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Tesla formally starts FSD Beta 10.3 rollout, includes drivers with 99 Safety Score
Tesla has formally started the rollout of FSD Beta 10.3 to its fleet. The latest iteration of the advanced driver assist system featured several improvements that were outlined in some detailed Release Notes.
As observed by members of the electric vehicle community, FSD Beta 10.3 is now being rolled out to drivers with a Safety Score of 99 and above. This was previously mentioned by CEO Elon Musk on Twitter, who noted that the advanced driver assist system would gradually be released to owners with Safety Scores below 100.
The following are the detailed Release Notes for Tesla FSD Beta 10.3.
- Added FSD Profiles that allow drivers to control behaviors like rolling stops, exiting passing lanes, speed-based lane changes, following distance and yellow light headway.
- Added planning capability to drive along oncoming lanes to maneuver around path blockage.
- Improved creeping speed by linking speed to visibility network estimation and distance to encroachment point of crossing lanes.
- Improved crossing object velocity estimation by 20% and yaw estimation by 25% by upreving surround video vehicle network with more data. Also increased system frame rate by +1.7 frames per second.
- Improved vehicle semantic detections (e.g. brake lights, turn indicators, hazards) by adding +25k video clips to the training data set.
- Improved static obstacle control by upreving the generalized static object network with 6k more video clips (+5.6% precision, +2.5% recall).
- Allowed more acceleration when merging from on-ramps onto major roads and when lane changing from slow to fast lanes.
- Reduced false slowdowns and improved offsetting for pedestrians by improving the model of interaction between pedestrians and the static world.
- Improved turning profile for unprotected turns by allowing ego to lane lines more naturally, when safe to do so.
- Improved speed profile for boosting onto high-speed roads by enforcing stricter longitudinal and lateral acceleration limits required to beat the crossing objects.
The release of FSD Beta 10.3 was initially set for Friday midnight. As Saturday rolled in, however, members of the FSD Beta group observed that no such updates were being received by their vehicles. Elon Musk eventually explained the slight delay, noting that Tesla had found some “regression in some left turns at traffic lights” was found by the company’s internal QA team. With a fix being developed for the observed behavior, Musk noted that FSD Beta 10.3 would likely be rolling out on Sunday instead. This estimate proved accurate.
Considering that Tesla is adopting a conservative approach to the rollout of FSD Beta, it would not be surprising if the company enforces even stricter rules for inattentive drivers or users who are using the advanced driver assist system irresponsibly. Just a few days ago, and as a copy of a message from Tesla issuing a warning to an FSD Beta tester made the rounds online, Elon Musk confirmed that the company is indeed kicking out users who are misusing the system by being inattentive to the road.
Tesla is currently experiencing some scrutiny from the NHTSA, with the agency probing the company over incidents where a vehicle in Autopilot crashed into a stationary emergency vehicle. Tesla has since rolled out a safety update for Autopilot, which, in turn, seemingly aggravated the NHTSA since the company did not issue a recall before releasing its over-the-air software update. During the Q3 2021 earnings call, however, Tesla executives highlighted that the company welcomes the scrutiny, and that the it is willing to work with any safety agency to make its the roads as safe as possible.
Watch Tesla FSD Beta 10.3 in action in the video below.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
