Tesla Announcements: New Date for Robotaxi, FSD in Europe & China, Giga Mexico on Hold and More

July 24, 2024

By Karan Singh

Not a Tesla App

Yesterday Tesla held their Q2 2024 Earnings Call. Let’s take a deeper look at some of what was said.

Affordable Tesla

Tesla’s affordable model – previously dubbed the Model 2 by many, is supposed to be revealed in the first half of 2025. Tesla has been targeting a price point of about $25,000 USD for this vehicle, and many are excited to see an affordable EV from Tesla that doesn’t require the Federal EV Rebate to come down below $30,000.

The Model 2 is supposed to be built off the same production lines as Tesla’s other mass-manufactured vehicles — the Model 3 and the Model Y. Tesla has reserved their unique unboxed process testing for the upcoming Robotaxi instead.

New Date for Robotaxi Event

Speaking of the Robotaxi, Elon Musk confirmed in the earnings call that the Robotaxi event will be taking place on 10/10. In line with what we previously reported, this delay was due to some important design changes. In addition, the extra time allows Tesla to “show off a few other things,” according to Musk.

We’re quite excited to see what these other things are – they could be previews of the affordable Tesla model, the Cybervan or a demo of the Robotaxi.

Unsupervised FSD Goal

In terms of FSD, Musk also mentioned that the hope is for Unsupervised FSD to be rolled out sometime between the end of 2024 and the end of 2025. That’s a pretty big time gap, and while we’re used to expecting the usual two weeks, Musk came clean and said he’s been overly confident in the past.

Instead, this new estimate is based on the current trend of miles per intervention, which has been growing at a steady clip since FSD v12 rolled out and has become more refined.

Expansion of FSD

But that’s not all. Tesla also intends to introduce FSD v12.5 or FSD v12.6 to Europe, China, and other countries by the end of this year, which is rapidly approaching. That’s a major piece of news for many countries that have limited access to Full Self Driving or Autopilot. Tesla previously worked hard to get regulatory approval for FSD in Europe and China and just launched some Vision-based features outside of North America.

Giga Mexico on Hold

Giga Mexico is now on hold, along with Tesla’s plans to produce their next-generation vehicle there. Instead, Tesla will be producing these vehicles at Giga Texas. This hold comes after US Presidential Candidate Donald Trump has said that if he’s elected, he will enforce heavy tariffs on vehicles that are produced in Mexico and imported to the United States.

Optimus Robot Timeline

Optimus has seen some timeline solidification between the Shareholder Meeting and this Earnings Call. While there are a few test units on the factory floors today, Tesla intends to begin limited production at Giga Texas for a V1 unit, to be used internally. This production run will be starting in early 2025.

They expect to work out any initial kinks and bugs, and then begin work on Optimus V2, which should be available for purchase to outside organizations by early 2026.

Megapack

Tesla Energy has seen the greatest growth, with production, revenue, and sales all being greater than in Q1 2024. In fact, Tesla’s megapack factory in Lathrop is continuing to expand and scale production, all while Mega Shanghai is also breaking ground. Overall, deployments of static energy storage doubled in Q2 from Q1, which already saw a doubling since last year.

Tesla is banking quite a bit on its energy business, and working to expand its supply chains, while also selling Megapacks to energy utilities around the world. And it's more than energy utilities interested – Megapack is being seen as an energy backup source for AI compute – data centers suck power extremely fast, and Megapack can help provide the juice needed.

There’s more on that front too – Tesla and energy utilities are looking to buffer power plants with Megapacks – which means powerplants can run at optimal capacity while Megapack handles the ebbs and flows. There could be a 2-3x increase in power plant efficiency, and this could also help with power plant base loading.

Earnings Call Video

So that’s it for all the big key points from the Earnings Call. If you want to know more about the call, you can review our recap, which includes some of the financial data, as well as lots of other information. You can also see the investor slide deck, or watch the earnings call below.

Tesla to Allow Drivers to Display License Plates in Vehicle Visualization

October 30, 2024

By Karan Singh

Rendering of what Tesla's license plate feature could look like

Not a Tesla App

Tesla update 2024.38 has started rolling out to several regions and vehicles. Thanks to Tesla hacker Greentheonly, we have a behind-the-scenes look at some new features coming to Teslas.

License Plate Display

According to Greentheonly, it looks like Tesla may soon let you display your actual license plate in the vehicle’s visualization on the screen. In our article, The Most Request Tesla Features, several readers suggested displaying the vehicle’s license plate in the visualization instead of a blank, white plate.

It looks like Tesla will be doing just that, at least in China. Green found references that appear to conclude that you’ll be able to display your vehicle’s plate on screen. This will likely be user input, so you could have it say anything you’d like, and it doesn’t have to be your actual license plate.

For many owners, who may find it difficult to remember their license plate, this could serve a practical purpose in addition to adding to the visualization's realism.

While Green was only able to say it’ll be available in China, we expect this is due to China’s software development team working on it and that it’ll eventually be released worldwide.

We’ve seen several features originally released in China and later applied to everyone. Some of these include the Air Quality Index display, the trip meter that displays traffic along your route, and even the ability to change your vehicle’s color.

While code for this feature was found in update 2024.38, we may not be turned on in China yet. We suspect this feature may be a strong candidate for Tesla’s upcoming holiday update.

FSD Hardware Version Display

As part of the 2024.38 update, Tesla has now made it easy to determine whether your vehicle includes Hardware 3 or Hardware 4. You can now simply navigate to Controls > Software and tap Additional Vehicle Information. In addition to other hardware information about your vehicle, your Autopilot hardware version will now be listed as well.

You can see whether your vehicle has HW2.5, HW3, or AI4. This in-car display is useful, but if you don’t have access to the vehicle, you can always use our guide on how to determine the hardware version of a Tesla.

New Battery Health Test & Service Mode Improvements

Green found some additional things as well. There’s a new and improved Battery Health Test. The new test will show you how your car scores compared to similar vehicles in the Tesla fleet.

In addition, maintenance records can now be permanently stored “in the car.” It doesn’t appear that this feature is activated yet, but it’s likely in active development with some parts leaking out in the 2024.38 update.

Tesla has included various Service Mode improvements and new visualizations in this update.

Leaked Images of the Tesla Model Y Juniper Refresh

October 30, 2024

By Karan Singh

Mr Li on X

It’s been a while since we saw the last batch of leaked images of the Model Y Juniper refresh. That inspiring photo, alongside other images, set the blood of many concept artists on fire. We saw a ton of awesome concepts of Project Juniper, and now there are even more leaked images.

Mr Li on X came across some covered-up Project Juniper vehicles recently and he managed to get various shots of the vehicle.

Juniper Images

This front image reveals what looks like two rows of lights, possibly confirming the front light bar for the Model Y refresh — similar to the one on the Cybercab.

The rear side has a lot of lights on it!

Mr Li on X

The rear side shows a ton of brake lights, but it’s not clear why. While it looks like the Model Y refresh will also feature a rear light bar similar to the Cybertruck, there isn’t strong evidence of that in this photo.

Mr Li on X

There's an obvious set of lights at the bottom, so it looks like the Model Y refresh will be similar to the new Model 3 where the bottom lights can operate as brake lights when the one-piece tail lights and trunk are up.

Mr Li on X

In the last photo, we see that the overall form factor of the refreshed Model Y will remain unchanged, and Tesla is focusing the changes on the front and rear ends of the vehicle, much like the Model 3 refresh. However, in this one shot, we can also see what appears to be red light leaking out of the rear camera cover opening, possibly due to the rear light bar.

The Model Y is not only Tesla’s best-selling vehicle but also the world’s best-selling car in 2023. This year, it’s expected to be the best-selling vehicle in the United States and again in the world, so this refresh will be huge for Tesla.

We expect most of the interior to remain the same as the Model 3 refresh, which saw substantial improvements in quality, noise reduction, and performance. Check out our wishlist of more things we hope to see in the Model Y refresh.

Dominic’s Concept

Dominic's Concept, in all its glory.

@DominicBRNKMN on X

@DominicBRNKMN made another fantastic set of concepts based on these new images. Given he had the most accurate Model 3 Highland concept before the official launch, we’re pretty sure his latest work be close here as well.

@DominicBRNKMN

We’re super excited to see the eventual reveal of Project Juniper, which is expected in the first half of 2025. However, expect to see a few more leaks before production kicks off at Giga Shanghai.