Tesla announced an updated roadmap for FSD in late October. With it, they announced that FSD v13, the one that’s expected to make Unsupervised FSD feature complete (although not 100% reliable), would start being sent to employees by the end of the week.
We have yet to see any hints or sightings of employees testing FSD v13, but Elon Musk has now stated that FSD v13 is coming soon.
It sounds like Musk is talking about the employee release as it usually does, but it’s not immediately clear. Tesla originally predicted that select owners would receive FSD v13.3 around Thanksgiving.
Musk also mentioned that FSD v13 is trending to be about 500% better than the current build of v12.5.5.3 on the Cybertruck. If that’s true, Unsupervised FSD is just a regulatory leap away, rather than a technical or training challenge. However, let’s remember that Musk has often thrown out these vast improvement numbers that don’t appear to materialize when the update rolls out to customers. There’s no doubt that FSD v13 will be a big milestone and have several new features, such as Autopark at destination, Unpark and more, but the much lower miles per intervention will likely come in later revisions.
Tesla has already seen drastic improvements this year, moving from V11.4.9 to v12.3.6, and then more recently to V12.5.4.2. Each successive build has had major improvements in how FSD is able to react and respond in real-time while also becoming smoother and safer.
We’re in for some exciting times as an even better FSD version makes its way to customers soon. And in order to really make the point, Tesla has also shown off how they conduct FSD Safety Testing in a series of videos, which we’ll include below.
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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.
Variant
Motors
Battery Size
Estimated Range
RWD
1
53 kWh
230 miles (375km)
AWD
2
75 kWh
310 miles (500km)
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.
Tesla previously told its employees on the Cybertruck production line that work would be halted for three business days and that they would not be required to show up to Giga Texas for any other work. Work was halted on the Cybertruck line from December 3rd until December 6th.
Many speculated that Tesla had hit a demand mark with the Cybertruck or run into other production-related difficulties. However, pausing production for such a short period is a fairly normal business operation, as Tesla continuously retools and upgrades its production lines.
Halts for business demand tend to look more similar to Ford’s F-150 Lightning production halt - where they halted production from November 18, 2024, until January 6, 2025. Ford also announced that this production halt was due to reduced demand for its electric truck in the face of stiffer competition.
Cybertunnel
In this case, part of the reason for the halt could potentially have been due to upgrades to the underground tunnel that is used to move Cybertrucks fresh from the production line to the holding lot at Giga Texas. Tesla has been working on improving the production flow rate for its vehicle - and rather than encountering issues with production, they’ve previously mentioned they’ve had issues with getting vehicles out of their outbound parking lots and off their assembly lines - and into customers’ hands fast enough.
The Cybertunnel moves trucks from inside Giga Texas to the holding lot just outside the factory. At that holding lot, they’re either loaded into trains or trucks to be transported across North America. The tunnel passes underneath Texas Highway 130, helping to ensure that Tesla isn’t clogging up traffic crossing the highway with brand-new trucks.
More Shut Downs?
It’s likely we’ll see even more shutdowns at Giga Texas in the coming months. Tesla has shown that it intends to continue increasing production rates at Giga Texas, which means it will need time to upgrade its assembly lines and processes. In addition, the Model Y is also produced at Giga Texas—and once the Model Y Juniper arrives, there will need to be shutdowns to accommodate re-tooling.
So, no need to stress - it's just regular operations. And we get to see a cool Cyber-themed tunnel too. In the meantime, check out Joe Tegtmeyer’s drone video of Giga Texas below.
Giga Texas on this cold 6 December 2024 morning! Big news with the @boringcompany paving & tunnel covering structure on W side, new mystery construction on W side of GA, continued work on SW corner for tunnel alternate exit & production of both @cybertruck & Model Y today,… pic.twitter.com/94a894ix1I