Tesla Talks About It's Next-Gen Vehicles and 'Infinite Demand'

Tesla talks about it's next-gen vehicles at Investor Day

Tesla (Edited by Not a Tesla App)

Tesla's Investor Day peaked at around 145 thousand viewers on YouTube as the company's vehicle designer and engineering leaders gave their presentation. Viewers were hoping for a new product announcement. However, the view count quickly dropped, and the nasty comments increased as the leaders wrapped up their portion of the show.

After a presentation on reducing costs and finding efficiencies, chief designer Franz von Holzhausen said, "I think our track record proves that we can deliver the best cars, and we deliver the best cars despite, because of, these constraints. I'd love to show you what I mean and unveil the next-gen car. But you are going to have to trust me on that until a later date."

Then, perhaps sensing the disappointment as the air left the room, he added, "I promise we will always be delivering exciting, compelling, and desirable vehicles as we always have."

Not One, But Multiple New Teslas

While we have to wait for the next platform launch, we did get some more details. Lars Moravy, the Vice President of Vehicle Engineering, said, "The next-generation platform is not one vehicle; it is multiple, and it's in a segment that we really try to focus on affordability and desirability."

He added, "Our next-generation platform is more than one segment, and really we are thinking of all the segments that are available that we haven't captured and where the market would be."

So while we have been trying to determine if the next vehicle will be an affordable car or a "highly configurable" van, both guesses are correct. Tesla has major plans for the affordable car, often called the Model 2. A slide detailing what Tesla's global fleet would look like to achieve a sustainably powered earth, the covered-up 'Model 2', accounts for nearly all of the other cars models combined. The Master Plan suggests there are 700 million cars in the Model 2's category and 740 million of the rest.

Franz Talking About the Next-Gen Platform

Watch Franz von Holzhausen talk about Tesla's next-gen platform. The video below starts at the beginning of the segment:

Easier Said Than Done

It's not so easy to create a vehicle that will change the world. Musk stated, "The issue is how do we build the cars. The hard part is how do we build the cars. I can't emphasize that enough. The hard part is building the cars and the entire supply chain that goes with the cars. This is a logistics challenge of extraordinary difficulty."

It's not just building the physical car but also where to make it, according to Zach Kirkhorn, Tesla's CFO. "As we have been thinking about our next-generation platform, we have been thinking about the volume that we aspire to build against that, how many individual factories do we need to build, and what is the fastest possible way to expand that footprint around the world."

Infinite Demand

So, while investors may go away disappointed in the short term, long-term, there is plenty of positives. Musk was asked about the risk of the new affordable car taking away the demand for other Teslas. His answer was very pointed, "demand for our existing vehicles in terms of the desire to own them might as well be infinite. It's indistinguishable from infinite at this point. Affordability is what matters, as you get the car more affordable, demand will go crazy - basically."

Tesla Autonomously Delivers Its First Vehicle to Customer — And It’s More Impressive Than Expected [VIDEO]

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In a world first, Tesla has successfully completed its first fully autonomous delivery of a new vehicle from Gigafactory Texas to a customer’s home. While Musk announced this was coming, some of the details make the achievement even more impressive.

The first fully autonomous delivery of a Tesla Model Y from factory to a customer home across town, including highways, was just completed a day ahead of schedule!!

Congratulations to the @Tesla_AI teams, both software & AI chip design!

— Elon Musk (@elonmusk) June 27, 2025

Traveling on the Highway

A Tesla Model Y left the factory, navigating highways at speeds up to 72mph, a day ahead of Tesla’s previously announced schedule. Most critically, Elon also confirmed two key factors that make this achievement even more impressive than Tesla’s launch of the Robotaxi last week.

There were no Safety Monitors in the car, and no remote operators took control of the Model Y at any time, really making this an amazing achievement.

While the launch of the Robotaxi was an amazing step for Tesla, this one easily takes the cake.

No Safety Monitor, No Passengers, No Limits

The significance of this event lies in just how it differs from the current Robotaxi service operating in Austin.

First and most importantly, there was no Safety Monitor. Nobody was sitting up front, ready to tap one of the emergency stop buttons on the screen. The vehicle was empty, fresh from the factory. This is the unsupervised experience and future that we’ve been waiting for.

Max speed was 72 mph -- Ashok Elluswamy

Why There Was No Safety Monitor

However, there is an important distinction with this autonomous ride — that there were no passengers. This is the crucial regulatory distinction. By operating as a logistics trip rather than as a commercial ride-hailing service, Tesla was likely able to bypass many of the stringent rules governing passenger transport. 

This freedom is what enabled the other key difference: operating with fewer restrictions. That included a 72mph top speed on the highway, which is well outside the geofenced Robotaxi Network that’s currently available in Austin.

Yup! Max speed was 72 mph 🏎️

— Ashok Elluswamy (@aelluswamy) June 27, 2025

Ahead of Schedule

This event wasn’t a surprise - Elon had previously stated that Tesla expects the first fully autonomous delivery to happen on June 28th. He even worked some flex time into that, saying the timing could potentially slip into early July.

It turns out that additional time wasn’t needed, as Tesla ended up delivering its first vehicle a day early. It seems that Tesla is pulling data quickly from its fleet of slightly modified Model Ys cruising the streets of Austin, which likely enabled the confidence behind giving this the green light.

Video of the Drive

Tesla shared a video of the entire drive, from the vehicle leaving Giga Texas to it arriving at the customer’s home. The entire ride took 30 minutes, crossing parking lots and going on the highway.

While there are some disadvantages to autonomous deliveries, they could lower the cost of a vehicle significantly.

World's first autonomous delivery of a car!

This Tesla drove itself from Gigafactory Texas to its new owner's home ~30min away — crossing parking lots, highways & the city to reach its new owner pic.twitter.com/WFSIaEU6Oq

— Tesla (@Tesla) June 28, 2025

Challenging Uber Eats and Others

This successful delivery is another fantastic use case for FSD that could be another entire business in and of itself for Tesla. The ability to autonomously move vehicles, potentially with cargo inside them, has massive implications for both Tesla’s factory-to-customer logistics, as well as challenging other services like Uber Eats and Skip the Dishes down the road.

Additionally, logistics-focused autonomy may be easier to scale than the Robotaxi network. It sidesteps many of the complex safety, liability, and customer-facing service challenges that come with carrying human passengers. This could be a faster and clearer path for regulatory approval.

Fork in the Road

But it's more than just a new business.

Back in 2022, Elon commissioned an art piece that now stands outside Giga Texas. It is, quite literally, A Fork in the Road. Part of Elon’s greater goal is to ensure we pass Fermi’s Great Filters, and that means ensuring we generate green energy, electrify and automate transportation, and move towards sustainable abundance.

Two years ago, I commissioned an art piece: A Fork in the Road.

Had to make sure that civilization took the path most likely to pass the Fermi Great Filters. pic.twitter.com/mYFzdAy6WF

— Elon Musk (@elonmusk) December 7, 2024

The point of the fork here is that Tesla’s first autonomous delivery isn’t just a publicity stunt. We’re finally here, at the fork in the road. We’ve hit it - true autonomous capabilities being demonstrated on public highways under a specific and challenging set of conditions. That’s a true Level 4 autonomous capability with no one in the car.

While Robotaxi is a fantastic step towards changing personal transport, this successful delivery proves that there are even more uses to FSD beyond what we’ve seen so far.

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Tesla Issues Physical Recall for Some Model 3 & Model Y Vehicles Over Seat Fasteners

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Tesla has issued a new, voluntary safety recall for a small batch of Model 3 and Model Y vehicles due to an issue with improperly tightened fasteners in the first-row seats. 

The recall impacts only about 48 vehicles and will require a Tesla service visit to resolve. 

Improperly Tightened Fasteners

According to the recall notice, the issue stems from the first-row seating that may have been manufactured with improperly torqued fasteners that attach the seat back to the seat bottom. In some cases, the fasteners may be loose or missing, which could cause a rattle or the seat to detach.

This is a critical safety issue, as a seat back that is not properly anchored could detach, leaving the driver or passenger unsupported and increasing the risk of an accident.

According to Tesla’s investigation, this issue originated from a production change made for vehicles manufactured between April 3rd and May 7th of 2025. However, not all vehicles built within that date are impacted by the recall. The issue impacts 30 2026 Model Ys and 18 2025 Model 3s, across all variants, including RWD, AWD, and Performance (for the Model 3).

Thankfully, there have been no incidents related to this issue to date.

The Fix

Since this is a physical recall, Tesla will have to inspect impacted vehicles and replace and properly retorque the seat fasteners as needed, free of charge. 

Owners of vehicles who have been impacted have already been contacted under the voluntary recall, and most vehicles should have been repaired by the time this notice is formally issued.

You can also check if your VIN is impacted by a recall using Tesla’s Recall Tool.

Tesla has noted the repair should take approximately one hour of work at a Service Center, and up to two hours if a Mobile Ranger addresses the recall.

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