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Tesla Model 2 unveiling predictions for the Robotaxi event
Gene Munster and Brian Baker from Deepwater shared their exceptions for Tesla’s robotaxi event. The TSLA analysts predict the company will unveil a stripped-down Model 3 during the Robotaxi event.
Deepwater analysts believe Tesla will unveil three vehicles during the ‘We, Robot’ event: the Model 2, Cybervan, and Cybercab or robotaxi.
Munster theorizes that the Model 2 will be a stripped-down version of the Model 3 because Elon Musk delayed Tesla’s Robotaxi event to make “important changes“ to the cybercab vehicle. The TSLA bull reasons that if Musk is still making changes to the design of the cybercab (aka robotaxi), then production will likely get pushed back as well.
In a recent Deepwater note, Munster and Baker write that Tesla will likely focus on vehicles nearing production for the event but tease upcoming products like the Cybervan and Optimus. Munster expects Tesla Model 2 production to start in late 2025, which he notes is later than Elon Musk’s estimate during the Q2 2024 earnings call.
“We won’t go much into the product roadmap here because that is reserved for product announcement events. But we are on track to deliver a more affordable model in the first half of next year,” Musk said in the second quarter.
The Model 2 is expected to start at $25,000. Below are Munster’s expectations for robotaxi, Model 2, and the Cybervan.
1. Robotaxi: I expect we will see a physical prototype of the Robotaxi. We also believe the model will have a futuristic feel, like that of the Cybertruck, without a steering wheel, pedals, or mirrors. Additionally, the reveal will include a “demo” of the Robotaxi in action, summoned by the Tesla ride-hailing app and showing off its autonomous capabilities by maneuvering some sort of track or route.
2. Model 2: The $25k Model 2 (aka Model A) will be previewed with no working prototype. I expect this vehicle that will share similarities with the Robotaxi. While Model 2 will have a steering wheel, pedals, and mirrors, it won’t require FSD to operate. The body will be distinguishable from the Robotaxi, but overall will be on the same production as Robotaxi.
3. Cybervan: In a similar surprise to the updated Roadster driving out of the back of the Semi at the Semi launch, I expect Elon will unveil plans for a fully autonomous passenger van (Robotaxi XL for 8-10 people). While the passenger van will be light on Tesla’s signature design, it will be heavy on leveraging autonomy for the ride-hailing vision of affordable transportation. This vehicle will be focused on dense urban areas and could play a role in the future of public transportation, which we estimate expands the ride-hailing addressable market by 20%.
If you have any tips, contact me at maria@teslarati.com or via X @Writer_0100110.
Elon Musk
SpaceX nails “Lucky 13” astronaut launch, leaning into Tesla tradition and superstition
SpaceX launched Crew-13 astronauts to the ISS Thursday, setting up a record fast Dragon docking.
SpaceX launched NASA’s Crew-13 mission to the International Space Station on Thursday morning, getting four astronauts to orbit despite a forecast of thunderstorms and gusty winds that had threatened to push the flight to Friday.
Falcon 9 lifted off from Space Launch Complex 40 at Cape Canaveral Space Force Station at 11:10 a.m. ET carrying Dragon Grace, NASA confirmed. On board are NASA commander Jessica Watkins, NASA pilot Luke Delaney, Canadian Space Agency astronaut Joshua Kutryk and Roscosmos cosmonaut Sergey Teteryatnikov. The first stage booster, B1101, landed at Landing Zone 40 beside the pad on its third flight after previously supporting Crew-12 and a Starlink mission.
Liftoff of Crew-13! pic.twitter.com/vteT0DXMTh
— SpaceX (@SpaceX) October 1, 2026
It was the first spaceflight for Delaney, Kutryk and Teteryatnikov. Watkins, who flew on Crew-4 in 2022, became the first NASA astronaut to launch aboard a Crew Dragon twice.
Before launch, the crew rode to the pad in Teslas, a tradition on NASA’s SpaceX crew flights since 2020. This time the cars carried specialty plates reading “Lucky 13.” Watkins said the mission patch leans into the number on purpose, as a nod to Apollo 13 and the resilience of that crew.
Grace is now on a short trip to the station. Docking at the forward port of the Harmony module is scheduled for about 7 p.m. ET, roughly 7 hours and 50 minutes after liftoff, which Space.com notes would be the fastest Crew Dragon transit to the ISS yet. Most Dragon flights take around 15 to 24 hours to catch the station. Hatch opening is planned for 8:25 p.m. ET.
The launch came more than two weeks later than originally planned. An oxidizer leak was found in Grace’s propulsion system in August, and NASA and SpaceX added time for tests. That pushed back the return of Crew-12, which has been aboard the station since February and is now set to splash down off Southern California next week. Crew-13 is expected to stay about six months.
SpaceX rescue mission for stranded ISS astronauts nears end — Here’s when they’ll return home
SpaceX already holds NASA orders for crew rotations through Crew-17, while Boeing is preparing an uncrewed Starliner flight to the station as early as December.
Crew-13 was only the first of three SpaceX launches planned for Thursday, as Teslarati previewed on Wednesday. A Falcon 9 launched its Transporter-18 mission from California today, where Google will be launching its first orbital artificial intelligence (AI) test satellite. Meanwhile, Falcon Heavy is set to launch the classified NROL-97 mission for the National Reconnaissance Office from Launch Complex 39A at 11:53 p.m. ET. Its two side boosters will return to Landing Zones 1 and 2, which means Central Florida could hear up to three sonic booms in a single day. The busy stretch follows Starship’s Flight 14 on Monday, which reached orbit for the first time.
Tesla has moved its Wireless Charging efforts for its electric vehicles forward, as it had a new patent published today, one that it submitted back in March.
The patent describes a system for detecting foreign objects on the wireless charging pad under varying temperatures, aiming to mitigate any undesired results that could come from something being on top of the charging pad.
🚨 Tesla has a new patent application published today, which was submitted back in March, for a Wireless Charging Pad:
“The present disclosure relates to methods and systems that can reliably detect foreign objects on a wireless charging pad under varying temperatures. In some… pic.twitter.com/LIeLfZAuDJ
— TESLARATI (@Teslarati) October 1, 2026
The abstract of the patent states:
“The present disclosure relates to methods and systems that can reliably detect foreign objects on a wireless charging pad under varying temperatures. In some examples, an object detector can utilize a set of inductive coils included in resonant tanks, and excite the resonant tanks using signals in a range of frequencies including or near a nominal resonant frequency of the resonant tanks. The object detector can detect a metal object based on resistance of a coil increasing and inductance of the coil decreasing. By analyzing the shifts and/or distributions in resonant frequencies and output magnitudes (e.g., output voltage peaks), the object detector can distinguish between changes of frequencies and magnitudes caused by temperature and those caused by foreign objects to accurately detect the foreign objects.”
The object detection system will utilize a set of inductive coils included in resonant tanks, and “excite the resonant tank using signals in a range of frequencies including or near a nominal resonant frequency of the tanks.” Metal can be detected by an increase in the coil’s resistance and a decrease in the coil’s inductance.
By analyzing shifts or disruptions in resonant frequencies and output magnitudes, the system can detect foreign objects. These types of safeguards need to be implemented through the normal operation of the charging pads.
Tesla says its Cybercab wireless charging efficiency is ‘well above 90%’
Tesla plans to utilize wireless charging with Cybercab and Robotaxi-enabled units to help streamline the fully autonomous experience from A to Z. The last thing the company wants to do is have any sort of small obstruction preventing the rider from experiencing Robotaxi as intended.
Tesla has launched its newest iteration of the Model 3 in China with a slew of new features, including the highly requested V2L (vehicle-to-load) feature and a new interior option.
The Model 3 now has a 16″ front touchscreen with improved resolution, a black headliner, V2L capabilities, Zen Grey interior in the Premium and Performance trims, as the White option has officially been discontinued, and 19″ Dark Nova Wheels, which are standard on the Model 3 Premium only.
🚨 Tesla has launched the Model 3 in China with a variety of new features and specs:
✅ 16” front touchscreen
✅ Black Headliner
✅ V2L Capability
✅ Zen Grey interior (Premium & Performance only)
✅ 19” Dark Nova wheels (Model 3 Premium only)
✅ Zen Grey Interior option… pic.twitter.com/ltTAEIYi2Z— TESLARATI (@Teslarati) October 1, 2026
The touchscreen in the U.S. version of the Model 3 is just 15.4″, so the newly upgraded screen is .6″ larger. Additionally, the Black Headliner, now standard on Model Y vehicles in the U.S., is coming to China.
Additionally, Tesla’s decision to end the white interior option has also made its way to the Asian market, as Zen Grey is the lighter color consumers can now go with. It is slightly different from the previously offered White option:
These options are available in China, Australia, and New Zealand as well, as Giga Shanghai serves those markets, bringing its mass-market vehicles to those countries in the South Pacific.
The Model 3 trims are now priced at:
- Rear-Wheel-Drive – 235,500 yuan (~$35,000)
- Long Range Rear-Wheel-Drive – 259,500 yuan ($38,700)
- Long Range All-Wheel-Drive – 285,500 yuan (~$42,600)
- Performance – 339,500 yuan (~$50,600)
These features have yet to make their way to the U.S., which might upset some buyers, but it is probably a good sign that Tesla will bring these changes to U.S. trims sometime next year. Potentially, these could come even sooner, as they could be used to stimulate demand for the year-end sales push.
Nevertheless, when things start at Giga Shanghai, they usually end up in the U.S. market. Tesla has also already started to install things like the Black Headliner and larger touchscreen in certain U.S.-built vehicles, so these things will be easy to implement across other vehicles in the lineup.
SpaceX nails “Lucky 13” astronaut launch, leaning into Tesla tradition and superstition
Tesla moves forward on Wireless Charging for vehicles
