Tesla has been boosting its advertising and public education efforts over the last several months, with many executives and employees discussing the company’s electric vehicles (EVs) and other products more publicly and regularly. In one video shared on social media over the weekend, the company’s head of design discussed futuristic aesthetics for the company’s vehicles, along with a call to action for other automakers and more.
In a video posted by the Tesla Asia account on X on Saturday evening, Chief Designer Franz von Holzhausen talks in a behind-the-scenes format about designing “products that felt like the future” — a topic the automaker has regularly discussed over the years, especially with the release of the Cybertruck.
Tesla launches advertising on X in the U.S., expanding ‘small scale’ strategy outlined by Musk
He notes that the notion of vehicle design needing to look like the future initially came from one of CEO Elon Musk’s children, along with a few other interesting details. For one, he notes that the updated Model 3 pays homage to the original Roadster with its full “Tesla” lettering on the rear (rather than just the “T” logo).
Beyond the Model 3 and the Cybertruck, von Holzhausen talks a little bit about the Model S, saying that he and Musk were often discussing “where the ball is going to, not what’s happening today.”
The designer also points out that he originally joined Tesla because of his interest in advancing sustainability, even going on to encourage other automakers to help the world transition to EVs.
“I mean it’s great to hear, I think, in China there are going to be more EVs sold than ICE cars,” von Holzhausen said. “What a great moment to celebrate kind of this transition. It’s hard for one company to do all of that alone. And so we want other people to learn from what we’ve learned to help ultimately make our clients that’s a lot of competition.”
“But competition makes us stronger makes us better, keeps us in the forefront.”
You can watch the video on the Tesla Asia account on X here, or below.
The future should look like the future
BTS of Tesla vehicle design with @woodhaus2 pic.twitter.com/uiLSph9AZQ
— Tesla Asia (@Tesla_Asia) March 24, 2024
Tesla’s latest efforts in advertising and education
Tesla has clearly been experimenting with advertising via social media platforms and more over the last several months. This includes the company’s shift toward having executives, engineers, and other employees interacting directly with owners and fans on X, alongside increased media appearances around the Cybertruck launch.
Along with this and other recent appearances from von Holzhausen, Tesla has been sharing more “citizen-journalism” style content, including a livestream posted by the automaker’s North America account on Friday. Held at one of the company’s stores near the factory in Fremont, California, the livestream features an employee named Brenda answering questions about the Model Y, as can be seen below (or here).
— Tesla North America (@tesla_na) March 22, 2024
As yet another example of recent advertising, Tesla earlier this month had a Cybertruck towing a Model Y encased in glass, featuring the caption, “The Best-Selling Car in the World is Made in America.”
Along with these, there are countless other examples that have been rolling out, after Musk said at last year’s annual shareholder’s meeting that Tesla would begin advertising. The comment followed feedback and questions from many Tesla shareholders as to why the company wasn’t advertising to at least help educate the public and fight misinformation on EVs.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
Tesla has finally released its Full Self-Driving v14 ‘Lite’ suite for older cars that equip the Hardware 3 or AI 3 chip, which have not been able to handle the newest versions of the company’s driver assistance software.
Tesla officially started releasing the v14 Lite suite to owners in the Early Access Program last night. The company’s Head of AI, Ashok Elluswamy, said that the rollout will continue over the next few weeks. The build distills the driving behavior from AI4’s v14 series into both the camera and compute configurations of an AI3 car.
🚨 Tesla is releasing v14 Lite for AI3 owners who are in early-access
This will give AI3 cars the ability to experience new FSD features like parking preferences. https://t.co/pp6Q5FOKoz pic.twitter.com/tqexMB8SVy
— TESLARATI (@Teslarati) June 29, 2026
It also includes a variety of new features that were available to AI4 cars running v14, including:
- Start Self-Driving from Park
- Arrival and Parking Options
- Speed Profiles
The release is highly anticipated because those owners with AI3 vehicles were early adopters into the FSD platform and were promised that their cars would be capable of achieving Full Self-Driving.
However, Tesla CEO Elon Musk admitted during the company’s recent Q1 Earnings Call that these vehicles would not be capable of achieving unsupervised Full Self-Driving, which is what Tesla had originally said.
Owners were not pleased with this answer, or the idea that their commitment to buying the suite outright for thousands of dollars would not yield the ability to drive without operating the car. Tesla gave some solutions for this, including a discount on a new car, or an upgrade to an AI4 or AI5 self-driving computer and new, upgraded cameras.
Tesla owners do not seem pleased with these options, as they require giving the company more money.
Nevertheless, it is important to note that Tesla came through for owners here by releasing v14 Lite before the end of Q2, something it had promised owners during the previous Earnings Call. Tesla has had trouble keeping up with timelines, but this is a big achievement for the team.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
Tesla Q2 delivery consensus confirms this long-standing theory
