Tesla packed its 2025 annual shareholder meeting on Thursday with major announcements across nearly every part of the company’s business — from the upcoming Cybercab and redesigned Semi, to new AI hardware, Optimus production updates, and more. Shareholders also approved Elon Musk’s historic $1 trillion CEO compensation package, with roughly 75% voting in favour.
Tesla confirmed that its long-awaited Cybercab will begin mass production in April 2026. The fully autonomous two-seater is designed specifically for the company’s upcoming Robotaxi network and will feature a minimalist, steering wheel–free interior optimized for ride-hailing. The vehicle will use Tesla’s in-house 4680 battery cells and be produced at Giga Texas. Musk added that the Cybercab will be produced using Tesla’s new “unboxed” process, capable of assembling one vehicle in under 10 seconds.
Tesla said it’s already operating Robotaxi rides in Austin and the San Francisco Bay Area, with expansion next headed to Miami, Dallas, Phoenix, and Las Vegas. The company aims to remove safety drivers from Austin rides by the end of 2025. Musk said he expects Tesla to deploy all the Cybercabs it produces, crediting competitor Waymo for “paving the regulatory path.”
Musk claimed that Tesla is just “a few months away” from achieving FSD Unsupervised, noting that owners using FSD currently experience one crash per 4.92 million miles — far better than the U.S. average of one per 700,000 miles. FSD (Supervised) is currently live in six countries, with the first regulatory approval in the EU expected in early 2026. Tesla also teased updates that will allow drivers to text while using FSD and reduce attention-monitoring strictness in the coming months.
Tesla unveiled its next-generation AI5 chip, promising up to 50x total improvement over the current AI4 hardware. The company says it’s designed in-house for use across vehicles, data centers, and robotics. AI5 will be jointly produced by TSMC and Samsung in the U.S., with mass production targeted for 2027, followed by Samsung-manufactured AI6 in 2028. Musk also hinted Tesla may build its own chip fabrication facility to meet future demand.
Tesla confirmed that pilot production of its Optimus humanoid robot is already underway at the Fremont Factory. A much larger Gen 3 production line will come online in 2026, with the company targeting a manufacturing cost of $20,000 per robot at scale. Optimus units are already being tested inside Tesla’s factories and offices for real-world tasks.
Tesla revealed a redesigned Semi truck that’s more efficient, capable of hauling greater payloads, and “designed for autonomy.” The updated Semi features a Model Y-style front light bar, achieves 1.7 kWh per mile efficiency, and supports 1.2 MW ultra-fast charging. Production is set to ramp up in 2026 at Tesla’s new Nevada facility, which will eventually produce up to 50,000 units annually.
Musk announced that the new Tesla Roadster will officially be unveiled on April 1, 2026, with Founders Series reservation holders getting invites to the event. Production is slated to begin 12–18 months later.
From new products to AI breakthroughs, Tesla’s 2025 shareholder meeting signaled an ambitious push toward what the company calls “sustainable abundance” — making advanced technology accessible to all through autonomy, robotics, and scalable production. You can watch Tesla’s full shareholder meeting below:
