Is Model 3 Codename 'Highland' a Myth? Unpacking Elon Musk's Mysterious X Post

January 11, 2024

By Kevin Armstrong

Highland Is Not Real

Not a Tesla App

A late-night Elon Musk post on X has this writer wondering if the Matrix has a glitch. For over a year, credible Tesla-focused websites and the mainstream media have referred to the Tesla Model 3 as the "Highland." But the company’s CEO says the Highland name “is not real,” although it has been seen in various Tesla documents. The cryptic message comes just 24 hours after the new Model 3 launched in North America. Is Musk simply joking, or is there a deeper meaning to his words?

It’s not real
— Elon Musk (@elonmusk) January 11, 2024

The Speculative Origins of "Highland"

Reuters was the first to use the word Highland. On November 28, 2022, the news outlet ran an “exclusive” story citing “four people with knowledge of the effort” of a revamped version of Model 3 codenamed "Highland." The name made sense. Although the exact origin remains unknown, there were intriguing theories:

Historical Reference to Ford: Some believe "Highland" might refer to Ford Motor Co's Highland Park plant, the birthplace of Ford's revolutionary assembly line.
Cinematic Nod: Others speculate that the name could be a homage to the 1986 film "Highlander", known for its immortals' battle and the iconic line, "there can only be one." This theory aligns with Musk's penchant for movie references and quirky humor.

A few weeks after the report, the mysterious partially covered Model 3s appeared around California. The name Highland took off from there.

Musk vs. Mainstream Media: A Turbulent Narrative

Elon Musk's relationship with the mainstream media has been tumultuous, marked by a series of confrontations and criticisms. His stance has been particularly conspicuous since he acquired Twitter. This ongoing battle with the press can be seen as a backdrop to the "Highland" mystery, casting Musk's latest tweet in a different light.

Perhaps his dismissive comment about the "Highland" codename might not be a straightforward denial but a nuanced swipe at media credibility. Considering that Reuters, a major news outlet, was the first to report on Highland, it could be interpreted as a continuation of his broader skepticism towards media reporting, mainly when it involves narratives about Tesla.

This dynamic adds an intriguing layer to the story, where the "truth" of the Model 3 "Highland" becomes not just a matter of fact but also a symbol in the larger narrative of Musk's complex relationship with the media. As Musk continues to engage in this media tug-of-war, each tweet and statement becomes a potential chess move in an ongoing battle of narratives.

Tesla Community Reaction

Seriousness aside, the internet did not fail to bring a few laughs in the replies to Musk’s post. Some played with the idea of it being part of a grand simulation, adding a touch of sci-fi flair to the debate. Others jokingly asked if this was all just a clever trick or even a plot twist worthy of a movie. The popular “TMFINR” meme showed up a few times.

pic.twitter.com/pkPdUlUerL
— Shamara Myers (@Shamara_Myers) January 11, 2024

A few users leaned into humor and parody, echoing the playful skepticism that often accompanies Musk's cryptic messages. Amidst the laughter, there were genuine queries and theories, with several pondering if "Highland" was just an internal project name or something more.

Rumors and conspiracy theories weren't far behind, as some speculated about hidden meanings and possible secret projects. This led to various interpretations, from outright dismissal to earnest theorizing. Could it also have been used to identify who was leaking information? There are a lot of leaks! YoursYour's truly was reminded of a classic Creed line from The Office:

It all makes sense now. pic.twitter.com/FSdkR8TpzE
— Kevin Armstrong (@KVNArmstrong) January 11, 2024

Overall, the community's response was a lively mix of jest, confusion, and curiosity, showcasing the engaging and speculative environment that Musk's tweets often create. It's a unique relationship between Musk, his projects, and his audience, where a single tweet can ignite a spectrum of imaginative and playful discussions.

The Model 3 "Highland" story continues to blend mystery and speculation, fueled by Musk's latest remarks. The “Highland” name was used internally, as it has shown up in several internal documents, so Musk's post causes some confusion. Does he possibly mean that Highland isn’t a part of the (final) product’s name and shouldn’t be used by media to differentiate it from the previous generation?

Whether a clever ruse, a misunderstood codename, or a media misinterpretation, it is a fascinating example of Tesla's cultural impact. Dare we ask if Juniper is real?

New Castings Spotted at Giga Texas Likely Intended for Tesla Cybercab

April 21, 2025

By Karan Singh

@JoeTegtmeyer

Tesla’s Giga Texas factory usually gives us the first site of Tesla’s upcoming products. We first saw the Cybertruck and Model Y castings here. With Giga Texas being one of Tesla’s largest factories, it’s logical that most products would originate here.

Tesla has also stated that it intends to manufacture the Cybercab, Semi, the next-generation vehicle, and Optimus at Giga Texas over the coming years. The affordable vehicle and Cybercab were originally intended to be manufactured at Giga Mexico, but the plans for that facility were waylaid by changes in economic policy.

Robotaxi Castings

These new castings were spotted by Joe Tegtmeyer, who regularly does drone flights of Giga Texas. Joe pointed out that these castings don’t look like the usual Model Y or Cybertruck castings usually seen outside Giga Texas.

With an eagle eye, @minusYCore on X also spotted some interesting text on the frames holding the castings up. In particular, the castings say “RTTX050” and “W68-RSF AS-CAST”. These could be interpreted as ‘Robotaxi Texas’ and ‘Rear SubFrame,’ as Tesla marks Cybertruck castings as “CTTX.” The as-cast portion indicates that these particular castings haven’t been trimmed yet, according to the X user.

The castings laid out.

@JoeTegtmeyer

The size and shape of these castings—combined with rumors that Tesla’s more affordable vehicle has been delayed—suggest that these castings are intended for the Cybercab.

These castings are much flatter and appear to be a different size than the castings found throughout Giga Texas, indicating that they are intended for an entirely different product.

It’s possible that these are the first castings used by Tesla to test their unboxed assembly process, which the Cybercab is expected to rely on. If you take a closer look at the video below, you’ll note that these new castings look very similar to the ones in the unboxed assembly video.

Interestingly, Tesla did say that they don’t intend to have the Cybercab available for customers before late 2026 or early 2027, but we’ll likely hear updated timelines as Tesla’s Q1 2025 Earnings Call tomorrow.

A more vertical look at the castings.

@JoeTegtmeyer

New Giga Presses

To top it all off, new parts for a Giga Press - the machine Tesla uses to make these castings - were also sighted in Texas. These machines are few and far between, and each one is highly specialized for the particular vehicle it produces. Seeing new parts coming in usually indicates that a new assembly line is under construction, or that changes are being made to an existing line to either expand it or update it.

There’s a lot happening and we will hopefully know more tomorrow evening.

New Giga Press parts

@JoeTegtmeyer

PepsiCo Building Additional Tesla Semi Chargers

April 21, 2025

By Karan Singh

Not a Tesla App

Tesla’s first large-scale partner for the Tesla Semi - PepsiCo - is building out another Semi Megacharger site per a recent filing found by MarcoRP. Building out these Semi charging sites is expensive due to their much higher power output when compared to Superchargers.

Name Change

Interestingly enough, Tesla appears to have shifted its terminology recently, now often referring to the Semi’s high-power charging solution as Tesla Semi Chargers instead of the previously common "Megachargers." Regardless of the name, these chargers are crucial for the Semi. They’re designed to deliver 1.2 megawatts of charging power capable of adding hundreds of miles of range in roughly 30 minutes.

Frito-Lay Site

The new site detailed in the recent filing will be located at a Frito-Lay production plant on Hageman Road in Bakersfield, California. Permits were filed just a couple of days ago for the installation of eight Tesla Semi Charger stalls along with their associated electrical equipment.

This facility adds to PepsiCo's existing network of chargers, supporting the Tesla Semis operating out of their Sacramento facility, and highlights Bakersfield as the next expansion of the Semi’s operational area. Notably, this new Frito-Lay charging site is strategically located just five miles (approx. 8 km) away from a massive future public charging complex Tesla is planning on Kelton Way.

Kelton Way Charging Complex

Tesla’s planned charging complex in Bakersfield, which is just down the road, will feature 72 Supercharger stalls, as well as 18 Semi charger stalls. According to pre-permits filed last month, this site will be fairly large and accessible to both the public and Tesla’s partners.

A rendering of the Kelton Way site - with the Semi Chargers on the outside, and the Covered Supercharger site in the center.

@MarcoRPi1 on X

Tesla plans to develop a vacant plot right off the interstate into a large charging hub, which is now the second major public Semi Charger site we’ve heard about. For now, these sites will remain rare, but we expect that Tesla and its partners will be happy to expand them out further as required.

Carson Semi Charger Site

These Bakersfield developments – both the private Frito-Lay site and the large public Kelton Way hub will help lay out the necssary infrastructure for the Tesla Semi, much like the early days of Tesla’s Superchargers. Since Semi cannot be charged at a Supercharger site (the MCS plug is notably different than NACS), these sites are a must-have.

Tesla's first publicly accessible Semi Charger site planned near the Port of Long Beach in Carson, California, was one of the first signs of these types of Semi Charger facilities being established - and like Kelton Way, it also includes amenities for truck drivers. Tesla is also considering what long, medium, and short-haul truckers need for their stays at these sites.

As Tesla works to ramp up production of the Semi itself, the parallel expansion of dedicated, high-power charging infrastructure by both Tesla and its key partners are essential to making electric heavy-duty trucking a reality.