New information is uncovered about these brand-new Tesla Roadsters
GruberMotors (Edited by NATA)
In an update to our previous coverage of a remarkable automotive discovery, the bidding period for the three untouched 2010 Tesla Roadsters has been extended. Originally set to close on May 26th, 2023, potential buyers now have until midnight on June 2nd, 2023 to submit their bids, as the vetting of bidders takes longer than anticipated. This auction is making waves in the collector and electric vehicle community worldwide, as these Roadsters serve as relics of a pivotal era in EV history.
Unraveling the Mystery: New Updates and Discoveries
In a series of additional information released on the auction site, several intriguing details have emerged, deepening the narrative surrounding these unique Teslas. Each vehicle comes with its respective Manufacturer's Certificate of Origin. A trio of brand new Clipper Creek TS-70 Roadster Wall Chargers still in their original boxes and other Tesla items in bubble wrap are part of the auction lot.
The Enigmatic Fourth Roadster: A Story Unfolding
Investigations into two accompanying crates have revealed intriguing references to a missing fourth Roadster, VIN 1185. This vehicle was rumored to be part of the original shipment but has yet to be located. The crates contained various large parts such as wheels, tires, a complete door assembly, headlight assemblies, and numerous smaller body trim parts, with labels pointing to VIN 1185.
The original plan for these Roadsters was for them to be used by an R&D center of a Chinese auto company that later went bankrupt. The intent was to disassemble the cars for reverse engineering. Instead, these time capsules of Tesla's early history survived intact and are now up for grabs by collectors and enthusiasts alike.
The Hunt for the Keys: An Unexpected Hurdle
Adding to the intrigue surrounding the auction, the keys to these untouched Roadsters have become a minor mystery. Originally believed to be held in one of the port offices, retrieval efforts were hampered by the unfortunate passing of the manager who was in possession of them. As a result, the keys are currently missing.
However, the sellers have assured potential buyers that if the keys cannot be located, they will take the necessary steps to replace them. This unexpected hurdle delayed plans to open the cars and trunks for further detailed photographs. Despite this minor setback, the ongoing search for the keys contributes an additional layer of fascination to the unfolding story of these vintage Roadsters.
The Relocation and Future of the Roadsters
While the quest for the keys to the Roadsters continues, the vehicles themselves are being prepared for their next journey. The Roadsters are set to be relocated into new sea containers, ready for shipping either directly to the successful bidder or to a free zone in Dubai, devoid of viewing permit requirements.
The sellers have considered the stipulation by some bidders that the Roadsters needed to be in the USA before bidding. Thus, the Roadsters could be sold out of China, Dubai, or eventually the USA, depending on the circumstances.
These Tesla Roadsters stand as enduring symbols of a watershed moment in the automotive industry and Tesla's ambitious journey. As their past unravels and their future hangs in the balance, these cars offer a unique opportunity to own a piece of automotive history. This auction presents an unmissable opportunity for avid collectors, Tesla fans, and EV enthusiasts worldwide.
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In this article, we’ll cover Tesla’s updates on Optimus, batteries, and Tesla Energy.
Optimus
Tesla has been working away on their humanoid robot and continues to make progress in software and hardware.
First, Tesla is preparing the Fremont factory for the Optimus pilot production line, which is scheduled for completion later this year. Once it is, wider deployments of Optimus for internal use within Tesla’s facilities are expected as well. Tesla aims to have several thousand Optimus units working in its North American factories by the end of the year once the pilot production line is operational.
Tesla’s goals for production remain extremely lofty - 1 million units per year by 2030. However, they could face some challenges when ramping production.
Key components like the shoulder actuators use specialized permanent and rare-earth magnets, which are currently sourced from China. Due to recent Chinese restrictions on the overseas sale of these magnets, Tesla is seeking an exemption or alternative suppliers. They have not yet looked into modifying the shoulder actuator but will likely do so if they cannot obtain the necessary materials.
Batteries
Batteries are another item that Tesla’s teams have been working on behind the scenes for years now. The second generation of the 4680 - the Cybercell - has been IRA-compliant for some time now. This means that the Cybertruck is eligible for the US Federal EV rebate.
Tesla also achieved the lowest cost-per-kWh of any of its cells with the 4680 battery - and it is potentially one of the cheapest cells being manufactured by any vehicle battery manufacturer at this point. With dry-cathode still being worked on, Tesla may be able to squeeze more optimizations and cost efficiencies from the 4680 cells.
Additionally, Tesla is progressing with its plans for lithium refining and cathode production in the US, both of which are scheduled to commence in 2025. While the company says they’re no longer supply-constrained for non-LFP vehicle batteries, on-shoring production and sourcing critical minerals from nations outside of China will be key.
LFP batteries continue to be supply-constrained, namely for the Tesla Energy division. LFP batteries and their materials are sourced from China. Due to tariffs and limited exports, Tesla can’t obtain enough and is considering potentially building an LFP production facility in North America.
Energy
Tesla’s energy division is still experiencing some of the highest growth of any of its divisions. Year over year, Tesla saw a 154% increase in energy storage deployments, including both Megapack and Powerwall - for a total of 10.4 GWh deployed in just Q1 2025. While deliveries in energy storage remain volatile due to the nature of Megapack installations, Tesla expects growth to continue rapidly in this segment.
Tesla also deployed 1GWh of Powerwall 3 residential storage this quarter, marking its strongest quarter. Powerwall 3 has received positive feedback from customers, many of whom appreciate its new capabilities with its built-in inverter for solar.
Megapack is continuing to see demand increases, currently highlighted by utility-scale Megapack systems, as well as data centers requiring stable power delivery. Megafactory Shanghai is also online now and producing Megapacks - with an annual production capacity of 20GWh today and up to 40GWh in the future. The site has also produced over 100 Megapacks this quarter, which are all awaiting delivery.
There was a lot of interesting news from Tesla’s Q1 2025 Earnings Call, covering everything from FSD and Robotaxi - to the less glamorous but equally important Megapack and Powerwall.
Tesla is heavily leaning into artificial intelligence, and its insurance offering is just another example of how it’s improving its product or lowering costs by leveraging AI.
Tesla recently started offering an insurance discount in select states when drivers use FSD for at least 50% of their drives and now it’s introducing an AI to help handle customer claims.
Tesla has developed an in-house voiced AI agent that can assist customers in handling simple support requests for Tesla Insurance.
For customers calling in from those states, the new AI agent provides a unique way to address the most common support calls. And it’s not just answering common questions but actually making requested changes to the owner’s account.
Policy Changes
The first key item is that it automates policy changes. Simple policy updates, including adjusting your deductible or coverage limits, are now done via AI. For policyholders who are simply looking to make quick changes and don’t have any questions, this makes the process a lot quicker by not having to wait for a representative. Tesla isn’t eliminating representatives, but this could reduce the number of representatives required or reduce wait times.
Continue Where You Left Off
The second item here, highlighted by Raj Jegannathan from Tesla’s internal IT team, is that Tesla’s AI agent is able to offer summaries of the user’s last interaction with Tesla Insurance. It will summarize your last interaction and provide assistance on that particular topic if you need to continue it. That means that you don’t have to wait for a human to review your file - the AI will kick off right where you left off.
Tesla appears to be focused on improving efficiency and making support more accessible. While actual items like claims are left up to humans due to their inherently complex nature, this helps free up employees to handle more complex items. While there’s no doubt Tesla will continue to develop this AI like they do everything else, we may soon see it take on even more tasks.
More AI
This isn’t the first AI agent that Tesla has demoed - there is now a chat-based AI sales agent available on the front page of Tesla’s website, which is able to answer common questions on Tesla vehicles.
Tesla has also been improving their AI support tool available in the Tesla App is able to provide feedback on common issues and also guide users towards either solving the problem or placing a support request.
Tesla’s strategy here is to influence the cost-heavy areas associated with having humans address simple requests and instead leverage AI, which can offer instant answers and reduce support costs.
Roll Out to More States
While this new AI is currently limited to just 12 states, it is likely to follow Tesla Insurance’s expansion. Insurance seems to have been at a bit of a standstill lately. Tesla continues to improve features such as the improvements to Safety Score V2.2, but we haven’t seen Tesla roll out support to new states since it added Minnesota in November of 2022.
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