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 FSD in Europe: June Update

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The road to bringing FSD to Europe has been a long and complex one and filled with regulatory and bureaucratic hurdles. Elon Musk, as well as other members of Tesla’s AI team, have previously voiced their grievances with the regulatory approval process on X.

However, it appears that there is finally some progress in getting things moving with recent changes to upcoming autonomy regulations, but the process still seems slow.

Waiting on the Dutch

Elon commented on X recently, stating that Tesla is waiting for approval from Dutch authorities and then the EU to start rolling out FSD in Europe. Tesla is focusing on acquiring approvals from the Dutch transportation authority, which will provide them with the platform they need to gain broader acceptance in Europe. Outside of the Netherlands, Tesla is also conducting testing in Norway, which provides a couple of avenues for them to obtain national-level approval.

The frustration has been ongoing, with multiple committee meetings bringing up autonomy regulation but always pulling back at the last second before approving anything. The last meeting on Regulation 157, which governs Automated Lane Keeping Systems, concluded with authorities from the UK and Spain requesting additional time to analyze the data before reaching a conclusion.

Tesla, as well as Elon, have motioned several times for owners to reach out to their elected representatives to move the process forward, as it seems that Tesla’s own efforts are being stymied. 

This can seem odd, especially since Tesla has previously demoed FSD working exceptionally smoothly on European roads - and just did it again in Rome when they shared the video below on X.

FSD Supervised testing in Rome, Italy

Pending regulatory approval pic.twitter.com/TXh3uQIfrx

— Tesla Europe & Middle East (@teslaeurope) June 12, 2025

DCAS Phase 3

While the approval process has been slow, Kees Roelandschap pointed out that there may be a different regulatory step that could allow FSD to gain a foothold in Europe.

According to Kees, the European Commission is now taking a new approach to approving ADAS systems under the new DCAS Phase 3 regulations. The Commission is now seeking data from systems currently operational in the United States that can perform System-Initiated Maneuvers and don’t require hands-on intervention for every request.

This is key because those are two of the core functionalities that make FSD so usable, and it also means that there may not be a need to wait years for proper regulations to be written from scratch. Now, the Commission will be looking at real-world data based on existing, deployed technology, which could speed up the process immensely.

What This Means

This new, data-driven regulatory approach could be the path for Tesla to reach its previous target of September for European FSD. While the cogs of bureaucracy are ever slow, sometimes all it takes is a little data to have them turn a bit faster in this case.

Alongside specific countries granting approval for limited field testing with employees, there is some light at the end of the tunnel for FSD in Europe, and hopes are that a release will occur by the end of 2025. With Europe now looking to North America for how FSD is performing, Tesla’s Robotaxi results could also play a role.

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Tesla Launches 'TeslaVision' Contest With Big Prizes — See Last Year’s Winner [VIDEO]

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Tesla’s marketing has always been relatively unconventional, relying on word-of-mouth rather than traditional advertising. The passion of the owner’s community is always massive, but it is especially high now with the launch of the Robotaxi network just around the corner.

Tesla is now tapping into that spring of fan creativity and announced the TeslaVision video contest, with some seriously impressive prizes up for grabs.

Announcing the TeslaVision fan video showcase

Tesla owners & supporters have always been able to see our products & mission for what they truly are.

Your word of mouth has made Tesla what it is today.

The OGs will remember that in 2017, we held our first video contest. 8 years… pic.twitter.com/6pPpkqmqOH

— Tesla (@Tesla) June 10, 2025

The Contest

The core of the contest is simple. Create a video that shows how your Tesla gives you more in life. Tesla is looking for submissions that highlight themes of freedom, safety, fun, and convenience.

Prizes

The prizes definitely make this contest worth entering if you’re good with a camera and have some basic video editing abilities.

For North America, the prizes include a brand new Model Y AWD Long Range, alongside an all-expenses-paid trip to Austin for a tour of Giga Texas. The grand prize winner will also be able to custom order their Model Y, allowing them to select their preferred wheels and color.

The two runners-up won’t get a Model Y, but they’ll also enjoy an all-expenses-paid trip to Giga Texas for a tour of the factory.

The travel and tour include lodging in Austin for 2 nights, as well as economy-class round-trip tickets from anywhere in North America. Tesla will also provide a vehicle for use during the trip.

Hopefully, these winners will also have the opportunity to experience the Robotaxi network while they’re in Austin, as it’s expected to be opened to the public later this month.

Project Loveday

For long-time followers of Tesla, this contest may feel familiar. The contest is a direct throwback to the 2017 Project Loveday contest, which was inspired by a letter to Tesla from a 10-year-old aspiring marketer. That contest was won by MKBHD, with his submission below:

How to Enter

If you’re ready to start filming, here are the key pieces of information you’ll need to know:

• Video must be 90 seconds or less

• Video must be uploaded to YouTube with a public URL

• Make a post on X and Instagram tagging “@Tesla” and include the words “TeslaVision contest” in the post.

• Provide links to both social media posts in your submission to Tesla’s form

• Provide your personal details in the form

• You have until July 17th, 2025, or until Tesla receives 10,000 entries, whichever comes first.

You can find the official submission form and all region-specific details on Tesla's website.

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