News
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.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Elon Musk
SpaceX Starship just nailed something it’s never done before
SpaceX’s Starship flew successfully Friday, landing both stages and deploying its first Starlink V3 satellites.
Starship’s thirteenth test flight delivered exactly what SpaceX needed with a clean liftoff, two successful stage recoveries, and the first real payload the vehicle has ever carried to space. Booster 20 and Ship 40 lifted off at 5:51 p.m. CT from Starbase, and by the time the mission wrapped roughly an hour later, both halves of the rocket had done exactly what they were supposed to do.
Booster 20 separated from Ship 40 a few minutes into the flight and stuck a controlled splashdown in the Gulf of Mexico about six minutes after liftoff. That is a meaningful turnaround from Flight 12 in May, when the booster lost several engines during its boostback burn before a hard water landing attempt.
Starship as seen from Starlink satellites pic.twitter.com/e2hvfmnewh
— Elon Musk (@elonmusk) July 25, 2026
Starship 40’s performance was arguably the bigger win. The vehicle deployed the first 20 operational Starlink V3 satellites Starship has ever carried, then flew a suborbital arc to a landing in the Indian Ocean that SpaceX commentator Dan Huot called the company’s softest splashdown yet. “This is a dream scenario for this team that’s trying to get this heat shield data,” Huot said on the live broadcast, according to Space.com’s live coverage. “I’m a little over the moon right now. Wow. Lucky number 13.”
Unlike the mass simulators SpaceX flew on Flight 12, these were production Starlink V3 satellites, meant to extend solar arrays and antennas and attempt to link with the broader constellation before reentering minutes later. Getting real hardware through a full deploy sequence on only the second flight of the V3 generation keeps Starship on schedule for the payload work NASA is counting on for future Artemis lunar landings.
What an awesome launch, really seems like everything went super well and it was all incredibly smooth.
SpaceX is awesome. Very interested to see how the market will respond on Monday pic.twitter.com/KSHmyBfV55
— TESLARATI (@Teslarati) July 25, 2026
— TESLARATI (@Teslarati) July 25, 2026
The flight also arrives at a moment when SpaceX needed a win. SPCX has traded below its $135 IPO price since mid-July, as Teslarati reported when the mission slipped to Friday, and short interest has climbed to roughly a third of the tradable float. A clean flight will not fix a balance sheet, but it does answer the one question SpaceX absolutely needed answered this week: whether the fixes made after the July 16 abort would hold up under real flight conditions. They did, on both stages, on the first try after the redesign.
SpaceX has not set a target date for Flight 14, though the company has said it wants to push toward an orbital attempt on the next mission. After Friday, that goal looks a lot more within reach.
News
Tesla’s Supercharger Diner probably just secured more locations
Tesla’s Supercharger Diner in Los Angeles dominated the company’s global usage rankings after just one year, proving the concept is more than just a one-off novelty location that will fade away.
The performance could incite the company to build more locations, something that CEO Elon Musk has hinted at for some time.
Tesla’s Supercharger Diner delivered 21.2 GWh of energy in its first year of operation, the company’s head of Charging, Max de Zegher, revealed on X. Of the top 10 most utilized Supercharger locations in Tesla’s global infrastructure, the Diner in Los Angeles was the most used by drivers, and it wasn’t particularly close:
Tesla Diner opened exactly 1 year ago. Inspiring that futuristic places like this exist.
It’s our highest usage Supercharger in the world: 21.2 GWh delivered in a year, 1.6k sessions/day.
Top 10 Superchargers by energy delivered: https://t.co/9YvJ8lw696 pic.twitter.com/koB3AUJHws
— Max (@MdeZegher) July 21, 2026
On its launch day one year ago, nobody was too sure what the Tesla Diner would be about. It seemed like an interesting concept, and considering it had been in the works for years, it was a highly anticipated launch that many were looking forward to.
Based on its success, we could see additional Diners with Superchargers built throughout the United States, and potentially beyond. Musk has said on several occasions that the company would be willing to bring the Diner idea to more markets.
Tesla makes major change at Supercharger Diner amid epic demand
Of the markets that Musk has mentioned, both Palo Alto and Austin have come to be perceived as ideal selections. However, there are no concrete plans as of now to build new Supercharger Diners anywhere; the location on Santa Monica Boulevard will remain the exclusive spot to pick up Tesla-inspired eats, at least for the time being.
Investor's Corner
Tesla short sellers win big after shares fall after earnings
Tesla short sellers won big following the company’s massive fall on Wall Street after it reported subpar Earnings on Wednesday.
Tesla short sellers collected about $4.12 billion in single-day profits on Thursday, according to Bloomberg. Shares fell as much as 15 percent during Thursday’s session. It closed as one of the worst days for Tesla on Wall Street in the past three years.
Investors sold off the stock after Tesla said it would aggressively direct its spending toward AI and its Optimus robot project. The company had record revenues, which were driven by one of the strongest quarters in terms of vehicle deliveries in company history.
However, it missed EPS estimates by reporting just $0.33, a far cry from the $0.53 analysts expected.
S3 Partners reported that about 3 percent of Tesla’s outstanding stock is sold short. Managing Director at S3, Ihor Dusaniwsky, provided the short seller’s potential profit, as well as another figure: shorts have likely had paper gains of $8.92 billion this year, as Tesla shares are down 30 percent in 2026.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla has burned short sellers many times in the past, but the company’s latest Earnings Call was a chance for those skeptics to taste some payback. Although the company gave some very transparent information regarding future projects, the rollout of Robotaxi, Optimus, and Semi, many investors took their profits on Thursday.
Notable short sellers like Michael Burry have been transparent about their skepticism around Tesla shares. Burry just revealed three weeks ago that he had opened up a new short on the stock, stating he shorted Tesla shares at $416.22. “Happy it jumped back to this level,” he said in a blog post.
At the time of publication, Tesla shares were down about 3 percent and the stock was trading at $309.92.