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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.
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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.
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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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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
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During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
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Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
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For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
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Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
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CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
