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Tesla Investor Day: Five things we’d love to hear (but probably won’t)

Image Credit: Tesla Inc.

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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.

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tesla quicksilver

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.

tesla magic dock

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.

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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.

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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.

tesla service

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.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Robotaxi service in Austin achieves monumental new accomplishment

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Credit: Tesla

Tesla Robotaxi services in Austin have been operating since last Summer, but Tesla has admittedly been delayed in its expansion of the geofence, fleet size, and other details in a bid to prioritize safety as new technology rolls out.

But those barriers are being broken with new guardrails being removed from the program.

Tesla has achieved a significant advancement in its autonomous ride-hailing program. As of May 4, the Robotaxi fleet in Austin, Texas, has begun operating unsupervised during evening hours for the first time. This expansion moves beyond previous limitations that restricted unsupervised service to daylight hours, typically ending in mid-afternoon.

The change brings Austin in line with operations in Dallas and Houston. Those cities have supported evening unsupervised runs since their initial launches in April, and both recently received additions of new unsupervised vehicles to their fleets. This coordinated progress across Texas strengthens Tesla’s regional presence and provides a broader testing ground for the technology.

This milestone carries substantial weight in the development of autonomous vehicles. Extending operations into low-light conditions meaningfully expands the Robotaxi’s operational design domain (ODD)—the specific environments and scenarios in which the system is approved to operate safely without human intervention.

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Nighttime driving presents unique technical demands: diminished visibility, headlight glare from oncoming traffic, reduced contrast for identifying pedestrians and lane markings, and greater variability in camera sensor exposure.

Tesla Cybercab just rolled through Miami inside a glass box

Tesla’s pure vision approach, powered by neural networks trained on vast real-world datasets rather than lidar or pre-mapped routes, must handle these variables reliably. Demonstrating consistent unsupervised performance after sunset validates the robustness of the end-to-end AI stack and its ability to generalize across diverse lighting conditions.

Beyond technical validation, the expansion holds important operational and economic implications. Evening hours often coincide with peak urban demand for rides, including commutes, dining, and entertainment outings.

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Enabling service during these periods increases daily vehicle utilization, allowing each Robotaxi to generate more revenue while gathering additional high-value training data. Higher utilization accelerates the virtuous cycle of data collection, model improvement, and further ODD growth.

Looking ahead, this step paves the way for more ambitious rollouts. Success in low-light environments positions Tesla to pursue near-24-hour operations, potentially integrating highways and expanding into varied weather patterns. Regulators worldwide frequently demand evidence of safe performance across day-night cycles before granting wider approvals.

Proven capability in Texas could expedite deployments in planned cities such as Phoenix, Miami, Orlando, Tampa, and Las Vegas during the first half of 2026.

Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline

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Moreover, scaling evening service supports Tesla’s long-term vision of a high-efficiency robotaxi network. Greater fleet productivity lowers the cost per mile, making autonomous mobility more accessible and competitive against traditional ride-hailing.

As the company iterates on software updates informed by nighttime data, reliability is expected to compound rapidly, unlocking denser urban coverage and longer-distance trips.

In summary, the introduction of an unsupervised evening Robotaxi service in Austin represents more than an incremental schedule adjustment. It signals a critical maturation of the underlying technology and sets the foundation for broader geographic and temporal expansion.

With Texas operations gaining momentum, Tesla is steadily advancing toward transforming urban transportation at scale.

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Tesla Cybercab just rolled through Miami inside a glass box

Tesla paraded a Cybercab in a glass display at Miami’s F1 Grand Prix event this week.

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Tesla Cybercab at the Miami F1 Fan Fest 2026: Credit: TESLARATI

Tesla set up an “Autonomy Pop-Up” at Lummus Park in Miami Beach from April 29 through May 3, 2026, embedded within the official F1 Miami Grand Prix Fan Fest.  The centerpiece was a Cybertruck towing the Cybercab inside a glass display case marked “Future is Autonomous,” rolling through the beachfront crowd.

Miami is on Tesla’s confirmed list of cities for robotaxi expansion in the first half of 2026, making the promotion a strategic promotion that lays groundwork in a target market.

This was not Tesla’s first time using Miami as a showcase city. In December 2025, Tesla hosted “The Future of Autonomy Visualized” at its Miami Design District showroom, coinciding with Art Basel Miami Beach. That event featured the Cybercab prototype and Optimus robots interacting with attendees. The F1 pop-up this week marks Tesla’s return to Miami and follows a pattern Tesla has been running since early 2026. Just two weeks before Miami, Tesla stationed Optimus at the Tesla Boston Boylston Street showroom on April 19 and 20, directly on the final stretch of the Boston Marathon, letting tens of thousands of runners and spectators meet the robot for free, generating massive earned media at zero advertising cost.

Tesla is sending its humanoid Optimus robot to the Boston Marathon

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Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year. On the production side, Musk told shareholders that the Cybercab manufacturing process could eventually produce up to 5 million vehicles per year, targeting a cycle time of one unit every ten seconds. Scaling robotaxis to 10 million operational units over the next ten years is a key condition of his compensation package, alongside selling 20 million passenger vehicles.

As for the Cybercab’s price, Musk has said buyers will be able to purchase one for under $30,000, with an average operating cost around $0.20 per mile. Whether those numbers hold through full production remains to be seen.

Cybercab at F1 Fan Fest in Miami
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Tesla Semi gets new product launch as mass manufacturing hits Plaid Mode

While the 1.2 MW Megacharger handles quick 30-minute en-route boosts, the Basecharger serves as a reliable overnight solution for longer dwell times at warehouses, distribution centers, fleet yards, and even, potentially, homes.

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Credit: Tesla

The Tesla Semi is getting a new production launch as mass manufacturing on the all-electric truck is gearing up to hit Plaid Mode.

Tesla has introduced a game-changing addition to its commercial charging lineup with the new 125 kW Basecharger for Semi. Launched this week as part of the new “Semi Charging for Business” program, this compact unit is purpose-built for depot and overnight charging of Tesla Semi trucks.

While the 1.2 MW Megacharger handles quick 30-minute en-route boosts, the Basecharger serves as a reliable overnight solution for longer dwell times at warehouses, distribution centers, fleet yards, and even, potentially, homes.

Delivering up to 60 percent of the Semi’s range in roughly four hours, perfect for overnight top-ups during mandated driver rest periods or while trucks are loaded or unloaded. Its fully integrated design eliminates the need for bulky separate AC-to-DC cabinets.

Tesla engineers tucked one of the power modules from a V4 Supercharger Cabinet directly inside the sleek post, resulting in a compact footprint. It also features a six-meter cable for layout flexibility. This is one thing that must have been learned through the V4 Supercharger rollout.

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Installation and operating costs drop dramatically thanks to daisy-chaining. Up to three Basechargers can share a single 125 kVA breaker, slashing electrical infrastructure requirements. The unit outputs 150 amps continuous across an 180–1,000 VDC range, matching the Semi’s high-voltage architecture while supporting the MCS 3.2 standard.

Tesla Semi sends clear message to Diesel rivals with latest move

Priced from $40,000 for a minimum order of two units, the Basecharger is far more affordable than the $188,000 Megacharger setup for two posts. Deliveries begin in early 2027. Buyers also receive Tesla’s full network-level software, remote monitoring, maintenance, and a guaranteed 97 percent or higher uptime—critical for fleet reliability.

This launch arrives as Tesla accelerates high-volume Semi production at its Nevada factory, targeting 50,000 units annually. By pairing affordable depot charging with ultra-fast highway options, Tesla removes one of the biggest obstacles to electrifying Class 8 trucking: infrastructure cost and complexity.

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Fleet operators stand to gain lower electricity rates during off-peak hours, dramatically reduced maintenance compared to diesel, and quieter yards at night. The Basecharger isn’t just another charger—it’s the practical bridge that makes large-scale electric semi adoption economically viable.

With the Basecharger handling “home” duties and Megachargers powering the road, Tesla is delivering a complete ecosystem that could finally tip the scales toward zero-emission freight. For trucking companies ready to go electric, the future just got a whole lot more charger-friendly.

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