Tesla may consider adopting an 800-volt architecture for the Cybertruck and the Tesla Semi. The comment was related during the company’s recently-held first quarter 2022 earnings call.
While taking questions from shareholders, Tesla executives were asked why the company does not adopt an 800-volt architecture for its cars. Tesla’s rivals like Porsche have adopted such a system for the Taycan. Lucid Motors went even further by adopting a 900-volt architecture for its Air sedan.
According to Tesla, however, adopting an 800-volt architecture could provide little benefits at a great cost. Tesla SVP of Powertrain and Energy Engineering Andrew Baglino noted that the system doesn’t really make sense for vehicles like the Model 3 and Model Y. Musk added that shifting to 800 volts would probably save the company $100 or so, but the cars’ charging infrastructure and the entire vehicle system would have to be changed for it.
“For the smaller platform vehicles like (the Model) 3 and Y, there’s some wins and losses with 800 volts. Not everything is better. And so, we look at that platform, and we’re not like ignoring the reality that you can go to a higher voltage, but there’s nothing really encouraging us to do so on that platform,” Baglino said.
The Tesla SVP clarified that an 800-volt architecture does present some legitimate advantages, but mostly for bigger vehicles. Baglino noted that the architecture makes sense for electric cars that require higher power on charging or more torque. Thus, Tesla is considering adopting an 800-volt architecture for upcoming vehicles like the Cybertruck and the Tesla Semi.
“On bigger vehicles — where you’re talking about higher power on the charging side or higher power from the battery to the power electronics or you need more torque — the current requirements go up. There’s a little bit more semiconductor and actual conductor savings of going to the higher voltage. And so, we do consider that for Semi and Cybertruck. But for the (Model) 3/Y platform where we’ve got everything running, the benefit is questionably small,” Baglino noted.
Tesla’s work on 800-volt architecture would likely not take the spotlight, however, considering that the company is extremely focused on scaling its operations on the back of the Model 3 and Model Y. The company’s dedicated Robotaxi, which Elon Musk noted would have no steering wheels or pedals, would certainly not be adopting an 800-volt architecture. Commenting on the vehicle, Musk stated that there is “basically zero” benefit to using an 800-volt architecture for the dedicated Robotaxi.
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Tesla doubles down on Robotaxi launch date, putting a big bet on its timeline
Tesla continues to double down on its June goal to launch the Robotaxi ride-hailing platform.
Tesla has doubled down on its potential launch date for the Robotaxi ride-hailing platform, which will utilize the Cybercab and other vehicles in its lineup to offer driverless rides in Austin, Texas.
Tesla said earlier this year that it was in talks with the City of Austin to launch its first Robotaxi rides, and it planned to launch the platform in June.
This has been a widely discussed timeline in the community, with some confident in the company’s ability to offer it based on the progress of the Full Self-Driving suite.
However, others are skeptical of it based on Tesla’s history of meeting timelines, especially regarding its rollout of FSD.
Nevertheless, Tesla was asked when it would be able to offer Robotaxi rides and where, and it clearly is not backing down from that June date:
In Austin, 🔜
— Tesla (@Tesla) April 18, 2025
It is getting to a point where Tesla is showing incredible confidence regarding the rollout of the Robotaxi in June. We have not seen this kind of reiteration regarding the rollout of something regarding autonomy from Tesla at any point in the past.
CEO Elon Musk has even been increasingly confident that Tesla will meet its target. Earlier this week, he said the vehicles will be able to roll off production lines and drive themselves straight to a customer’s house:
Elon Musk continues to push optimistic goal for Tesla Full Self-Driving
There could be some discussion of an acceptable grace period, as the timeline for the Robotaxi rollout could still be considered a success, even if it were a month or two late. However, if it were pushed back further into 2025 or even 2026, skepticism regarding these timelines would continue to persist.
As of right now, it seems Tesla is extremely confident it will meet its goal.
Among the several companies that have had the opportunity to add Tesla Semi all-electric Class 8 trucks to their fleets earlier than others, the most notable is arguably Frito-Lay, which has utilized the vehicle for a couple of years now.
However, as their fleet is making more local runs and there are undoubtedly plans to expand to more Semi units, the company has recognized it needs additional Megachargers to give juice to their trucks.
As a result, Frit-Lay decided to build more chargers at their Bakersfield, California facility, according to new permits filed by Tesla:
🚨 Frito-Lay is building an 8-stall Megacharger array at its factory in Bakersfield, California https://t.co/qARfJjogXF pic.twitter.com/gvorIVxsoc
— TESLARATI (@Teslarati) April 18, 2025
There are already chargers at the company’s Modesto, California, factory, but Bakersfield is roughly three hours south of Modesto.
Interestingly, Tesla is calling the chargers “Semi Chargers” in the filing, potentially hinting that it is no longer referring to them as “Megachargers,” as they have been in the past. This is a relatively minor detail, but it is worth taking note of.
In 2022, Frito-Lay began installing these chargers in preparation for the Semi to become one of the company’s main logistics tools for deliveries in California and surrounding states.
Frito-Lay is not the only company that has chosen to utilize the Tesla Semi for these early “pilot” runs. PepsiCo has also been a company that has used the Semi very publicly over the past two years.
Additionally, the Tesla Semi participated in the Run on Less EV trucking study back in late 2023, where it managed to complete a 1,000-mile run in a single day:
Tesla Semi logs 1,000-mile day in Run on Less EV trucking study
Tesla is planning to ramp production of the Semi late this year. On the Q4 2024 Earnings Call, VP of Vehicle Engineering Lars Moravy said the company would be focusing on the first builds of the Semi’s high-volume design late this year before ramping production in the early portion of 2026:
“We just closed out the Semi factory roof and walls last week in Reno, a schedule which is great with the weather. In Reno, you never know what’s going to happen. But we’re prepping for mechanical installation of all the equipment in the coming months. The first builds of the high-volume Semi design will come late this year in 2025 and begin ramping early in 2026.”
Tesla will build these units at a new Semi production facility located in Reno near its Gigafactory. The company is getting closer to finishing construction, as a drone video from this morning showed the facility is coming along at a good pace:
🚨Tesla Semi factory progress update: pic.twitter.com/dlzIjKwfT3
— TESLARATI (@Teslarati) April 18, 2025
News
Tesla Cybercab no longer using chase vehicles in Giga Texas
Elon Musk expects Tesla to produce about 2 million Cybercab units per year.
The Tesla Cybercab is the company’s first vehicle that is designed solely for autonomous driving. And while the spacious two-seater is expected to start volume production in 2026, the vehicle’s development seems to be moving at a steady pace.
This was hinted at in recent images taken by a longtime Tesla watcher at the Giga Texas complex.
Tesla Cybercab Production
The Cybercab will likely be Tesla’s highest volume vehicle, with CEO Elon Musk stating during the company’s Q1 2025 All-Hands meeting that the robotaxi’s production line will resemble a high-speed consumer electronics line. Part of this is due to Tesla’s unboxed process, which should make the Cybercab easy to produce.
Elon Musk expects Tesla to produce about 2 million Cybercabs per year. And while the vehicle is expected to see volume production at Giga Texas next year, the CEO noted that the vehicle will be manufactured in more than one facility when it is fully ramped.
No More Chase Cars
While the Cybercab is not yet being produced, Tesla is evidently busy testing the vehicle’s fully autonomous driving system. This could be hinted at by the Cybercabs that have been spotted around the Giga Texas complex over the past months. Following last year’s We, Robot event, drone operators such as longtime Tesla watcher Joe Tegtmeyer have spotted Cybercabs being tested around the Giga Texas complex.
At the time, videos from Giga Texas showed that the driverless Cybercabs were always accompanied by a manually driven Model 3 validation chase car. This was understandable considering that the Giga Texas complex features pedestrians, other cars, and construction areas. As per the drone operator in a recent post on social media platform X, however, Tesla seems to have stopped using chase cars for its Cybercab tests a few weeks ago.
Aggressive Tints
The reasons behind this alleged update are up for speculation, though it would not be surprising if the Cybercab’s autonomous driving system could now safely navigate the Gigafactory Texas complex on its own. Interestingly enough, the Cybercabs that were recently photographed by the drone operator featured very aggressive tint, making it almost impossible to make out the interior of the robotaxi.
This is quite interesting as other Cybercabs that have been spotted around Giga Texas were only equipped with semi-dark tints. One such vehicle that was spotted in February was even speculated to be fitted with an apparent steering wheel.
Tesla doubles down on Robotaxi launch date, putting a big bet on its timeline
Tesla Semi fleet from Frito-Lay gets more charging at Bakersfield factory
Tesla Cybercab no longer using chase vehicles in Giga Texas
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