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Tesla will retire the iconic ‘skateboard’ it pioneered in favor of structural battery packs

(Credit: Tesla)

Published

5 years ago

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After the challenging ramp of the original Tesla Roadster, the electric car maker opted for a clean-sheet design for its next vehicle, the Model S sedan. Through these efforts, the Tesla team was able to come up with a “skateboard” concept, which involved placing the battery pack at the floor of the vehicle and the electric motor between the rear wheels.

Tesla’s skateboard design became iconic, and it was only a matter of time before other carmakers from veterans like Audi and newcomers like Rivian were adopting the same concept for their respective EVs. Yet, if recent comments from the third-quarter earnings call are any indication, it appears that Tesla is now poised to abandon the skateboard that it practically pioneered in favor of the structural battery packs that were announced on Batter Day.

During the Q&A session of the Q3 earnings call, Jefferies analyst Philippe Houchois asked if Tesla’s development of structural batteries would mean that the company is retiring its iconic skateboard. Musk promptly responded, stating that the skateboard will indeed be “obsolete” in the long term. Musk noted that the transition to structural battery packs will take years, before explaining the rationale behind the skateboard’s retirement.

“It’s not like existing cars stop having value. It’s just that if you have a structural pack, where the pack is contributing structural value to the car because of like the — sort of like the composite honeycomb effect of share transfer between upper and lower plate, then anything that doesn’t do that is going to have to have duplicate hardware.

(Credit: Tesla)

“It’s going to weigh more. It’s going to cost more. And then the same goes for the front and rear castings. To be frank, we’re trying to make the car like you’d make a toy. If you had a toy model car, how would — and then it’s got to be real cheap and look great, how would you make that? You’ll cast it,” he said.

Simply put, Musk noted that the transition to structural battery packs could be seen as a natural progression. This, according to the CEO, echoes much of what happened to aircraft, whose early designs featured separate aeroshells for fuel tanks.

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“It would be absurd to make it up of tiny little pieces of stamp metal joined in complex ways. So it’s sort of a natural thing to do. And then the same goes for using the energy storage, the battery as a structure, which is done for aircraft wings and for rockets.

“The early rockets and aircraft, they had a separate aeroshell from the propellant tanks or fuel tanks, and then they realized that doesn’t make sense. And you’ve got to integrate — you’ve got to have your fuel tank in wing shape. You’ve got to have your propellant tanks in the shape of the body of the rocket, for example. You don’t want to put a box on a box, basically,” Musk explained.

Tesla’s retirement of its skateboard would likely enable the company to leapfrog its competition once more. When Tesla debuted its skateboard with the Model S, it was considered as a game-changing idea, and it definitely proved to be the case. Tesla appears to be doing the same thing with its structural battery packs. As noted by Elon Musk, the company simply seems to be embracing the next game-changing idea, and its cars will likely be superior against their competition because of it.

Watch Tesla Chief Designer Franz von Holzhausen explain the skateboard concept in the video below.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Investor's Corner

Tesla tailwinds could drive momentum-filled finish to 2025: analyst

Tesla is heading toward some momentum to finish out the year, one Wall Street firm believes.

Published

2 hours ago

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July 31, 2025

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Credit: @heydave7/X

Tesla has some tailwinds that could drive it toward a momentum-filled finish to the year, one Wall Street analyst is predicting.

The tailwinds are joined by some minor risks that have impacted the broader electric vehicle market, but overall, this firm believes Tesla has many catalysts moving forward.

Emmanuel Rosner of Wolfe Research believes that Tesla has plenty of things that could drive the stock upward as we approach the end of the year. With Q3 well underway, Tesla has about five months of catalysts to rely on to erase the roughly 18 percent drop in stock price it has so far this year.

At first glance, it is easy to see the things that would have investors bullish on Tesla for the rest of 2025 and even beyond. Initially, the Robotaxi launch and expansion, which spread to Northern California last night, provide potentially huge tailwinds for the company moving forward.

Tesla expands Robotaxi operation to California’s Bay Area

Along with that, and slightly related, are the advancements in Full Self-Driving that the company has made over the past few months.

This includes the potential launch of the FSD suite in regions like Europe and Australia, where the company believes it will make some progress on regulatory approval in the coming months.

Finally, Wolfe says the company’s Optimus project, which is expected to enter scale production sometime next year, is the third catalyst for Tesla moving forward.

With these three projects in motion, Tesla truly can begin to work on rebounding from a rough 2025 on the market.

Rosner writes:

“This name trades more around the narrative than the numbers. And net-net, we tactically see an improving narrative from here. Tesla has several catalysts coming up w/r/t FSD and Robotaxi, including an expansion of their AV service into several new U.S. markets (San Francisco, Nevada, Arizona, Florida, etc.). The company plans to unlock hands-free/eyes-off autonomy for FSD owners in select U.S. locations by YE25. Supervised FSD in China and Europe is expected to launch over the next ~12 months. And, Optimus is expected to enter scale production in 2026.”

Tesla is currently trading around $310 at around 3:20 p.m. on the East Coast.

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Two driverless Waymo cars collide at Phoenix Sky Harbor Airport

Two Waymo vehicles collided at Phoenix Sky Harbor Airport in Arizona

Published

4 hours ago

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July 31, 2025

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waymo self-driving crash in phoenix
Credit: Reddit | u/HIGH_PRESSURE_TOILET

Two driverless Waymo cars collided at Phoenix Sky Harbor Airport on Wednesday, but details are incredibly slim as the accident has barely been mentioned on many social media platforms.

The video of the two Waymo vehicles was shared on Reddit’s r/SelfDrivingCars subreddit by u/HIGH_PRESSURE_TOILET (an interesting username), showing the two Jaguar I-PACE EVs at a standstill.

They were still making contact in the video, with one front driver-side quarter panel still in contact with the other’s front passenger door:

There are relatively no details on the matter, but we reached out to Waymo earlier today, and an employee was able to share the following information.

Waymo told Teslarati that the accident occurred at a low speed, which is evident based on the lack of major damage done to either vehicle. Waymo did not reveal a specific speed at which the accident occurred, but they did mention it was a low speed.

The message Waymo’s vehicles showed after the accident in Phoenix. (Credit: Reddit | u/HIGH_PRESSURE_TOILET)

Additionally, there were no passengers inside either vehicle at the time of the crash. The cause of the accident is still unknown, but the company is currently investigating any potential causes and aims to have more answers in the coming days.

This is an expected growing pain of driverless vehicles, as autonomous rides are still in their very early phases. We have seen Waymo vehicles encounter a variety of challenges over the past several years, including getting stuck at construction zones in other cities.

Here’s one example of one nearly driving into a trench:

Waymo self driving car almost drives into a trench at construction site

Waymo is in direct competition with Tesla Robotaxi, which is operating in both Austin, Texas, and the San Francisco Bay Area. Waymo operates in both of these areas.

As Waymo updates us with more details, we will share them here and update the article.

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Tesla tips off where it wants to expand Robotaxi next

Tesla looks to have its sights on several major cities in the United States to expand Robotaxi operation.

Published

6 hours ago

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July 31, 2025

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Credit: @AdanGuajardo/X

Tesla has tipped off where it wants to expand its Robotaxi ride-hailing platform next, as it has launched rides in the San Francisco Bay Area on Thursday.

Austin, Texas, and the Bay Area of California are the two areas where Tesla is currently operating its ride-hailing service. In Austin, there is nobody in the driver’s seat, whereas in California, the rides will operate with someone in the driver’s seat.

This is a regulatory difference, but it is not all bad. California’s geofence for the ride-hailing service is nearly 70 miles long and spans from above San Francisco to the south, all the way down to San Jose.

However, this is not where Tesla is stopping. Expansion is going to occur when Tesla is ready to do so, but it is not being conservative with its expectations.

During last week’s Q2 2025 Earnings Call, Tesla CEO Elon Musk said he expects half of the U.S. population to have access to Robotaxi by the end of the year:

“As we get the approvals and prove out safety, we will be launching the autonomous ride-hailing across most of the country. I think we will probably have autonomous ride-hailing in probably half the population of the US by the end of the year. That’s at least our goal, subject to regulatory approvals. I think we will technically be able to do it. Assuming we have regulatory approvals, it’s probably addressing half the population of the US by the end of the year. We are being very cautious. We do not want to take any chances, so we are going to go cautiously. But the service areas and the number of vehicles in operation will increase at a hyper-exponential rate.”

In order to do this, Tesla will need to expand to additional cities. A recent list of job postings captured by Tesla Yoda on X showed that the automaker is hiring in major metropolitan areas of the U.S. to reach more people.

The cities listed in the job postings are:

  • Palo Alto, California
  • Brooklyn, New York
  • Houston, Texas
  • Dallas, Texas
  • Tempe, Arizona
  • Las Vegas, Nevada
  • Tampa, Florida
  • Orlando, Florida
  • Miami, Florida

Accessing markets like New York City, Dallas, Las Vegas, Miami, Tampa, and Orlando will enable Tesla to gain access to more customers. These are also major hotspots for tourism in the United States, where people might be able to get Tesla Robotaxi rides during trips or vacations.

These cities are unconfirmed to be in Tesla’s sites as it has not made any official statements about where it will expand in the future. However, these job postings are a good indication of where it could be looking in order to expand.

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