The Tesla Cybertruck. The Tesla Roadster. The Tesla Semi.
The three products above saw new expected production dates from Tesla CEO Elon Musk on Thursday at its “Cyber Rodeo” at Gigafactory Texas. Despite Tesla accomplishing so many incredible things over the past fourteen years, from basically financial ruin to the most valuable automaker in the world, 2023 is a chance for the company to truly break away from its competitors once and for all. It just has to come through on its promises.
It is no secret Tesla has come up short with some of its delivery timelines. The Cybertruck was slotted for production in late 2020. The Roadster’s revamped version has been pushed back several times. The Semi is still a priority, but so are saving battery cells for the mass-market vehicles Tesla produces. Full Self-Driving was slotted to be completed for the first time in 2018. 30,000 Robotaxis were expected to hit the streets by the end of 2021.
Then the pandemic hit in 2020, and the entire automotive industry felt the effects. While resilient in its efforts to avoid chip shortages, supply bottlenecks, and an extending backlog, Tesla took matters into its own hands. It said it developed 19 versions of microcontrollers thanks to the efforts of its in-house engineers, it ramped production of its 4680 battery cells, which it implemented in the first Made-in-Austin Model Ys, and it opened two new factories in the first four months of 2022, effectively doubling its production output as a company.
But more than anything, 2023 is a chance for Tesla to truly break away from its competitors in terms of its product line. While many companies are focused on passenger or commercial electric vehicles exclusively, Tesla has an opportunity to expand its product line to fit nearly every sector of transportation.
The Cybertruck will be the fourth all-electric pickup on the market, following the Rivian R1T, the GMC Hummer EV, and the Ford F-150 Lightning.
The Roadster will be the first of its kind: an estimated 600+ miles of range combined with an already proven and lightning-fast powertrain, and it might even hover.
Meanwhile, the Semi will expand the commercial electric vehicle market as Volvo’s VNR electric semi, and Nikola’s plans for commercial EVs continue to work through a tumultuous year.
Tesla’s Elon Musk predicts that 2023 will see massive “wave of new products”
The Cybertruck is absolutely the priority for Tesla: the truck has over 1 million pre-orders, and the list of reservations continues to grow with every new sighting. If Tesla can dial in production of the Cybertruck in 2023, it will not only deny so many naysayers of their skepticism, but it will also prove the company has effectively outgrown its cell supply shortages and parts bottlenecks.
The Roadster, while more of a novelty item, will bring the automaker’s revamped and revolutionary vehicle back from the dead. After so many customers and Referral Program winners may have given up on ever seeing the next-gen Roadster, Tesla bringing that project back from the dead would mean so much to the early adopters and the patient and loyal fans who have ached for the futuristic and sleek rebirth of the original Tesla vehicle.
The Semi would only prove Tesla dominance even further. It would be a large-scale commercial vehicle that supplements Tesla’s already robust and expansive product line. Covering the luxury, mass market, pickup truck, and commercial sectors would be monumental for a company that has already changed the overall architecture of the global automotive industry.
“My view is that many on the Street and the auto industry do not appreciate just how important and revolutionary the Austin factory is for Tesla,” Wedbush analyst Dan Ives said. “It changes the game for Tesla from a supply perspective along with Berlin-further flexes production muscles when other autos struggling.”
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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
