

News
Tesla Autopilot Director: Cybercab fleet was using near-production AI software expected to ship in V13
Tesla Director of Autopilot Software Ashok Elluswamy recently shared some key insights about the Cybercab fleet that was operating at the company’s “We, Robot” Robotaxi unveiling event last week. As per the Tesla executive, the autonomous Cybercabs were running near-production AI software that is expected to ship in FSD V13.
The general lack of details about the Cybercab and the Robovan that were shared by Elon Musk at the Robotaxi unveiling event has resulted in some critics speculating that the vehicles showcased by the company might have been controlled via remote, similar to Optimus. As noted by the Tesla Autopilot Director in a post on social media platform X, however, the Cybercab fleet was indeed operating autonomously.
It was really amazing to see users take the robotaxis for granted. They didn't seem to think twice before crossing in front of it, walking alongside it, robotaxis interacting with one another etc. They behaved just the same way they would around human-driven vehicles.— Ashok Elluswamy (@aelluswamy) October 16, 2024
Elluswamy highlighted that a total of 19 Cybercabs and 29 Model Ys were driving themselves without a human operator during the “We, Robot” event. Over the course of the night, the vehicles completed 1,300 trips ferrying around the occasion’s over 2,000 attendees in a safe and proficient manner. This resulted in the autonomous vehicles operating continuously for more than 3.5 hours.
The Tesla Autopilot Director stated that what was truly amazing was seeing how attendees quickly got used to the autonomous vehicles. But this was not all, as Elluswamy also noted that almost all of the autonomy demonstrated at “We, Robot” was using near-production AI software that is expected to ship in FSD V13.
Finally, it took an immense amount of effort from a very talented team to pull this off. The event was super motivating for the team and we are looking forward to bringing this to the real world as soon as possible.— Ashok Elluswamy (@aelluswamy) October 16, 2024
“It was really amazing to see users take the robotaxis for granted. They didn’t seem to think twice before crossing in front of it, walking alongside it, robotaxis interacting with one another etc. They behaved just the same way they would around human-driven vehicles. The best part was that almost all of the autonomy demonstrated was using close to the production AI software or will ship soon in v13.
“Finally, it took an immense amount of effort from a very talented team to pull this off. The event was super motivating for the team, and we are looking forward to bringing this to the real world as soon as possible,” Elluswamy wrote in his post.
Great work by the Tesla team!— Elon Musk (@elonmusk) October 16, 2024
Elluswamy’s comments were received with much excitement from the electric vehicle community, especially since the Tesla AI Team has previously announced that it was aiming to release FSD V13 this October. A good number of Tesla owners and “We, Robot” attendees were also interested in the executive’s mention of Cybercabs “interacting with one another.” Elon Musk, for his part, was supportive of the Autopilot Director’s comments, stating that the Tesla team did great work.
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News
Elon Musk reveals big plans for Tesla Optimus at the Supercharger Diner
Will Optimus deliver my Tesla Club on roller skates? I’m hopeful.

Elon Musk revealed on X on Wednesday that Tesla Optimus will soon be getting a job at the Supercharger Diner in Los Angeles, and its role will be right on par with what we believed the humanoid bot would be perfect for.
While Optimus was spotted serving popcorn at the Diner on Monday as it opened for the first time, that’s its only job, at least for now. Musk said Optimus will be getting a promotion in 2026, and it will be a food runner, bringing your order straight to your car, eliminating the need to go inside yourself.
It will complete what Tesla hopes is a full-fledged 50s diner experience, curated by the imagination of the future. In the 1950s, drive-in diners were a common hangout to grab a bite and watch a movie. Tesla opened its Supercharger Diner in Los Angeles earlier this week, but it has a futuristic twist to it.
You can order food directly from your car, sync your center touchscreen and speakers to the two massive projection screens that Tesla is playing movie scenes on at the Diner, and even go inside for a true break from your car.
Next year, Tesla will take it a step further, Musk confirmed:
Optimus will bring the food to your car next year pic.twitter.com/opPGjOe7t1
— Elon Musk (@elonmusk) July 23, 2025
The Diner features 80 Superchargers that can be used by both Tesla and non-Tesla EVs, provided that the manufacturer of the electric car has access to the company’s robust network. It is also available to non-EV owners, as they can park their cars and stop in for a quick bite to eat.
Tesla’s full menu at the Diner is available here, and its focus for the restaurant was to provide healthier options by sourcing most of its food from local, organic, and humane farms:
We put a lot of effort into using truly organic ingredients from farms that we have visited
— Elon Musk (@elonmusk) July 22, 2025
Optimus’s capabilities seem to be progressing to a point where Tesla feels confident that the humanoid robot can handle carrying food and delivering it to customers at their cars. Whether it will be put on roller skates is another question, but we’re hopeful Optimus can do it when it gets its promotion next year.
Investor's Corner
Tesla Q2 2025 earnings: What Wall Street expects
The company has faced mounting pressure this year, with TSLA stock down 19% year-to-date.

Tesla (NASDAQ:TSLA) is set to release its second-quarter 2025 financial results after markets close on Wednesday, July 23. The company has faced mounting pressure this year, with TSLA stock down about 19% year-to-date.
What Wall Street expects
As noted in a TipRanks report, Wall Street has remained cautious about the electric vehicle maker due to concerns about the EV segment in general, competition, reduced margins, federal EV regulations, and CEO Elon Musk’s political activities.
Overall, Wall Street expects Tesla to post earnings per share of $0.39, down 25% from a year ago. Tesla’s revenue is forecasted to fall 13% to $22.19 billion, and analysts also expect the electric vehicle maker to post lower margins this quarter.
Analyst expectations
Tesla delivered approximately 384,120 vehicles in Q2, a 13.5% drop year-over-year, as per Main Street Data. The company also produced over 410,000 vehicles and deployed 9.6 GWh of energy storage products during the quarter.
Ahead of the earnings call, Cantor Fitzgerald analyst Andres Sheppard reiterated a Buy rating and a $335 per share price target. He also adjusted his Q2 revenue forecast to $21 billion, down from his previous estimate of $24.1 billion. Despite short-term softness, Sheppard maintained his 2025 and 2026 projections, citing confidence in Tesla’s high-margin Robotaxi business model.
Barclays analyst Dan Levy kept a Hold rating with a $275 price target. He stated that the company faces “increasingly weaker fundamentals,” but he also suggested that Tesla’s Robotaxi story could drive optimism. Levy expects modest gross margin improvement quarter-over-quarter and flagged the full-year EPS estimate drop from $3.20 to $1.84. Delays in launching the affordable Tesla model remain a downside risk, Levy noted.
News
Tesla expands FSD Transfer offer to Europe and the Middle East
Tesla’s FSD transfer offer has long been used as a quarterly sales lever in North America.

Tesla has extended its Full Self-Driving (FSD) transfer promotion beyond North America, opening the door for owners in Europe and the Middle East to carry over their existing FSD systems to a new vehicle.
The move comes days after Elon Musk acknowledged a user’s request for FSD transfers in Europe on X, which the CEO called a “fair” ask. Tesla Europe later confirmed the offer via its official X account.
FSD transfers reaching new markets
FSD transfers have been used as a quarterly sales lever in North America, with its most recent availability in April 2025, as noted in a Not a Tesla App report. While this incentive had remained exclusive to the U.S. and Canada, Tesla’s latest announcement marks the first time the program has been rolled out internationally.
Interestingly enough, the offer hasn’t yet been extended to other FSD-enabled regions like China. This suggests that Tesla may be prioritizing markets where regulatory approval for FSD remains pending. European Tesla owners, after all, have been waiting literal years for FSD to be rolled out into their countries.
How the program works
The process for FSD transfers is straightforward. Existing Tesla owners with FSD must place a new vehicle order and complete delivery during the active promotion period. During checkout, customers are instructed not to add FSD to the new car. Instead, they must notify a Tesla advisor of their intent to transfer their existing vehicle’s FSD.
On delivery day, FSD will be deactivated on the old vehicle and activated on the new one. Customers are not required to trade in or sell their original Tesla that had FSD, though once the license is moved, the old vehicle reverts to just Basic Autopilot features.
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