News
Tesla owner’s manuals outside North America hint at FSD beta rollout
Tesla has begun including Full Self-Driving (FSD) beta information in some of its newer owner’s manuals across Europe, China and Australia, further suggesting that the automaker may be inching toward a release of the system beyond North America.
The FSD beta was spotted being tested in Australia and Europe by just a few vehicles earlier this year, and Tesla has been ramping up hiring for the system in China in the past few months. In addition, China debuted a smart expressway for self-driving last month, designed for the use of up to Level 4 driving automation.
On Saturday, Tesla software observer Teslascope pointed out that the automaker has been hinting at the deployment of its FSD beta beyond North America, as details about the software can now be found in newer vehicle manuals from the company in Europe, China, Australia and elsewhere.
Although Tesla has been testing the software outside of North America for years, Teslascope notes that the FSD beta will still require regulatory approval in many countries, even as U.S. officials continue to navigate how to create a regulatory framework around self-driving software.
As a reminder with today’s “hinting” to Full Self-Driving (Beta) outside of North America within Owner’s Manuals, Tesla has been testing their autonomous suite for 2+ years now.
Many countries will require regulator approval, however, we remain confident in expansion soon. https://t.co/tyOkA5jDvN
— Teslascope (@teslascope) November 18, 2023
Credit: Tesla | Model 3 Owner’s Manual in Europe
It’s still not clear when Tesla will be rolling the FSD beta out publicly in these regions, though the addition of the system to its owner’s manuals is definitely not a bad thing.
Other sources have also claimed that Tesla’s FSD beta is set to enter the Chinese market, adding that the company is just waiting to announce the news.
https://twitter.com/bentv_sh/status/1725906555361808877
In each of the owner’s manuals, Tesla notes that “Depending on market region, vehicle configuration, options purchased, and software version, your vehicle may not be equipped with Full Self Driving (Beta) (also referred to as Autosteer on City Streets), or the feature may not operate exactly as described.”
The automaker also details plans to roll the feature out to customers beyond North America gradually, as can be seen below from the manuals.
“As Full Self-Driving (Beta) deployment expands, Tesla will gradually make it available to eligible customers in select countries outside of the United States and Canada,” the automaker writes.
“Because every country contains unique infrastructure, driving behaviors, and traffic patterns that Full Self-Driving (Beta) must adapt to over time, it is essential for drivers using Full Self-Driving (Beta) in newly eligible countries to be extra attentive and overly cautious. You must be ready to take over safely at any time.”
The company also notes that its FSD beta is a “hands-on feature that requires you to pay attention to the road at all times,” rather than offering higher levels of automation that would allow the driver to stop monitoring road conditions.
Last month, Tesla’s FSD beta program reached half a billion cumulative miles driven, ahead of the company’s release of the system’s version 12 in North America, which reportedly will no longer be a beta, according to CEO Elon Musk. It’s not clear exactly when the release will take place, though it’s expected to come soon.
In what seemed to be a joke tinged with self-awareness around Tesla’s failure to stick to rollout deadlines and his many prior claims that software would be released in just two weeks, Musk last week said customers might be able to try out FSD version 12 in “about 2 weeks.”
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Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
xAI Investment
Tesla entered an agreement to invest approximately $2 billion to acquire Series E preferred shares in Elon Musk’s artificial intelligence startup, xAI, as part of the company’s recently disclosed financing round. Tesla said the investment was made on market terms consistent with those agreed to by other participants in the round.
The investment aligns with Tesla’s strategy under Master Plan Part IV, which centers on bringing artificial intelligence into the physical world through products and services. While Tesla focuses on real-world AI applications, xAI is developing digital AI platforms, including its Grok large language model.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
