Tesla already has a full plate for 2023. Even without the Q4 2022 delivery numbers, the company aims to grow another 50% this year. Below are just a few of Tesla’s biggest goals in 2023.
Tesla Cybertruck Production
Tesla also aims to start the Cybertruck’s initial production at Giga Texas, and might deliver a few Cybertrucks by the end of the year. The company will probably concentrate on Cybertruck production this year, with first deliveries likely starting in the second half.
Cybertruck bodies were spotted at Tesla’s Texas HQ in the weeks leading up to the new year. In early December, a Cybertruck rear megacast was seen at Giga Texas. Later that same month, equipment for the Cybertruck assembly line also started arriving at the Texas HQ.
The EV manufacturer might also be working on a smaller two-door Cybertruck concept. However, it will likely focus on the Cybertruck that it unveiled a few years ago.
Tesla Model 3 Revamp
First on Tesla’s list is the Model 3 revamp, otherwise known as “Project Highland.” The revamped Model 3 is expected to introduce updates to the all-electric sedan’s interior, infotainment system, and other crucial features.
People familiar with the Project Highland noted that Tesla managed to decrease the Model 3’s components. The revamped Model 3 would also get a better display. At the Q3 2022 earnings call, Elon Musk noted that next-generation Tesla vehicles might utilize the company’s smaller platform.
“But at this point, we’ve done the engineering for Cybertrucks and for Semi. So, it’s obviously against what we’re working on, which is the next-generation vehicle, which will be probably about the cost of 3 and Y platform. It will be smaller, to be clear,” Musk said.
Tesla Gigafactories and Other Projects
Tesla is still ramping up production at Giga Texas, Giga Berlin, and its Megafactory. The company’s other factories, including the Fremont Factory, Giga Nevada, and Giga Shanghai, will likely continue to improve and grow.
Tesla is also expected to announce the location of its next gigafactory. The top contenders seem to be Mexico, Canada, Indonesia, and South Korea.
Besides the Model 3—and possibly work on the company’s smaller vehicle—and the start of Cybertruck production, Tesla is also ramping Semi production. So the company’s gigafactories will be plenty busy year-round.
Tesla China’s Big Boss Gets Bigger Role
Elon Musk may also give Tesla China boss Tom Zhu more responsibilities at the company, which would be a big transition for Tesla. Zhu is expected to take on a bigger role in Tesla as its new Global Operations manager, as per previous reports.
Tesla has not confirmed Zhu’s new role at the company, but he has already stepped down as Tesla China’s main legal representative and some people have bid farewell to him on Weibo.
Zhu and his team of engineers from China have been spending time at the Fremont Factory and Giga Texas. They have also allegedly been working closely on Cybertruck production preparations.
Tesla still has a bunch of products in development, like the Roadster and the humanoid robot Optimus. Plus, Tesla has yet to officially unveil its $25,000 vehicle, dubbed by some in the EV community as the Model 2. Then there are updates for Full Self-Driving and Autopilot and 4680 production. As 2023 continues, Tesla will likely add more events to its packed schedule.
I’d appreciate tips about any of the projects mentioned in this article. Contact me at maria@teslarati.com or via Twitter @Writer_01001101.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
