk has said the program will expand to about 1,000 vehicles in the coming months. Tesla will later upgrade its Robotaxi fleet with the Cyercab, a two-seater that is designed without a steering wheel.

Sightings of Cybercab castings around the Giga Texas complex suggests that Tesla may be ramping the initial trial production of the self-driving two-seater. Tesla, for its part, has noted in the past that volume production of the Cybercab is expected to start sometime next year.

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In California, Tesla has already applied for a transportation charter-party carrier permit from the state’s Public Utilities Commission. The company is reportedly taking a phased approach to operating in California, with the Robotaxi service starting with pre-arranged rides for employees in vehicles with safety drivers.

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Tesla sets November 6 date for 2025 Annual Shareholder Meeting

The automaker announced the date on Thursday in a Form 8-K.

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Credit: Tesla

Tesla has scheduled its 2025 annual shareholder meeting for November 6, addressing investor concerns that the company was nearing a legal deadline to hold the event. 

The automaker announced the date on Thursday in a Form 8-K submitted to the United States Securities and Exchange Commission (SEC). The company also listed a new proposal submission deadline of July 31 for items to be included in the proxy statement.

Tesla’s announcement followed calls from a group of 27 shareholders, including the leaders of large public pension funds, which urged Tesla’s board to formally set the meeting date, as noted in a report from The Wall Street Journal

The group noted that under Texas law, where Tesla is now incorporated, companies must hold annual meetings within 13 months of the last one if requested by shareholders. Tesla’s previous annual shareholder meeting was held on June 13, 2024, which placed the July 13 deadline in focus.

Tesla originally stated in its 2024 annual report that it would file its proxy statement by the end of April. However, an amended filing on April 30 indicated that the Board of Directors had not yet finalized a meeting date, at least at the time.

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The April filing also confirmed that Tesla’s board had formed a special committee to evaluate certain matters related to CEO Elon Musk’s compensation plan. Musk’s CEO performance award remains at the center of a lengthy legal dispute in Delaware, Tesla’s former state of incorporation.

Due to the aftermath of Musk’s legal dispute about his compensation plan in Delaware, he has not been paid for his work at Tesla for several years. Musk, for his part, has noted that he is more concerned about his voting stake in Tesla than his actual salary.

At last year’s annual meeting, TSLA shareholders voted to reapprove Elon Musk’s compensation plan and ratified Tesla’s decision to relocate its legal domicile from Delaware to Texas.

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Grok coming to Tesla vehicles next week “at the latest:” Elon Musk

Grok’s rollout to Tesla vehicles is expected to begin next week at the latest.

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Credit: Tesla China

Elon Musk announced on Thursday that Grok, the large language model developed by his startup xAI, will soon be available in Tesla vehicles. Grok’s rollout to Tesla vehicles is expected to begin next week at the latest, further deepening the ties between the two Elon Musk-led companies.

Tesla–xAI synergy

Musk confirmed the news on X shortly after livestreaming the release of Grok 4, xAI’s latest large language model. “Grok is coming to Tesla vehicles very soon. Next week at the latest,” Musk wrote in a post on social media platform X.

During the livestream, Musk and several members of the xAI team highlighted several upgrades to Grok 4’s voice capabilities and performance metrics, positioning the LLM as competitive with top-tier models from OpenAI and Google.

The in-vehicle integration of Grok marks a new chapter in Tesla’s AI development. While Tesla has long relied on in-house systems for autonomous driving and energy optimization, Grok’s integration would introduce conversational AI directly into its vehicles’ user experience. This integration could potentially improve customer interaction inside Tesla vehicles.

xAI and Tesla’s collaborative footprint

Grok’s upcoming rollout to Tesla vehicles adds to a growing business relationship between Tesla and xAI. Earlier this year, Tesla disclosed that it generated $198.3 million in revenue from commercial, consulting, and support agreements with xAI, as noted in a report from Bloomberg News. A large portion of that amount, however, came from the sale of Megapack energy storage systems to the artificial intelligence startup.

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In July 2023, Musk polled X users about whether Tesla should invest $5 billion in xAI. While no formal investment has been made so far, 68% of poll participants voted yes, and Musk has since stated that the idea would be discussed with Tesla’s board.

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