Tesla's Investor Day: Master Plan 3, Next-Gen Platform, and HW4

By Lennon Cihak
Tesla's Investor Day is for people and Earth
Tesla's Investor Day is for people and Earth
NASA/Unsplash

If you believe in a sustainable world and that technology is the means that will get us there, you may want to tune into Tesla’s Investor Day on March 1st.

Tesla CEO Elon Musk took to Twitter to say that Investor Day is for “people and life of earth,” adding “it will be a message of good hope & positivity for the future.”

The Tesla community has been hyped up about the forthcoming Investor Day for some time. We’re anticipating that Musk will reveal the details about his Master Plan Part 3, which will likely include massive scaling to Tesla’s operations and incorporating artificial intelligence into more areas. Investor Day is also expected to cover Tesla's next-gen platform and possibly Tesla's latest FSD hardware.

What to Expect at Tesla’s Investor Day

With the recent sightings of the forthcoming Cybertruck, we may receive some updates about the futuristic vehicle and its gnarly features.

Hardware 4.0

The leak of Tesla's FSD hardware 4.0 is also notable. Tesla and Musk may provide viewers with insight into hardware 4, such as its release, performance, and the addition of cameras and HD radar after the removal of USS.

Next Generation Platform

Tesla owners and the EV community alike have been eager to learn more about the company’s next generation platform. The next-generation platform could be the foundation for Tesla's upcoming robotaxi, configurable van, or a smaller vehicle that would increase EV affordability.

Capturing the attention of ICE owners looking to switch to an EV also plays a part in Musk’s Master Plan.

Master Plan Part 3

When Musk unveiled his original Master Plan in 2006, he outlined his goals for transitioning the world into sustainable energy. At the time, Tesla was going to first build a sports car, then use that money to build an affordable car, then use that money to fund research and development of an even more affordable car. While completing all of this, Tesla would provide zero-emission electric power generation options.

Musk’s plan has gone as designed so far and expanded exponentially since then. They’ve designed, developed, and produced bleeding-edge technology that powers the entire fleet and company.

Now it's time for Tesla to reveal its latest ambitions and the goals the company feels they need to achieve to get to the next level. Musk will reveal Tesla's master plan part 3 at Investor Day in just a couple of weeks.

Norway Approves Tesla’s FSD Testing on Public Roads; Potential for Europe-Wide Deployment

By Karan Singh
Not a Tesla App

According to filings found by Kees Roelandschap on X, Tesla has obtained a 2-year exemption from UNECE autonomy regulations to run FSD Supervised on public roads in Norway. This marks one of the first positive developments for regulations and autonomy in Europe — great news for European customers.

Previously, European transportation agencies stressed additional caution and requested more time to legislate, further delaying the widespread UNECE regulation changes for autonomous vehicles.

Norwegian FSD - Employees Only

Following the recent approval from the Norwegian Road Authority, Tesla will be permitted to use its Supervised vehicles on public roads in a testing capacity. This exemption does not yet apply to customers, so we will have to wait and see how testing progresses.

Tesla will specifically be allowed to run FSD V13 and its derivative builds (meaning AI4 vehicles only) with automated steering and speed controls on EU-registered and approved vehicles.

Tesla will also be required to have Tesla-trained drivers (employees) conduct the testing. There is no specific policy in place that enables the use of FSD for customers at this time. However, as testing is conducted and bureaucratic hurdles are overcome across various transportation departments, Tesla may be able to extend the offer to European customers. According to Tesla’s latest earnings call, the company still plans to release FSD in Europe by the end of the year.

Tesla has already begun testing in the Netherlands, showing off FSD’s capabilities in Amsterdam.

Article 39 Exemption

The UNECE can grant exemptions for innovative technologies that move faster than legislation under Article 39. However, Tesla requires the backing of a national ministry of transport to bring this to the UNECE’s attention. The next round of voting on critical issues is expected on May 12, 2025, which may not leave Tesla much time to present its findings to UNECE.

We don’t expect Tesla to receive authorization immediately. It may take several weeks or months of testing from the Netherlands or Norway teams before one of the two countries is willing to support Tesla’s exemption bid.

However, if Tesla achieves an Article 39 exemption, it could allow Tesla to roll out FSD to customers across Europe, provided there are no country-level exemptions.

Tesla Reintroduces FSD Transfers in North America

By Karan Singh
Not a Tesla App

Following customer requests, Tesla has once again returned FSD Transfers for North America. This comes after some new details we received on FSD Supervised and Unsupervised at the recent Q1 2025 Earnings Call.

FSD Transfers

This latest round of FSD transfers doesn’t have a specific time limit - so if you’re in the market for a new vehicle and were worried about transferring FSD from a HW3 vehicle - now is the best chance.

This transfer opportunity is applicable for any new vehicle purchases, including the Model S, 3, X, Y, as well as the Cybertruck. The only vehicles it doesn’t apply to are the Foundation-Series Cybertruck or a Launch-Series Model Y, which already come with FSD included.

If you’re conducting an FSD transfer, you’ll need to reach out to your Tesla delivery coordinator through the Tesla app to confirm you’re eligible and to get the process started.

Note that once you take delivery, FSD access is removed from your older vehicle, regardless if you plan to trade in your vehicle or keep it.

Canada and Mexico

For those in Canada and Mexico, there’s some good news. This opportunity is available for customers in those countries as well, however, new vehicle orders are currently paused in Canada and Mexico for unknown reasons.

Running Offers

There are also several other offers running in North America, with the country flags indicating which countries their available in:

0% Financing on new Model 3 Orders (60mo, 0.99% for 72mo) 🇺🇸

Deep Blue Metallic and Pearl White are currently free on a new Model 3 Performance 🇺🇸

Original Model Y Owners are receiving $2,000 off the purchase of a Refreshed Model Y 🇺🇸 🇨🇦 🇲🇽

Free Supercharging on the Model S and Model X 🇺🇸 🇨🇦 🇲🇽

Free Supercharging on the Foundation-Series Cybertruck 🇺🇸 🇨🇦 🇲🇽

Inventory Vehicle Discounts 🇺🇸 🇨🇦 🇲🇽

Latest Tesla Update

Confirmed by Elon

Take a look at features that Elon Musk has said will be coming soon.

More Tesla News

Tesla Videos

Latest Tesla Update

Confirmed by Elon

Take a look at features that Elon Musk has said will be coming soon.

Subscribe

Subscribe to our weekly newsletter