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Tesla’s next ‘big unveil’ after Model Y will be its battery growth story
Tesla’s 2020 is bound to be a historic year, for more reasons than initially expected. Unlike 2017 and 2019, which were marked by impressive product unveiling events for the Semi, next-gen Roadster, Model Y, and Cybertruck, 2020 is poised to be a year where Tesla simply optimizes its operations to such a point that the company becomes sustainably profitable.
Save for 2018, Tesla has adopted the practice of unveiling new vehicles and energy products in a steady stream. This will not be the case this year, since Elon Musk himself has noted following the Cybertruck’s unveiling event that Tesla will not be holding formal vehicle launches for a while. The Model S Plaid is expected to be rolled out later this year, but the vehicle’s launch could be similar to that of the Raven Model S and X — subtle and simple.
Unlike previous years, Tesla will likely not be focusing too much on the rollout of an upcoming vehicle after initial Model Y deliveries are conducted. With the all-electric crossover being manufactured and delivered to customers, Tesla will likely end up focusing its resources on strengthening its core technology, particularly its batteries. This will partly be due to the arrival of three vehicles that are set to be released soon: the Tesla Semi, the next-gen Roadster, and the Cybertruck.
Part of the reason behind the Model Y’s quicker than expected production ramp is due to the vehicle’s similarity to the Model 3. The two midsize EVs share 75% of their parts, which meant that their production process is not too different from each other. Tesla learned a hard lesson with the Model X and the Model S by over-designing the SUV and making it far too different compared to its sedan sibling, which resulted in massive production delays. This lesson appears to have been learned and adopted for the Model Y ramp.
But Tesla’s next three vehicles are not quite as simple as the Model Y in terms of their battery tech and production processes. While the Model Y will likely use the same battery packs as its Model 3 sibling, the Semi, Cybertruck, and new Roadster do not. In fact, due to their specs and features, each of these new vehicles will likely be equipped with batteries that hold Tesla’s best and latest innovations, and they be built on platforms that are new and specifically designed for each vehicle.
The Semi, for example, is a Class 8 long-hauler that has a range of 300-500 miles per charge. Its capability to haul 80,000 pounds of weight on the road is no joke, and the vehicle’s near-sports car performance suggests that the Semi requires a very large battery pack. Tesla has not revealed the size of the batteries in the two Semi prototypes that are undergoing real-world testing today, but speculations from the EV community go as high as 1 MWh due to the truck’s weight. With better battery efficiency, optimized software, and higher energy density in its cells, Tesla may be able to achieve the Semi’s long-range targets without necessarily using as many batteries as a small fleet of Model 3s.
The Cybertruck is not as large as the Semi, but it seems to require some notable battery improvements as well due to its price and specs. A top-tier Cybertruck costs below $70,000, and for that price, Tesla is offering over 500 miles of range per charge. Considering that the all-electric pickup truck is not exactly as sleek as the Model S in terms of aerodynamics, achieving such a range will likely require the all-electric pickup to have a pretty hefty battery. Batteries are usually considered as one of the most expensive parts of an EV, so it would be interesting to see just how low Tesla can push its battery prices down to make a behemoth of an EV go over 500 miles at a sub-$70,000 price.
The next-gen Roadster may only be seeing a production rate of about 10,000 per year, according to Elon Musk, but the vehicle still requires improvements in its batteries to become a definitive “hardcore smackdown to gasoline cars.” This is because the Roadster was announced with a 200-kWh battery pack that provides 620 miles of range. Tesla was at a different place when it announced the next-gen Roadster’s specs. Hence, it would not be a stretch to speculate that the production version of the all-electric supercar will either have a slightly smaller but more energy-dense battery that still provides 620 miles of range, or a 200 kWh battery pack that offers far beyond 1,000 km in one charge.
Tesla’s growth story is usually tied to the company’s release of one best-selling electric vehicle after another. But this year, after the Model Y, Tesla’s growth story will become more of a battery-driven narrative. The company’s battery tech will ultimately determine whether or not the Semi, Cybertruck, and new Roadster will be a success. But if Tesla’s batteries are up for the task, the company’s disruption of the auto industry will likely end up accelerating even more.
What’s pretty interesting to note is that all these potential battery-related breakthroughs also apply towards Tesla’s Energy business, which is rarely even considered by Wall Street when analysts evaluate the company. Every battery-related milestone that is rolled out to the company’s vehicles is also introduced to its energy storage devices. With this in mind, it is not too farfetched to speculate that this year may also end up becoming a renaissance of sorts for Tesla Energy. Part of this push could involve the introduction of slightly smaller but more energy-dense residential batteries and a line of cheaper energy storage units that are just as good as the company’s current products.
This sounds like another disruption in the making.
Elon Musk
Ford CEO Farley says Tesla is not who to look at for EV expertise
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford CEO Jim Farley said in a recent podcast interview that Tesla is not who Americans should look at to beat Chinese carmakers.
The comments have sparked quite a bit of outrage from Tesla fans on X, the social media platform owned by Elon Musk.
Farley said that Chinese automakers are better examples of how to beat competitors. He said (via the Rapid Response Podcast):
“If you’re an American and you want us to beat the Chinese in the car business, you’re all going to want to pay attention, not necessarily to Tesla. Nothing against Tesla—they’ve been doing great—but they really don’t have an updated vehicle. The best in the business for us, cost-wise and competition-wise, supply chain, manufacturing expertise, and the I.P. in the vehicle, was really BYD. In this next cycle of EV customers in the U.S., they want pickups and utilities and all these different body styles. But they want them at $30,000, not $50,000. Like the first inning, they want them affordably.”
Despite Farley’s synopsis, it is worth mentioning that Tesla had the best-selling passenger vehicle in the world last year, and in China in March, as the Model Y continued its global dominance over other vehicles.
Musk responded to Farley’s comments by stating:
“This is before Supervised FSD is approved in China. Limiting factor is production output in Shanghai.”
This is before supervised FSD is approved in China. Limiting factor is production output in Shanghai.
— Elon Musk (@elonmusk) April 19, 2026
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
Instead, Ford is “doubling down on its affordable” EVs and said it would pivot from its previous plans.
Reaction from Tesla fans was pretty much how you would expect. Many said they have lost a lot of respect for Farley after his comments; others believe he is the last CEO anyone should be taking advice on EVs from.
Nevertheless, Farley’s plans are bold and brash; many consider Tesla the most ideal company to replicate EV efforts from. It will be interesting to see if Ford can rebound from this big adjustment, and hopefully, Farley’s plans to replicate efforts from BYD work out the way he hopes.
Elon Musk
SpaceX wins its first MARS contract but it comes with a catch
NASA awarded SpaceX a $175 million Mars rover contract while the White House proposes cutting the mission.
NASA just signed a $175.7 million contract with SpaceX to launch a Mars rover that the White House is simultaneously trying to defund. The contract, awarded on April 16, 2026, tasks SpaceX’s Falcon Heavy with launching the European Space Agency’s (ESA) Rosalind Franklin rover from Kennedy Space Center in Florida, no earlier than late 2028. It would mark the first time SpaceX has ever sent a payload to Mars.
Under NASA’s Rosalind Franklin Support and Augmentation project, known as ROSA, the agency is providing braking engines for the rover’s descent stage, radioisotope heater units that use decaying plutonium to keep the rover warm on the Martian surface, additional electronics, and a mass spectrometer instrument, as noted by SpaceNews.
Those nuclear heating units are the reason an American rocket was required at all. U.S. export controls on radioisotope technology mean any payload carrying them must launch on a domestic vehicle, which narrowed the field to SpaceX and United Launch Alliance. Falcon Heavy’s pricing made it the practical choice.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Falcon Heavy debuted in February 2018 and has 11 launches to its record. The rocket has not flown since October 2024, when it sent NASA’s Europa Clipper toward Jupiter. The three-core design, built from modified Falcon 9 first stages, gives it the lift capacity needed for deep space planetary missions that a single Falcon 9 cannot reach.
The Rosalind Franklin rover has been sitting in storage in Europe for years. It was originally due to launch in 2022 as a joint mission with Russia, but Russia’s invasion of Ukraine ended that partnership, leaving the rover built but stranded without a launch vehicle or landing hardware. NASA stepped back in through a 2024 agreement with ESA to rescue the mission. The rover is designed to drill up to two meters below the Martian surface in search of evidence of past life, a science objective no previous mission has attempted at that depth.
The contradiction at the center of this story is hard to ignore. The White House’s fiscal year 2027 budget proposal included no funding for ROSA and did not mention the mission at all in the detailed congressional justification document released April 3.
Musk has long argued that reaching Mars is not optional. “We don’t want to be one of those single planet species, we want to be a multi-planet species.” Whether this particular mission survives Washington’s budget fight, the Falcon Heavy contract means SpaceX is now formally on record as the rocket that could get humanity’s next Mars science mission off the ground.
The timing of this contract carries extra weight given that SpaceX filed confidentially with the SEC in early April and is targeting an IPO roadshow in the week of June 8. It would be the largest public offering in history.
Tesla (NASDAQ: TSLA) is set to hold its Earnings Call for the first quarter of 2026 on Wednesday, and there are a lot of interesting things that are swirling around in terms of speculation from investors.
With the company’s executives, including CEO Elon Musk, answering a handful of questions that investors submit through the Say platform, fans want to know a lot of things about a lot of things.
These five questions come from Retail Investors, who are normal, everyday shareholders:
- When will we have the Optimus v3 reveal? When will Optimus production start, since we ended the Model S and Model X production earlier than mid-year? What’s the expected Optimus production rate exiting this year? What are the initial targeted skills?
- What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
- How will Hardware 3 cars reach Unsupervised Full Self-Driving?
- When do you expect Unsupervised Full Self-Driving to reach customer cars?
- When will Robotaxi expand past its current limited rollout?
Additionally, these are currently the three questions that are slated to be answered by Institutional Firms, which also answer a handful of questions during the call:
- Now that FSD has been approved in the Netherlands and is expected to launch across Europe this summer, can you discuss your Robotaxi strategy for the region?
- What enabled you to finish the AI5 tapeout early and were there any changes to the original vision? Last week, Elon said AI5 will go into Optimus and the Supercomputer, but one month ago said it would go into the Robotaxi. Has AI5 been dropped from the vehicle roadmap?
- Given the recent NHTSA incident filings, can you update us on the Robotaxi safety data? If safety validation remains the primary bottleneck, why not deploy thousands of vehicles to accelerate the removal of the safety driver?
The questions range through every current Tesla project, including FSD expansion and Optimus. However, many of the answers we will get will likely be repetitive answers we’ve heard in the past.
This is especially pertinent when the questions about when Unsupervised FSD will reach customer cars: we know Musk will say that it will happen this year. Is Tesla capable of that? Maybe. But a more transparent answer that is more revealing of a true timeline would be appreciated.
Hardware 3 owners are anxiously awaiting the arrival of FSD v14 Lite, which was promised to them last year for a release sometime this year.
The Earnings Call is set to take place on Wednesday at market close.
Ford CEO Farley says Tesla is not who to look at for EV expertise
SpaceX wins its first MARS contract but it comes with a catch
