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Tesla’s 2023 in review: NACS adoption, Cybertruck launch and more

Credit: @sarahalfar3/X

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Another busy year is coming to an end, closing yet another chapter in Tesla’s journey to advance sustainability. As we prepare for what’s expected to be an eventful 2024, it’s also worth looking back on Tesla’s year in 2023 to highlight some of the company’s many major developments.

Some of Tesla’s important accomplishments in 2023 included the launch of the highly anticipated Cybertruck and the redesigned Model 3 “Highland,” as well as the widespread adoption of the automaker’s charging hardware across the North American auto industry.

Other important developments not highlighted in the list below included Tesla’s industry-rocking price cuts early in the year, and the company’s increasing production of giant Megapack batteries.

The year was a little quiet in Solar and Powerwall deployment and Semi production, though what Tesla lacked in these areas, the company arguably made up for with several other crucial developments.

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Below you can see a list of some of Tesla’s most notable stories in 2023.

Tesla announced Gigafactory Mexico

At its Investor Day event earlier this year, Tesla officially announced plans to build a new Gigafactory in Mexico to help build its next-generation EV platform. Set to be constructed in the state of Nuevo León, Tesla recently gained federal land use permits, allowing it to begin construction on the site.

Tesla detailed its Master Plan part three

In April, Tesla shared its Master Plan part three, detailing the company’s proposal for a path to reaching a sustainable global energy economy. The plan followed the Tesla Master Plan parts one and two, which were shared by the company in 2006 and 2016, respectively.

Ford adopted North American Charging Standard (NACS), others followed

In a Spaces call on X in May, Ford CEO Jim Farley spoke with Elon Musk and officially announced the legacy automaker’s plans to adopt Tesla’s charging hardware, dubbed the North American Charging Standard (NACS). The news meant that Ford EVs would someday gain access to the Supercharger network, marking the first step in Tesla’s plans to open the charging network to all EVs.

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Since then, every startup and major automaker has followed suit, with the exception of Chrysler-Dodge parent company, Stellantis.

Tesla began producing Dojo supercomputer

Tesla began production of the Dojo supercomputer in July, after the project was originally unveiled during AI day in 2021. The supercomputing cluster is expected to be able to process large streams of data to perform advanced AI and machine learning computations, and it’s projected to become one of the top supercomputers worldwide in the coming months, offering applications from the Full Self-Driving (FSD) beta and beyond.

Elon Musk live streamed FSD beta v12, later rolling early versions out to employees

Speaking of the FSD beta, Musk in August shared a live stream of the then-upcoming FSD version 12, which the CEO has touted as an important key to unlocking full autonomous driving. More recently, Musk confirmed that the FSD beta v12 was starting to roll out to employees, and it has been confirmed to be hitting over 15,000 employee-owned vehicles ahead of a wider release to the public.

Tesla’s FSD beta program also reached 500 million cumulative miles driven in October, representing a massive amount of real-time data for the automaker’s AI to learn from.

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Tesla launched the redesigned Model 3 “Highland”

After several months of speculation that Tesla would be releasing a redesigned version of its popular Model 3 sedan, the automaker held a premiere event in Norway in late August, officially launching the refreshed “Highland” design. Initial customer deliveries of the redesigned Model 3 have since been rolling out across much of Europe, Asia, and other markets like Australia and New Zealand.

While the Model 3 Highland isn’t yet available in North American markets, it’s widely expected to be launched in early 2024.

Continued developments to Tesla’s Optimus program

While there weren’t any breakout news stories or an official release for Tesla’s Optimus humanoid robot, the company did highlight its continued developments for the product. Tesla has been ramping up hiring for the Optimus team, featuring videos showing off how the robot can now sort objects autonomously, perform yoga poses, dance and more.

More recently, Musk predicted that Optimus will be able to thread a needle in just a year, and manufacturing expert Sandy Munro says he expects that the humanoid robot will begin being used in Tesla’s factories as soon as 2024.

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Tesla launched BP Supercharger partnership

In the first deal of its kind, Tesla sold $100 million worth of Supercharging equipment to BP (formerly British Petroleum) in October, paving the way for future commercial deals that could result in a major revenue stream in the future — especially as Tesla’s NACS takes shape as the charging standard in the next few years.

Tesla launched Cybertruck with delivery event

Last but certainly not least, Tesla held the Cybertruck delivery event late last month, after initially unveiling the vehicle over four years ago in November 2019. Initial deliveries of Tesla’s “Foundation Series” launch edition Cybertrucks have been going out to employees throughout this month, and many reservation holders have been invited to place their own orders for the vehicle.

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What are your thoughts? Did I miss anything important that Tesla did in 2023? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla expands massive safety feature worldwide in latest update

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Credit: Tesla

Tesla has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”

Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.

For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.

The release notes state (via Not a Tesla App):

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“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”

Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.

Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.

The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.

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Tesla sends production Cybercab with no steering wheel, pedals to on-road testing

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Credit: Tesla

Tesla confirmed this morning that it has sent the first production units, manufactured with no steering wheel or pedals, to on-road testing in Austin, sharing video of the first rides with no human controls.

The lack of steering wheels and pedals in the Cybercab aligns with Tesla’s self-certification of Robotaxi as Level 4 SAE, a platform it plans to make widespread through internal vehicles and customer-owned cars that will operate and generate revenue for individuals.

The start of these engineering tests is a major signal for Tesla, which plans to bring driverless, wheel-less, and pedal-less Cybercabs to market in the coming months. With production already well underway at Gigafactory Texas, where the Cybercab is built, there is some inclination to believe the first public rides could happen sooner rather than later.

Tesla’s engineering tests will put the Cybercab in real-world scenarios, testing not only the hardware, but more importantly, the software that drives the car around Austin with nobody supervising it within the car.

This is perhaps the biggest part of the internal testing process, especially prior to allowing regular, everyday people to hail the Cybercab for an autonomous ride. These early rides serve as a true benchmark for Tesla: How many rides can it achieve safely? How many miles did it travel consecutively without needing an intervention? What scenarios challenge the Full Self-Driving suite the most?

The proper precautions have already been put into place as well, as Tesla released the First Responders Guide to Cybercab over the weekend, ensuring that emergency services have 24/7 access to Robotaxi Assistance, as well as other boundaries, such as Geofencing features that can be used to redirect autonomous vehicle traffic due to accidents, road closures, construction, or maintenance.

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Cybercab seems genuinely close to being added to the Robotaxi fleet in Austin, but Tesla has prioritized safety throughout this entire process. Therefore, we think it could be months before it truly starts giving rides to the public. People have been frustrated with this, but Robotaxi in Austin has a tremendous safety record so far, so the slow rollout has kept people safe and accidents to a minimum.

The most important thing is that Tesla continues to show consistent progress in the Cybercab’s ramp-up toward fleet addition. A few weeks back, we saw the EPA reward the Cybercab a Certificate of Conformity, allowing it to enter the stream of commerce. Then, we saw Tesla add decals, signaling that it was likely about to start testing it publicly. That has now happened.

The next big move will be the announcement of the first rides, so this Summer should be filled with anticipation.

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Elon Musk

Tesla Phone? Not quite, but close: analyst

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elon musk phone
Photo: Boss Hunting.com.au

For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.

Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.

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It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.

Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.

The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.

Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.

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The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.

SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.

There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.

The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.

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