Tesla is expected to offer wraps for the Cybertruck
SawyerMerritt/X
Tesla's long-awaited Cybertruck is finally set to make its debut, but expectations may need to be adjusted. After years of anticipation and delays, the Cybertruck is scheduled for its first deliveries at an event on November 30th. However, the volume of these initial deliveries is notably small, with only 10 units slated to be handed over.
Limited Initial Deliveries: A Familiar Strategy
Tesla's approach with the Cybertruck is reminiscent of its past product launches. For example, the Model 3's initial delivery event in 2017 saw just 30 cars being delivered, primarily to company employees. This pattern seems to be repeating with the Cybertruck, as Tesla Product Design Director Javier Verdura confirmed that 10 units will be delivered at Tesla's upcoming event.
While some fans and reservation holders might find this number disappointing, it's important to note that this approach allows the company to manage production challenges and quality control issues more effectively before ramping up to larger volumes.
Production Challenges
Tesla CEO Elon Musk has previously warned about the "enormous challenges" facing the Cybertruck, particularly in terms of production and profitability. The vehicle's stainless-steel body, a unique feature of the Cybertruck, poses significant production challenges. Musk has indicated that it could take up to 18 months for the Cybertruck to reach a production rate of 5,000 units per week, targeting volume production by 2025.Tesla has faced production challenges in the past with its other models, and the Cybertruck might not be an exception.
What Lies Ahead for the Cybertruck?
Despite these challenges, Tesla is known for its ability to navigate complex manufacturing hurdles. The Cybertruck, with its futuristic design and promised capabilities, remains one of the most anticipated electric vehicles of the decade. However, with such low volume being handed over to employees on November 30th, it may be a while longer before all of our Cybertruck questions get answered. As Tesla prepares for the delivery event, it's clear that the journey of the Cybertruck from a concept to a mass-produced vehicle will be closely watched. The event will take place in just 10 days, and is expected to be live streamed on Tesla's website and YouTube.
While Tesla’s 2024 Holiday Update brought many new features, including Apple Watch Support, Cross Traffic Alerts, Weather Overlays, Search Along Route, and others, there are also several smaller items in this update that didn’t get much attention.
Ambient Lighting Now Affects Easter Eggs
The 2024+ Model 3 and Cybertruck both come equipped with ambient lighting, and Tesla is now taking advantage of this custom lighting feature by incorporating it into several easter eggs.
Rainbow Road: If you head over to Apps > ToyBox > Rainbow Road, you’ll find a new option available that allows the ambient lighting in the vehicle to also change shades while Rainbow Road is active. The Rainbow Road easter egg is a tribute to the iconic course course in Nintendo’s Mario Kart.
Check out the feature in action below:
🇮🇹 Con l’aggiornamento di Natale, quando attiviamo la pista arcobaleno, anche i LED interni diventeranno arcobaleno. Questa è una novità non documentata, scovata da un utente di TESLERS (chiaramente riguarda le Model 3 Highland)
Santa Mode: Just in time for Christmas, Tesla has improved Santa Mode by cycling the ambient lighting between Christmas colors. Similar to Rainbow Road, the use of ambient lighting for the easter egg is optional and can be enabled under Apps > ToyBox > Santa Mode.
When using Santa Mode with ambient lighting turned on, the lights will cycle just between Christmas colors, red, green and white, instead of the full rainbow. There’s a video of the feature below:
The Model S and Model X vehicles that support Steam gaming are receiving a Steam app update in the holiday update as well. This update could end up being very interesting, but for now Tesla says that the SteamOS, which also runs on Valve’s Steam Deck has been updated to version 3.6.
Valve outlines a wide range of fixes and improvements in their release notes for version 3.6, but Tesla simply states that the OS update includes performance enhancements and improved game compatibility.
The SteamOS hasn’t been updated on the Model S and X for quite a while, so we believe there may be more to this besides performance improvements and fixes. We’ll be looking to share some insights into this in the near future.
So, there you have it—three new features in the Holiday update that have mostly gone under the radar. While they may not apply to everyone, there are plenty of other cool features in the Holiday Update, like the arrival of Dynamic Road Closure Routing and Nearby Parking, that are coming to every vehicle, so go check out the full release notes.
At the 2023 Q3 Earnings Call, Tesla provided an update on its next-generation model, what many are referring to as the “Model 2” or “Model Q.” Although the actual model name is yet to be determined, it is known internally as Redwood.
During the 2024 Shareholder Meeting, Musk again mentioned the upcoming model, saying that Tesla is working on new products, including a more affordable vehicle and a larger SUV.
While we know the next-gen vehicle is aimed at the $25k to $30k USD market, we now have some new information thanks to a new report out of China.
Launch & Price
According to the Chinese outlet CNMO Technology News (Sina Finance), Travis Axelrod, Tesla’s Head of Investor Relations, announced plans to launch a new model. Axelrod shared this update while addressing senior corporate investors at an investor conference hosted by Deutsche Bank on December 5, 2024.
The goal of Project Redwood, internally dubbed “Model Q” by Deutsche Bank, is to achieve a post-subsidy price of under $30,000 USD. With the Federal EV Rebate potentially expiring next year, this suggests that the Model Q’s starting price will be around $30,000 USD. For comparison, the Model 3 currently starts at $42,490 in the U.S.
We previously reported that Tesla has already been speaking to suppliers and is looking to begin volume production of the vehicle sometime around June 2025. Of course, prototyping is still necessary, but we haven’t seen any signs of Tesla testing a new vehicle since spotting the Cybercab on the streets ahead of We, Robot.
Specs
The Model Q will supposedly be about 15% smaller and 30% lighter than the Model 3, with an approximate length of 3,988mm, or 157 inches. For scale, the Mini is 157 inches, while the Model 3 is 185 inches, so it’s fairly compact.
The battery will also be smaller to match the vehicle’s smaller size as Tesla tries to reduce the vehicle’s price while maintaining a similar range as its other vehicles. Tesla is expected to offer two models—a single-motor RWD model and a Long-Range Dual-Motor AWD variant.
The lower trim level will include a 53 kWh lithium iron phosphate (LFP) battery, while the AWD version is expected to include a 75 kWh LFP battery. The report says that the vehicle will be able to travel up to 500 km (310 miles) on a single charge, but it’s not clear whether this will be for the more efficient RWD version or the AWD variant.
Given the vehicle’s weight reduction compared to the Model 3, this type of range is likely for the lower trim level.
Variant
Motors
Battery Size
Estimated Range
RWD
1
53 kWh (LFP)
310 miles (500km)?
AWD
2
75 kWh (LFP)
?
There’s no news yet on the price of the AWD version, but we expect it to be about $5,000 more expensive than the RWD variant.
Once the vehicle ramps up in production, Tesla intends to produce about 10,000 of these per week globally or about 500,000 per year. As Tesla mentioned during one of their previous earnings calls, this next-gen vehicle will be built using Tesla’s current assembly lines with minimal changes. This should allow for a smoother and more predictable production ramp. While Tesla still plans to use its new unboxed assembly process, it’s now saving it for the robotaxi.
We’re expecting Juniper to launch early next year, as production has supposedly already begun at Giga Shanghai, at least on a limited prototyping basis. If the rollout matches the Model 3 Highland refresh, we’ll see Juniper arrive in China first and then make its way to North America and Europe by the end of 2025. The performance variants should launch in early 2026, after the standard models.
If you’re excited about Juniper, so are we! Check out our wishlist of features for Tesla’s Model Y refresh, and see everything we know so far.
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