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
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Elon Musk shared a new Terafab video showing Optimus, Robovans, and a stunningly futuristic campus.
Elon Musk posted a new video of Terafab on X Thursday morning, and the most eye-catching details in it were not the building itself, but two products still awaiting production: Optimus and the Robovan.
The concept render, credited to SpaceX, shows Optimus robots working the grounds of the roughly 2.5-mile-long facility planned for the Gibbons Creek site in Grimes County, while a Robovan glides along an elevated roadway cutting through the building itself, sharing the frame with a Tesla Semi and a Cybercab.
Robovan is the boxy, driverless people and cargo mover Musk unveiled alongside Cybercab at Tesla’s “We, Robot” event in October 2024. He pitched it as a way to move up to 20 passengers at once, or handle freight instead, at a target cost he claimed could fall under a dollar a mile, with no steering wheel or pedals, the same layout as Cybercab. Nearly two years later, Robovan still has no confirmed production timeline and has not shown up in any factory footage, which makes Thursday’s render one of the only recent looks at the vehicle in any form.
Terafab Texas will be the largest and most valuable building on Earth by far.
And it will be stunningly beautiful. pic.twitter.com/4NweOqTL7y
— Elon Musk (@elonmusk) August 6, 2026
Optimus has moved further along. Tesla began converting Fremont’s old Model S and Model X assembly line into a Gen 3 Optimus production line earlier this year, and Musk visited the site on July 1 to mark the changeover. A second, larger Optimus plant is under construction at Giga Texas, targeting volume production in summer 2027 and eventual capacity of 10 million units a year. Tesla AI lead Ashok Elluswamy said this month the robot has “big shoes to fill” in replacing the S and X line, while Musk has repeatedly called Optimus the company’s biggest product of any kind, with a long-term price he has pegged between $20,000 and $30,000.
-
Check out the “Robovan” from @Tesla
📸: @Teslarati pic.twitter.com/D4es2i9NUe
— TESLARATI (@Teslarati) October 11, 2024
“Terafab Texas will be the largest and most valuable building on Earth by far,” Musk wrote alongside the clip. “And it will be stunningly beautiful.”
One quote post summed up the reaction: “Futuristic scene with RoboVan + Cybercab + Tesla Semi + Optimus.”
Beyond the vehicles, the architecture wrapped around them stands out too. The building’s facade is canted at sharp angles, with illuminated horizontal bands running through what appears to be a multi level interior visible from outside. Below the elevated roadway, pedestrians walk along a plaza next to a reflecting pool, and the skyline behind the campus is dotted with angular spires that read more like sculpture than infrastructure, a departure from the strictly utilitarian look of Gigafactory Texas or Starbase.
The timing tracks with what Terafab representative Riley Trennell told Grimes County residents on Wednesday, when he said renderings of the facility would be released “within days.” Musk’s post followed less than 24 hours later, and Texas Governor Greg Abbott’s office sent out its own release Thursday confirming the project. As Teslarati reported this morning, Terafab’s tax abatement agreements with Grimes County are now signed and active, and SpaceX has sent the county its first $10 million payment under that deal. The dollar figure tied to this phase of construction, per Reuters, is $16.8 billion, one of the first hard capital expenditure numbers attached to Terafab since Musk unveiled the joint Tesla-SpaceX-xAI venture in March.Reaction on X ranged from enthusiastic to skeptical. “God Bless Texas! Everything is bigger and better in Texas!” one reply read. Another was more measured: “Terafab in a decade…..”
Whether the finished building matches the render is a separate question from whether Musk wanted people talking about the render itself. Less than a day after posting, the video had already crossed 5.5 million views.
-
Cybertruck
Tesla Cybertruck production snaps back after ugly supplier fight
Cybertrucks are piling up again at Giga Texas after Tesla’s court win against a parts supplier.
Cybertruck production at Giga Texas is showing its first visible recovery since Tesla sued a supplier last month over withheld manufacturing tooling.
Aerial observer Joe Tegtmeyer flew over the Austin factory Wednesday morning and counted roughly 100 or more Cybertrucks filling the outbound lot, a sharp jump from the thin numbers seen in recent weeks. The flyover came a day after a judge granted Tesla a temporary restraining order against Angstrom Automotive Group, the parts supplier at the center of the dispute.
Tesla filed an emergency lawsuit in late July after Angstrom told the automaker it planned to close the Troy, Texas facility where Tesla’s die-cast tools, trim dies and other Cybertruck stamping equipment were housed. According to Tesla’s complaint, a shipment of 700 finished parts never left the building, and when Tesla sent representatives to retrieve its equipment, accompanied by law enforcement, they were turned away. Angstrom allegedly then asked for an extra $250,000 a week to keep operating, which Tesla’s filing described as holding its own property for ransom.
TESLA: U.S. District Judge Christopher R. Wolfe of the U.S. District Court for the Western District of Texas, Waco Division granted Tesla a Temporary Restraining Order and Writ of Replevin in its dispute with Angstrom Automotive (Case No. 6:26-cv-00477).
The order authorizes… https://t.co/E1DKcQSxMn pic.twitter.com/LR8aAiV2Og
— S.E. Robinson, Jr. (@SERobinsonJr) August 5, 2026
-
The restraining order gives Tesla immediate right of entry to Angstrom’s facility to recover the tooling. It is temporary, with a fuller hearing still to come, but the speed of Wednesday’s rebound suggests the Angstrom shortage was indeed the main bottleneck limiting Cybertruck output. Outbound lot counts are an imperfect measure of actual production, since finished trucks can sit for days before shipping, but a lot that full after a lean stretch is a meaningful signal.
Cybertruck output at Giga Texas has fluctuated all year as Tesla worked through supply issues and introduced new trims, including a cheaper Dual Motor AWD version that drew strong early demand.
Elon Musk
Space finally faced the people living next to its next Terafab mega-project
SpaceX confirmed Terafab’s Grimes County site is locked in, with construction starting within months.
SpaceX and Terafab representatives sat across from Grimes County residents for the first time on Wednesday, telling a packed Commissioners Court room that the $55 billion chip manufacturing project is now a done deal at the Gibbons Creek Reservoir site.
The meeting followed a $10 million check SpaceX sent the county earlier this week, satisfying a payment deadline built into the tax abatement agreement both sides signed in June. Elon Musk shared a post on X confirming the payment, and County Judge Joe Fauth told the San Antonio Express-News his office deposited the check after it beat its deadline.
Wednesday’s session, first reported by KBTX, moved the project from paperwork to construction. Terafab representative Riley Trennell told residents the JETI tax break agreements with Iola ISD and Anderson-Shiro CISD are signed and active, and that civil work and foundation prep are starting almost immediately. Renderings of the facility could be released within days, he said, with construction beginning within months.
The foundations for an exciting future are being built in Texas. Next up: Terafab → https://t.co/jGg52Zhn5I pic.twitter.com/SNfSXNr2tb
— SpaceX (@SpaceX) August 6, 2026
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
Musk first announced Terafab in March as a joint venture between Tesla, SpaceX and xAI aimed at producing over a terawatt of AI compute annually, an amount that dwarfs the roughly 20 gigawatts the entire global chip industry produces today. Intel joined as a manufacturing partner in April. Musk has said the project needed its own day in the spotlight rather than being squeezed into an earnings call, and for months the Grimes County site remained unconfirmed even as reporting pointed there.
-
SpaceX attorney Buck Brannon used Wednesday’s meeting to note that the company’s abatement is roughly 78 percent, not the 100 percent some earlier reports suggested. In exchange, SpaceX will pay Grimes County a fixed $20 million a year for 35 years, a total of $710 million, which Brannon said exceeds the $14 million Tesla paid Travis County in 2025.
SpaceX also addressed environmental concerns that have followed the project since Musk’s Terafab partnership with Intel was announced. Representatives said Terafab will not raise electric bills for other ratepayers, will not deplete local water supplies and will not draw down the Navasota River. SpaceX confirmed it owns the Navasota River pumping station, which it plans to use to divert stormwater into the Gibbons Creek Reservoir, and said it will build its own natural gas plants to power the facility rather than pulling from the ERCOT grid.
Grimes County commissioners also approved an addendum letting county employees use ten approved AI chatbots for work, including Grok.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Tesla Cybertruck production snaps back after ugly supplier fight
