News
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.
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News
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
Tesla has spent years trying to engineer its way out of the automotive paint shop, one of the most expensive, space-consuming, and environmentally costly steps in vehicle manufacturing. With the Cybercab, Tesla confirmed on X this week that a new reaction injection molding process will embed color directly into the panel itself during production.
“Our new reaction injection molding (RIM) process shrinks Cybercab paint cycles from hours to minutes. This cuts those parts’ manufacturing and supply chain emissions by 35% and eliminating 100% of paint volatile organic compounds (VOCs) emitted in traditional paint methods.” noted Tesla.
While the RIM process isn’t necessarily new and has existed since the 1960s, what makes Tesla’s application notable is how it is being used specifically for exterior body panels that traditionally required a separate paint process after forming.
Tesla’s RIM approach integrates the color directly into the panel material during the molding process itself. The pigment is part of the polymer mix injected into the mold, meaning the panel comes out of the mold already colored, with no separate paint application required. The clear coat or protective layer can be applied at the mold stage or through a much faster post-process than traditional multi-stage painting. Tesla claims this compresses what was a multi-hour paint cycle into minutes per panel.
Tesla’s obsession with killing the paint shop is one of the most consistent threads running through the company’s manufacturing philosophy going back years. As far back as 2018, Musk was trimming paint color options to simplify production, tweeting at the time: “Moving 2 of 7 Tesla colors off menu on Wednesday to simplify manufacturing.” Two years later, in a 2020 Automotive News interview, Musk laid out his broader vision, saying he believed Tesla factories could one day be 1,000 times more efficient than conventional plants, and pointing to the paint shop as one of the biggest sources of waste, cost, and complexity. The Cybertruck was the most extreme expression of that thinking. Tesla chose an unpainted stainless steel exterior partly because it would eliminate the need for a $200 million paint facility at Gigafactory Texas. The stainless approach proved harder and more expensive than anticipated, but the underlying ambition never changed. The Cybercab is what happens when that same ambition meets a manufacturing process that delivers on it.
Lifestyle
Tesla app update makes Robotaxi ownership make a lot more sense
Tesla’s app now shows a live indicator when your car is actively driving itself.
A recent Tesla app update, released last week (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.
The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.
The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.
Tesla expands Robotaxi to Florida, marking its third state for autonomy
As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.
As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.
Elon Musk
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla
California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.
The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.
California hits Tesla Cybercab and Robotaxi driverless cars with new law
Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.
California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.
The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.