Tesla brought out something not many expected at its Robotaxi event—the Robovan. It’s a fairly large vehicle, and just like the Cybercab, it's fully autonomous: there is no driver’s seat, steering wheel, or pedals.
In its default configuration, the Robovan can seat up to 20 passengers, and Tesla has already envisioned multiple other uses for it, including package delivery, RVing, and others.
So, get your futuristic bus pass ready, and let’s take a ride to see what the Robovan is bringing!
Exterior
The Robovan takes Art Deco – the classic 1950’s style, to the future. It's a spectacular showcase vehicle and doesn’t look like anything you would ever expect to be pulling up to the curb to pick people up. The Robovan looks almost like a train or tram engine and has a sleek front with no visible windshield, and the wheels are tucked underneath the body, where you can’t see them.
It’s a painted aluminum shell, just like the Cybercab, but also mixed with glass. The glass is tinted dark from the exterior – so you can’t really see inside, affording a fairly high level of privacy to those in the vehicle.
One of the most interesting things about the Robovan is its super low ground clearance. It looked like it was floating mere inches off the ground when it pulled up at, We, Robot. According to Elon Musk, this super-low clearance is achieved by having an automatic load-levelling suspension that raises and lowers based on road conditions.
This means that the Robovan will be able to traverse obstacles such as speedbumps and potholes – and that this feature is likely to make its way to FSD sometime in the future. While FSD can already (mostly) correctly identify speedbumps, it cannot identify other obstacles on the road, such as debris or potholes. Having FSD be able to identify and avoid potholes to smoothen the ride would help to improve the comfort of the experience.
The Art-Deco aesthetic is back!
Not a Tesla App
Interior
The interior is quite spacious – it's able to seat up to 20 passengers in its maximum configuration. In a bus or passenger van format, the Robovan could easily be used to replace short-route buses or, with increased frequency – compete against a full-size 40-seat bus.
Tesla also intends for the Robovan to be used in a delivery capability, as it will be available to order in a format without any seating, which provides a fairly spacious interior for package handling on last-mile and local routes. It could conceivably be a competent competitor to large vans once FSD can reach a fully autonomous state.
Beyond that, Tesla also sees the Robovan being fitted for things such as Tesla Service, RVing, or any other use for vehicles with large interior spaces. There’s a lot of open space on the interior, so we’re looking forward to seeing what ideas people come up with. Maybe a mobile diner?
As per Elon, it is very easy to see out of the Robovan, as the dark windows seem to be one-way tints. Some interior videos, like the one below, also show just how much visibility is afforded to passengers. And those big glass doors? They slide open. It seems that the Robovan has the same set of doors on both sides, but all the pictures showing it off have it only opening on the street side (right side), with right-hand-drive here in North America.
Back to the passenger configuration – the interior showed off was in a clean and classic Tesla white, with lots of interior lighting and HVAC on the interior ceiling. There is a bench seat at either end of the cabin, and then a pair and single seat with an aisle dividing them. The configuration shown was symmetrical and only seated 14.
The van also features a large screen at either end of the cabin, which could be used for entertainment or route information. Tesla didn’t provide any detail on these displays, but they appear fairly large.
Beyond the delivery capacity, the Cybervan also has storage at the rear and front – both fascia plates slide upwards to expose additional storage room – essentially a bus-sized frunk and trunk.
The frunk, oddly enough, looks like it has far more capacity than the trunk in this case – with about 10 suitcases in the open frunk, while the open trunk only looks like it has capacity for 2 suitcases.
The frunk storage. Very spacious!
Not a Tesla App
The trunk storage. It seems oddly small.
Not a Tesla App
Release Date
There’s no date or pricing for the Robovan just yet. While it hails back to the 1950’s, it may be further out in the future than Tesla made it seem. Tesla didn’t share a price point or time frame for when the van would become available.
Oh, and Elon mentioned that it's called the ruh-BO-vahn. Like Suburban, but Robovan. We’d love to see what everyone thinks about its name. Let us know how you think it's pronounced.
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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.