A partially-covered vehicle featured in Tesla’s all-hands quarterly video has triggered speculations that the Elon Musk-led company just dropped a Model Y tease.
During the opening scenes of the recently-uploaded promo video, an image of a partially-covered, unidentified vehicle was featured. Based on what could be seen of the electric car, its design does not seem to match any of Tesla’s current offerings. With this, discussions in the Tesla community have pretty much erupted with speculations about what the vehicle could be.
Considering the angle of the mysterious vehicle, the car appears to be roughly the same length as a Model 3. The cloth covering of the electric car falls at a rather sharp angle in the rear as well, suggesting that the vehicle’s back might feature a rather angular, nearly vertical design. Interestingly, Tesla adopted a similar design in the past with the Model X SUV.
-
- The first image in Tesla’s all-hands quarterly video. [Credit: Tesla/YouTube]
-
- The mysterious, unidentified vehicle in Tesla’s promo video. [Credit: Tesla/YouTube]
The rear doors of the partially-covered vehicle do not match any of Tesla’s current offerings either. The rear Falcon Wing Doors of the Model X, for one, extend into the wheelbase, unlike the vehicle in Tesla’s promo video. The lines in the door profiles of the mysterious car’s body also curve upwards at the rear, unlike the Model S and Model 3. These factors, apart from a rather interesting post-it note in the clip’s opening moments, have fuelled speculations that the partially covered electric car was a Model Y prototype.
Not everyone is convinced that Tesla dropped a Model Y tease in the recently released video, however. In the r/TeslaMotors subreddit alone, several enthusiasts have noted that the partially covered electric car seems to have far too little ground clearance to be a crossover SUV. With this, some are speculating that the unidentified vehicle in the promo video features a redesigned Model S instead.
In a way, a Model S refresh makes sense for Tesla as well. The luxury all-electric sedan, after all, has been largely unchanged since it debuted back in 2012. A slight update in 2016 introduced a new front fascia and a couple of new interior options, but apart from these, the cars’ other design elements are still pretty much identical to the first vehicles that rolled off the production line. Considering the impending arrival of the Porsche Mission E — an electric car that appears to be tailor-fit to compete against the Model S — a full refresh of Tesla’s flagship sedan is just as likely.
These are, of course, just speculations and rumors for now, and hence, must be taken with a grain of salt. It should be noted, however, that Elon Musk loves the concept of Easter Eggs. Thus, the mysterious vehicle’s inclusion in the video definitely suggests that it is a pertinent project for Tesla in the near future.
During Tesla’s recently-held Q1 2018 earnings call, Elon Musk noted that an announcement about the Model Y’s factory would be released no later than the fourth quarter. Musk also stated that the next Gigafactory, which is set to be established in China, will incorporate facilities that would enable vehicle production. Musk also noted that the production of the Model Y would likely start around 2020.
The Model Y is a crossover SUV that is based on the Model 3 platform. According to Elon Musk, the Model Y would require only 100 meters of wiring — a significant reduction over the 1,500 meters required for the Model 3 and the 3,000 meters required for the Model S and X. Musk also expects the Model Y to be incredibly popular, with demand for the vehicle going as high as 1 million per year.
Watch Tesla’s all-hands quarterly promo video below.
News
Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Elon Musk
SpaceX secures win as US labor board drops oversight case
The NLRB confirmed that it no longer has jurisdiction over SpaceX.
SpaceX scored a legal victory after the National Labor Relations Board (NLRB) decided to dismiss a case which accused the company of terminating engineers who were involved in an open letter against founder Elon Musk.
The NLRB confirmed that it no longer has jurisdiction over SpaceX. The update was initially shared by Bloomberg News, which cited a letter about the matter it reportedly reviewed.
In a letter to the former employees’ lawyers, the labor board stated that the affected employees were under the jurisdiction of the National Mediation Board (NMB), not the NLRB. As a result, the labor board stated that it was dismissing the case.
As per Danielle Pierce, a regional director of the agency, “the National Labor Relations Board lacks jurisdiction over the Employer and, therefore, I am dismissing your charge.”
The NMB typically oversees airlines and railroads. The NLRB, on the other hand, covers most private-sector employers, as well as manufacturers such as Boeing.
The former SpaceX engineers have argued that the private space company did not belong under the NMB’s jurisdiction because SpaceX only offers services to “hand-picked customers.”
In an opinion, however, the NMB stated that SpaceX was under its jurisdiction because “space transport includes air travel” to get to outer space. The mediation board also noted that anyone can contact SpaceX to secure its services.
SpaceX had previously challenged the NLRB’s authority in court, arguing that the agency’s structure was unconstitutional. Jennifer Abruzzo, the NLRB general counsel under former United States President Joe Biden, rejected SpaceX’s claims. Following Abruzzo’s termination under the Trump administration, however, SpaceX asked the labor board to reconsider its arguments.
SpaceX is not the only company that has challenged the constitutionality of the NLRB. Since SpaceX filed its legal challenge against the agency in 2024, other high-profile companies have followed suit. These include Amazon, which has filed similar cases that are now pending.
Tesla adds a new feature to Navigation in preparation for a new vehicle
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
