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Tesla’s FSD Supervised v12.5.1 is rolling out to customers

Credit: @WholeMars/YouTube

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Tesla has started rolling out the latest software version of its Supervised Full Self-Driving (FSD) to customers, expected to include a few improvements, the combination of the network’s city and highway stacks, and the addition of the system to the Cybertruck.

On Friday, Tesla’s Supervised FSD v12.5.1 began deploying to some customer vehicles, as spotted by Not a Tesla App. The update is being deployed with software version 2024.20.15, and many have discussed and speculated about it in recent weeks as Elon Musk has teased some of its expected features. In addition, v12.5 is expected to feature the rollout of FSD to the Cybertruck, though it’s not entirely clear when.

The update features earlier and more natural lane changes, along with a few recently-talked-about features that have been expected to debut with the version.

Tesla China FSD approval expected by end of 2024: Musk

The version has been highly anticipated for the past few months, given that Musk said in May that FSD would be released for the Cybertruck with v12.5. In the same thread, he said Tesla expected to begin the v12.5 rollout in late June, additionally featuring a major improvement to miles per intervention.

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More recently, Musk also said that the FSD v12.5.x would finally combine city and highway software stacks. In addition, the new version allows drivers to wear sunglasses while FSD Supervised is engaged, whereas prior versions had the driver monitoring system nag drivers when going hands-free.

The CEO has also said that Tesla’s Actual Smart Summon will start deploying with FSD 12.5.x, noting that it was technically a “separate code” than FSD, though it will be bundled along with the software.

At the time of writing, Tesla hasn’t started rolling the update out to any HW3 vehicles, and Musk recently noted that the company would just be focusing on Model Y units with HW4 for the initial rollout of FSD v12.5. Once the software version is running well on those units, Musk says Tesla will then start deploying the update to other vehicles.

Tesla started rolling out FSD v12.4.3 earlier this month, with some highlighting many of the system’s improvements in videos.

The news also comes ahead of Tesla’s upcoming Robotaxi event, which has now been rescheduled for October, in which the company is set to unveil an upcoming Robotaxi platform based on FSD.

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What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla launches new interior option for rare Model Y trim

Tesla just launched a new light grey interior option for the Model Y L in China, which will cost $1,120.

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Credit: Tesla China

Tesla has launched a new interior option for the rare Model Y L trim that is available only in China, marking the first new color for the inside of a vehicle in some time.

Tesla has traditionally stuck with either Black or White interior options with the Model 3 and Model Y, although the Model S and Model X have had additional colors. The Model S and Model X still have a Walnut Cream interior option that costs an additional $2,000.

With the mass market models, however, Tesla has maintained the Black or White selections, until now, at least in China.

Tesla just launched a new light grey interior option for the Model Y L in China, which will cost $1,120.

It differs from the white interior slightly, but it is nice for buyers in China to have this third option:

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The new color is only available on the Model Y L in China, so customers who take delivery of other trim levels or in other regions will not have this color available to them, just as the vehicle configuration itself is exclusive to that market.

In terms of whether it will make its way to other markets, CEO Elon Musk has said that the Model Y L could potentially make its way to the United States at the end of 2026, but it is not a certainty.

Musk said:

“This variant of the Model Y doesn’t start production in the U.S. until the end of next year. Might not ever, given the advent of self-driving in America.”

This came as a disappointment to many fans and owners in the U.S. because people here have been pushing Tesla to create and manufacture a new, full-size SUV, or at least something more traditional that competes with vehicles like the Chevrolet Tahoe and Ford Expedition.

While the Model Y L is not on par with the size of those vehicles, it is a longer and larger version of the best-selling Model Y.

Tesla China shows off Model Y L’s manufacturing process in new video

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Nevertheless, the new interior option is something we could hopefully see added to U.S. vehicles, although it seems Tesla’s focus is truly dialed in on the Cybercab and expanding Robotaxi and autonomy.

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Tesla Gigafactory Texas builds its half millionth vehicle

The milestone was shared via Twitter/X by the official @Gigafactories account.

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Credit: Tesla Manufacturing/X

Tesla’s Gigafactory Texas has officially rolled out its 500,000th vehicle, marking a significant achievement in the factory’s history and reinforcing its role as a central hub in Tesla’s vehicle manufacturing network. 

The milestone was shared via Twitter/X by the official @Gigafactories account. “Congratulations to the Giga Texas team for building 500k vehicles,” the company’s X post read.

As could be seen in Tesla Manufacturing’s post, the Gigafactory Texas team celebrated the milestone by posting for a photograph with the facility’s half millionth unit, a white Tesla Model Y. The team held balloons that spelled “500K” on its commemorative photo. 

Giga Texas, located near Austin, has ramped its operations since its launch, producing Tesla’s Cybertruck and Model Y. Crossing the half-million vehicle mark solidifies the facility’s importance to Tesla’s overall operations, especially considering the fact that the Model Y is the company’s best-selling vehicle.

While Giga Texas is just producing the Model Y and the Cybertruck for now, the facility is also poised to produce the Cybercab. The Cybercab is expected to be Tesla’s highest volume vehicle, with Elon Musk estimating that the company would be producing about 2 million units of the autonomous two-seater per year. 

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The Cybercab is unlike any vehicle that is currently produced today, and its production would be quite extraordinary. As per Elon Musk’s previous comments, the Cybercab’s manufacturing line would not look like an automotive production line at all. Instead, Musk noted that the Cybercab’s line in Gigafactory Texas would resemble a high-speed consumer electronics line instead.

“We do want to scale up production to new heights obviously with the Cybercab. Cybercab is not just revolutionary car design. It’s also a revolutionary manufacturing process. So I guess we probably don’t talk about that enough, but if you’ve seen the design of the Cybercab line, it doesn’t look like a normal car manufacturing line. It looks like a really high-speed consumer electronics line,” Musk previously stated.

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Tesla reportedly places large order for robot parts, hinting that Optimus V3 design is all but finalized

Tesla has reportedly placed a large order of linear actuators for humanoid robots from a Chinese supplier.

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Credit: Tesla

Tesla might have all but finalized the design for its Optimus V3 humanoid robot, at least if rumors from China prove accurate. As per recent reports, Tesla has reportedly placed a large order of linear actuators for humanoid robots from a Chinese supplier, with deliveries expected sometime in the first quarter of 2026.

The volume of orders suggested by the reports from China suggests that the components will not just be used for Optimus prototypes.

The rumor

As noted in a report from Sina News, media outlets across China have recently reported that Tesla has placed a $685 million (5 billion RMB) order for linear actuators from Sanhua Intelligent Controls. The components will reportedly be used for the production of Optimus, which will likely be mass-produced in its V3 iteration. The reports claimed that the delivery of the actuators will likely start sometime in the first quarter of 2026. 

Industry watchers have estimated that such a volume would be enough for about 180,000 Optimus robots. This suggests that while Tesla might not be able to start the initial production of its humanoid robots this year, the electric vehicle maker might be able to hit the ground running with its Optimus production next year. And as hinted at by Elon Musk’s comments on X, Tesla seems to be preparing to produce Optimus V3 en masse.

https://twitter.com/tslaming/status/1978311791890645146

Company comments

The reports of Tesla’s alleged actuator orders have resulted in Sanhua Intelligent Controls’ stock rising. Interestingly enough, a Tesla China representative has stated that “no official information about this order that could be disseminated externally.” A representative from Sanhua, on the other hand, simply stated that the company’s robotics business is progressing smoothly, but they could not comment on market rumors. 

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While these reports are rumors for now, there are some optimistic hints that Tesla might have all but finalized the design for Optimus V3, and the company might be looking to start the robot’s production. For one, Sanhua is already a Tesla supplier, providing components for the company’s electric cars. A report from The Information also alleged that Tesla is no longer looking to produce 5,000 Optimus robots in 2025. This was reportedly due to challenges in the robot’s hands.

If Tesla is really starting to order large volumes of components for Optimus’ production, it would suggest that the company might have overcome the challenges it was facing with the humanoid robot earlier this year. It would then not be farfetched if Tesla were able to start the initial production of Optimus V3 next year.

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