During the Q1 earnings call, Tesla VP of Vehicle Engineering Lars Moravy set expectations on the design of the affordable models that the company is expected to launch this 2025. As per the Tesla executive, the models that Tesla will release in the coming months will resemble the company’s current lineup.

Drone footage from the Fremont Factory earlier this month might have provided the EV community its first potential glimpse at Tesla’s affordable cars–fondly dubbed by EV fans and analysts as the “Model 2” or even “Model Q”–or at least their components and overall shape.

The Sighting

Tesla watcher and drone operator Met God in Wilderness, who has been posting aerial videos of the Fremont Factory for years now, recently shared some footage from his drone flyovers this month. While the Fremont Factory was abuzz with activity as usual, a couple of rather strange vehicles were quickly spotted by EV watchers on social media.

During the drone operator’s flyover on the 17th, for example, an unfinished vehicle could be seen parked next to what appeared to be fully-built Model S and Model Y units. What was especially interesting was the vehicle’s roof, which seemed to be slightly narrower than the Model Ys around it. Based on the video, at least, the vehicle seemed to be shaped like a crossover as well.

Footage from the 24th of April also proved quite interesting, with the drone operator capturing footage of another cryptic vehicle. Unlike the mysterious, unfinished, crossover-esque car spotted on the 17th, this particular unit seemed to have a more sloping rear, at least based on the shape of its covering.

What Lars Moravy Said

In Tesla’s Q1 2025 Update Letter, Tesla noted that “plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025.” Tesla also noted that the new vehicles will utilize aspects of its next generation and its current platforms. They will also be produced on the same manufacturing lines as its present vehicle lineup, likely the Model Y and Model 3. 

During the earnings call itself, Moravy specifically stated that the new models that would come out in the next months would resemble the company’s current vehicles. They will, however, be affordable. “Models that come out in next months will be built on our lines and will resemble, in form and shape, the cars we currently make. And the key is that they’ll be affordable, and you’ll be able to buy one,” Moravy stated.

Watch the drone operator’s footage from April 17 below.

The drone operator’s footage from April 24 can be viewed below.

A new proposal in the state of California would allow initial testing of self-driving heavy-duty trucks, as Tesla and others aim to bring their driverless technologies to market with Class 8 trucks and other large vehicles.

On Friday, the California Department of Motor Vehicles (DMV) said that it’s proposing self-driving vehicle tests be allowed on public roads for heavy-duty trucks and other large vehicles, as detailed in a report from Reuters. The news comes as heavy-duty vehicles about 10,001 pounds are currently unable to utilize public self-driving tests in California, as well as others such as Texas, Arizona, and Arkansas.

The proposal would restrict autonomous testing for semi-trucks and other oversized vehicles to specified, pre-selected routes that would be pre-determined to be legal for size, weight, and loading requirements. It would also ban testing these vehicles on city streets, with selected routes primarily including major highways.

The state would also prohibit testing of specific heavy-duty vehicles until further notice under the proposal, including household movers, commercial vehicles used to transport passengers, oversize loads, bulk liquids, or hazardous materials.

👀 A look inside Tesla’s Semi factory

pic.twitter.com/nj9k1hTmr1

— TESLARATI (@Teslarati) March 8, 2025

READ MORE ON SELF-DRIVING FOR HEAVY-DUTY TRUCKS:

The DMV plans to hold a public hearing on the proposal on June 10, after which point it would be allowed to move forward with the agency.

California has been preparing regulations for autonomous trucking since at least last August, when the state submitted an initial draft for such a legal framework.

The state is also evaluating whether light-duty vehicle testing requirements should be updated. Currently, the state requires a permit to test self-driving vehicles utilizing a safety driver, before applying for subsequent phases of driverless testing and deployment permits.

To apply for driverless testing permits, manufacturers are required to conduct testing for a minimum of 50,000 miles, while heavy-duty manufacturers would be required to complete at least 500,000 autonomous testing miles under the proposal. Of them, up to 40,000 of the miles are allowed to be completed outside of California.

The news also follows the Trump administration’s aims to accelerate self-driving deployment this week through the expansion of exemptions for certain reporting requirements.

Although Tesla’s Full Self-Driving (FSD) is not currently available for the company’s electric Semi, it’s expected to become available at some point in the future. Tesla has also been spotted testing its FSD on the Semi in and around Giga Nevada, ahead of the company’s plans to launch the software on the Class 8 truck.

Tesla is currently aiming to ramp up production of the Semi, and it’s constructing an expansion to its Gigafactory in Nevada to eventually scale up to volume production.

Tesla receives its first robotaxi permit in California

A report this week says that Tesla has sent out a new batch of emails to some of its earliest reservation holders in India, suggesting that the company’s highly anticipated launch of electric vehicles (EVs) in the country could be imminent.

As seen in emails viewed by Bloomberg in a Friday report, Tesla has begun refunding early reservation holders in India, indicating that the U.S. automaker seems to be nearing its official debut in the country. Some Model 3 reservation holders in India initially paid deposits to purchase a Tesla as early as 2016, and they come due to the company having refreshed the vehicle’s design last year.

“We would like to return your reservation fee for the time being,” Tesla writes in the email. “When we finalize our offerings in India, we will reach out in the market again. We hope to see you back with us once we are ready to launch and deliver in your country.”

The launch is thought to be highly consequential for Tesla, as India is the world’s third-largest auto market, and thousands of people in the nation are employed by vehicle and component manufacturing facilities. However, years of talks between Tesla and the government about launching sales and potentially a factory there have hit a standstill multiple times, largely due to disagreements over the country’s high import duties.

Looks like Elon Musk and Indian PM Modi had another meeting recently.

Interesting line there about "potential for collaboration in the areas of technology and innovation." India did hint before that it would like a local Tesla plant.

Giga India? Megafactory India? https://t.co/jlyU2CoKF5

— TESLARATI (@Teslarati) April 18, 2025

READ MORE ON TESLA INDIA: India to hold EV import policy workshop in bid to attract Tesla, other EV makers: report

While many are speculating as to when exactly Tesla could launch vehicle sales in India, several other indicators have also suggested that the maker is getting close to doing so.

Last weekend, a Tesla Model Y with a privacy wrap was seen being tested in India, marking the second such sighting to take place in the past few weeks. The company also officially began the certification and homologation processes for the new versions of both the Model Y and Model 3 in India last month, and it has been hiring and picked out two sites for initial stores in the country, the first in Mumbai and a second in New Delhi.

A Bloomberg report in February also claimed that Tesla was aiming to sell vehicles in India around the third quarter of the year, though models being sold in the country had not yet been revealed at the time.

Tesla India partners with Tata Group on local supply chain: Rumor