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.
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Tesla is not sparing any expense in ensuring the Cybercab is safe
Images shared by the longtime watcher showed 16 Cybercab prototypes parked near Giga Texas’ dedicated crash test facility.
The Tesla Cybercab could very well be the safest taxi on the road when it is released and deployed for public use. This was, at least, hinted at by the intensive safety tests that Tesla seems to be putting the autonomous two-seater through at its Giga Texas crash test facility.
Intensive crash tests
As per recent images from longtime Giga Texas watcher and drone operator Joe Tegtmeyer, Tesla seems to be very busy crash testing Cybercab units. Images shared by the longtime watcher showed 16 Cybercab prototypes parked near Giga Texas’ dedicated crash test facility just before the holidays.
Tegtmeyer’s aerial photos showed the prototypes clustered outside the factory’s testing building. Some uncovered Cybercabs showed notable damage and one even had its airbags engaged. With Cybercab production expected to start in about 130 days, it appears that Tesla is very busy ensuring that its autonomous two-seater ends up becoming the safest taxi on public roads.
Prioritizing safety
With no human driver controls, the Cybercab demands exceptional active and passive safety systems to protect occupants in any scenario. Considering Tesla’s reputation, it is then understandable that the company seems to be sparing no expense in ensuring that the Cybercab is as safe as possible.
Tesla’s focus on safety was recently highlighted when the Cybertruck achieved a Top Safety Pick+ rating from the Insurance Institute for Highway Safety (IIHS). This was a notable victory for the Cybertruck as critics have long claimed that the vehicle will be one of, if not the, most unsafe truck on the road due to its appearance. The vehicle’s Top Safety Pick+ rating, if any, simply proved that Tesla never neglects to make its cars as safe as possible, and that definitely includes the Cybercab.
Elon Musk
Tesla’s Elon Musk gives timeframe for FSD’s release in UAE
Provided that Musk’s timeframe proves accurate, FSD would be able to start saturating the Middle East, starting with the UAE, next year.
Tesla CEO Elon Musk stated on Monday that Full Self-Driving (Supervised) could launch in the United Arab Emirates (UAE) as soon as January 2026.
Provided that Musk’s timeframe proves accurate, FSD would be able to start saturating the Middle East, starting with the UAE, next year.
Musk’s estimate
In a post on X, UAE-based political analyst Ahmed Sharif Al Amiri asked Musk when FSD would arrive in the country, quoting an earlier post where the CEO encouraged users to try out FSD for themselves. Musk responded directly to the analyst’s inquiry.
“Hopefully, next month,” Musk wrote. The exchange attracted a lot of attention, with numerous X users sharing their excitement at the idea of FSD being brought to a new country. FSD (Supervised), after all, would likely allow hands-off highway driving, urban navigation, and parking under driver oversight in traffic-heavy cities such as Dubai and Abu Dhabi.
Musk’s comments about FSD’s arrival in the UAE were posted following his visit to the Middle Eastern country. Over the weekend, images were shared online of Musk meeting with UAE Defense Minister, Deputy Prime Minister, and Dubai Crown Prince HH Sheikh Hamdan bin Mohammed. Musk also posted a supportive message about the country, posting “UAE rocks!” on X.
FSD recognition
FSD has been getting quite a lot of support from foreign media outlets. FSD (Supervised) earned high marks from Germany’s largest car magazine, Auto Bild, during a test in Berlin’s challenging urban environment. The demonstration highlighted the system’s ability to handle dense traffic, construction sites, pedestrian crossings, and narrow streets with smooth, confident decision-making.
Journalist Robin Hornig was particularly struck by FSD’s superior perception and tireless attention, stating: “Tesla FSD Supervised sees more than I do. It doesn’t get distracted and never gets tired. I like to think I’m a good driver, but I can’t match this system’s all-around vision. It’s at its best when both work together: my experience and the Tesla’s constant attention.” Only one intervention was needed when the system misread a route, showcasing its maturity while relying on vision-only sensors and over-the-air learning.
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Tesla quietly flexes FSD’s reliability amid Waymo blackout in San Francisco
“Tesla Robotaxis were unaffected by the SF power outage,” Musk wrote in his post.
Tesla highlighted its Full Self-Driving (Supervised) system’s robustness this week by sharing dashcam footage of a vehicle in FSD navigating pitch-black San Francisco streets during the city’s widespread power outage.
While Waymo’s robotaxis stalled and caused traffic jams, Tesla’s vision-only approach kept operating seamlessly without remote intervention. Elon Musk amplified the clip, highlighting the contrast between the two systems.
Tesla FSD handles total darkness
The @Tesla_AI account posted a video from a Model Y operating on FSD during San Francisco’s blackout. As could be seen in the video, streetlights, traffic signals, and surrounding illumination were completely out, but the vehicle drove confidently and cautiously, just like a proficient human driver.
Musk reposted the clip, adding context to reports of Waymo vehicles struggling in the same conditions. “Tesla Robotaxis were unaffected by the SF power outage,” Musk wrote in his post.
Musk and the Tesla AI team’s posts highlight the idea that FSD operates a lot like any experienced human driver. Since the system does not rely on a variety of sensors and a complicated symphony of factors, vehicles could technically navigate challenging circumstances as they emerge. This definitely seemed to be the case in San Francisco.
Waymo’s blackout struggles
Waymo faced scrutiny after multiple self-driving Jaguar I-PACE taxis stopped functioning during the blackout, blocking lanes, causing traffic jams, and requiring manual retrieval. Videos shared during the power outage showed fleets of Waymo vehicles just stopping in the middle of the road, seemingly confused about what to do when the lights go out.
In a comment, Waymo stated that its vehicles treat nonfunctional signals as four-way stops, but “the sheer scale of the outage led to instances where vehicles remained stationary longer than usual to confirm the state of the affected intersections. This contributed to traffic friction during the height of the congestion.”
A company spokesperson also shared some thoughts about the incidents. “Yesterday’s power outage was a widespread event that caused gridlock across San Francisco, with non-functioning traffic signals and transit disruptions. While the failure of the utility infrastructure was significant, we are committed to ensuring our technology adjusts to traffic flow during such events,” the Waymo spokesperson stated, adding that it is “focused on rapidly integrating the lessons learned from this event, and are committed to earning and maintaining the trust of the communities we serve every day.”

