News
Tesla teases 3 next-gen vehicles in Master Plan Part 3, all in different segments
On its recently-shared Master Plan Part 3, Tesla teased three new vehicles with its next-generation platform, including a compact car, a commercial/passenger van, and a bus.
Tesla’s Master Plan Part 3 focused on seven vehicle fleet categories, including compact and midsized cars; large cars, SUVs, and pickup trucks; commercial vehicles, buses; and heavy-duty trucks. Tesla has released vehicles in four out of seven of those categories and plans to release three new cars under the compact vehicle segment, in the commercial/passenger van market, and a battery electric bus.
Tesla “Model 2“
Tesla Giga Mexico is expected to produce the company’s next-generation vehicle. However, the Texas-based EV maker has yet to announce which next-generation car it will produce in Mexico.
Although, there is strong evidence to conclude that Tesla will launch the long-awaited $25,000 car, fondly called the “Model 2” or “Tesla Q” among EV enthusiasts. A few details are known about Tesla’s compact vehicle. In Master Plan Part 3, Tesla revealed that the Model 2 will have a 53 kWh battery pack using lithium iron phosphate (LFP) cells. Based on the table below, Tesla expects the compact car to sell more than its popular midsized Model 3 and Model Y vehicles, nearly double the units.
There is little competition in the compact battery electric vehicle market, making it ripe for the taking in the global market. Volkswagen already struck the first blow in the competition by announcing its compact ID.2 car, designed to be the successor to the VW Golf.
Tesla Commercial and Passenger Vans
Elon Musk has also talked about a potential Tesla van in the past. Like the compact BEV market, a few automakers seek to make a name for themselves in the segment, including Rivian, Volkswagen, and Mercedes-Benz.
According to Tesla’s Master Plan Part 3, its commercial and passenger vans will use 100 kWh battery packs with high nickel cells. Tesla aims to sell 10 million commercial and passenger vans.
Tesla Bus
The idea of a Tesla makes sense now that the company has started manufacturing and delivering its heavy-duty battery electric truck: the Semi. The Tesla Semi’s availability on the market hints that Tesla has solved certain constraints—including battery constraint issues—that prevented it from delivering heavy-duty vehicles.
In its Master Plan Part 3, Tesla notes that its electric bus will use 300 kWh battery packs using LFP cells.
Tesla’s Master Plan Part 3 teases a new direction for the company with its next-generation platform. Tesla’s new adventure will likely feature some challenging obstacles and more meme-worthy moments from Elon Musk. And more fun for Tesla investors and supporters.
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Tesla Semi just got a huge vote of confidence from 300-truck fleet
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
The Tesla Semi is moving closer to broader fleet adoption, with Keller Logistics Group wrapping up a key pre-production planning session with the electric vehicle maker’s team this week.
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
Keller’s pre-production Tesla Semi sessions
Keller Logistics Group, a family-owned carrier with over 300 tractors and 1,000 trailers operating in the Midwest and Southeast, completed the session to assess the Tesla Semi’s fit for its operations. The company’s routes typically span 500-600 miles per day, positioning it as an ideal tester for the Semi’s day cab configuration in standard logistics scenarios.
Details remain under mutual NDA, but the meeting reportedly focused on matching the truck to yard, shuttle and regional applications while scrutinizing economics like infrastructure, maintenance and incentives.
What Keller’s executives are saying
CEO Bryan Keller described the approach as methodical. “For us, staying ahead isn’t a headline, it’s a habit. From electrification and yard automation to digital visibility and warehouse technology, our teams are continually pressure-testing what’s next. The Tesla Semi discussion is one more way we evaluate new tools against our standards for safety, uptime, and customer ROI. We don’t chase trends, we pressure-test what works,” Keller said.
Benjamin Pierce, Chief Strategy Officer, echoed these sentiments. “Electrification and next-generation powertrains are part of a much broader transformation. Whether it’s proprietary yard systems like YardLink™, solar and renewable logistics solutions, or real-time vehicle intelligence, Keller’s approach stays the same, test it, prove it, and deploy it only when it strengthens service and total cost for our customers,” Pierce said.
News
Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
News
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Tesla Semi just got a huge vote of confidence from 300-truck fleet
Tesla extends FSD Supervised ride-alongs in Europe by three months
