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

March 2, 2023

By Kevin Armstrong

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."

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Tesla’s Hollywood Diner: In-Car Controls & Theater Screens Turned On [VIDEO]

April 18, 2025

By Karan Singh

Sky Fox

Tesla has been quietly building something pretty unique on the streets of Hollywood—and we’ve been keeping a close eye on it. That’s right: the long-anticipated Tesla Hollywood Drive-In, Diner, and Supercharger is shaping up to be one of the most creative approaches to EV charging yet.

But this isn’t your average Supercharger site. It features a retro-futuristic, 24-hour diner and an outdoor movie theater, blending the charm of the 1980s with the tech-forward vibe of the 2020s.

Construction has been underway for quite some time, with the Cybertruck-inspired stainless steel structure going up around mid-2024. And more recently, we spotted hints in the Tesla app that the Diner’s debut is getting close.

Diner Controls in App / Car

Tesla hacker Greentheonly managed to spot some new evidence of changes within Tesla’s 2025.8.6 software build, which includes a new modal for “Charger Diner Controls”. While there isn’t anything to activate this new modal just yet, it is an indication of how Tesla intends to integrate the experience right into each and every Tesla.

The text in the modal reads: “Plug in, place your order, recharge” - which means that once you arrive and are plugged in, you’ll be able to place your order - and likely pay through Tesla’s payment system. It seems like this will all be done through either the Tesla app or the vehicle’s tocuh screen. No need to fumble with a separate app or pull out your wallet.

This is definitely a level of integration you just can’t have anywhere else - and just like any other Supercharger site, the Tesla Diner will appear as a suggested site for charging when you’re navigating or looking around the Hollywood area.

This is our best look yet at the two 45-foot LED screens at @Tesla's upcoming Hollywood diner and Supercharger.

We can also see the second Supercharger lot on the left with solar canopies. This will be one of the largest Supercharging spots in North America. pic.twitter.com/aWUe67M5vw
— Sawyer Merritt (@SawyerMerritt) April 18, 2025

45-Foot Screens Ready

Those two absolutely gigantic 45-foot LED screens have now been turned on for the first time, meaning that Tesla is likely close to opening the Supercharger site. The screens were spotted displaying some test patterns, as well as some Tesla-themed content. It really brings the construction site to life - and it's the clearest sign that the Diner is well on its way to completion.

We’re hoping that this first Tesla Diner sees plenty of success - and that Tesla begins opening more of these types of facilities throughout North America, and eventually globally. Given Tesla’s penchant for unique Superchargers, we imagine this could truly be the case one day.

Tesla’s FSD V13 Pushes HW4 Hardware Capabilities; End of Line for HW3?

April 18, 2025

By Karan Singh

Not a Tesla App

As Tesla continues to push the capabilities of its hardware as it prepares for autonomy with FSD Unsupervised, there has been a distinct divergence in features between HW4-equipped vehicles on FSD V13, and HW3-equipped vehicles on FSD V12.6.

There are definitely reasons for this, and Tesla hacker Greentheonly, over on X, went into great detail on some of the reasons why this divergence has continued and is likely to continue.

If you’re interested in some background, we recommend the following articles. Although they’re not necessary, you may enjoy reading them before diving right in if you enjoy this topic.

Back in the summer of 2024, we reported that Tesla’s HW4 had yet to reach its full potential, and that HW3 still had some compute to work with. However, FSD has undergone a rapid evolution - there are now fundamental differences driven by the hardware capabilities and sheer scale of the latest builds of FSD.

FSD V13’s Gargantuan Neural Networks

FSD V13 is a substantial leap for Tesla. It features substantially larger neural networks - the core brain that processes all the environmental data and makes decisions. Those networks are far larger in V13 than in V12, which results in a much smoother and human-like expereience.

Tesla’s FSD computers contain two nodes. According to Green’s analysis of FSD V13, Node B, which handles the actual end-to-end driving logic, tripled in size from 2.3 GB in V12 to a staggering 7.5 GB in V13. That’s a substantial increase, and one of the main reasons why HW3 can’t handle FSD V13. While Interestingly, Node A on HW4 remains similar in size to FSD V12, using up about 2.3 GB.

However, this massive size is also pushing the limits of HW4. While this isn’t necessarily a big problem immediately - at the end of the day, there is a limited amount of compute and ram available and model sizes will likely grow in the future. In fact, Tesla is planning to scale model sizes in the next FSD version and has already said they’ll need to optimize them, as context size is limited by on-board memory.

HW3 Limitations

Since HW3 can’t run the latest FSD models, where does this leave millions of Tesla vehicles equipped with the now-legacy FSD hardware? Are they hitting a dead end? Not exactly - Tesla has promised to replace HW3 computers with new units during the Q4 2024 Earnings Call, but only for those who have purchased FSD and only if Tesla is no longer able to update HW3 vehicles.

There’s no doubt Tesla hopes to achieve autonomy and then work backwards to make it compatible with HW3, but that’s unlikely to happen with the limited ram available on HW3.

Tesla’s AI team has continued to say that they’re still working on updating HW3 vehicles - but that they will be taking a backburner to updates for HW4 until the team can optimize the model efficiently enough to run on the smaller footprint. That means V12.6 isn’t just V13 “lite” - it is a distinctly different software branch tailored specifically for HW3’s capabilities.

Green's analysis showed that HW3 under V12.6 runs NNs totaling 1.2 GB on Node A and 3.1 GB on Node B, which is significantly smaller than the footprint of V13. Back in November, we discussed how Tesla is running a smaller and optimized FSD model on HW3, with the specific goal of achieving similar performance to V13. FSD V12.6 appears to be the current implementation of that smaller model strategy.

Green also found that of the total neural nets used for FSD, 135 are shared between the current V12.6 and FSD V13.2 releases, which is the result of Tesla’s AI team working to optimize and refine the V13 model for HW3. So some neural nets are shared between the two sets of hardware, while others are specific to HW3 or HW4.

AI4 in the Future

The fact that V13 is already stretching HW4’s limits makes us wonder about Tesla’s imminent release of AI5. Last year, Tesla mentioned that AI5 would be 18 months away - which is now about 8 months away, and potentially even sooner to help solve the autonomy problem.

At the same time, Tesla is looking to launch Unsupervised FSD in June in Austin, Texas, with presumably HW4, which would indicate that they’re confident in its capabilities.

Unless Tesla launches the Robotaxi network with AI5, we don’t believe AI5 will be a “must have” item. Undoubtedly, it will result in similar improvements to HW4 compared to HW3. However, the software needed to take advantage of the newer hardware could still be years away.

All eyes will be on Tesla’s Robotaxi network launch and the hardware required for it. For now, HW4 owners are in good hands with future updates are on the horizon, and we’re certainly excited for what’s next.