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Tesla’s Product Roadmap update reveals Cybertruck, $25k Model won’t come in 2022

(Credit: @TeslaTruckClub/Twitter)

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Tesla’s Earnings Call for Q4 and Full Year 2021 was its most impressive in history from a financial standpoint. After accomplishing its second profitable year of operations with a healthy automotive gross margin and above-consensus reports of production and delivery figures, Tesla activated bullish commentary across the board from many analysts and firms. However, the most anticipated portion of the call for some was Musk’s promise to update Tesla’s “Product Roadmap,” which revealed that “Cybertruck, Semi, Roadster, [and] Optimus” will not come until 2023 at the earliest.

“So, we will not be introducing new vehicle models this year,” Musk said on the call. “It would not make any sense because we’ll still be parts constrained.” Global supply chain issues have plagued much of the automotive industry. Tesla, interestingly, has been the one company that has seemingly defied all odds and avoided increasing wait times for even the most standard of parts. However, the company is not immune to the shortages, and 2022 will not be a year where Tesla introduces any new vehicles, including the Cybertruck, which was recently rumored to be pushed back to 2023.

Tesla (TSLA) Q4 and FY 2021 earnings results: Revenue and EPS beat on most impressive quarter to date

It seems that reports were correct, and Tesla will not enter any explicit production phases of the Cybertruck, nor any of the other models Musk mentioned this year. The Roadster, Semi, and $25,000 rumored vehicle will not enter production any time during 2022. This does not mean that Tesla will not be developing them, however.

“We will, however, do a lot of engineering and tooling, whatnot to create those vehicles: Cybertruck, Semi, Roadster, Optimus, and be ready to bring those to production hopefully next year. That is most likely,” Musk added. He also indicated that the Tesla Bot, which is inching toward the name “Optimum Sub-Prime,” will be Tesla’s “most important product development” of 2022. “This, I think, has the potential to be more significant than the vehicle business over time.”

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Joe Rogan gives the Tesla Cybertruck some praise: “Coolest car I’ve ever seen in my life”

While some (including myself) are frustrated with timeline delays, it is important to remember Tesla cannot control global supply constraints. While the company is super vertically-integrated, it cannot build its entire vehicles itself and has to receive some of its parts from third-party suppliers. This has limited Tesla’s ability to offer certain powertrains and has pushed back delivery dates on some currently offered models.

What about models that have been in Tesla’s pipeline for several years? The Cybertruck had an initial production date of late 2021 for the Tri-Motor powertrain. Now, the Tri-Motor will not even be the premier trim, according to Musk himself, who said a Quad-Motor variant would be the first Cybertruck model produced at Gigafactory Texas.

Tesla’s uber-affordable $25,000 model will also not be coming anytime soon, although he confirmed it. “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 Q4 2021 Earnings Call really told us all one thing: the good stuff is coming next year. This year will be a year of surviving the supply chain shortage, which Musk also stated would last through this year. “So — in 2022, supply chain will continue to be the fundamental limiter of output across all factories. So the chip shortage, while better than last year, is still an issue.” After Tesla works through short-term issues with the supply chain bottlenecks, the company’s longer-term projects can move forward, bringing more groundbreaking and innovative electric vehicles to the market.

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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.

Quotes provided by The Motley Fool.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Elon Musk’s xAI brings 1GW Colossus 2 AI training cluster online

Elon Musk shared his update in a recent post on social media platform X.

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Credit: xAI

xAI has brought its Colossus 2 supercomputer online, making it the first gigawatt-scale AI training cluster in the world, and it’s about to get even bigger in a few months.

Elon Musk shared his update in a recent post on social media platform X.

Colossus 2 goes live

The Colossus 2 supercomputer, together with its predecessor, Colossus 1, are used by xAI to primarily train and refine the company’s Grok large language model. In a post on X, Musk stated that Colossus 2 is already operational, making it the first gigawatt training cluster in the world. 

But what’s even more remarkable is that it would be upgraded to 1.5 GW of power in April. Even in its current iteration, however, the Colossus 2 supercomputer already exceeds the peak demand of San Francisco.  

Commentary from users of the social media platform highlighted the speed of execution behind the project. Colossus 1 went from site preparation to full operation in 122 days, while Colossus 2 went live by crossing the 1-GW barrier and is targeting a total capacity of roughly 2 GW. This far exceeds the speed of xAI’s primary rivals.

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Funding fuels rapid expansion

xAI’s Colossus 2 launch follows xAI’s recently closed, upsized $20 billion Series E funding round, which exceeded its initial $15 billion target. The company said the capital will be used to accelerate infrastructure scaling and AI product development.

The round attracted a broad group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group. Strategic partners NVIDIA and Cisco also continued their support, helping xAI build what it describes as the world’s largest GPU clusters.

xAI said the funding will accelerate its infrastructure buildout, enable rapid deployment of AI products to billions of users, and support research tied to its mission of understanding the universe. The company noted that its Colossus 1 and 2 systems now represent more than one million H100 GPU equivalents, alongside recent releases including the Grok 4 series, Grok Voice, and Grok Imagine. Training is also already underway for its next flagship model, Grok 5.

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Tesla AI5 chip nears completion, Elon Musk teases 9-month development cadence

The Tesla CEO shared his recent insights in a post on social media platform X.

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Credit: Tesla

Tesla’s next-generation AI5 chip is nearly complete, and work on its successor is already underway, as per a recent update from Elon Musk. 

The Tesla CEO shared his recent insights in a post on social media platform X.

Musk details AI chip roadmap

In his post, Elon Musk stated that Tesla’s AI5 chip design is “almost done,” while AI6 has already entered early development. Musk added that Tesla plans to continue iterating rapidly, with AI7, AI8, AI9, and future generations targeting a nine-month design cycle. 

He also noted that Tesla’s in-house chips could become the highest-volume AI processors in the world. Musk framed his update as a recruiting message, encouraging engineers to join Tesla’s AI and chip development teams.

Tesla community member Herbert Ong highlighted the strategic importance of the timeline, noting that faster chip cycles enable quicker learning, faster iteration, and a compounding advantage in AI and autonomy that becomes increasingly difficult for competitors to close.

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AI5 manufacturing takes shape

Musk’s comments align with earlier reporting on AI5’s production plans. In December, it was reported that Samsung is preparing to manufacture Tesla’s AI5 chip, accelerating hiring for experienced engineers to support U.S. production and address complex foundry challenges.

Samsung is one of two suppliers selected for AI5, alongside TSMC. The companies are expected to produce different versions of the AI5 chip, with TSMC reportedly using a 3nm process and Samsung using a 2nm process.

Musk has previously stated that while different foundries translate chip designs into physical silicon in different ways, the goal is for both versions of the Tesla AI5 chip to operate identically. AI5 will succeed Tesla’s current AI4 hardware, formerly known as Hardware 4, and is expected to support the company’s Full Self-Driving system as well as other AI-driven efforts, including Optimus.

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Tesla Model Y and Model 3 named safest vehicles tested by ANCAP in 2025

According to ANCAP in a press release, the Tesla Model Y achieved the highest overall weighted score of any vehicle assessed in 2025.

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Credit: ANCAP

The Tesla Model Y recorded the highest overall safety score of any vehicle tested by ANCAP in 2025. The Tesla Model 3 also delivered strong results, reinforcing the automaker’s safety leadership in Australia and New Zealand.

According to ANCAP in a press release, the Tesla Model Y achieved the highest overall weighted score of any vehicle assessed in 2025. ANCAP’s 2025 tests evaluated vehicles across four key pillars: Adult Occupant Protection, Child Occupant Protection, Vulnerable Road User Protection, and Safety Assist technologies.

The Model Y posted consistently strong results in all four categories, distinguishing itself through a system-based safety approach that combines structural crash protection with advanced driver-assistance features such as autonomous emergency braking, lane support, and driver monitoring. 

This marked the second time the Model Y has topped ANCAP’s annual safety rankings. The Model Y’s previous version was also ANCAP’s top performer in 2022.

The Tesla Model 3 also delivered a strong performance in ANCAP’s 2025 tests, contributing to Tesla’s broader safety presence across segments. Similar to the Model Y, the Model 3 also earned impressive scores across the ANCAP’s four pillars. This made the vehicle the top performer in the Medium Car category.  

ANCAP Chief Executive Officer Carla Hoorweg stated that the results highlight a growing industry shift toward integrated safety design, with improvements in technologies such as autonomous emergency braking and lane support translating into meaningful real-world protection.

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“ANCAP’s testing continues to reinforce a clear message: the safest vehicles are those designed with safety as a system, not a checklist. The top performers this year delivered consistent results across physical crash protection, crash avoidance and vulnerable road user safety, rather than relying on strength in a single area.

“We are also seeing increasing alignment between ANCAP’s test requirements and the safety technologies that genuinely matter on Australian and New Zealand roads. Improvements in autonomous emergency braking, lane support, and driver monitoring systems are translating into more robust protection,” Hoorweg said.

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