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Tesla Investor Day: Five things we’d love to hear (but probably won’t)
Tesla Investor Day is set to kick off later today, and there will surely be plenty of massive developments that CEO Elon Musk and other executives could give us details on. However, there are still some things that Tesla fans and investors would love to know about, but we might not get the opportunity, at least not yet.
Here are five things we’d love to hear about at Tesla Investor Day, but probably won’t:
1. New Paint Colors
It’s already been rumored that the Midnight Cherry Red and Quicksilver paint schemes will make an appearance at Gigafactory Texas for Investor Day. These colors are exclusive to the Giga Berlin operation, and there has not been too much of an update in terms of paint colors in the North American market for years.
Although Chief Designer Franz von Holzhausen hinted toward new paint colors for the U.S. earlier this year on the Ride the Lightning podcast, there are a few bottlenecks keeping Tesla from actually doing so. First off, Tesla’s Fremont Factory would have to have its paint facility updated. While the company has taken steps to do this in the past, it was more for ventilation and fire protection than improvements that would improve quality and make way for new colors.
Credit: Photo Credit: @thirionremi / Twitter
Fremont still builds all four Tesla models, while Gigafactory Texas only builds Model Y units. With Tesla’s order log getting longer and longer every day, the company simply cannot afford to shut down Fremont to update the paint shop, but there could be other options in the future that allow the company to do so. Tesla is expanding Fremont and could build an entirely new paint shop, updating the old one upon completion.
2. Tesla’s Strategy for non-Tesla Superchargers
This one is probably the most reasonable to expect details on, but even still, it seems like what Tesla will talk about today will be geared toward more macro topics.
Credit: Branden Flasch | Twitter / Tesla
Tesla hasn’t formally released a specific plan for which Superchargers it will open to all EVs. While it did release a detailed video on how other EV brands can utilize the open Superchargers equipped with the “Magic Dock” last night, it has not detailed how it will determine which chargers it will choose to be open to all brands.
There must be a method to the madness, and owners will likely want to know which chargers are going to be geared toward being open to other EV brands.
3. Plans for Tesla after Elon Musk
Tesla wouldn’t be what it is today without Elon Musk, but unfortunately, nothing lasts forever.
There will be a day when Musk will ultimately step away from his responsibilities as Tesla CEO, and it will be understandable. It’s been a long and stressful tenure as CEO that many of us could never even dream of handling. One day, Musk will need to step aside, and even though it might not be all that soon, it would still be nice to know who could potentially take the reigns.
Whoever takes over the position will have a massive set of shoes to fill, but it won’t be impossible, just an extreme challenge. Musk will likely handpick his replacement, as he is likely the only person who could determine who is fit to run Tesla’s day-to-day operations.
4. Any sort of plan for Tesla’s Public Relations
While notable Tesla bull and recent Board of Directors hopeful Ross Gerber has always talked about Tesla’s need for a PR Department. Tesla abolished the use of one several years ago, which has made it difficult for the company to fend off negativity from media outlets when drastic and challenging stories about the company are published. Elon Musk has usually taken it upon himself to publicly announce what stories are real and which are false, but even still, a dedicated PR department might not be a bad idea to discuss today.
Tesla has utilized a series of posts on its company blog to respond to some negative reports. Most recently, the company responded to allegations that it fired numerous employees who were attempting to unionize at Gigafactory New York in Buffalo.
A PR Department would undoubtedly be a great way for Tesla to deal with negativity in the media, giving journalists and writers people to reach out to directly for anything they might need. Granted, media members still reach out to the company but are met with no response most of the time.
5. Improvements to Tesla Service
Service is still arguably Tesla’s biggest weakness. When I wrote a story about a Model S Plaid owner who had their vehicle totaled by a Service Center employee, people reached out with horror stories regarding issues with getting their vehicles fixed.
The stories still continue to come in, not as regularly, but likely because there has not been a story on it, and people don’t know where to reach out.
Credit: Tesla
Service and Showroom locations grew 19 percent in 2022 compared to 2021, while the Tesla Mobile Service fleet expanded by 24 percent in the same time frame. Unfortunately, there are still many people who complain about the shortcomings of service. Tesla has tried to push a more efficient service strategy using an “F1” method, but with that, they phased out Uber Credits and Loaners in some circumstances.
If anything, this is Tesla’s biggest weakness, and if the company can fix it, it could likely be monumental.
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.
Elon Musk
SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history
AT&T, T-Mobile, and Verizon just joined forces for one reason: Starlink is winning.
America’s three largest wireless carriers, AT&T, T-Mobile, and Verizon, announced on On May 14, 2026 that they had agreed in principle to form a joint venture aimed at pooling their spectrum resources to expand satellite-based direct-to-device (D2D) connectivity across the United States in what can be seen as a direct response to SpaceX’s Starlink initiative. D2D, in plain terms, is technology that lets a standard smartphone connect directly to a satellite in orbit, the same way it connects to a cell tower, with no extra hardware required.
The alliance is widely seen as a means to slow Starlink’s rapid expansion in the satellite internet and mobile markets. SpaceX’s Starlink Mobile service launched commercially in July 2025 through a partnership with T-Mobile, starting with messaging before expanding to broadband data. SpaceX secured access to valuable wireless spectrum through its $17 billion deal with EchoStar, paving the way for significantly faster satellite-to-phone speeds.
SpaceX was not shy about its reaction. SpaceX president and COO Gwynne Shotwell responded on X: “Weeeelllll, I guess Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David.” SpaceX’s VP of Satellite Policy David Goldman went further, flagging potential antitrust concerns and asking whether the DOJ would even allow three dominant competitors to coordinate in a market where a new rival is actively entering.
Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David 🙂 https://t.co/5GzS752mxL
— Gwynne Shotwell (@Gwynne_Shotwell) May 14, 2026
Financial analysts at LightShed Partners were blunt, saying the announcement showed the three carriers are “nervous,” and pointed to the timing: “You announce an agreement in principle when the point is the announcement, not the deal. The timing, weeks ahead of the SpaceX roadshow, was the point.”
As Teslarati reported, SpaceX’s next generation Starlink V2 satellites will deliver up to 100 times the data density of the current system, with custom silicon and phased array antennas enabling around 20 times the throughput of the first generation. The carriers’ JV, which has no definitive agreement, no financial structure, and no deployment timeline yet, will need to move quickly to matter.
Elon Musk’s SpaceX is targeting a Nasdaq listing as early as June 12, aiming for what would be the largest IPO in history. With Starlink now serving over 9 million subscribers across 155 countries, holding 59 carrier partnerships globally, and now powering Air Force One, the carriers’ joint venture announcement landed at exactly the wrong time to look like anything other than a defensive move.
Tesla just raised Model Y prices for the first time in two years, with the largest increase being $1,000.
The move signals shifting dynamics in the competitive electric vehicle market as the company continues to work on balancing demand, profitability, and accessibility.
The new pricing affects premium trims while leaving entry-level options unchanged. The Model Y Premium Rear-Wheel Drive (RWD) now starts at $45,990, a $1,000 increase.
The Model Y Premium All-Wheel Drive (AWD)—previously referred to in the post as simply “Model Y AWD”—rises to $49,990, also up $1,000. The top-tier Model Y Performance sees a more modest $500 bump, bringing its starting price to $57,990.
Tesla Model Y prices just went up:
New prices:
🚗 Model Y Premium RWD: $45,990 – up $1,000
🚗 Model Y AWD: $49,990 – up $1,000
🚗 Model Y Performance: $57,990 – up $500 https://t.co/e4GhQ0tj4H pic.twitter.com/TCWqr3oqiV— TESLARATI (@Teslarati) May 16, 2026
Base models remain untouched to preserve affordability. The entry-level Model Y RWD holds steady at $39,990, and the base Model Y AWD stays at $41,990. This selective approach keeps the crossover accessible for budget-conscious buyers while extracting more revenue from higher-margin configurations.
After years of aggressive price cuts to stimulate volume amid slowing EV adoption and rising competition from rivals like BYD, Ford, and GM, Tesla appears confident in underlying demand. Recent lineup refreshes for the 2026 Model Y, including refreshed styling and efficiency gains, have helped maintain its status as America’s best-selling EV.
By protecting base prices, Tesla avoids alienating price-sensitive customers while improving margins on the more popular variants.
Tesla Model Y ownership review after six months: What I love and what I don’t
For consumers, the changes are relatively modest—under 3% on affected trims—and still position the Model Y competitively against gas-powered SUVs in the same class. Federal tax credits and potential state incentives may further offset costs for eligible buyers.
This marks a subtle but notable shift from the deep discounting era that defined much of 2024 and 2025. As the EV market matures into 2026, Tesla’s pricing strategy will be closely watched for clues about production ramps, new variants like the rumored longer-wheelbase Model Y, and broader profitability goals.
In short, today’s adjustment reflects a company that remains dominant yet pragmatic—willing to test higher pricing where demand supports it. It is unlikely to deter consumers from choosing other options.
Elon Musk cannot be fired from SpaceX, and there’s a reason for that.
In a blunt post on X on Friday, Elon Musk confirmed plans to structurally shield his leadership at SpaceX, ensuring he cannot be fired while tying a potential trillion-dollar compensation package to the company’s long-term goal of establishing a self-sustaining colony on Mars.
Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!
Obviously, IF SpaceX succeeds in this absurdly difficult goal, it will be worth many orders of…
— Elon Musk (@elonmusk) May 15, 2026
The revelation stems from a Financial Times report detailing SpaceX’s intention to restructure its governance and compensation framework. The moves are designed to protect Musk’s control and align his incentives with the company’s founding mission rather than short-term financial pressures. Musk’s reply left no ambiguity:
“Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!”
He added that success in this “absurdly difficult goal” would generate value “many orders of magnitude more than the economy of Earth,” though he cautioned that the journey will not be smooth. “Don’t expect entirely smooth sailing along the way,” Musk wrote.
The strategy reflects Musk’s deep concerns about how public-market expectations could derail SpaceX’s core objective. Founded in 2002, SpaceX has repeatedly stated its purpose is to reduce the cost of space travel and ultimately make humanity a multiplanetary species.
Unlike Tesla, which went public in 2010 and has faced repeated battles over Musk’s compensation and board influence, SpaceX remains privately held. Musk has long resisted taking the rocket company public precisely to avoid the quarterly earnings treadmill that forces most CEOs to prioritize short-term stock performance over ambitious, high-risk projects.
By embedding protections against his removal and linking any outsized pay package to verifiable milestones—such as a functioning Mars colony—SpaceX aims to insulate its leadership from activist investors or board members who might demand faster profits or safer bets.
Musk has referenced past experiences, including his ouster from OpenAI and shareholder lawsuits at Tesla, as cautionary tales. In those cases, he argued, external pressures risked diluting the original vision.
Critics may view the arrangement as excessive, especially given Musk’s already substantial voting power and wealth. Supporters, however, argue it is a necessary safeguard for a company pursuing goals measured in decades rather than quarters. Achieving a Mars colony would require sustained investment in Starship development, orbital refueling, life-support systems, and in-situ resource utilization—technologies that may deliver no immediate financial return.
Musk’s post underscores a broader philosophical point: true breakthrough innovation often demands tolerance for volatility and a willingness to ignore conventional business wisdom. As SpaceX prepares for increasingly ambitious Starship test flights and eventual crewed missions, the new governance structure signals that the company’s North Star remains unchanged—humanity’s expansion beyond Earth.
Whether the trillion-dollar package materializes depends on execution, but Musk’s message is clear: SpaceX exists to reach the stars, not to chase the next earnings beat. For investors or employees who share that vision, the protections are not a perk—they are a prerequisite for success.
SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history
Tesla Model Y prices just went up for the first time in two years
