In 2006, Elon Musk released The Tesla Motors Master Plan. The first plan outlined how Tesla would build an expensive electric sports car, use that money to build a more affordable car, then use that money to build an even more affordable car. All while providing zero-emission electric power generation options. Tesla has since accomplished all of the above, producing millions of electric cars while rapidly bringing down production costs.
A decade later, in 2016, while the first plan was coming to fruition, Tesla released the Tesla Master Plan, Part Deux. In short, the plan would be to "Create stunning solar roofs with seamlessly integrated battery storage. Expand the electric vehicle product line to address all major segments. Develop a self-driving capability that is 10X safer than manual via massive fleet learning and enable your car to make money for you when you aren't using it."
While this plan has yet to be fully realized, a third plan may indicate that the second plan is within reach. Tesla has made huge progress with its FSD beta program and Elon Musk recently doubled down that Tesla will release FSD later this year. The production of the CyberTruck and Semi is set to begin next year. As the second plan is coming together, Elon Musk tweeted that he’s working on Tesla's “Master Plan Part 3”
This tweet gives us a lot more insight into what Tesla is planning. It is now clear that a key part of the plan will be to “scale to extreme size to shift humanity away from fossil fuels.”
Tesla has put out a 20 million vehicle target by 2030. It sounds like a third plan will address how to achieve or even exceed this target. Despite Tesla's massive growth, the automaker currently accounts for just roughly 1% of the total vehicle market share. Scaling to “extreme size” is necessary to make a significant shift away from fossil fuels. The limiting factor to further scaling is the manufacturing of batteries. In particular, the real bottleneck is the mining of rare earth minerals (copper, lithium, nickel, cobalt etc.) required for battery production.
This is why Tesla’s Master Plan, Part 3 could be centered around rare earth mineral mining. So how does the Boring Company, AI and SpaceX play into mining? One theory is that the Boring Company could create the necessary tunnels and land environment to extract raw materials. The Tesla bot could be used to safely and ethically mine raw materials. SpaceX could use starships to rapidly and cost-effectively transport raw materials across long distances. If the battery limiting factor is conquered successfully, the company could begin to think about other uses for batteries including HVAC systems, pre-built homes, and more.
It’s also possible that Tesla’s Master Plan, Part 3 will involve Tesla’s transition to an Artificial Intelligence and data company. After all, Elon has repeatedly stated that Tesla will be thought of more as an artificial intelligence company than anything else. The company has been focused on solving real-world AI and more recently we had AI day, introducing the Optimus Humanoid Robot.
In the product roadmap update on the Q4 earnings call, Elon stated that "the most important product development is the Optimus Humanoid Robot” which he thinks "has the potential to be more significant than the vehicle business over time. He explained that “labor is the foundation of the economy."
With no labor shortages, humanoid robots could revolutionize the world economy. They could also play a crucial role in scaling to extreme size and overcoming the limiting factor of battery manufacturing.
Here is a prediction of what the Master plan, Part 3 could include:
Develop the best AI training supercomputer to solve real-world problems that goes way beyond just self-driving
Remove battery manufacturing as the limiting factor to vehicle production by building millions of Tesla bots to eliminate the need for dangerous, boring, repetitive jobs (mining)
Synergize The Boring Company, Tesla and SpaceX to mine and transport raw materials on a massive scale
What do you think Tesla aims to accomplish in its third master plan? Let us know.
Tesla’s VP of Charging, Max de Zegher, recently confirmed on X that the first 500kW Supercharger sites are coming soon. These next-generation chargers will not only support the Cybertruck charging at 500kW, but they’ll also be more cost-effective to deploy than previous models.
Late last year, Tesla indicated plans to accelerate Supercharger deployments, with many future locations featuring V4 cabinets. Some sites are already being equipped with V4 posts, offering improved charging capabilities, but the V4 cabinets allow Tesla to get even more power to each stall.
500kW Charging
Tesla recently enabled 325kW charging for the Cybertruck at compatible Superchargers across North America - specifically those with V4 posts and V3 cabinets, which are typically referred to as V3.5 Superchargers. The upcoming V4 Superchargers will also have a V4 cabinet, which will take this even further—delivering up to 500kW per stall.
While the increase to 325kW has already improved charging times by approximately 3–5 minutes, depending on the vehicle’s state of charge (SoC), the jump to 500kW is expected to have an even greater impact. With this upgrade, the Cybertruck could potentially charge from 10% to 80% SoC in under 30 minutes—an impressive feat for a vehicle with a massive 123kWh battery pack.
The vehicle’s ability to maintain a high level of charge current can make an even larger difference, so we’ll have to see what the charge curve looks like at these new 500kW chargers.
One of the biggest advantages of the V4 cabinet is its streamlined design. It can power up to eight charging posts—twice as many as the V3 cabinet—reducing site complexity and minimizing the amount of electrical work needed between the cabinet and the posts. This results in a smaller footprint and a more efficient installation process.
Tesla has optimized deployments by pre-mounting Supercharger posts on factory-made concrete bases, making them ready for quick installation. With this approach, Tesla is able to install each post for less than $40,000, according to Max de Zegher.
This is a fraction of the $225,000 per stall cost recently revealed in a contract awarded to Revel Charging. This massive price difference benefits both Tesla and site owners, allowing for faster and more cost-effective network expansion.
Lower costs also mean potential savings for customers, who will enjoy cheaper and faster charging. With the first full V4 sites set to roll out soon, it will be exciting to see how quickly the Cybertruck can charge. Looking ahead, future Tesla vehicles with 800V high-voltage architecture could also take advantage of these next-generation charging speeds.
Supercharging is fast and convenient, but there are times when a station reaches full capacity, requiring drivers to wait for an available stall. When there are only a few vehicles in line, the wait is minimal, and figuring out whose turn it is to charge is straightforward. However, long queues can form during peak travel times or in high-traffic areas, leading to confusion and frustration as vehicles cut the line.
Currently, there is no official system for managing Supercharger queues—drivers rely on informal, self-organized lines. While many follow an unspoken order, disputes can arise when some claim they arrived first or attempt to cut ahead.
Urban Superchargers in cities like Toronto, Los Angeles, and New York often see long lines during busy hours, with drivers doing their best to maintain order. A structured queuing system could help streamline the process, reducing conflicts and ensuring a fair, organized charging experience for all, and that’s exactly what Tesla is about to implement.
Virtual Queue
The Tesla Charging account on X has confirmed that it plans to introduce a Virtual Queuing system, with a pilot program set to launch at select Supercharger sites next quarter. While Tesla has yet to specify which locations will be included, it’s likely the initial rollout will take place in the United States, where the company typically begins testing new charging initiatives.
Tesla says that if the pilot program receives positive feedback, they will expand the system to more Superchargers this year.
The goal of Virtual Queuing is to improve the charging experience whenever wait times occur. According to Tesla, this would apply to roughly “~1% of cases,” though many high-demand Supercharger sites frequently experience long lines. While some remote locations may see little to no wait times, busier stations could greatly benefit from a structured queuing system.
Potential Implementations
While Tesla hasn’t detailed exactly how the Virtual Queuing system will work, there are a few likely possibilities. One approach could involve locking a vehicle’s VIN into the queue, preventing other vehicles from starting a charge prematurely. In this case, any attempt to charge out of turn might trigger a “Stall reserved for next vehicle in line” message.
This method would provide a straightforward solution—only the next vehicle in the queue would be able to initiate a session. The queuing process itself could be automated when a vehicle navigates to the Supercharger, factoring in estimated arrival time, or it might require manual enrollment once you arrive.
Tesla may also impose limits on queue validity. If a vehicle leaves the charging area, its position could be automatically forfeited.
Software Solution
In China, Superchargers sometimes include locks that come up from the ground, preventing non-Teslas from parking in these designated Supercharger spots. Up until recently, Tesla users had to open up the Tesla app and choose a stall before the lock would go down and allow them to park. However, with a recent update, this is all done on the vehicle’s screen, where the driver can pick the charging stall and automatically have the lock lower.
We may see a similar implementation, where a driver would choose to add themselves to the Supercharger queue, and their position in line and estimated wait time would then be viewable on the vehicle’s screen.
Reservation Signage
Tesla’s reservation about this new queuing system could be around driver confusion. Superchargers weren’t built with a queue system in mind, meaning that there’s no way to tell whether a stall is reserved for a specific vehicle.
A physical indicator could help owners quickly identify when a Supercharger stall is available for the next vehicle in the queue. Tesla could implement a system similar to grocery store checkout lights, where a change in lighting signals whether a register is open or closed.
For example, the Supercharger post could pulse blue when it’s ready for the next user, with a corresponding message in the vehicle stating, “Use the Supercharger post that is pulsing blue.” This would provide a clear, intuitive way to direct drivers to the correct stall.
Tesla can also display a menu inside a vehicle when it first arrives at a Supercharger, letting the driver know that there’s a wait time and explaining the process and their estimated wait time. It can also prompt the driver to be added to the queue.
Tesla Priority
Another factor to consider is how Tesla will handle non-Tesla vehicles in the queue. One possibility is giving priority access to Tesla owners or those subscribed to the Supercharger membership. This would ensure that Tesla vehicles and paying members receive preferred access at busy Supercharger sites, making the membership more valuable while also incentivizing Tesla ownership—especially as the network expands to other EV brands.
Regardless of whether Tesla introduces priority access, the Supercharger queuing system will be a valuable addition, particularly in high-traffic urban locations and during peak travel seasons. By having an official queue Tesla will create a smoother and more organized charging experience for all users.
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