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Tesla Master Plan Part 3 is void of Roadster, but there might be a reason why

Credit: Tesla

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Tesla’s Master Plan Part 3 detailed the final portions of how the electric automaker plans to influence and dominate the global market through sustainability. It featured plans for mass production of a new compact model, volume projections for the Cybertruck, and new details on other commercial vehicles, but it was void of the Roadster.

The Tesla Roadster has been one of the company’s crown jewels, but it has been teased for so many years that some fans are wondering if it will ever actually reach production.

In the third iteration of the Master Plan, Tesla broadened its scope for how it can achieve a monumental transition to sustainable powertrains across the entire market, but also how it can achieve a mass production forecast of its entire vehicle lineup.

It featured key contributors to that plan, which include the heavily rumored compact sedan that could be built at its upcoming Gigafactory in Mexico, as well as commercial vehicle applications like a van and two different pack sizes for the Semi.

What it was void of, however, is the Roadster, and the fact that the Master Plan Part 3 was geared toward Tesla’s long-term goals and major contributors to how it can help the world achieve a sustainable future may be the very reason it was not included.

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The Roadster is an extremely low-volume vehicle. It costs $250,000, it is apparently going to feature SpaceX cold-gas thrusters for face-melting acceleration, it might have hovering capabilities, but its production has always been derailed by some sort of circumstance beyond Tesla’s control.

Set to make its first deliveries in 2021, the Roadster was put on the back burner, no pun intended, by the COVID-19 pandemic, which basically disrupted nearly every company in the sector in some way. With Tesla looking to survive supply chain constraints and fulfill orders for its vehicles, the Roadster simply was not a priority. Tesla pushed production back to 2022.

Tesla Roadster 2.0 to be better on “basically every metric” than prototype

2022 came and went, and CEO Elon Musk detailed late last year that the vehicle could come this year, as long as Tesla avoided supply chain “mega drama.”

But it seems the Roadster won’t be here this year, either. Tesla will instead focus on Cybertruck production and ramping up its factories for mass electrification, and the Roadster simply does not fit those plans.

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Chief Designer for Tesla Franz von Holzhausen said recently that Tesla was in the process of developing the Roadster, but it just won’t make it to the production phases this year:

“We’re developing the car. I think you know we have priorities as a company, and the priorities are mass electrification. And Roadster is not a mass product. So, unfortunately, you know it takes its kind of position, but we are working on it in earnest. And I think the time that we’ve taken had enabled us to really improve on basically every metric that we set out to establish when we first debuted that.”

Last evening’s release of the Master Plan Part 3 revealed a lot of details, but the global fleet only included mass-market vehicles that will contribute to the company’s plan to increase the volume of cars it puts on the road.

tesla master plan part 3

Credit: Tesla

The Roadster simply does not fit those plans, so don’t be discouraged if you’re awaiting any updates on its production.

Nevertheless, there is reason to be slightly frustrated with the timeline of the vehicle, especially as it continues to be pushed back for a multitude of reasons. We can only hope the vehicle will be out within the next few years, and even if it is slightly different than what was shown in 2020 and what some customers are expecting.

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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Rivian and Amazon announce huge milestone with EDV

The companies announced today that they had officially launched the EDV in Canada for Amazon, as the first 50 units are out and about in Vancouver, and the company said it was “marking an exciting milestone in our five-year history of operations in Canada.”

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Credit: Rivian

Rivian and Amazon have announced a huge milestone with their Electric Delivery Vehicle (EDV), the van that the two companies developed for the e-commerce giant to sustainably deliver packages to customers.

The EDV was first unveiled back in September 2019, when Amazon announced a massive investment in Rivian and placed an order for 100,000 electric vans, aiming to deploy them by 2030 as part of the company’s sustainability goals.

Production started in 2021 in Normal, Illinois, and entered Amazon’s fleet of active delivery vehicles over the Summer of 2022. Amazon kept the initial vehicles in major metropolitan areas and eventually started rolling them out to more delivery hubs across the United States.

In December 2024, the companies announced they had successfully deployed 20,000 EDVs across the U.S. In the first half of this year, 10,000 additional vans were delivered, and Amazon’s fleet had grown to 30,000 EDVs by mid-2025.

Amazon’s fleet of EDVs continues to grow rapidly and has expanded to over 100 cities in the United States. However, it has just reached a new milestone, and it has nothing to do with the size of its fleet.

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The companies announced today that they had officially launched the EDV in Canada for Amazon, as the first 50 units are out and about in Vancouver, and the company said it was “marking an exciting milestone in our five-year history of operations in Canada.”

The EDV is a model that is exclusive to Amazon, but Rivian sells the RCV, or Rivian Commercial Van, openly. It detailed some of the pricing and trim options back in January when it confirmed it had secured orders from various companies, including AT&T.

The RCV starts at $83,000, and is one of the few electric vans on the market that is suitable for package delivery in a commercial setting because of its build and interior features.

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Rivian prepares to launch the EDV outside of Amazon as the RCV – Here’s when

However, it also seems to be a great option as a service vehicle for companies, which is likely why AT&T is going to utilize it.

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Tesla’s biggest rival in China reported a big profit decline once again

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(Credit: BYD)

Tesla’s biggest rival in China reported a big decline in its profitability for the second straight quarter, and a loss of one-third compared to the same quarter last year.

BYD overtook Tesla as the best-selling EV maker in China in the fourth quarter of 2023, finally surpassing the company in terms of sales in the region.

Is Tesla really losing to BYD, or just playing a different game?

The Chinese market is one of the most competitive in the world, especially for EVs, as the industry is healthy with young and scrappy companies looking to sell the best possible tech in their vehicles.

BYD reported its earnings on Thursday and said that its profit had slumped by 33 percent compared to the same quarter last year. For this year’s third quarter, BYD reported a net profit of 7.8 billion yuan ($1.1 billion), a 32.6 percent decrease compared to the same period in 2024.

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Its revenue was 195 billion yuan ($27.4 billion), which was only a 3 percent decrease compared to Q3 2024.

The drop in profits and revenue can mostly be attributed to the ongoing growth of competition in the Chinese market. The increased competition in China has pushed companies to turn to overseas markets in response, according to CnEVPost.

BYD is one of those companies, and it is attempting to push sales upward by entering new markets, especially in Europe, where the company sold more than 13,000 units in EU countries in September alone.

This was a 272 percent increase year over year, a major piece of evidence that it has a lot of potential in foreign markets.

The drop in financial figures is likely a short-term issue for BYD, as it has already established itself as a formidable competitor to many companies in many markets. In Q1, it reported an increase in profit by 100 percent compared to the same time span the year prior.

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As it works to expand to even more markets in the world, it will continue to build upon its already-solid reputation.

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GM takes latest step to avoid disaster as EV efforts get derailed

There was an even larger step taken this morning, as the Detroit Free Press reported that GM was idling its Factory Zero plant in Michigan until late November, placing about 1,200 workers on indefinite layoff status.

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Credit: GM

General Motors has taken its latest step to avoid financial disaster as its electric vehicle efforts have been widely derailed.

GM’s electric vehicle manufacturing efforts started off hot, and CEO Mary Barra seemed to have a real hold on how the industry and consumers were starting to evolve toward sustainable powertrains. Even former President Joe Biden commended her as being a major force in the global transition to EVs.

However, the company’s plans have not gone as they’ve drawn them up. GM has reported some underwhelming delivery figures in recent quarters, and with the loss of the $7,500 tax credit, the company is planning for what is likely a substantial setback in its entire EV division.

Earlier this month, the company reported it would include a $1.6 billion charge in its quarterly earnings results from EV investments. It was the first true sign that things with GM’s EV projects were going to slow down.

There was an even larger step taken this morning, as the Detroit Free Press reported that GM was idling its Factory Zero plant in Michigan until late November, placing about 1,200 workers on indefinite layoff status.

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This is in addition to the 280 employees it has already laid off after production cuts that happened earlier this year at the Detroit-Hamtramck plant.

After November 24, GM will bring back 3,200 people to work until January 5 to operate both shifts. On January 5, GM is expected to keep 1,200 workers on indefinite layoff.

GM is not the only legacy automaker to make a move like this, as Ford has also started to make a move that reflects a cautious tone regarding how far and how committed it can be to its EV efforts.

After the tax credit was lost, it seemed to be a game of who would be able to float their efforts longest without the government’s help. Tesla CEO Elon Musk long said that the loss of these subsidies would help the company and hurt its competitors, and so far, that is what we are seeing.

Elon Musk was right all along about Tesla’s rivals and EV subsidies

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However, Tesla still has some things to figure out, including how its delivery numbers will be without the tax credit. Its best quarter came in Q3 as the credit was expiring, but Tesla did roll out some more affordable models after the turn of the quarter.

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