During the 2024 Annual Shareholders Meeting, Elon Musk briefly mentioned the three new Tesla electric vehicles (EVs) under development. A few details about these next-generation EVs might have already leaked to the public.
“Obviously, we have some new products that we’re working on under the covers. I think these are gonna be pretty special.
“Some of them, I think people maybe at first might think, ‘Oh, it’s not gonna be that amazing.’ But…just wait. It will be,” said Elon Musk during the annual Shareholders Meeting.
A few details about Tesla’s upcoming new models have already been released. The company has not officially released any details about them but has been dropping hints here and there.
Last year, Tesla teased three new vehicles that would be released with its next-generation platform in Master Plan Part 3. The plan included a table with some of Tesla’s current EV lineup and teased new models, including a compact car, a commercial/passenger van, and a bus. The table also hinted that Tesla is working on a long-range heavy truck called the Semi Heavy.
Tesla’s Compact Car
Tesla’s compact car has been called the Model 2, or the Model Q. The compact EV is expected to be the first to reach production, starting in the second half of 2025. Tesla is planning two versions of the compact EV, one with a steering wheel and one without, which will be the Cybercab.
Gigafactory Mexico is expected to produce Tesla’s compact car, utilizing the company’s new, ground-breaking manufacturing technique, the “Unboxed Process.”
During the Q4 and FY 2023 earnings call, Elon Musk announced that Tesla’s compact EV production will start in Giga Texas followed by Giga Mexico. Musk shared that Tesla might announce a third manufacturing location for its next-gen vehicle, which will be outside North America.
The Tesla Van and Bus
A Tesla van has been brought up in the past, but the company has kept tight-lipped about it so far. During the 2020 Q4 and Full Year earnings call, Elon Musk stated, “Tesla is definitely going to make an electric van at some point.”
With the launch of the Tesla Cybertruck and the Semi, an electric van might be easier for the company to design and produce. The company has developed technology that makes the Tesla van more feasible now than in the past. The same goes for a Tesla bus.
However a Tesla bus might still be far off. Based on the illustration shown during Musk’s presentation at the Annual Shareholders Meeting, Tesla might be teasing the Cybercab and the Model 2 separately. Then, of course, there is the long-awaited Roadster 2.0.
If you have any tips, contact me at maria@teslarati.com or via X @Writer_01001101.
Investor's Corner
Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.

Tesla has gotten perhaps its best analysis from Morgan Stanley in quite some time, as the Wall Street firm claims that “it’s all about to change.”
That phrase could be used for both the company’s status and the world in general.
Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.
He describes the global shift that will occur over the next few years:
“Have you interacted with a robot today? Have you even seen a robot today? No? Well, take a mental picture because it’s all about to change. When we meet someone who has never been in a Waymo or a Tesla Cybercab (which is most people), we frequently see a wince and a response such as ‘I’m not sure I’d feel comfortable getting in a car without a driver.’ We imagine going back in time to 1903 and asking people if they’d feel comfortable in an airplane.'”
The same technological revolutions that have occurred over the past 150 years will continue to occur again and again. We are on the verge of another, Jonas believes, as companies like Tesla are working on artificial intelligence tech, which includes changing the way we look at things like transportation and labor.
Jonas includes an interesting tidbit in his note about how humanoid robots could change wages, and how it could work into the advantage of Tesla, especially as it is developing its own Optimus robot:
“We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid. 1 robot shaped car can potentially drive down cost/mile of a ride share vehicle to <$0.20 mile (1/10th human-driven ride-share).”
Jonas sees Tesla as a key player in how AI will impact things like manufacturing and various automotive industries, and he believes there is long-term potential for AI, robomobility, and even autonomous eVTOL platforms.
Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
Elon Musk
Tesla expands Robotaxi program in Austin to new riders
Tesla has been expanding both the rider group and the geofence in Austin slowly, making sure to prioritize safety and avoid any major events with the early rollout.

Tesla is expanding its Robotaxi program in Austin, Texas, as several people have received invitations to participate and take rides.
Tesla first launched the Robotaxi platform on June 22. It invited a handful of people to participate in the first-ever public rides. We were lucky enough to get an invitation, and our permissions have been expanded in the Bay Area pilot program as well.
The group was small and consisted of big names in the Tesla community. It expanded and is continuing to offer these exclusive invitations to notable members of the Tesla community.
There have been fewer than five subsequent invitations after the first group’s were sent in late June:
I’m so stoked!! LFG 🙌🏽🙌🏽 @Tesla @Tesla_AI @robotaxi @elonmusk pic.twitter.com/F4chRhMjc9
— Arash (@MinimalDuck) August 7, 2025
I finally got it, guys!! 💯🙌 @robotaxi early access invite 🤠
Wait, does it mean I have to be 65 or wait another 65 years? 😎 pic.twitter.com/yAVPHXISY6
— JeebsTX 🇺🇸 (@JeebsTX) August 7, 2025
Tesla has been expanding both the rider group and the geofence in Austin slowly, making sure to prioritize safety and avoid any major events with the early rollout.
Tesla’s new Robotaxi geofence shape is an FU by Elon Musk to the competition
“We are being very cautious. We do not want to take any chances, so we are going to go cautiously. But the service areas and the number of vehicles in operation will increase at a hyper-exponential rate,” CEO Elon Musk said during the Q2 Earnings Call.
Eventually, the Robotaxi platform will not require an invite, and it will operate without geofences. Musk believes Tesla can get there within three or six months, and plans to have at least half of the U.S. population with access to a Robotaxi by the end of the year:
🚨Tesla plans to offer driverless Robotaxi rides to half the U.S. population by the end of the year, Musk says https://t.co/xEDoTF6fIt
— TESLARATI (@Teslarati) July 23, 2025
“I think we will probably have autonomous ride-hailing in probably half the population of the U.S. by the end of the year. That’s at least our goal, subject to regulatory approvals. I think we will technically be able to do it. Assuming we have regulatory approvals, it’s probably addressing half the population of the U.S. by the end of the year.”
Tesla plans to have regulatory approval in Nevada, Arizona, and Florida sooner than in other states.
Elon Musk
Tesla makes major change at Supercharger Diner amid epic demand
To ensure that menu items are both available in plentiful quantities and fresh, the menu could feature some seasonal options moving forward.

Tesla has made a major change at its Supercharger Diner in Los Angeles as the location is experiencing epic amounts of demand after launch.
The Supercharger Diner was an idea of CEO Elon Musk’s way back in 2018. It took some time to come to fruition, but it has finally opened, serving its first customers in July.
Tesla Supercharger Diner officially opens: menu, prices, features, and more
Upon its launch, people lined up around the block to give the restaurant a try. There were some who admitted to waiting 13 hours for the doors to open, which finally did at 4:20 p.m. local time.
If you know anything about Tesla, you know that the time fits the bill for the company.
Tesla Cybertruck leftovers are the main course at the Supercharger Diner
Nevertheless, it has basically been a non-stop operation since its grand opening. It’s already available to serve customers 24 hours a day and 7 days a week. These hours, along with the long-awaited grand opening, have brought tens of thousands of customers in the first few weeks.
As a result, the Diner’s chef, Eric Greenspan, revealed there will be some things that will no longer be on the menu as it handles “unprecedented demand.”
He told Eater the menu would be “forever evolving.” It has, as a result, now been void of the following menu items:
- Market Salad
- Club Sandwich
- Hashbrown Bites
- Biscuits and Red Gravy
- Chocolate Chip Cookies
- Vegan Patty option for Burger
- Waffles are now only served in the morning, instead of all day
- Soft serve will return this week. It’s provided by a local farm, which couldn’t handle the demand
- Reimagined fountain drinks
Tesla focused on sourcing a vast majority of the food from local sources. This is likely why it has been forced to scale back much of its menu for the time being. When restaurants source their food and beverages locally, their menus change frequently.
To ensure that menu items are both available in plentiful quantities and fresh, the menu could feature some seasonal options moving forward.
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