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Tesla’s Elon Musk highlights that wait for next-gen Roadster ‘will be worth it’
Elon Musk teased that the long wait for Tesla’s next-gen Roadster “will be worth it.” The CEO’s update came as a response to tech YouTuber Marques Brownlee’s tweet about the vehicle, which has seen delays in its deliveries.
Musk and Design Chief Franz von Holzhausen remain tight-lipped about the new Roadster’s improvements, but there is no doubt that it will be astonishing. Since the next-gen Roadster’s unveiling, there have been staggering improvements in Tesla’s other vehicles and the company’s technology, especially in the battery development front.
For instance, the Model S passed the 400 mile EPA range earlier this year and Tesla finally unveiled its own 4680 cell during Battery Day in September. Currently, some specs of the Model S Plaid almost overlap with the base next-gen Roadster.
The base Roadster has a 0-60 mph time of 1.9 seconds, while the Plaid Model S can do it under 2.0 seconds. The numbers speak for themselves. The base Roadster still beats the Plaid Model S in top speed and range, but not by a league. The all-electric supercar has a top speed of +250 mph and a range of 620 miles, while the Plaid Model S has a top speed of 200 mph and an estimated range of 520+ miles.
Then there is the Roadster with the SpaceX Package which will be another variant altogether. The host of YouTube channel Engineering Explained ran the numbers on the Roadster SpaceX Package using Issac Newton’s basic physics principles. He determined that the Roadster could hit 0-60mph in 1.1 seconds with SpaceX thrusters. Without a doubt, that much power will need sufficient energy and may rely heavily on the success of Tesla’s homegrown battery cell.
Elon Musk and Tesla Chief Designer Franz von Holzhausen have dropped some vague hints about the next Roadster over the last two years. In October 2019, Holzhausen teased that Tesla had already made improvements to the Roadster since its unveiling.
“It’s evolving deservedly so; it needs more time. It will be even better than what we’ve unveiled. In every way,” he said during an appearance in Ryan McCaffrey’s Ride the Lightning podcast. Unfortunately, Franz didn’t dive into specific details about the improvements that could be expected in the production version of the all-electric supercar.
Elon Musk said that the Cybertruck production and deliveries may start before the Roadster during an appearance at The Joe Rogan Experience podcast. Gigafactory Texas is expected to start Cybertruck production next year, though Model Y production will likely commence in the complex first. Tesla has been making great progress with the construction of Giga Texas so far.
After Tesla successfully ramps Cybertruck production, it may start working on manufacturing the next-gen Roadster and the Semi. Whether the Roadster’s production will precede the Semi’s remains unclear. Either way, Tesla has a lot of work left before its next-gen Roadster hits the road.
Since its unveiling in November 2017, the Tesla Roadster has been a long-awaited vehicle in the electric car community. Tesla’s next-gen Roadster is quite symbolic for the EV automaker. After all, it was the original Tesla Roadster that really kicked the company into gear so many years ago.
The EV automaker removing the Roadster from the main page of tesla.com may have worried some people, especially considering its historic position at Tesla. The noted tech YouTuber’s tweet about the change probably reflected most of the community’s feelings on the matter. “The Roadster being gone from tesla.com scares me,” Brownlee tweeted, tagging Elon Musk.
The Roadster has been removed from the front page of Tesla’s website, but can still be found using the hamburger menu. Elon Musk’s short reply to Brownlee’s tweet revealed that Tesla has not forgotten about the next-gen Roadster at all. Tesla may simply be waiting for all the pieces to come together before it produces the next iteration of its historic vehicle.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
