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Tesla Van, revised Cybertruck, Tesla Boat — Here’s what could be coming
Tesla CEO Elon Musk confirmed during the company’s most recent Earnings Call on Wednesday that the automaker has “other products” being developed. Of course, Musk did not shed any detail on them, but based on what the company might need, and what others have said in the past, we have an idea of what they could be.
Musk said:
“I should also say that there — we have other products in development. We’re not going to announce them, obviously, but they’re very exciting. And I think it will blow people’s minds when they — when we reveal them. Tesla has the most exciting product road map of any company on earth by a long shot.”
A Tesla Van
A Tesla Van might be in the product roadmap, especially as Musk has hinted toward the idea on several occasions. In late 2018, Musk stated that it may be “interesting to work with Daimler/Mercedes on an electric Sprinter.”
In early 2021, Musk reiterated this point while speaking on the Q4 and Full Year 2020 Earnings Call, stating, “I think Tesla is definitely going to make an electric van at some point.”
While a Tesla Van might be a great idea for some personal applications, this would be something that would undoubtedly be used as a commercial vehicle. To this day, Sprinter vans are utilized by a variety of companies, from auto parts stores, to car detailing businesses. However, Tesla may find the biggest application for it internally.
(Credit: teslaguru2/Instagram)
Still utilizing some Ford Transit vans and some Model S and Model X vehicles, among others, for its Mobile Service fleet, Tesla would undoubtedly see several advantages from developing a van. For one, Tesla still struggles with Service, especially at physical locations. With the company delivering over 1.3 million cars last year and only growing its Store and Service locations by 120 this past year, or ten a month, Mobile Service could be the company’s key to improving its overall effectiveness.
The Mobile Service fleet grew 24 percent in 2022 compared to 2021, with 303 additional units added last year alone. However, this could likely increase further if Tesla developed and built its own Service vehicles, and let’s face it, they’d be much more cost-effective than leasing expensive Service locations.
A Tesla Van would also enter a market with relatively small amounts of competition. Currently, the E-Transit holds 73 percent of the segment, with 6,500 sales last year. Offering only 236 miles of range in its Custom offering, the E-Transit could be challenged by a Tesla Van.
A ‘More Traditional’ Pickup
This one is a bit of a long shot, but it could definitely still happen. Musk stated in an interview with Automotive News in 2020 that if the Tesla Cybertruck was a flop, the company could develop a more “traditional” pickup design.
“If it turns out nobody wants to buy a weird-looking truck, we’ll build a normal truck, no problem,” he said.
An artist’s render of the Tesla Pickup Truck. (Credit: Emre Husman)
With over a million pre-orders currently, it does not seem as if Tesla will do this, at least not any time in the near future. However, Chief Designer Franz von Holzhausen, who confirmed the Cybertruck design was finalized, did state Tesla never really puts a “pencils down” approach to the subject.
While the whole idea behind the Cybertruck was to break the mold of traditional pickup designs, some may want to continue with Tesla’s expertise in EVs while having something slightly more “normal.” But, in my estimation, don’t hold your breath.
A Tesla Boat
In regards to Tesla’s “ecological paradise,” Musk told us in September that the company filed to expand Gigafactory Texas from the southern portion to make way for this project. Visitors would be able to float down the Colorado River to downtown Austin.
But instead of Tesla Kayaks, Musk said the company could develop “electric Tesla boats with a retro-futuristic Victorian design.”
Musk has already hinted that the Cybertruck will likely be able to float and navigate through water, at least to an extent. However, it seems that a boat could be developed for at least the company’s internal projects, like the “ecological paradise” it plans to build outside of the Texas Gigafactory.
$25,000 Mass-Market Sedan
Heavily rumored as a Tesla project for several years, the $25,000 vehicle is the company’s key to mass affordability for many consumers.
When Chevrolet announced huge cuts on the Bolt EV and EUV last year, it became one of the most affordable EVs you can buy, and it was a car that was recognized as a major needle mover in terms of EV adoption simply because it showed consumers that you don’t have to spend upwards of $40,000 on an EV.
Credit: Alwinart/Twitter
However, the vehicle is not a rumor, and it’s definitely something Tesla is looking toward developing soon. Musk said last year:
“Well, we’re not currently working on the — on a $25,000 car. We — you know, at some point, we will, but we have enough on our plate right now, too much on our plate, frankly. So, you know, at some point, there will be.”
The $25,000 Tesla will likely be a part of the company’s next-gen platform, which will be discussed during the Investor Day on March 1. Musk once again confirmed during the Q4 and Full Year 2022 Earnings Call that this will be on the agenda for the event.
What won’t happen: a Tesla Motorcycle
While Tesla did unveil a Tesla CyberATV at the Cybertruck event in 2019, Musk said Tesla will never develop an electric motorcycle.
“I had a road bike until I was 17 and was almost killed by a truck,” Musk said. “So we’re not going to do motorcycles.”
The Bottom Line
Of course, we already know Tesla is developing a new version of the Model 3 within Project Highland. While this could be more of an internal revamp than anything, just as the Model S and Model X refreshes were, there are undoubtedly plenty of things in the works.
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Tesla has upgraded the Model Y’s two most affordable trims, the Rear-Wheel-Drive and All-Wheel-Drive, with two new interior features that bring them level with their “Premium” siblings.
The Rear-Wheel-Drive (RWD) and All-Wheel-Drive (AWD) trims, formerly known as the “Standard” offerings of Tesla’s most popular vehicle, are now fitted with the all-black headliner and a higher-quality 16-inch center screen, two features that were added to the Premium trims earlier this year.
Here’s what the new Black Headliner looks like compared to the old design in the Model Y RWD and AWD: https://t.co/vaMUZz30UC pic.twitter.com/i1yXjJNu7L
— TESLARATI (@Teslarati) June 5, 2026
The RWD and AWD trims of the Model Y now have a more premium interior feel with these upgrades, and it also appears to be a move by Tesla to streamline manufacturing by eliminating variance across configuration levels.
It makes production less complicated when the interior colors are all identical. Additionally, all Model Y builds now have the larger and higher-resolution screen than previous model years.
Priced at $39,990 and $41,990, respectively, the Model Y RWD and AWD are quite different from the Premium trims. Tesla aimed to make an affordable version of what has been the best-selling car in the world on several occasions, enabling more accessibility.
The differences from an interior standpoint are noticeable, as there is significantly less storage, a lack of A/C seats, and no glass roof. However, the car is still a great option and features a good powertrain, strong range ratings of 321 miles for the RWD and 294 miles for the AWD, and a great ride quality.
Tesla Model Y Standard Full Review: Is it worth the lower price?
Other shortcomings are the lack of acoustic-lined windows, which are featured in the Premium trims to help with excess cabin noise. In our testing of the Model Y Standard back in late 2025, this was perhaps the most noticeable difference between it and the Premium trim. The stereo was also a huge difference:
This now includes the Model Y RWD and AWD, the two trims that were formerly know as “Standard”
You can see what the big differences are between the RWD/AWD and the Premium below:
https://t.co/ptLnm95KjX https://t.co/vaMUZz30UC pic.twitter.com/scuRNErXoC
— TESLARATI (@Teslarati) June 5, 2026
The RWD and AWD trims of the Model Y are still a great vehicle at an affordable price, and you can experience them for yourself at your local Tesla showroom. Test drives are always available, and it’s a great way to experience an EV for yourself, especially if you have no knowledge about them.
Tesla has its answer to grow its automotive sales over the next few years, TD Cowen analyst Itay Michaeli says, but it just has to bring it to the U.S.
On Thursday, Michaeli reiterated his $490 price target and the ‘Buy’ rating he already held on Tesla stock (NASDAQ: TSLA). However, its automotive division has struggled to show sequential growth over the past few years, mostly due to its focus on AI and Full Self-Driving. Tesla already axed two of its lower-volume vehicles with the Model S and Model X earlier this year.
However, Tesla does not need to engineer an entire new vehicle to trigger an upward tick in sales; it just has to bring it from China to the U.S., Michaeli said.
He is talking about the Model Y L, a slightly larger version of the all-electric crossover that is already available in China. U.S. customers have been pleading with CEO Elon Musk to bring it to the country since its launch in Asia last year, but he’s not convinced of it because of the advent of self-driving and its importance in this particular market.
The problem is that Tesla owners have been requesting something larger that could fit a typical American family. The Model Y L is slightly larger than the standard Model Y, but some are concerned that it could still be too small to fit what most people might need.
Instead, they have asked for a full-size SUV from Tesla.
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Nevertheless, the Model Y L still presents a great opportunity for Tesla in the U.S., and Michaeli says that there is an additional sales opportunity of about 100,000 units, with demand potential falling somewhere between 60,000 and 135,000 units.
TD Cowen’s note to investors also analyzed that Tesla’s growth could come from a stock perspective as well, positively impacting the stock price, as it has been widely reliant on vehicle sales, even though Tesla has truly phased itself away from that being an important metric.
Tesla stands to gain greatly from the introduction of the Model Y L in the U.S., but only if Elon Musk sees it as a viable fit for the market. Families may need to see Tesla bring something larger to the U.S., or they might be forced to buy from another automaker that offers something that fits is needs for more interior space to haul around the kids.
Tesla Hardware 3 owners are set to get a new Full Self-Driving version this month as the company plans to release what it is referring to as v14 Lite.
The rollout is not yet confirmed for June, but Tesla executives have stated on several occasions that this more refined FSD iteration will work with their cars and increase its capabilities.
This comes after Tesla admitted during its last Earnings Call that these Hardware 3 vehicles would not be able to achieve Full Self-Driving, something that they did not know when they bought these cars. We regularly receive messages from Hardware 3 owners asking when v14 Lite will come out, what they should expect, and whether it is worth it to upgrade the self-driving computer or buy a new car altogether.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
It is hard not to feel for them; Tesla CEO Elon Musk said at the company’s 2019 Autonomy Day that all vehicles produced at the time, including Hardware 3 cars, had “all the hardware necessary, compute and otherwise, for Full Self-Driving.”
Musk also said in March of that year that, “Anyone who purchased Full Self-Driving will get FSD computer upgrade for free.”
Anyone who purchased full self-driving will get FSD computer upgrade for free. This is the only change between Autopilot HW2.5 & HW3. Going forward “HW3” will just be called FSD Computer, which is accurate. No change to vehicle sensors or wire harness needed. This is v important. https://t.co/lICMpT7xnX
— Elon Musk (@elonmusk) March 29, 2019
However, during the Q1 2026 Earnings Call, Musk admitted that Hardware 3 vehicles would not be capable of FSD, as “It has only 1/8th the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for unsupervised FSD.”
Tesla has made some effort to remedy these Hardware 3 owners by offering:
- Discounted trade-ins toward AI4 cars
- Hardware retrofits, which would replace the self-driving computer and upgrade all cameras
- Full Self-Driving v14 Lite
The issue is that many of these owners were led to believe their cars would be capable of unsupervised self-driving. Now, they’re left scrambling for options, and while there are several, they will all require more money out of their pockets.
Expectations for Tesla v14 Lite for Hardware 3 Owners
The big differences between the AI4 v14 and v14 Lite for Hardware 3 owners will stem primarily from hardware constraints. Tesla developed v14 Lite with an optimized frame of mind; the v14 neural nets are toned down to run on an HW3 computer.
Tesla v14 will use the same behavior, but its limits will be hardware-related, especially given that the cameras on HW3 vehicles are lower-resolution.
Tesla reveals its plans for Hardware 3 owners who are eager for updates
This will result in potentially more edge cases due to the lower quality perception and less long-range detection, but reaction time and overall confidence should be more refined.
There should also be a handful of additional features that are available on AI4 cars, such as:
- Starting Full Self-Driving from Park
- Auto Shift
- Streaks
- Speed Profiles
- Improved Dynamics, like Pulling Over for Emergency Vehicles
Tesla plans to release v14 Lite this month, but we are all familiar with how the company can be with timelines. Additionally, if v14 Lite has not proven to be ready for a wide release, Tesla will slam the brakes on the rollout.
We would anticipate that Tesla is testing v14 Lite internally, and likely has been for several months.
Tesla upgrades Model Y’s affordable trims with new interior features
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
