Tesla Will Announce Its Third Generation Vehicle Platform in March

Tesla will announce its third generation vehicle platform at its Investor Day event in March

TopElectric/YouTube

Tesla's worth in the stock market plummeted to end 2022 and to start 2023; it posted lower-than-expected deliveries. There are no doubts that investors are uncertain, which may be why the company announced its first-ever Investor Day. The event will take place on March 1, 2023, and the company provided a few tidbits of what to expect, including the generation three platform.

Generation 3 Platform

Picking up where Elon Musk left the third quarter earnings call, Tesla is ready to announce plans for the next phase of the company's production. During the call in October, Musk said, "we don't want to talk exact dates, but this is the primary focus of our new vehicle development team, obviously. At this point, we've done the engineering for Cybertrucks and Semi. So, it's obviously what we're working on, which is the next-generation vehicle."

The CEO also revealed that the engineers were tasked with a two-for-one target, including cutting costs and production times. Musk added, "we're twice the output. And we do believe this can be done."

What's the Next Tesla Product?

During the Semi delivery event on December 1, 2022, there was a slide titled: Covering Major Forms of Terrestrial Transport. The slide included Models S, 3, X, Y, Semi, Cybertruck and Robotaxi. Robotaxi also appeared in the second quarter earnings report indicating that it was 'in development.'

However, there is speculation that the third generation could be the most affordable Tesla yet. The number most often heard is $25,000, which, if true, would be a game changer by removing the most significant barrier for many people who want to own an electric vehicle.

Musk said, "It will be smaller, to be clear. But it will, I think, certainly become, certainly exceed the production of all our other vehicles combined." That would be music to investors' ears.

Making things even more interesting, Tesla's Chief Designer, Franz von Holzhausen, was recently asked to name his favorite model. He responded, "my favorite one is the one that is coming. I can't talk about (it)." I speculated the sports car fan who grew up in the wedge era and had posters of Lamborghini Countachs on his wall must've been referring to the next Roadster. But von Holzhausen also talked about how cool it is to see Teslas everywhere; perhaps he is excited to see a more affordable Tesla hit the market.

According to the short news release Tesla sent out announcing Investor Day, the company will also discuss long-term expansion plans, capital allocation and other subjects. However, Tesla's earnings call is scheduled for January 25, and we will get more information, or yet another tease, of what is next for the company.

NHTSA Probes Tesla’s Robotaxi Plans; Seeks Answers on FSD in Poor Weather

Not a Tesla App

As anticipation builds for Tesla’s Robotaxi network debut in Austin, potentially just a few short weeks away, the National Highway Traffic Safety Administration (NHTSA) is turning its official eye onto Tesla. The ask? How will Tesla’s FSD handle the unpredictable realities of challenging weather?

The NHTSA Request

The NHTSA has sent a formal letter to Tesla, which was made public on May 12th, requesting detailed information about Tesla’s Robotaxi service. The NHTSA inquiry centers specifically on the safety and performance of FSD when faced with reduced visibility conditions like rain, fog, and sun glare. The request is tied to an ongoing NHTSA investigation, which was initiated in October 2023, examining Tesla’s FSD and Autopilot suite following incidents in poor visibility.

Tesla’s executives, including Elon Musk, have previously stated that the company is full steam ahead to launch Robotaxi in Austin this June. However, NHTSA’s pointed questions come even as Tesla has recently discussed its plans to work on region-specific and weather-specific FSD training.

Tesla’s executive leadership acknowledged the need to adapt the system to diverse environmental and weather conditions. Now, regulators want specifics on how Tesla intends to address environmental conditions and how that translates to operational safety for the fleet.

Request Breakdown

NHTSA’s letter outlines a need for detailed information from Tesla before the service launches and covers several key areas. We’ve broken this down into various sections below:

Deployment Scale

NHTSA is looking for the exact number of vehicles and models that will be part of the initial Austin fleet, and what the projected service availability times would be for said fleet. Tesla has previously said it’d launch with 10-20 Model Ys, but looks like NHTSA is looking for additional details.

Oversight

In terms of oversight, NHTSA is looking to confirm whether the Robotaxis will operate under real-time supervision of Tesla’s employees, either remotely or in-vehicle.

This is a question on our minds as well. A recent app update suggested that Tesla could have a driver in the vehicle, but it wasn’t clear whether this was referring to Tesla’s own fleet or customer-owned vehicles. The only thing we have heard officially from Tesla is that Tesla “may” use remote support, but that they were still looking into it.

Adverse Weather Capabilities

This is the meat and potatoes of the request - how will Tesla ensure safety during sun glare, fog, heavy rain, snow, or dust? What specific protocols are triggered if poor visibility is encountered mid-trip? Will the vehicle pull over or call home and cancel rides?

Sensor Technology

Surprisingly, NHTSA is looking for details regarding the vehicle the Robotaxi sensor suites and how Tesla intends to use those sensors to ensure safe operation under varied conditions. NHTSA has had previous submissions from Tesla in regard to its sensor suite and how it uses the technology, so it feels odd that they are requesting another batch - but this could be related to the use of the next generation of FSD (Unsupervised).

Compliance

Does Tesla’s FSD system adhere, either fully or partially, to established industry standards for autonomous driving? This likely refers to the NHTSA Automated Vehicles for Safety guidebook, which lays out the “L0 to L5” driver assistance vs automation system.

Future Expansion

Finally, NHTSA is looking for the timeline for enabling Robotaxi functionality on vehicles not directly owned or controlled by Tesla. Tesla has already come out and said that customer-owned vehicles wouldn’t be allowed on the robotaxi network until 2026, but obviously, NHTSA wants to hear directly from Tesla and likely has more specific questions covering a wide variety of potential issues.

These questions will likely have to be answered with considerable amounts of data and justification for the NHTSA. Once all that is done, Tesla will be in a better position to receive regulatory approval at a larger scale than just within the city of Austin or the state of Texa with the NHTSA’s backing.

Successfully addressing this letter will be the key for Unsupervised FSD moving forward, but Tesla hasn’t issued a public response to the agency’s letter, and likely won’t in a public manner. So we’ll have to wait and see how the launch of the Robotaxi network pans out next month.

Follow

Follow

Follow

FSD V13.2.9 Rolls Out for HW4 as Part of Tesla’s 2025.14.6 Update

Not a Tesla App

After an 84-day wait since the last FSD update, Tesla has finally begun rolling out a new version of FSD V13 to its AI4-equipped vehicles. This new release, V13.2.9, is rolling out to all vehicles, including the Cybertruck.

Unfortunately, since it’s a minor point release (from V13.2.8), the release notes are the same, and Tesla hasn’t included a change log or changed what’s coming in the future.

Software Update 2025.14.6

The FSD update is rolling out with Tesla software update 2025.14.6. Interestingly, update 2025.14.6 is seeing a wider distribution and is also being made available to vehicles without FSD and outside North America. For those vehicles, this update just includes bug fixes.

TCU Fix

There’s one fix in particular that’s expected to be included in this update, according to a message from Tesla Service. In earlier 2025.14 updates, there was a bug in some vehicles that prevented some vehicles from falling asleep properly due to a Telematics Control Unit (TCU) issue. This bug caused additional battery drain since some of the vehicle’s systems remained on.

Tesla Service said they planned to include a bug fix in update 2025.14.6, but it hasn’t been confirmed whether the fix actually made it out in this release.

Early Access Users and More

FSD v13.2.9 was first rolled out to Tesla’s standard Early Access group, including well-known community members and content creators. It has also reached participants in the newer, Texas-based Early Access Program, suggesting that the update is relatively stable and may serve as a foundation for upcoming FSD releases.

Tesla could be intending to use the Texas Early Access Program to test various features, perhaps related to the upcoming Robotaxi network launch in Austin. While this is plausible, it is merely speculation, and we’ll be keeping a close eye on that group to see what exactly Tesla does.

HW3 Users

While Tesla has recently been including FSD updates for HW3 and HW4 in the same release, this update does not include any changes for HW3 users. HW3 vehicles that are receiving this update are staying on FSD V12.6.4, which means that whichever fixes this update includes they’re specific to FSD V13 or HW4.

Point Release - Not Much New

Being a point release, V13.2.9 isn’t expected to introduce any major new capabilities. Tesla hasn’t provided specific release notes detailing changes from V13.2.8.

Hopefully, Tesla has taken into account recent user feedback on V13.2.8 about lane centering and lane selection, and this update addresses some of those issues. However, early feedback is that those issues are still present.

There is always potential for a more substantial update in the near future, so keep your fingers crossed, but after such a long wait, we expected more to be included. It seems like Tesla may have felt the need to address a bug in this release instead of waiting for the next major release, which is expected to either be FSD V13.3 or FSD V14.

Roll Out

The fact that Software Update 2025.14.6 is going out wider than the Early Access audience suggests that Tesla is confident in this release and that it likely only includes very minor changes. We expect this update to continue going out over the coming days.

Follow

Follow

Follow