The Model X is currently Tesla’s largest vehicle, seating up to seven passengers. However, due to the vehicle’s rounded shape, it offers significantly less cargo room than some of its competitors. While the Model X is amazing with its falcon-wing doors, some families may be forced to look at other brands if they need additional trunk space.
Yesterday, Elon Musk gave Tesla owners hope that there may be a larger SUV in the works. In response to a post asking Tesla to produce larger vehicles, Musk replied OK - once again confirming that there are more things in development than we know about. At the Shareholder Meeting in June, Musk confirmed that there were more Tesla products in the works - but didn’t mention what, so this is our first clue at what these additional items may be.
Musk confirmed that while the Robovan is in development - there are “some other things too.” Robovan itself was shown off at the We, Robot event last month, and it was something utterly different. While the Cybertruck makes a statement - the Robovan looks like the future.
CyberSUV?
Tesla currently sells one vehicle that comfortably seats more than five —the Model X. Its 6-seat configuration is fairly spacious and comfortable, while the 7-seat option offers a bench seat in the middle, removing the center aisle. The Model Y was also previously available in North America with a 7-seat configuration; however, it wasn’t extremely popular due to the sloped roof and lack of legroom in the back. Interestingly, the 7-seater Model Y, recently became available again in China.
While Robovan is going to be a fantastic vehicle for the future, we need to pull back to the present. Robovan is still years away and will require the widespread approval of autonomy regulations to really take off. Most people also don’t necessarily need to transport 20 people—like a bus. Take a look at a family with two to three kids, add in some friends and equipment for a baseball or hockey game, and no Tesla is fitting all those kids and stuff in it today.
One of the few market segments not addressed by Tesla has traditionally been the large-family vehicle - other vehicles like the Rivian R1S or the Kia EV9 have been winning in that particular space.
Tesla now has the Cybertruck as a platform to build upon. Why not leverage that to build other large vehicles? The proposed CyberSUV would be a full-size SUV that comfortably seats 7 and would have plenty of interior space—far more than the Model X.
Tesla has mentioned before that the Model X is not a cheap or easy vehicle to build, partly due to its falcon-wing door design. The Model S and Model X have been rumored to have declining sales. Most of that is due to the Model 3 and Model Y being a much better value, with many owners transitioning from a Model X to a Model Y.
With the Model 3 refresh, Tesla also added many features to the Model 3 that were previously exclusive to the Model S, such as better noise-dampening and ventilated seats. The Model Y Juniper Project, estimated to arrive in 2025, will likely take another bite out of Model X sales. It’s not clear what the future of the Model X is once this larger vehicle arrives on the market.
Our best guess for this new vehicle is that it’ll be a larger, mass-market vehicle for users who like the value of the Model Y but would prefer a larger vehicle.
We’re excited to see what Tesla pulls out from under the covers in 2025. Maybe a CyberSUV may really be coming soon.
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The long long wait for FSD (Supervised) in Australia and New Zealand may be coming to an end. Thom Drew, Tesla’s Country Director for Australia & New Zealand, has confirmed on LinkedIn that Tesla has been working with local authorities in both countries and that there are no regulatory blockers for the release of FSD in the region.
The confirmation came in response to questions following Tesla’s FSD demo video in Sydney, Australia.
Hurdles Cleared
For many years, the main question surrounding the release of FSD in other Asia-Pacific countries, especially Australia, has been the status of regulatory approval. Drew’s statement provides the clearest answer yet regarding regulatory barriers, and it appears that the path is clear from a governmental standpoint.
“We have been working with local authorities across AU & NZ and there are no regulatory blockers for release. We are running through the final stages of validation prior to public release. Looking to start with HW4 on certain vehicles and then release in phases from there.”
Thom Drew, Tesla’s Country Director for Australia & New Zealand (LinkedIn)
With the regulatory question answered, the timeline for the release is now entirely in Tesla’s hands. According to his statement, Tesla is in the final phases before a public rollout, likely meaning Tesla is doing some final testing and veritifcation on local roads before flipping the switch.
— Tesla Australia & New Zealand (@TeslaAUNZ) July 17, 2025
The Rollout Plan: HW4 First
Drew also provided the first details on how Tesla plans to launch FSD in the two countries, and it seems to be a similar approach to the one Tesla took in China.
That means that the release will begin with AI4 (HW4) equipped vehicles first. Once those vehicles are up and running, they will slowly begin to phase in older AI3 (HW3) vehicles over the next few releases.
For owners of HW3 vehicles (everything we know about the HW3 upgrade), this phased release means that they’ll be waiting a little longer than other owners, but at least there’s progress and some clear next steps now. A little more waiting isn’t too bad, especially when you consider just how long many owners in Australia and New Zealand have been waiting for any semblance of FSD in their nations. Tesla initially outlined Q2 2025 as the target availability date for FSD in RHD markets, so this timing is roughly on track with what Tesla initially announced in September 2024.
Hopefully, Tesla also opens up the opportunity for FSD transfer for HW3 owners in both countries, as we’re sure many people would upgrade alongside the official release of FSD to the latest hardware.
And just in case you thought the first video wasn’t true because it wasn’t upside down - well, Tesla provided us the original too.
Another quarter has passed, and that means it’s time to submit questions and vote for Tesla’s Q2 2025 Earnings Call. While Q1 was a tough quarter for the company, Q2 saw some recovery in sales, although there’s still some work to be done.
However, there’s always a lot to be excited about during Tesla’s Q&A session, where we usually learn a lot about future software improvements and upcoming vehicles. We may hear more about FSD Unsupervised, Robotaxi, or the more affordable vehicle, or its upcoming larger 6-seater Model Y, the Model Y L. Tesla also mentioned a potential FSD price hike back in the Q1 2025 Earnings Call, so that could be something that is brought up as well.
Tesla’s Q2 So Far
Tesla has already released their Q2 2025 Production and Delivery numbers, which were up from Q1 of this year, but still down compared to Q2 last year.
Production
Deliveries
Model 3/Y
396,835
373,728
Model S, X, and Cybertruck
13,409
10,394
Total
410,244
384,122
How to Submit & Vote
Tesla lets shareholders submit a question that will be voted on and may be answered during the Q&A session. To submit your own question or vote on an already submitted question, you’ll need to be a verified shareholder. You can go to Say’s platform and link your brokerage accounts.
Once it is verified, you’ll be able to log in and vote your shares on your own question, or on someone else’s question.
Here’s the link to get started on Say’s Tesla Q&A. You must submit your questions and votes by July 23rd, 2025, at 4:00 PM EDT.
Top Questions So Far
Unsurprisingly, people have already been submitting questions, and here are the top ones so far.
Can you give us some insight how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?
What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?
Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?
Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
When do you anticipate customer vehicles to receive unsupervised FSD?
And here are some other ones we found interesting:
Have any meaningful Optimus milestones changed for this year or next and will thousands of Optimus be performing tasks in Tesla factories by year end?
Are front bumper cameras going to be necessary for unsupervised full self driving? If so, what is the companies plan to retrofit vehicles that do not have them?
Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years. We still do not know much about the HW4.
Earnings Call Details
Tesla will hold its earnings call on Wednesday, July 23rd, at 4:00 PM EDT. It's still early for an access link, but we’ll make sure we have a link up on the site before the earnings call that day.
If you do miss the earnings call, no worries. We will provide a full recap following the call, and we’ll also do some in-depth dives into what was said and what we know.
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