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 Teases New 7-Seat Model Y

The third row in the first-generation Model Y

Not a Tesla App

In a move that’s sure to excite those with larger families, Tesla has started teasing the return of the seven-seat configuration for the Model Y. In a new marketing email sent out to customers recently, Tesla explicitly highlights the vehicle’s spaciousness.

“Ready for anything with long range, seating for up to seven, and enough room for everyone’s gear.”

The seven-seat Model Y was initially offered in late 2021, but it hasn’t been available since Spring 2023. The return of the new variant will be an addition that many have been waiting for, as the next vehicle with that much passenger space in the line-up is the Model X, starting at almost double the price.

First-Gen Model Y Third Row

The original seven-seat Model Y was extremely popular in the Asia-Pacific and European markets, and it still sold fairly well in North America despite differences in preferred vehicle sizing and spaciousness. It offers additional seats for larger families with young children, but space in the third row is minimal.

The seven-seat variant makes the Model Y more competitive against other three-row SUVs on the market. The video below features the seven-seater, first-generation Model Y.

Power Reclining Third Row?

The refreshed Model Y was launched with power-reclining second-row seats, a huge plus for practicality and ease of use. The power-reclining second-row seats are extremely popular with families and are very helpful, as you can control them from the front screen rather than needing to open the rear doors.

Tesla is likely to integrate power-reclining seats into the third row and potentially keep them for the second row as well. With the second row sliding forward and backward for easy entry, as well as allowing the second and third rows to fold flat for additional cargo room when needed.

Launch Date and Price

Tesla’s tease of the seven-seat variant is likely just the start. With recent sightings of the Model Y Performance variant hitting the Nürburgring, it seems Tesla has a lot in store for this summer. If you’ve been waiting for the seven-seat variant, it seems like it’ll be just a few short months away at this rate.

While we haven’t seen any production samples or other details regarding dates yet, Tesla previously priced the seven-seat option at an additional $2,000 USD ($3,000 CAD). The seven-seat option will likely only be available on the Long Range AWD and Long Range RWD variants, not the Performance model, similar to the first-generation Model Y.

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Tesla’s First Autonomous Vehicle Delivery to Happen on June 28th

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In Elon’s flurry of posts on X about FSD yesterday, he also revealed the date that another moment of peak science fiction would be occurring — June 28th. Tesla expects to conduct the first-ever self-delivery, where a brand-new Model Y will depart from the production line and arrive directly at its new owner’s home without any human intervention.

Imagine ordering a vehicle, and a few days later, rather than needing to pick it up, it simply arrives in your driveway and notifies you via an app that it has arrived. That’s no longer the talk of science fiction; it is quite literally something that is likely to happen this month.

Expect a Model Y Delivery in Austin

Considering everything Tesla has done so far, we’re fairly certain that the first self-delivered vehicle will be a Model Y in Austin, in the same geo-fenced area where Tesla’s Robotaxi will operate. FSD is highly optimized for the Model Y, and it’ll take some time for those optimizations to trickle down to the rest of the fleet. It’s not clear if FSD performs better on the Model Y because it’s the most popular vehicle and, therefore, Tesla has the most data for it or if Tesla explicitly chose to focus more on their most popular vehicle.

Tentatively, June 22.

We are being super paranoid about safety, so the date could shift.

First Tesla that drives itself from factory end of line all the way to a customer house is June 28.

— Elon Musk (@elonmusk) June 11, 2025

Why Self-Delivery?

While a car driving itself is something truly different from what other manufacturers offer, there are also numerous strategic advantages for Tesla to do so. This includes drastically reducing last-mile delivery costs by minimizing the need for car carriers, delivery drivers, and even delivery personnel at your local Tesla center. For customers, it could mean a faster, more flexible delivery method - and one absolutely unforgettable welcome to Tesla ownership.

We recently took a closer look at the advantages and disadvantages of vehicles delivering themselves to customers. While it’s all positive for Tesla, there are some potentially negative sides to it as well.

A Futuristic Glimpse

When you step back and look at it, Self-Delivery is a logical extension of Unsupervised FSD and the Robotaxi network in general. Self-deliveries are expected to run on the same software stack that powers the Model Ys currently roaming Austin’s streets autonomously, which means there is little for Tesla to do other than enable specific instructions for self-delivery during the final vehicle configuration steps.

Robotaxis currently run a newer version of FSD than what’s available to the public, but these self-delivered vehicles will likely be on the same version when they’re delivered.

Given Elon’s note that the dates could shift, this could easily be moved to early July; however, either way, it seems like we’re just weeks away from this monumental event, which will further reduce the cost of Tesla vehicles.

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