“We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025”. This was one of the key sentences that were part of Tesla’s deck shared on Tuesday directly before its financial results.
Since Reuters’ report a few weeks ago saying Tesla had “scrapped” the highly expected cheaper model— which Elon quickly denied on X —retail and institutional shareholders started asking for more details on Tesla’s product roadmap for 2024 and beyond.
In the earnings conference call, Elon Musk reiterated that Tesla expects to launch the next model in “early 2025, if not late this year”.
“We've updated our future vehicle lineup to accelerate the launch of new models ahead of previously mentioned start of production in the second half of 2025. So, we expect it to be more like the early 2025, if not late this year. “
Over concerns of temporary production halts to update the factories for these new models, Musk said that Tesla will produce new models with certain aspects from their next-generation platform and current models. This will reduce the number of changes needed on production lines and allow Tesla not only to ramp up production faster but also to get the vehicles to market quicker.
Model Y Redesign
Tesla appears to hit that their next-gen vehicle will be less “next-gen” than they were initially aiming for, but to get a new vehicle out the door by late 2024, the process would already have to be in motion. Tesla may likely be referring to the redesigned Model Y, which is expected to reuse many parts from the new Model 3. Earlier this year, Tesla said that the redesigned Model Y will not be released this year, so it makes sense that they’re looking to speed up that production.
Tesla CEO concluded by saying that these measures will allow Tesla to reach a capacity of over 3 million units. Tesla produced 1.84 million vehicles in 2023. However, this year they’re ramping up Cybertruck production and introduced the new Model 3 into new markets.
And we think this should allow us to get to over 3 million vehicles of capacity when realized to the full extent.
Tesla reported on Tuesday its earnings results followed by a conference call where it teased its upcoming Robotaxi and its next-generation platform saying its “purpose-built Robotaxi product will continue to pursue a revolutionary ‘unboxed’ manufacturing strategy”.
Earlier in the day, Tesla announced the new Performance variant of its sedan Model 3 with deliveries in the United States starting already next month. The new version starts at $45,490 (after applying the $7,500 Federal EV tax credit) and goes from 0 to 60mph in 2.9 seconds.
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As the holiday season kicks off, it’s time to turn our attention to our Christmas list of items we’d love to see in Tesla’s annual Holiday update—a tradition that brings some of the most exciting software features of the year. From game-changing additions to fun surprises, the Holiday update has become the most anticipated update each year.
This year’s update promises to be no exception, with Blind Spot Monitoring While Parked already leaking in an employee release earlier this month.
So, grab your hot cocoa and cozy up—it’s time to see what Tesla might have in store for the most wonderful time of the year.
Smart Voice Assistant
Tesla’s current system is a list of voice commands that, while useful, leaves a lot to be desired when compared to modern voice assistants such as Google Assistant and even Alexa. However, a smart voice assistant based on an LLM that uses AI like xAI’s Grok could be coming this season. Elon previously confirmed that Grok would make its way into Tesla vehicles—and what better time than the Holiday season?
Hi-Fi Audio & Dolby Surround Support
Previously, we saw a bug where Apple Music began showing as HiFi for certain tracks in July. We assumed that Tesla would eventually support lossless Hi-Fi audio streaming, but so far, TIDAL remains the only streaming option with high-quality streaming.
Bringing Dolby Atmos support to Tesla vehicles would make even better use of Tesla’s jaw-dropping soundstages. Dolby Atmos delivers an immersive, 360-degree music experience, making it feel like the sound is coming from all around you. This would be the perfect Holiday update feature to make those bells truly jingle.
Tesla has been on a roll with adding music streaming services over the last couple of years. Tesla most recently launched Amazon Music and YouTube Music support. While the biggest players have now been incorporated into Teslas, many users would still love to see Pandora added to the mix.
Adding additional music services means that more users subscribe to Tesla’s Premium Connectivity package, so expect this one to be added as well.
SiriusXM Streaming
While SiriusXM is already available in the Model S and Model X through a satellite receiver, SiriusXM may soon be available to a lot more users. We previously reported on SiriusXM mistakenly publishing a web post revealing a web streaming version of SiriusXM for Teslas, and it has been a few months since then. It's a quick update and seems to have already been partially implemented, given SiriusXM’s website. We could expect this wishlist item to be real, and hopefully soon.
Prime Video
While video streaming integration is much less important than music streaming, it still serves its purpose, especially in vehicles with a rear screen, where videos can be watched while the vehicle is in motion. With Tesla’s addition of Amazon Music this summer, we expect Tesla to add Amazon Prime Video as well.
X Integration
While you can pop open X pretty quickly in the web browser and have a fairly OK browsing experience, it's clear the site is designed for use with a mouse, not your fingers. A dedicated X app would definitely be easier for fans of the platform. Don’t forget to follow us on X or your favorite network (we’re “NotATeslaApp” on just about all of them, including Facebook, Threads, and Bluesky).
Productivity Apps
Zoom is the highlight of Tesla’s productivity apps—and it’s also the only one. With YouTube Music recently arriving, we could see Google Hangouts, Google Meet, and even Microsoft Teams making inroads as productivity applications to have in your Tesla. However, that’s only the tip of the iceberg.
Tesla App Store
While a suite of productivity apps would be a nice addition, it’s likely not a practical solution for Tesla. With so many available services, it would be a challenge to integrate each one individually.
Elon Musk once hinted at the possibility of an App Store for Tesla vehicles, where developers could create apps specifically designed for Teslas. However, we haven’t seen this come to fruition yet. So, the question remains: Is Tesla still working on an App Store, or is the expectation that users will rely on tablets and computers in their cars?
If Tesla does plan to launch an App Store, they would need to find a way to leverage existing platforms instead of building each app from scratch. One possibility is running Android apps through an emulation layer, allowing access to a wide array of apps from the Google Play Store, such as video streaming, video conferencing, and messaging platforms like Discord and Slack.
Another approach, similar to what Tesla already does with video streaming services, could involve using web-based versions of apps. While many services offer web versions, not all perform as well or provide the same functionality as native apps.
Both solutions are feasible, but we have to consider: What does Tesla gain by allowing users to run any existing apps on the car’s screen instead of using a separate device? While such apps could be useful, we believe Tesla will likely focus on integrating them where it makes sense—like music services—where a custom implementation improves the user experience and keeps the user interface consistent between services. For most other apps, users will probably continue to rely on their phones and other nearby devices.
Steam Games on AMD Vehicles
Tesla previously removed games from its vehicles, as it removed the dedicated gaming GPU in favor of AMD’s all-purpose APU. However, the all-purpose APU can hold its own while gaming, and in fact, the 45-watt 4-core Ryzen chip is fairly beefy. It could definitely hold its own against the mobile Steam Deck, especially since that also uses an AMD-based platform.
Using Valve’s Proton Compatibility Layer would allow AMD Teslas to game, and game pretty well!
This is our third wishlist in our series of features we’d love to be included in this year’s Holiday update. It shouldn’t be too long before we find out exactly what’s in it, but for now, keep those requests coming!
According to a recently published article by Bloomberg, the Trump administration intends to introduce a federal framework for autonomous vehicles. According to members of the administrative transition team, this new framework will be part of the Transportation Department’s list of priorities.
This places Tesla in a good position to begin working towards establishing and expanding its Robotaxi network and getting production, validation, and approval of the Cybercab off the ground.
Legal Limits
Today’s laws have fairly strict requirements for any vehicle that travels on the road—it needs to have steering wheels, pedals, mirrors, and plenty of driver-awareness or driver-assistance safety features. None of these are needed on a Robotaxi, and Tesla’s Cybercab also has none of these items. Instead, with no pedals and no steering wheel, it takes passengers from origin to destination with minimal user input.
The framework for autonomous vehicles could be spearheaded by former Uber executive Emil Michael, who could potentially take on the Transportation Department under the new administration. Uber previously worked on their autonomy program and is potentially a direct competitor to Tesla’s Robotaxi network.
The current regulation, in addition to having stringent hardware requirements, caps the number of autonomous vehicles a single company can operate at 2,500 units per year. This could drastically limit how Tesla’s Robotaxi network functions, especially since it doesn’t need additional high-resolution mapping to work in a specific location. FSD is extremely adaptable and learns on the fly.
Rather than deploying just a couple thousand units a year, Tesla needs to be able to deploy tens of thousands - the more units on the road, the faster they can collect data and iterate, especially with the recent deployment of their new Cortex Supercomputer.
State Laws
There’s one more obstacle to the mass deployment of autonomous vehicles—state regulations. Every state has its own set of regulations, and even with federal guidance and regulations becoming less limiting and more open, every state can choose to establish exactly how much autonomy it wants.
Tesla and other companies like Waymo, which are pursuing autonomous transportation, will have to navigate a regulatory maze to get their vehicles approved at a state-by-state level.
Tesla has already taken steps to get its Robotaxi network off the ground in Palo Alto, an affluent city that has been struggling to provide affordable transportation for its residents. With looser federal regulations, Elon’s timeline of deployments in Texas and California by late 2025 may move even sooner.
This is definitely a framework to watch — with Tesla’s stock up 8% this morning on the news, unsupervised FSD and Robotaxi could be coming quicker than anyone expects.
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