Last week, the Ride the Lightning podcast interviewed Tesla’s VP of Vehicle Engineering, Lars Moravvy. We learned quite a bit from that episode, including the fact that Tesla is working on refreshing the Model S and X.
In this week’s episode, they interviewed Tesla’s Chief Vehicle Designer, Franz von Holzhausen, and there’s another treasure trove of information to enjoy here. This is also the 500th episode of Ride the Lightning, so if you haven’t heard of them, be sure to check them out (video below).
New Paint Colors
Tesla has replaced many of its original colors throughout the years, but it hasn’t really introduced new ones. Franz mentioned that the public weeds out the color choices - so when a color just isn’t ordered, Tesla drops it from its lineup. This includes the browns and the greens.
Meanwhile, black, white, and greys are the vast majority of what people order. The blue and the red are also equally popular. However, adding more colors increases complexity. Certain paints require multiple coats or different spray nozzles - it all adds up to additional complexity.
Colors take a while to develop, too - it takes time to establish the process, develop the color, and make sure the color will last and stay stunning. Each paint also needs to pass durability testing - and different pigments can withstand different things. This is actually why Tesla is going away from paint in the Robotaxi and they’ll instead infuse pigment into the plastic panels themselves.
Glacier Blue
Glacier Blue is the 3rd blue that Tesla has produced - and it’s the lightest color of all the choices. Tesla had been refining this color for some time, experimenting with pigmenting to add depth and character to the silver tones. The result was Glacier Blue, which ultimately found its way to the refreshed Model Y.
Franz avoided answering whether Glacier Blue is coming to North America, but Tesla’s engineering team previously hinted that new colors are coming to North America. It’s likely that Glacier Blue, or some variant of it, will be one of the new colors. Franz also declined to answer whether Midnight Cherry Red - the beautiful red variant in Europe - would be discontinued. He said it was a really beautiful color and that Tesla had spent a lot of time on that color - and that he had to “stay tuned.”
Roadster Sneak Peak
Tesla’s 2nd Gen Roadster has been a bit of a mystery. It was supposed to be a technology showcase - an EV to bring a smackdown to every other vehicle. It also served as a tech testbed - and the tech on the 2017 Roadster prototype eventually made its way down to other vehicles - like the Model S Plaid.
The Roadster should be exciting and capture everyone’s imagination. It should be a car that captures kids’ imaginations, one they have posters of and dream of owning one day. We last heard about the Roadster almost exactly a year ago, with Musk stating that Tesla radically increased the design goals for the vehicle. At the time, Musk said deliveries would be in 2025, but that seems like a pipedream right now, and maybe rightly so. Although the Roadster will undoubtedly be a marvel, it’ll be a very low-volume vehicle. If Tesla wants to continue to reach the masses, it will need to start production on its next-gen, lower-priced vehicle and roll out Robotaxi.
The Roadster serves as Tesla’s racing program, developing and testing what will eventually be integrated into other vehicles. How about cold-rocket boosters on a Cybertruck?
Challenges with Optimus
Optimus may not be a car, but Tesla’s chief designer, Franz von Holzhausen, and his team are deeply involved in shaping its design. Tesla’s designers are pushing creative boundaries to rethink what a humanoid robot can be.
The goal is to replicate the human form—a challenge that’s as much artistic as it is technical. The complexity of the human body makes this a difficult task, requiring precision in both mechanics and aesthetics.
To achieve this, Tesla has developed custom-designed actuators and joints, refining Optimus to better fit the humanoid form. Unlike traditional design and engineering teams that often work in silos, Tesla’s designers and engineers collaborate closely, allowing them to tackle and overcome challenges together.
The Affordable Model
Tesla’s mission with its products is simple: each one should feel like a premium purchase, offering more value than what you paid for it. Whether it’s an affordable model or a high-end one, Tesla is committed to creating products that are built to last, beautifully designed, and deliver exceptional performance.
This means exploring innovative materials that make their more affordable products still feel premium. Interestingly, Franz mentions the word “products” multiple times here - something he didn’t really do in other parts of the interview.
This was a fantastic interview with Franz that gave us a closer look at how Tesla works and what they have in the pipeline. Be sure to check it out below.
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There has been extensive reporting on what the long-anticipated affordable EV option would become, and we’ve seen numerous news stories mentioning that it was delayed or even arriving on time. The executive team revealed the near-term and long-term plans for Tesla’s upcoming vehicles, and there’s definitely good news to share here.
Updated Timeline
The most important piece of news is that despite all the talk of delays from supposed inside sources, Tesla has confirmed that the plan for its more affordable model remains on schedule for production to begin in the first half of 2025. Tesla’s executive team narrowed that timeline down further - and said that they expect production to kick off as soon as June and that the new model will be in the market shortly thereafter.
While the production timeline itself is on track, Tesla did note that the subsequent ramping process will likely be slower than initially hoped, citing global tariff and financial impacts as challenges to overcome to prepare its production lines.
Hybrid Production Approach
Tesla has once again confirmed that this will not be their next-generation vehicle, built using new production methods. Instead, they outlined a relatively more pragmatic approach for this new model.
Tesla will utilize aspects of both the next-generation platform as well as some parts of its current platforms (namely the Model 3 and Model Y). This means that Tesla will produce this new vehicle on the same manufacturing lines as the Model 3 and Model Y.
This strategy allows Tesla to bring the vehicle to the market more quickly, while also managing capital expenditures more efficiently by using existing infrastructure. However, Tesla’s executive team also noted that this approach, while faster, will result in fewer cost reductions than what might have been achieved with an entirely new platform and dedicated manufacturing process.
Vehicle Design
Using these existing production lines means that Tesla’s new vehicle will likely share some considerable similarities with either the existing Model 3 or Model Y. Rather than being a radically different and smaller vehicle, this new model will resemble the overall form factor and shape of Tesla’s current core offerings, while being optimized for a lower cost.
This doesn’t mean that Tesla is forgetting the overall goal here. Their ultimate goal is to reduce the initial cost of ownership and lower monthly payments for customers while maintaining a standard of excellence and safety.
Not Unboxed
Both at this Earnings Call and previous ones, Tesla has indicated that this new vehicle will not be using the innovative unboxed assembly method, at least for the time being. That relatively unique method will be developed and implemented specifically for the purpose-built Cybercab and for future vehicles on the next-generation platform.
We’re just a few days away from May, so it won’t be long before we see more about this upcoming vehicle. Stay tuned.
In a follow-up move to the current US administration’s goals to introduce a federal framework for autonomous vehicles, the US Department of Transportation (USDOT) is loosening autonomy restrictions following an announcement from Secretary Sean Duffy on X. This new initiative helps streamline complex regulatory processes and foster home-grown innovation.
From the Wright Brothers to the first astronauts on the moon, our nation has always been at the forefront of transportation technology.
That’s why today we're unveiling a new Automated Vehicle Framework from @USDOT’s Innovation Agenda ⬇️ ⬇️ pic.twitter.com/W3kbMUwQSn
As part of the broader upcoming USDOT Innovation Agenda, the newly unveiled AV Framework is designed to promote American innovation and strengthen domestic engineering while maintaining existing safety standards. The framework centers around three key principles:
Prioritize Safety
Unleash Innovation
Enable Commercial Deployment
To kickstart this AV framework, USDOT announced two initial steps focused on streamlining processes and expanding opportunities.
Crash Reporting Requirements
Under the first principle to Prioritize Safety, the National Highway Traffic and Safety Administration (NHTSA) will maintain its Standing General Order requiring crash reporting on Advanced and Automated Driver Assistance Systems (ADAS and ADS).
However, the reporting process will be streamlined following feedback from AV innovators, likely including Tesla. The goal here is to focus on collecting critical safety information while removing unnecessary or duplicative items from the reporting process, thereby reducing the burden without compromising safety.
Cutting Red Tape
Directly tied to the second principle of Unleash Innovation, the framework also seeks to slash red tape. The first step here is the expansion of the Automated Vehicle Exemption Program, or AVEP. This program allows manufacturers to petition for temporary exemptions from certain federal motor vehicle safety standards (FMVSS) for testing or deployment purposes.
Previously, the standard excluded domestically produced vehicles. Now, domestically produced AVs will not need to meet FMVSS, which will broaden the scope for manufacturers to test more innovative and unique designs and technologies.
Single National Standard for AVs
Finally, tied to the third principle of Enable Commerical Development, USDOT intends to move the United States closer to a single national standard for autonomous vehicles. This aims to prevent a confusing and inefficient patchwork of state-level or city-level laws and regulations, which can create hurdles for companies attempting to innovate, deploy, and scale their technology.
A unified standard across the United States also means that Canada and Mexico will likely be able to follow, as they share homologization standards across North America, including for vehicle crash safety and some autonomy regulations.
What This Means for Tesla
These framework changes will likely have a substantial impact on Tesla. The move towards a national standard is potentially the most impactful change, as Tesla identified regulatory hurdles as one of the most significant challenges it will face with the deployment of both Unsupervised FSD and its Robotaxi network.
The reduction of FMVSS requirements and streamlined reporting will likely play a role in the future as well. The FMVSS requirements are probably already being worked on, if not already met, by the Cybercab and other vehicles in Tesla’s lineup.
Meanwhile, the streamlined reporting will be helpful once Tesla officially launches its Robotaxi network in June.
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