The release notes for Tesla FSD Beta V11.3 have been shared online. Observers from the electric vehicle community suggest that Tesla Full Self-Driving Beta 11.3 is rolling out to the company’s employee FSD Beta testers, at least for now.
The following are Tesla’s FSD Beta V11.3 release notes:
- Enabled FSD Beta on highway. This unifies the vision and planning stack on and off-highway and replaces the legacy highway stack, which is over four years old. The legacy highway stack still relies on several single-camera and single-frame networks, and was setup to handle simple lane-specific maneuvers. FSD Beta’s multi-camera video networks and next-gen planner, that allows for more complex agent interactions with less reliance on lanes, make way for adding more intelligent behaviors, smoother control and better decision making.
- Added voice drive-notes. After an intervention, you can now send Tesla an anonymous voice message describing your experience to help improve Autopilot.
- Expanded Automatic Emergency Braking (AEB) to handle vehicles that cross ego’s path. This includes cases where other vehicles run their red light or turn across ego’s path, stealing the right-of-way.
- Replay of previous collisions of this type suggests that 49% of the events would be mitigated by the new behavior. This improvement is now active in both manual driving and autopilot operation.
- Improved autopilot reaction time to red light runners and stop sign runners by 500ms, by increased reliance on object’s instantaneous kinematics along with trajectory estimates.
- Added a long-range highway lanes network to enable earlier response to blocked lanes and high curvature.
- Reduced goal pose prediction error for candidate trajectory neural network by 40% and reduced runtime by 3X. This was achieved by improving the dataset using heavier and more robust offline optimization, increasing the size of this improved dataset by 4X, and implementing a better architecture and feature space.
- Improved occupancy network detections by oversampling on 180K challenging videos including rain reflections, road debris, and high curvature.
- Improved recall for close-by cut-in cases by 20% by adding 40k autolabeled fleet clips of this scenario to the dataset. Also improved handling of cut-in cases by improved modeling of their motion into ego’s lane, leveraging the same for smoother lateral and longitudinal control for cut-in objects.
- Added “lane guidance module and perceptual loss to the Road Edges and Lines network, improving the absolute recall of lines by 6% and the absolute recall of road edges by 7%.
- Improved overall geometry and stability of lane predictions by updating the “lane guidance” module representation with information relevant to predicting crossing and oncoming lanes.
- Improved handling through high speed and high curvature scenarios by offsetting towards inner lane lines.
- Improved lane changes, including: earlier detection and handling for simultaneous lane changes, better gap selection when approaching deadlines, better integration between speed-based and nav-based lane change decisions and more differentiation between the FSD driving profiles with respect to speed lane changes.
- Improved longitudinal control response smoothness when following lead vehicles by better modeling the possible effect of lead vehicles’ brake lights on their future speed profiles.
- Improved detection of rare objects by 18% and reduced the depth error to large trucks by 9%, primarily from migrating to more densely supervised autolabeled datasets.
- Improved semantic detections for school busses by 12% and vehicles transitioning from stationary-to-driving by 15%. This was achieved by improving dataset label accuracy and increasing dataset size by 5%.
- Improved decision making at crosswalks by leveraging neural network based ego trajectory estimation in place of approximated kinematic models.
- Improved reliability and smoothness of merge control, by deprecating legacy merge region tasks in favor of merge topologies derived from vector lanes.
- Unlocked longer fleet telemetry clips (by up to 26%) by balancing compressed IPC buffers and optimized write scheduling across twin SOCs.
Here are the V11.3 release notes again if you haven't seen them. Very happy to see improvements in rain reflections as that was rare, but could give some insane errors #FSDBeta @elonmusk pic.twitter.com/ZIOcIhmUMd
— Dirty Tesla (@DirtyTesLa) February 20, 2023
Several longtime FSD Beta testers have pointed out some key improvements that would likely be very appreciated by users in V11.3. These include the systems’ improved handling through high speed and high curvature scenarios, as well as improvements to Automatic Emergency Braking (AEB). With the improvements in place, FSD Beta V11.3 would behave closer to a proper human driver.
Comments from longtime Tesla FSD Beta testers also suggest that V11.3 is still only being released for company employees for now. Considering Tesla’s past updates, it would not be surprising if the greater FSD Beta fleet gets the V11.3 update in the coming week or so. This is, of course, unless V11.3 ends up going the way of FSD Beta V11, which was released to employees in November but not to the greater fleet of FSD Beta testers.
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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.
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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
