Elon Musk always gets excited about upcoming products — and this time, he’s announcing Tesla will have an epic demo later this year. Not just any demo, but the “most epic demo ever,” according to Musk. He then emphasized it by saying “Ever.” again. It certainly sets high expectations, but what could Elon be alluding to?
Given Tesla’s ambitious roadmap, there are numerous possibilities that could have Musk this excited. Given it’s coming from the Tesla Design Studio, we’re expecting this to be a physical item, rather than something software-based like FSD breakthroughs.
With the Q2 2025 Earnings Call around the corner, we may learn more about the upcoming demo soon; otherwise, we may have to wait until Elon teases it further or Tesla sends out event invites.
Let’s take a look at what Musk could be so excited about that could be part of this epic demo.
Contender 1: Optimus V3
First in the ring is Tesla’s humanoid robot, Optimus, which is expected to receive its production variant, version 3, by the end of 2025.
The production variant is supposed to bring together everything that Tesla has learned over the years on Optimus V2 and combine it with mass-manufacturable hardware for the first time.
A full-blown demonstration of Optimus V3 working in Tesla’s factories, performing complex tasks autonomously - something no other humanoid robot has done to date - would most certainly fit the bill. A truly capable humanoid robot that can understand and interact with the real world would be a game-changing technology, and an early demo showcasing that would certainly be unforgettable.
Contender 2: The New Roadster
Hiding somewhere in a corner of our ring is the next-generation Tesla Roadster. It has been years since the demonstration of the Roadster and its SpaceX-powered cold-gas thrusters. While we’ve received occasional updates on the Roadster, it’s clear it hasn’t been Tesla’s priority, nor should it be.
A demonstration of a finalized, production-ready Tesla Roadster would be a massive event—and one that people have been waiting for for years. This would be especially awesome to see in a world where the track is now dominated not by the Model S Plaid but by the Rimac Nevera and Lucid Air Sapphire.
Contender 3: More Affordable Models
While less flashy than the other two corners, this contender is probably the biggest elephant in the room. There are now two versions of “affordable” vehicles. One is a trimmed-down Model Y, while the other is the long-rumored $25k vehicle that is expected to be based on the Robotaxi.
For Tesla’s “legacy” vehicle business, a more affordable vehicle will help drive growth, while allowing the still-nascent AI and robotics businesses to get their footing.
What will be Tesla's 'most epic demo ever' later this year?
The last contender is the production variant of the Tesa Semi. With the new Semi factory in Nevada beginning to ramp up and begin volume production, there’s no better time to reveal the final production version of the Semi.
We’ve seen pilot vehicles on the road, as well as some wrapped-up test variants at Tesla’s production facilities - but we’ve yet to see the final version. A full blown demo of the Semi hauling a trailer on a long-haul route would definitely be something to show off.
While it may not be as exciting for the average consumer, the Tesla Semi is on a path to revolutionize the trucking industry and transition it to electric. Trucking accounts for 23% of greenhouse gas emissions and up to 60% of fine particulate matter emissions, despite comprising only about 10% of vehicles.
This is one of the places Tesla can have one of its biggest impacts. Many of their industrial partners are already on board to electrify their fleets.
Whatever the demo ultimately is, it’s evident that Tesla’s teams are developing something impressive. For now, we can only speculate, but we’ll be listening closely during the Q2 earnings call for any additional clues.
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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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