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.
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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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SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.
The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.
Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.
SpaceX scores another massive Pentagon deal to support military satellites
Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.
The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.
As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.
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Elon Musk
SpaceX’s Starship just got filmed by its own cargo
SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.
SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.
The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.
The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.
View of Starship in space from a Starlink V3 satellite on Flight 13.
This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to… pic.twitter.com/sNTHHz5vLr
— SpaceX (@SpaceX) July 31, 2026
Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.
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Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.
Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.
The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.
However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.
Multi-Row Climate Control
Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:
The Model Y L has a little row of icons on the right side of the climate screen so the front passenger can more quickly jump to whatever row they want to control. pic.twitter.com/uJS44mgCvk
— Sawyer Merritt (@SawyerMerritt) July 30, 2026
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Better Rear Window Visibility
One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.
Tesla has improved upon this with the Model Y L:
This is a drastic difference. https://t.co/wTdhitD5aA pic.twitter.com/z6hFs0Jkss
— TESLARATI (@Teslarati) July 30, 2026
PowerShare will be included
Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.
Wireless Charging Pad
There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.
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Tesla owner fixes common feature complaint with crafty DIY retrofit
Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.
Thermal Management Improvements
These improvements in the Model Y L were seen with thermal management:
- Up to 15% faster cabin cooling
- +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
- 8x more solar energy reflection off of glass roof
- 30% reduction in solar energy entering the cabin
Some of the thermal management improvements in the new Model Y L Premium:
• Up to 15% faster cabin cooling
• Up to 15 min faster cabin cooling in sunny conditions
• +23% thermal efficiency gained in hot weather +7 miles of real-world range gained
• +10 miles recovered after… pic.twitter.com/jZirFWFdtO— Sawyer Merritt (@SawyerMerritt) July 31, 2026
Demand
Tesla said the Model Y L is almost sold out in the U.S. It comes with
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- 1 year of FSD Supervised
- 1 year of Supercharging
- 1 year of Premium Connectivity
- Free exterior paint color, interior, and wheel option at no additional cost
SpaceX’s biggest test yet arrives this week and it’s not a rocket launch
SpaceX’s Starship just got filmed by its own cargo
