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Tesla design head reflects on over 16 years with the company
Designing for the future with Tesla’s Franz von Holzhausen.
Tesla’s Senior Design Executive Franz von Holzhausen was interviewed in the 500th episode of the Ride the Lightning podcast over the weekend, talking about topics from the new Model Y Performance to Optimus, and even sharing what has kept him coming back for over 16 years.
In the interview, host Ryan McCaffrey asks von Holzhausen a handful of questions about the executive’s design decisions, what can be expected on upcoming releases, and his own reaction to seeing increasing numbers of Tesla vehicles on the road. When asked about what has kept him at Tesla for so long, however, the design lead points to the company’s mission, noting that his young self would be “shocked” if he saw what he was working on today and how much he has learned.
“The thing that keeps me coming here is the potential for the future and what we’re able to create, and how we’re able to… in a way, we’ve proven that we can steer the future a little bit,” von Holzhausen says.
When asked if it was common for designers to stay at one company for so long, he also says that it “sure doesn’t seem like it,” pointing out that he had previously been on a roughly-four-year rotation prior to starting with Tesla, and adding that he thought he would stay on that path. The design head’s past employers were Mazda, General Motors (GM), and Volkswagen.
He also explains that some of the exciting projects he’s been able to work on, including vehicles, autonomous robotaxis, and humanoid robots, to name a few, are a major part of what keeps him there, in addition to Tesla’s original mission.
“I wouldn’t be here if we didn’t have the mission,” von Holzhausen says of the company’s mission to accelerate the world’s transition to sustainable energy.
“In the early days, the mission was the same, and we didn’t know if we could make an impact. The mission is something that you aim for, right? And we kept aiming for it and kept getting better, and then we subsequently started to see the impact of what we were producing and what we were creating having an impact that was steering, ultimately steering the rest of the world, in this direction.
“And once you realize the impact, you’re like ‘Wow, we can really steer the future for the better.’ And now, we like owe it to ourselves and to everybody and the rest of the world to continue on that path.”
While McCaffrey suggests that the designer might be the second-longest-tenured employee besides the CEO, von Holzhausen says there actually at least “a handful of other people” who have been with the company for longer. However, he says they would also likely agree about how quickly the time has gone to bring the automaker to this point.
The conversation spans over an hour long, and von Holzhausen goes on to talk about how seeing his own vehicles on the road makes him continually self-critique his work as he aims to make things better and develop the next thing. He also talks about the importance of making great products, and how he and Tesla expect that approach to win customers over, no matter what kind of fear, uncertainty and doubt may be floating around about the company.
Listen to the 500th episode of McCaffrey’s Ride the Lightning podcast below, featuring Tesla’s Chief Designer Franz von Holzhausen for his third appearance on the show. You can also see a photo of the two below, as shared in a post on X from McCaffrey.
Credit: Ryan McCaffrey | X
READ MORE ON TESLA’S FRANZ VON HOLZHAUSEN: Tesla redesigned this crucial piece of hardware on the new Model Y
In the podcast, von Holzhausen also talks about speculation that the company’s Glacier Blue could eventually make it to the U.S., as well as if Tesla plans to discontinue Midnight Cherry Red—though he says he can’t comment directly on either.
The executive’s appearance on the podcast also comes after McCaffrey last week interviewed Tesla’s Vice President of Vehicle Engineering, Lars Moravy. It also comes as the latest of appearances from both executives, who were last month featured in a video from Tesla about the new Model Y, along with talking to Jay Leno about the refreshed vehicle.
The two executives also confirmed in the former video that Tesla will indeed be launching a Model Y Performance later this year, along with a seven-seat configuration.
In December, von Holzhausen also shared some details about the design for the recently unveiled Cybercab, noting in another video with Pedersen Auto Museum that the gold color is a shout-out to New York City’s yellow taxi cabs.
Tesla makes a decision on the future of its flagship Model S and Model X
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
