Musk says Tesla's next-gen vehicle will be much more utilitarian
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With all the attention on Cybertruck, Tesla is quietly working on the real game changer. Somewhere in Tesla's research and development is the Model 2, the next-gen, more affordable Tesla. It is the car that Tesla predicts will sell more than all of its other vehicles - combined!
The company has long been known for its futuristic and sleek designs, with the upcoming Model 2 touted as the most affordable and utilitarian offering yet. Yes, utilitarian were the words used by Elon Musk as he reiterated the primary focus for the Model 2 would be simplicity in design, manufacturing efficiency, and affordability.
But how might this vision translate into the actual car design? We have a few ideas using some hints and lessons from the past. For simplicity's sake, we will refer to the next-gen car as the Model 2 in this article.
Teardrop Shape: Aerodynamic Mastery
Aptera's vehicle design next efficiency to another level
Aptera
Arguably the most aerodynamic shape for cars, the teardrop design minimizes drag, which is crucial for electric vehicles where range is paramount. The Model 2 could integrate this shape, focusing on the perfect harmony of form and function.
A vehicle is yet to be produced, but it has shown this design and how Tesla could use it. Aptera knows that in vehicle efficiency, drag coefficients are king. It is a crucial metric denoting aerodynamic resistance: while a Toyota Corolla registers at 0.29 and the Tesla Model 3 impresses with 0.23, the Aptera records 0.13. To put that in perspective, the bottlenose dolphin puts up a 0.1.
The McLaren Speedtail
Bloomberg
When McLaren set out to conceive their swiftest road-going model, it didn't merely optimize the engine; it sculpted the very form of the car itself. The McLaren Speedtail's streamlined silhouette, exemplified by its elongated tail, the omission of conventional side mirrors, and aerodynamic front wheel covers, is a testament to this design philosophy.
Three Wheels: Sneak Peak Lines up with Aptera
Tesla working on a concept car
CBS
An image in the Walter Isaacson books seems to be a mock-up of a Model 2. Take a good look at both the product and the pictures on the wall behind it. It appears to be a three-wheel, tear-shaped vehicle. Aptera also has three wheels. The company says it "leads the pack by having the least "rolling resistance" — the energy needed to keep your tires rolling at a straight and steady pace."
Going to three wheels reduces the touch points and areas where energy can be lost. It could incorporate unconventional headlights or eliminate the traditional trunk. The Aptera's radically efficient design offers a glimpse of such out-of-the-box thinking.
Rethinking Doors and the Frunk: Simplifying Structure
Volkswagen's XL1
TopGear
While a four-door design is conventional, a two-door Model 2 would be simpler and likely cheaper to manufacture. Moreover, since the frunk primarily serves as storage in electric vehicles, Tesla could consider eliminating it altogether. This recalls Volkswagen's audacious 1-litre car concept, which featured gullwing doors and a futuristic design.
But we don't need to go back that far, as again, we can point to Aptera's design. The two-door, two-seater has storage room but certainly not to the same level as a Model 3. Given this Model 2 is going to be a point A to point B car, how much storage space is required?
Aero Wheel Design: Balancing Aesthetics with Efficiency
Tesla's Model 3 aero wheels have already demonstrated the balance between aesthetics and efficiency, offering up to a 3.4% boost in range. The Model 2 could take this further by fully enclosing the wheels or adopting innovative designs similar to the McLaren Speedtail's aerodynamic front wheel covers. It could go even further than that; see the next point.
Fender Skirts: Maximizing Range
A render of the Model S with fender skirts
Road and Track
Historically, fender skirts have shown a marked improvement in fuel efficiency. The original Honda Insight from 1999 achieved a drag coefficient of 0.25 with its covered rear wheels. By re-introducing fender skirts, Tesla could further streamline its impressive aerodynamics, extending the Model 2's range. But, as General Motors pointed out, this could require certain design adjustments, like narrower rear tires, to maintain safety and handling.
Mirrorless Design: Reducing Drag
The original Tesla Cybertruck prototype didn't have mirrors
Tesla
Mirrors add drag, and if Tesla can persuade regulators, a mirrorless design would make the Model 2 even more streamlined. Replacing mirrors with cameras has been around for a while. Still, Tesla could be the one to popularize this in mass-market EVs. The company has already been touting this as a feature for the Cybertruck. However, some jurisdictions require external mirrors. At some point during the evolution of the car, regulators must understand that camera technology is superior to mirrors.
While these speculations are based on current trends and historical data, one thing is certain: Tesla's Model 2 will challenge conventions. As the company delves deeper into achieving unmatched manufacturing efficiency and affordability, the Model 2 will likely carry Tesla's legacy of innovation.
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Tesla’s Dan W Priestley attended the Advanced Clean Transportation (ACT) Expo in Anaheim, California, and provided an update on Tesla’s Semi truck program. The presentation covered several key developments on the status of Tesla’s Nevada Semi Factory, refinements to the Semi, and Tesla’s plans for charging and ramping production through 2026.
Let’s dig in and take a look at everything that was captured by the Out of Spec team at ACT Expo. The original video is embedded below if you’d like to watch it.
Semi Factory & Production Ramp
Priestley reaffirmed the timelines mentioned during Tesla’s Q4 2024 Earnings Call that Tesla will scale Semi production in 2026. To achieve this, Tesla has been actively building and expanding the Gigafactory Nevada site, specifically to support the production of the Tesla Semi. The dedicated Semi facility will have a targeted annual capacity of 50,000 Semi trucks.
Following the beginning of production, Tesla will utilize the initial trucks to integrate into its own logistics operations. This will serve as both a final real-world testing ground as well as an opportunity for Tesla to gather data internally. Tesla plans to begin subsequent customer deliveries throughout 2026 as the ramp-up continues.
Reuters also reported that Tesla is hiring over 1,000 new employees at the Semi Factory to begin the rapid ramping of the program.
Semi has already amassed 7.9 million miles with Tesla’s current testing and operational fleets, providing some real-world data and testing. Feedback for the truck has been exceptionally successful, with many drivers praising the Semi’s performance and comfort.
New Tesla Semi Features
Of course, it wouldn’t be a Tesla keynote without showing off some new things. The Semi will be available in 500-mile and 300-mile range configurations, now featuring updated mirror designs and a drop-down glass section to improve visibility and allow easier interaction with external elements—such as control panels at ports, for example.
New Electric Power Take-Off (e-PTO)
The Tesla Semi will also feature a new capability called Electric Power Take-Off, or e-PTO system. Similar to the PTO systems found on other vehicles, this will allow the Semi’s high-voltage battery to power auxiliary equipment at variable voltages. That includes being able to power things like climate-controlled reefer trailers, potentially replacing the noisy and polluting diesel generators traditionally used for this purpose.
Charging and Batteries
Out of Spec BITS/YouTube
Tesla is also working on an updated battery pack design for the final production design of the Semi. This new pack is designed to be more cost-effective to manufacture. The battery pack itself is slightly smaller than before, but the truck maintains the same level of range through efficiencies. Dan also confirmed during his keynote that the battery cells for the Semi will be sourced domestically inside the United States, helping to alleviate potential burdens due to tariffs.
On the charging front, Tesla is using MCS - the Megawatt Charging System - capable of 1.2MW - and designed specifically for Semi. The system uses the same V4 charging hardware found at Supercharger sites but focuses on that larger power output. Alongside a smaller physical footprint, Tesla will be able to configure these V4 cabinets for either dedicated Semi charging or for shared power scenarios with regular Superchargers. Tesla is also working on an integrated overnight charging product, but Tesla isn’t ready to talk about it yet.
46 Semi Charger Sites Coming
The 46 new MCS sites coming soon.
Out of Spec BITS/YouTube
Finally, Tesla has made substantial investments in a public charging network for the Semi. There are currently 46 sites in progress throughout the United States, and plans for significant expansion throughout 2026 and 2027. These sites are strategically located alongside major truck routes and within industrial areas to support long-haul and regional operations. Tesla is aiming to offer the lowest possible energy costs to operators to help incentivize adoption.
This was one of the best updates to the Tesla Semi we’ve received since its initial unveiling. It seems that the Semi will receive a big portion of Tesla’s attention in 2026, while Robotaxi and FSD Unsupervised take the stage this year.
The Tesla Semi has the potential to transform transportation even more dramatically than EVs already have, serving as a testament to Tesla’s mission to electrify the world.
Sentry Mode is an invaluable tool for owners - capable of keeping the vehicle safe and secure even when you’re not around. This is especially true in recent times, with the misguided and unfortunate incidents surrounding Tesla ownership, including damage to Tesla vehicles, showrooms, and Superchargers.
B-pillar Camera Recording and Dashcam Viewer
With the 2025 Spring Update on 2025.14, Tesla is expanding Sentry Mode’s functionality for certain vehicles with some much-needed changes. Sentry Mode and Dashcam can now record footage from the vehicle’s B-pillar cameras. These cameras are located on the side pillars of the vehicle, between the front and rear doors.
This adds two crucially needed viewpoints, making Tesla’s Sentry Mode a truly 360-degree security system. These cameras also provide the best angles for capturing license plates when parked, so they will be greatly appreciated by owners in the event of an incident.
These vehicles are also receiving an improved Dashcam Viewer, which now displays the six camera feeds along the bottom and a new grid view. It also allows users to jump back or forward in the video in 15-second increments.
However, to the disappointment of many owners, not all vehicles are receiving these updates due to the additional processing power needed.
Limited to Hardware 4 Vehicles, Ryzen Isn’t Enough
We have confirmed that Tesla is only adding the additional camera recording and improved Dashcam Viewer on hardware 4 (HW4 / AI4) vehicles. The newer hardware presumably has the additional processing power and bandwidth needed to handle recording and saving the two additional video streams during Sentry Mode and Dashcam.
For the time being, owners of HW3 vehicles are not receiving this feature. This includes all vehicles with HW3, even those with AMD Ryzen infotainment systems. If you’re not sure whether your vehicle has HW3 or HW4, you can refer to our FSD hardware guide.
While there’s no doubt that recording two additional camera streams would be more computationally intensive, we hope that Tesla adds the improved Dashcam Viewer to HW3 vehicles in a future update.
Cybertruck Also Missing Improved Sentry Mode
Surprisingly, and most confusing for many - is the fact that the Cybertruck is also not receiving the improved Dashcam Viewer and B-pillar camera recording with this update. This struck us as odd, especially since the Cybertruck is currently the only vehicle with the improved, more efficient version of Sentry Mode.
Every Cybertruck is equipped with HW4 and AMD Ryzen infotainment units, so this clearly isn’t a hardware restriction. It’s possible the more efficient Sentry Mode is playing a role here due to the infrastructure changes. However, we expect Tesla to address this in a future update and eventually release these features for the Cybertruck as well.
Given the Cybertruck’s high visibility and its status as a frequent target for both positive and negative attention, many owners hoped that the Cybertruck would be one of the vehicles to receive this feature.
Adaptive Headlights
Tesla finally started rolling out its adaptive headlights in North America. While the new Model Y already came with the feature when it was released last month, other vehicles with matrix headlights are now receiving the feature in the Spring Update.
All vehicles with matrix headlights are receiving this feature, which includes the new and old Model 3, first-gen Model Y, and the new Model S and Model X.
If you’re not sure if your vehicle includes matrix headlights, check out our guide. What’s interesting here is that older vehicles that were retrofitted with matrix headlights due to an accident or user replacement are also receiving the adaptive headlights feature.
Legacy Model S & Model X
As with most updates, the older legacy Model S and Model X are not receiving all the features included in this update. Unfortunately, some of the features, which include the Blind Spot Camera on the instrument cluster, Save Trunk Height Based on Location and Keep Accessory Power On are limited to the new Model S and X.
Legacy S and X models will receive the Alternative Trip Plans feature, Avoid Highways (Requires Intel MCU) and the Keyboard Languages feature.
These vehicles are also receiving all the features in the Minor Updates section except for the visualization showing how far the door is opened, which is exclusive to the Cybertruck. These additions include improved music search results, contact photos in the phone app, automatic connecting to hotspots, the ability to show third-party chargers, view Supercharger amenities, and various improvements to music services.
While many users will be disappointed not to receive the B-pillar camera recording and Dashcam Viewer improvements, it’s important to remember that Tesla typically does a great job at bringing features to older vehicles, at least with the Model 3 and Model Y. If a feature isn’t added, it’s usually due to a hardware limitation.
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