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Tesla Investor Day: Five things we’d love to hear (but probably won’t)

Image Credit: Tesla Inc.

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Tesla Investor Day is set to kick off later today, and there will surely be plenty of massive developments that CEO Elon Musk and other executives could give us details on. However, there are still some things that Tesla fans and investors would love to know about, but we might not get the opportunity, at least not yet.

Here are five things we’d love to hear about at Tesla Investor Day, but probably won’t:

1. New Paint Colors

It’s already been rumored that the Midnight Cherry Red and Quicksilver paint schemes will make an appearance at Gigafactory Texas for Investor Day. These colors are exclusive to the Giga Berlin operation, and there has not been too much of an update in terms of paint colors in the North American market for years.

Although Chief Designer Franz von Holzhausen hinted toward new paint colors for the U.S. earlier this year on the Ride the Lightning podcast, there are a few bottlenecks keeping Tesla from actually doing so. First off, Tesla’s Fremont Factory would have to have its paint facility updated. While the company has taken steps to do this in the past, it was more for ventilation and fire protection than improvements that would improve quality and make way for new colors.

tesla quicksilver

Credit: Photo Credit: @thirionremi / Twitter

Fremont still builds all four Tesla models, while Gigafactory Texas only builds Model Y units. With Tesla’s order log getting longer and longer every day, the company simply cannot afford to shut down Fremont to update the paint shop, but there could be other options in the future that allow the company to do so. Tesla is expanding Fremont and could build an entirely new paint shop, updating the old one upon completion.

2. Tesla’s Strategy for non-Tesla Superchargers

This one is probably the most reasonable to expect details on, but even still, it seems like what Tesla will talk about today will be geared toward more macro topics.

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tesla magic dock

Credit: Branden Flasch | Twitter / Tesla

Tesla hasn’t formally released a specific plan for which Superchargers it will open to all EVs. While it did release a detailed video on how other EV brands can utilize the open Superchargers equipped with the “Magic Dock” last night, it has not detailed how it will determine which chargers it will choose to be open to all brands.

There must be a method to the madness, and owners will likely want to know which chargers are going to be geared toward being open to other EV brands.

3. Plans for Tesla after Elon Musk

Tesla wouldn’t be what it is today without Elon Musk, but unfortunately, nothing lasts forever.

There will be a day when Musk will ultimately step away from his responsibilities as Tesla CEO, and it will be understandable. It’s been a long and stressful tenure as CEO that many of us could never even dream of handling. One day, Musk will need to step aside, and even though it might not be all that soon, it would still be nice to know who could potentially take the reigns.

Whoever takes over the position will have a massive set of shoes to fill, but it won’t be impossible, just an extreme challenge. Musk will likely handpick his replacement, as he is likely the only person who could determine who is fit to run Tesla’s day-to-day operations.

4. Any sort of plan for Tesla’s Public Relations

While notable Tesla bull and recent Board of Directors hopeful Ross Gerber has always talked about Tesla’s need for a PR Department. Tesla abolished the use of one several years ago, which has made it difficult for the company to fend off negativity from media outlets when drastic and challenging stories about the company are published. Elon Musk has usually taken it upon himself to publicly announce what stories are real and which are false, but even still, a dedicated PR department might not be a bad idea to discuss today.

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Tesla has utilized a series of posts on its company blog to respond to some negative reports. Most recently, the company responded to allegations that it fired numerous employees who were attempting to unionize at Gigafactory New York in Buffalo.

A PR Department would undoubtedly be a great way for Tesla to deal with negativity in the media, giving journalists and writers people to reach out to directly for anything they might need. Granted, media members still reach out to the company but are met with no response most of the time.

5. Improvements to Tesla Service

Service is still arguably Tesla’s biggest weakness. When I wrote a story about a Model S Plaid owner who had their vehicle totaled by a Service Center employee, people reached out with horror stories regarding issues with getting their vehicles fixed.

The stories still continue to come in, not as regularly, but likely because there has not been a story on it, and people don’t know where to reach out.

tesla service

Credit: Tesla

Service and Showroom locations grew 19 percent in 2022 compared to 2021, while the Tesla Mobile Service fleet expanded by 24 percent in the same time frame. Unfortunately, there are still many people who complain about the shortcomings of service. Tesla has tried to push a more efficient service strategy using an “F1” method, but with that, they phased out Uber Credits and Loaners in some circumstances.

If anything, this is Tesla’s biggest weakness, and if the company can fix it, it could likely be monumental.

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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Robotaxis are becoming a common sight on Austin’s public roads

Tesla Robotaxi sightings are becoming much more frequent ahead of its launch planned for this month.

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Credit: @Muzeishen | X

Tesla Robotaxis are becoming a common sight on the public roads of Austin, Texas, as yet another test mule has been spotted near the company’s target launch date.

Just over a week ago, the first public sighting of a driverless Tesla Robotaxi was reported. The vehicle was an updated version of the Tesla Model Y, which will be the initial model used in the public deployment of the Robotaxi platform.

Throughout the past week, sightings have been more common, as people in Austin have been looking for the unique decal Tesla is placing on car doors to recognize the driverless vehicles (After all, Robotaxis are not as easy to recognize as driverless vehicles without the LIDAR unit on the roof like Waymo).

Yet another sighting of a Robotaxi was shared on social media today, just two days before CEO Elon Musk’s proposed launch date of June 22:

It is easy to tell that there is nobody in the driver’s seat of this vehicle. Tesla is using its white interior on this particular mule, making it incredibly simple to recognize that no human is controlling the car.

Whether Tesla will still meet the June 22nd deadline remains to be seen, but it is no secret that the company is prioritizing safety ahead of offering public rides.

Tesla will initially roll out the Robotaxi platform in Austin, but it has already started the regulatory process in other areas, specifically California.

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The National Highway Traffic Safety Administration (NHTSA) is also helping to streamline the process for companies developing driverless vehicles by giving exemptions to automakers. It will make things much more efficient, benefiting Tesla and other car companies that have similar plans.

Tesla Robotaxi just got a big benefit from the U.S. government

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Elon Musk teases Tesla Optimus Gen 3 capabilities: ‘So many improvements’

If you thought Optimus Gen 2 was impressive, Tesla might have a surprise for you.

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Credit: Tesla Optimus | X

Elon Musk has teased that huge improvements are coming to Tesla’s Optimus humanoid robot, which is arguably the product that the company is developing with the most potential for everyday use by consumers and valuation increases from a financial perspective.

Optimus is still in the development stages, but Tesla has made great strides in its development over the past several years. It started as a simple idea that was unveiled with a human being in a spandex suit.

Tesla posts Optimus’ most impressive video demonstration yet

Just a few years later, Tesla has developed several humanoid robot prototypes that have made their way to influencers and have lent a helping hand around the company’s manufacturing facilities.

Tesla has already introduced two generations of Optimus, as the most recent release featured a vast number of improvements from the initial version.

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The following is a list of things Tesla improved upon with Optimus Gen 2 compared to Gen 1:

  • Tesla introduced a weight reduction of roughly 22 pounds, improving efficiency and agility
  • Optimus Gen 2 had a walking speed that improved by 30 percent over Gen 1
  • Tesla developed more capable hands that had 22 degrees of freedom, double that of Gen 1. This improved object handling
  • Optimus Gen 2 had a 2-degree-of-freedom neck, as Gen 1’s was fixed
  • Tesla integrated actuators and sensors for better performance. This includes things like foot force/torque sensing, articulated toe sections that are close to human foot geometry for better balance and movement
  • Optimus Gen 2 has 28 degrees of overall freedom, improving flexibility from the first generation
  • Tesla’s Optimus Gen 2 can do more than Gen 1, and has shown improved motor control and precision, doing things like squats, yoga poses, dancing, and even poaching an egg

These changes essentially brought Tesla closer to what will be the Optimus version that makes it to production. The company has plans to start production for the public in 2026, but some units will be manufactured for internal use within its factories as soon as this year. Tesla has said it could scale to 100,000 units or more by next year.

Musk also revealed to Teslarati recently that the company is in the process of building the production line that will bring manufacturing rates of Optimus to that level.

However, there is another design of Optimus coming, and Musk says it will feature “so many improvements”:

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Tesla has said that Optimus will have the capability to perform tedious and time-consuming tasks like folding laundry, babysitting, cooking, walking the dog, and plenty of other things. However, it will be super impressive to see it do things that require true coordination, like threading a needle, for example.

Musk did not hint toward any specific developments that Tesla will aim for with Optimus Gen 3, but the sky is the limit, especially as it will be performing some manufacturing tasks across its factories.

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Elon Musk slams Bloomberg’s shocking xAI cash burn claims

Musk stated that “Bloomberg is talking nonsense.”

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Credit: xAI/X

Elon Musk has forcefully rejected Bloomberg News’ claims that his artificial intelligence startup, xAI, is hemorrhaging $1 billion monthly. 

In a post on X, Musk stated that “Bloomberg is talking nonsense.” He also acknowledged an X user’s comment that people “really have no idea what’s at stake” with AI.

Bloomberg‘s Allegations and Musk’s Rebuttal

The Bloomberg News report painted a dire picture of xAI’s finances. Citing people reportedly familiar with the matter, the news outlet claimed that xAI burns $1 billion a month as costs for building advanced AI models outpaced the company’s limited revenues. 

Bloomberg alleged that xAI is planning to spend over half of a proposed $9.3 billion fundraising haul in three months, with a projected $13 billion loss in 2025. The report also claimed that of the $14 billion that xAI has raised since 2023, only $4 billion remained by Q1 2025. Even this amount, the news outlet alleged, will be nearly depleted in Q2.

xAI did not comment on Bloomberg‘s claims, though Elon Musk shared his thoughts on the matter on social media platform X. In response to an X user who quoted the publication’s article, Musk noted that “Bloomberg is talking nonsense.” Musk, however, did not provide further details as to why the publication’s report was fallacious.

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xAI’s Bright Horizon

Despite Bloomberg‘s claims, even the publication noted that xAI’s prospects are promising. The company, now merged with X, aims to leverage the platform’s vast data archives for model training, which could reduce costs compared to rivals like OpenAI. Tapping into X also allows xAI to access real-time information from users across the globe. 

xAI’s valuation reportedly soared to $80 billion by Q1 2025, up from $51 billion in 2024. The AI startup has attracted heavyweight investors such as Andreessen Horowitz, Sequoia Capital, and VY Capital so far, and optimistic projections point to profitability possibly being attained by 2027. This would be quite a feat for xAI as OpenAI, the AI startup’s biggest rival, is still looking at 2029 as the year it could become cash flow positive.

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