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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 plans for largest Australian Supercharger yet

The company has a 20-stall site in the city of Goulburn in New South Wales, which is an ideal location for trips between Sydney and Canberra, two major cities.

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Credit: Tesla

Tesla is planning to build its largest Supercharger in Australia yet, expanding on the infrastructure the company has built for electric vehicles.

The company has a 20-stall site in the city of Goulburn in New South Wales, which is an ideal location for trips between Sydney and Canberra, two major cities.

However, according to The Driven, a new Australian Supercharger is on the way, and it is going to be the biggest in the country, accounting for more than 25 stalls total. They will likely be V4 Superchargers, Tesla’s fastest piles that enable some serious range for cars that will plug in.

Tesla is operating 148 active Supercharger sites in Australia, with 80 of those being available to non-Tesla EVs as a part of the company’s initiative to make things accessible for all electric vehicle owners.

The expansion of Tesla Superchargers is welcome for all EV owners, especially as there are so many automakers that have access to the network. It is widely reliable and extremely dependable; it is tough to find a Supercharger location that is completely out of service.

The opening of the stalls will be welcome for the Tesla owners of Australia, especially as the Model Y continues to be a major contributor to the company’s prowess in the market.

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Tesla’s sales performance in Australia showed a mixed but challenging picture in 2025, with the company delivering 28,856 new vehicles, marking a significant 24.8% decline from 38,347 units in 2024.

This represented the brand’s largest annual drop on record and the second consecutive year of decline, amid intensifying competition from Chinese EV makers like BYD and shifting buyer preferences toward SUVs. The Tesla Model Y remained a standout performer and Australia’s best-selling electric vehicle, with 22,239 deliveries, up 4.6percent year-over-year, accounting for about 77 percent of Tesla’s total sales.

The mid-year launch of the updated “Juniper” Model Y helped sustain momentum in the popular mid-size SUV segment.

In contrast, the Model 3 sedan struggled sharply, plummeting 61.3 percent to just 6,617 units, as consumers favored SUVs and faced growing options in the sedan category.

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Despite the overall dip, Tesla held onto leadership in the EV segment, capturing roughly 28 percent of the BEV market. Australia’s EV market grew robustly, surpassing 156,000 sales and reaching 13 percent market share, up 38.7 percent from 2024, highlighting strong broader adoption even as Tesla faced headwinds.

Early 2026 data suggests a rebound, with EV sales nearly doubling year-over-year in February and the Model Y showing strong gains, positioning Tesla for potential recovery amid ongoing competition.

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Tesla Model Y L gets new entertainment feature

Beyond audio quality, Immersive Sound X aligns with Tesla’s ecosystem of over-the-air updates, potentially allowing future refinements.

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Credit: Tesla China

Tesla is including a new entertainment feature in the Model Y L, improving the vehicle even further and making it what appears to be the best configuration of the all-electric crossover globally.

Unfortunately, we in the U.S. do not yet have access to the vehicle, and the plans for it to enter the market remain up in the air, as CEO Elon Musk has said it could appear late this year. However, there is nothing concrete at this time.

Tesla’s latest enhancement to the Model Y L is a new Immersive Sound X feature, exclusive to the Model Y L.

It aims to transform the in-car listening experience into something truly cinematic. First introduced by Tesla China in October 2025, this advanced audio mode is now rolling out to deliveries in Australia and New Zealand, highlighting Tesla’s approach to region-specific premium upgrades.

At its core, Immersive Sound X leverages real-time sound extraction technology to create a customizable 3D soundstage. Using advanced algorithms, it analyzes audio tracks to separate direct sounds, such as vocals or lead instruments, from ambient elements like echoes and reverb.

The system then positions direct sounds front and center while diffusing ambient sounds to the side and rear speakers, simulating an expansive virtual environment. This results in a heightened sense of depth and spatial awareness, making listeners feel as if they’re in a concert hall or studio.

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What sets Immersive Sound X apart from the standard Immersive Sound found in other Tesla models is its hardware dependency and enhanced processing. The Model Y L boasts an 18-speaker system with a subwoofer, compared to the 15-speaker setup, plus a subwoofer, in the Model Y Long Range’s previous premium audio configuration.

This upgrade provides more “kick” and precision, enabling finer control over the soundstage. Unlike traditional surround sound, which requires multi-channel mixes like Dolby Atmos, Immersive Sound X works with any stereo source from platforms like Spotify or Apple Music, so every owner will be able to use it.

Tesla Model Y lineup expansion signals an uncomfortable reality for consumers

You can fine-tune the experience via an adjustable immersion slider, scaling the “size” of the virtual space to personal preferences. This caters to a more custom sound.

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An Auto mode intelligently adapts based on media type, whether it’s music, podcasts, or videos, ensuring optimal immersion without manual tweaks. This feature is unavailable on standard Model Y variants (with 7 or 15 speakers) or Model 3 trims, underscoring Tesla’s strategy to differentiate higher trims through superior hardware and software integration.

Beyond audio quality, Immersive Sound X aligns with Tesla’s ecosystem of over-the-air updates, potentially allowing future refinements.

For audiophiles and casual listeners alike, it elevates mundane commutes into immersive journeys, proving Tesla’s commitment to blending cutting-edge tech with user-centric design.

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Elon Musk teases crazy outlook for xAI against its competitors

Musk’s response was vintage hyperbole, designed to rally supporters and dismiss doubters, something his responses on social media often do.

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Credit: NVIDIA

Elon Musk has never been one to shy away from crazy timelines, massive expectations, and outrageous outlooks. However, his recent plans for xAI and where he believes it will end up compared to its competitors are sure to stimulate conversation.

In a bold and characteristic response on X, Elon Musk fired back at a recent analysis that positioned his AI venture, xAI, as lagging behind industry frontrunners.

The post, from March 14, came as a direct reply to forecaster Peter Wildeford’s assessment, which drew from benchmarks and reporting to rank AI developers.

Wildeford placed Anthropic, Google, and OpenAI in a virtual tie at the top, with xAI and Meta trailing by about seven months. Chinese players like Moonshot, Deepseek, zAI, and Alibaba were estimated to be nine months behind, while France’s Mistral lagged by about a year and a half.

Musk’s response was vintage hyperbole, designed to rally supporters and dismiss doubters, something his responses on social media often do.

He claimed xAI would “catch up this year,” meaning by the end of 2026, erasing that seven-month deficit against the leaders. But he didn’t stop there.

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Musk escalated his vision to 2029, predicting xAI would “exceed them all by such a long distance” that observers would need the James Webb Space Telescope, NASA’s orbiting observatory stationed about 930,000 miles from Earth, to spot whoever lands in second place. This analogy underscores Musk’s confidence in xAI’s trajectory, implying an astronomical lead that could redefine the AI landscape.

Breaking down these claims reveals Musk’s strategic optimism. First, the short-term catch-up: xAI, launched in 2023, has already released models like Grok, but recent benchmarks, including those for Grok 4.2, have shown it falling short in capabilities compared to rivals.

Anthropic’s Claude series, Google’s Gemini, and OpenAI’s GPT models dominate in areas like reasoning, coding, and multimodal tasks. Musk’s assertion suggests aggressive scaling in compute, talent, or architecture, perhaps leveraging xAI’s ties to Tesla’s Dojo supercomputers or Musk’s vast resources, to close the gap swiftly.

The longer-term dominance by 2029 paints an even more audacious picture. Musk envisions xAI not just parity but supremacy, outpacing competitors in innovation speed and model sophistication.

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This could involve breakthroughs in energy-efficient training, real-world integration, like Tesla’s robotics, or ethical AI alignment, aligning with Musk’s stated goal of “understanding the universe.”

Critics, however, point to parallels with Tesla’s Full Self-Driving delays; one reply highlighted Musk’s 2023 promise of FSD readiness. Musk has made this promise for many years, and although the system has been strong and improving, it is still a ways off from the completely autonomous operation that was expected by now.

Tesla Full Self-Driving v14.2.2.5 might be the most confusing release ever

Musk’s comment highlights the intensifying U.S.-centric AI race, with xAI challenging the “three-way” dominance noted by Wharton professor Ethan Mollick, whom Wildeford quoted. As geopolitical tensions rise—evident in the Chinese firms’ lag—Musk’s tease could spur investment and talent wars.

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Yet, it also invites scrutiny: Will xAI deliver, or is this another telescope-needed mirage? In an industry where timelines slip but stakes soar, Musk’s words keep the spotlight on xAI’s ambitious path forward.

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