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.”
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.
News
Tesla Cybercab display highlights interior wizardry in the small two-seater
Photos and videos of the production Cybercab were shared in posts on social media platform X.
The Tesla Cybercab is currently on display at the U.S. Department of Transportation in Washington, D.C., and observations of the production vehicle are highlighting some of its notable design details.
Photos and videos of the production Cybercab were shared in posts on social media platform X.
Observers of the Cybercab display unit noted that the two-seat Robotaxi provides unusually generous legroom for a vehicle of its size. Based on the vehicle’s video, the compact two-seater appears to offer more legroom than Tesla’s larger vehicles such as the Model Y, Model X, and Cybertruck.
The Cybercab’s layout allows Tesla to dedicate nearly the entire cabin to passengers. The vehicle is designed without a steering wheel or pedals, which helps maximize interior space.
Footage from the display also highlights the Cybercab’s large center screen, which is positioned prominently in front of the passenger bench. The display appears intended to provide entertainment and ride information while the vehicle operates autonomously.
Images of the vehicle also show an additional camera integrated into the Cybercab’s C-pillar. The extra camera appears to expand the vehicle’s field of view, which would be useful as Tesla works toward fully unsupervised Full Self-Driving.
Tesla engineers have previously explained that the Cybercab was designed to be highly efficient both in manufacturing and in operation. Cybercab Lead Engineer Eric E. stated in 2024 that the Robotaxi would be built with roughly half the number of parts used in a Model 3 sedan.
“Two seats unlocks a lot of opportunity aerodynamically. It also means we cut the part count of Cybercab down by a substantial margin. We’re gonna be delivering a car that has roughly half the parts of Model 3 today,” the Tesla engineer said.
The Tesla engineer also noted that the Cybercab’s cargo area can accommodate multiple golf bags, two carry-on suitcases, and two full-size checked bags. The trunk can also fit certain bicycles and a foldable wheelchair depending on size, which is quite impressive for a small car like the Cybercab.
Elon Musk
Elon Musk’s xAI wins permit for power plant supporting AI data centers
The development was reported by CNBC, citing confirmation from the Mississippi Department of Environmental Quality (MDEQ).
Mississippi regulators have approved a permit allowing Elon Musk’s artificial intelligence company xAI to construct a natural gas power plant in Southaven. The facility is expected to support the company’s expanding AI infrastructure tied to its Colossus data center operations near Memphis.
The development was reported by CNBC, citing confirmation from the Mississippi Department of Environmental Quality (MDEQ).
According to the report, regulators “voted to approve the permit” of xAI subsidiary MZX Tech LLC to construct a power plant featuring 41 natural gas-burning turbines “after careful consideration of all public comments and community concerns.”
The Mississippi Department of Environmental Quality stated that the permit followed a regulatory review process that included public comments and community input. Jaricus Whitlock, air division chief for the MDEQ, stated that the project met all applicable environmental standards.
“The proposed PSD permit in front of the board today not only meets all state and federal permitting regulations, but goes above and beyond what is required by law. MDEQ and the EPA agree that not a single person around our facilities will be exposed to unhealthy levels of air pollution,” Whitlock stated.
The planned facility will help provide electricity for xAI’s AI computing infrastructure in the Memphis region.
The Southaven project forms part of xAI’s efforts to scale computing capacity for its artificial intelligence systems.
The company currently operates two major data centers in Memphis, known as Colossus 1 and Colossus 2, which provide computing power for xAI’s Grok AI models. xAI is also planning to build another large data center in Southaven called Macrohardrr, which would be located in a warehouse previously used by GXO Logistics.
Large-scale AI training requires substantial computing power and electricity, prompting technology companies to develop dedicated energy infrastructure for their data centers.
SpaceX President Gwynne Shotwell previously stated that xAI plans to develop 1.2 gigawatts of power capacity for its Memphis-area AI supercomputer site as part of the federal government’s Ratepayer Protection Pledge. The commitment was announced during an event with United States President Donald Trump.
“As part of today’s commitment, we will take extensive additional steps to continue to reduce the costs of electricity for our neighbors. xAI will therefore commit to develop 1.2 GW of power as our supercomputer’s primary power source. That will be for every additional data center as well. We will expand what is already the largest global Megapack power installation in the world,” Shotwell said.
“The installation will provide enough backup power to power the city of Memphis, and more than sufficient energy to power the town of Southaven, Mississippi where the data center resides. We will build new substations and invest in electrical infrastructure to provide stability to the area’s grid.”
Elon Musk
Tesla China teases Optimus robot’s human-looking next-gen hands
The image was shared by Tesla AI’s account on Weibo and later reposted by Tesla community members on X.
A new teaser shared by Tesla’s China team appears to show a pair of unusually human-like hands for Optimus.
The image was shared by Tesla AI’s account on Weibo and later reposted by Tesla community members on X.
As could be seen in the teaser image, the new version of Optimus’ hands features proportions and finger structures that look strikingly similar to those of a human hand. Their appearance suggests that they might have dexterity approaching that of a human hand.
If the image reflects a new generation of Optimus’ hands, it could indicate Tesla is continuing to refine one of the most critical components of its humanoid robot.
Hands are widely viewed as one of the most difficult engineering challenges in robotics. For Optimus to perform complex real-world work, from manufacturing tasks to household activities, its hands would need to be the best in the industry.
Elon Musk has repeatedly described Optimus as Tesla’s most important long-term product. In posts on social media platform X, Musk has stated that Optimus could eventually become the first real-world Von Neumann machine.
In theory, a Von Neumann machine is a self-replicating system capable of building copies of itself using available materials. The concept was originally proposed by mathematician John von Neumann in the mid-20th century.
“Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet,” Musk wrote in a post on X.
If Optimus is expected to carry out complex work autonomously in the future, high levels of dexterity will likely be essential. This makes the development of advanced robotic hands a key step towards Musk’s long-term expectations for the product.
Tesla Cybercab display highlights interior wizardry in the small two-seater
Elon Musk’s xAI wins permit for power plant supporting AI data centers
