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Tesla Model 2 unveiling predictions for the Robotaxi event

(Credit: Tesla Europe & Middle East/X)

Published

2 years ago

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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. 

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“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.

Tesla Robotaxi commercial introduction ‘could be late 2025 or 2026’: Morgan Stanley

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%.

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If you have any tips, contact me at maria@teslarati.com or via X @Writer_0100110.

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Investor's Corner

Lucid denies rumors of bankruptcy after over 40% stock drop

Published

3 hours ago

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July 14, 2026

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Credit: Lucid

Electric vehicle maker Lucid Group has denied rumors of an imminent bankruptcy after a report from this morning sent the stock on a dramatic drop on Wall Street, seeing losses of more than 40 percent during trading hours.

Lucid’s Director of Communications, Nick Twork, responded to the report from Eletric-Vehicles.com, which stated the company’s restructuring advisor, AlixPartners, was asked to review two decisions: taking Lucid shares private or filing for Chapter 11 bankruptcy protection.

The report also claims AlixPartners told the Lucid board to “concentrate on Gravity production while improving its quality, and to temporarily hold back the Lucid Air, the sedan that has defined the company since its launch.”

Twork said:

Shares rebounded after the response to the report, halving its losses as the trading day neared 3 p.m. Eastern.

Lucid has struggled to get its sales off the ground and into more respectable numbers, but the company is in its early years, when things are hard to begin with. It is also backed by several notable investors, including the Saudi Public Investment Fund (PIF), which has nearly limitless money and likely would not ditch an investment of this size so soon.

Lucid shares were down just 14 percent at the time of publication, a far cry from the 55 percent its losses topped out at during the day.

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Tesla owner attempts resale of Model S Signature Edition for over $260k

Published

7 hours ago

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July 14, 2026

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Credit: Tesla

A Tesla owner who purchased a Model S Signature Edition, one of the final 250 units of the all-electric flagship vehicle that the company discontinued earlier this year, is attempting to sell the car despite a no-resale clause that prohibits reselling for the first year.

The car is being sold by J&S Autohaus in Ewing, New Jersey, and is priced at $260,490, well above the $159,420 that Tesla sold it for earlier this year.

To those who do not know, the Model S Signature was a highly exclusive, limited-run farewell variant of the Model S Plaid that was produced this year to mark the end of production of both the Model S and Model X, Tesla’s two flagship vehicles.

Limited to just 250 units with invite-only sales, it serves as a collector’s item celebrating the legacy of the Model S, which helped pioneer Tesla’s electric vehicle success since its 2012 launch.

It bundles top-tier performance with bespoke cosmetic and luxury upgrades, plus Tesla’s Luxe Package. Here’s what the Model S Signature has over the typical Model S Plaid:

  • Exclusive Exterior – Unique Garnet Red Paint, matching door handles, gold Tesla “T” badges upfront, gold Plaid and Signature badging at the rear.
  • Premium Interior – White Alcantara upholstery with gold piping/accents, gold Plaid seat badges, Signature-marked door sills, individually numbered dashboard plaque, gold puddle lights, special interior lighting sequence, and a custom Signature key fob.
  • Performance Upgrades – Carbon-ceramic brakes with gold calipers
  • Bundled Luxe Package – Full Self-Driving (Supervised), four years of Premium Connectivity, free lifetime Supercharging
  • Performance Metrics – ~1,020 horsepower, sub-2-second 0-60 MPH, ~390-mile range

Tesla quickly introduced a No Resale Agreement for the Signature Editions of the Model S and Model X, which would penalize the seller for “the amount of $50,000 or the value received as consideration for the sale or transfer, whichever is greater.”

The company continues:

“If you sell or otherwise transfer the ownership of your Model S or Model X, the remainder of the Recommended Maintenance, Wheel and Tire Protection Plan, and Windshield Protection Plan will transfer automatically to the buyer. The Full Self-Driving (Supervised), Free Supercharging and Premium Connectivity will not transfer with the vehicle and will terminate once the ownership of the Model S or Model X is transferred.”

Tesla will likely come after the seller, especially as it has been about two months since Tesla launched deliveries.

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Tesla Full Self-Driving v14.3.5 Early Impressions: new features and early performance

Published

10 hours ago

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July 14, 2026

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Credit: TESLARATI

Tesla rolled out Full Self-Driving (Supervised) v14.3.5 yesterday, and about fifty miles of driving on the new version has given me enough time to highlight what seems to be strong about the release and what is not.

Additionally, Tesla has added a few new features with this specific update, which we’ll highlight as well.

Tesla Full Self-Driving v14.3.5 Performance

The new update is business as usual. Things seem to be running completely normal and necessary, but there are a few things that we’ve seemed to pick up on based on our own experience with v14.3.5, as well as what other users are seeing.

Initially, it seems to be more aware of its surroundings, making moves that are incredibly courteous to other drives and operating just a tad more reserved than what the suite might have done previously.

We had two instances where it showed this, the first being FSD needing to pass a Flagger Force vehicle that was placing down signage for the day. Their work truck was right at the front corner of a right-hand turn; typically where most cars travel when they take that turn.

FSD v14.3.5 recognized this, slowed down, and took the turn wide with no issues:

Additionally, v14.3.5 backed up for a semi truck that was making a wide turn onto a road my car was on. This is not new, but it seemed to be backing up for courtesy; it didn’t seem completely necessary, but it might have put some peace of mind in the truck driver’s head:

X user Mike P, also a Pennsylvania native like myself, shared three clips of his Tesla running v14.3.5 performing similar maneuvers. He said:

“FSD turns right into a small alley that only fits one car at a time, sees oncoming car, reverses out of alley to make space, realizes oncoming car is actually parking, re-enters alley.”
Check it out here:

It seems like Speed Profiles are still in need of some tweaking; I am adjusting what Speed Profile I’m in frequently, constantly changing it to get it to travel at the correct speed. This was an issue for me on v14.3.4. It seems like they’re just a little inconsistent.

Terrible Parking

Parking attempts on v14.3.5 were not good. There are quite a few people who have said this:

David Moss, the Tesla owner who has taken multiple coast-to-coast drives without any interventions, also has had some issues with parking early on with v14.3.5:

New Features

Tesla has added the ability to open Camera Preview at any time. Previously, it was only available in Park. Here’s what that feature looks like in action:

Check back later this week for a longer review of what we’ve noticed on Full Self-Driving v14.3.5.

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