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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.

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

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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.

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.

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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.

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.

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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.

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 investors will be shocked by Jim Cramer’s latest assessment

Jim Cramer is now speaking positively about Tesla, especially in terms of its Robotaxi performance and its perception as a company.

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Credit: CNBC Television/YouTube

Tesla investors will be shocked by analyst Jim Cramer’s latest assessment of the company.

When it comes to Tesla analysts, many of them are consistent. The bulls usually stay the bulls, and the bears usually stay the bears. The notable analysts on each side are Dan Ives and Adam Jonas for the bulls, and Gordon Johnson for the bears.

Jim Cramer is one analyst who does not necessarily fit this mold. Cramer, who hosts CNBC’s Mad Money, has switched his opinion on Tesla stock (NASDAQ: TSLA) many times.

He has been bullish, like he was when he said the stock was a “sleeping giant” two years ago, and he has been bearish, like he was when he said there was “nothing magnificent” about the company just a few months ago.

Now, he is back to being a bull.

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Cramer’s comments were related to two key points: how NVIDIA CEO Jensen Huang describes Tesla after working closely with the Company through their transactions, and how it is not a car company, as well as the recent launch of the Robotaxi fleet.

Jensen Huang’s Tesla Narrative

Cramer says that the narrative on quarterly and annual deliveries is overblown, and those who continue to worry about Tesla’s performance on that metric are misled.

“It’s not a car company,” he said.

He went on to say that people like Huang speak highly of Tesla, and that should be enough to deter any true skepticism:

“I believe what Musk says cause Musk is working with Jensen and Jensen’s telling me what’s happening on the other side is pretty amazing.”

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Tesla self-driving development gets huge compliment from NVIDIA CEO

Robotaxi Launch

Many media outlets are being extremely negative regarding the early rollout of Tesla’s Robotaxi platform in Austin, Texas.

There have been a handful of small issues, but nothing significant. Cramer says that humans make mistakes in vehicles too, yet, when Tesla’s test phase of the Robotaxi does it, it’s front page news and needs to be magnified.

He said:

“Look, I mean, drivers make mistakes all the time. Why should we hold Tesla to a standard where there can be no mistakes?”

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It’s refreshing to hear Cramer speak logically about the Robotaxi fleet, as Tesla has taken every measure to ensure there are no mishaps. There are safety monitors in the passenger seat, and the area of travel is limited, confined to a small number of people.

Tesla is still improving and hopes to remove teleoperators and safety monitors slowly, as CEO Elon Musk said more freedom could be granted within one or two months.

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Tesla launches ultra-fast V4 Superchargers in China for the first time

Tesla has V4 Superchargers rolling out in China for the first time.

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Credit: Tesla

Tesla already has nearly 12,000 Supercharger piles across mainland China. However, the company just initiated the rollout of the ultra-fast V4 Superchargers in China for the first time, bringing its quick-charging piles to the country for the first time since their launch last year.

The first batch of V4 Superchargers is now officially up and running in China, the company announced in a post on Chinese social media outlet Weibo today.

Tesla China teases arrival of V4 Superchargers in 2025

The company said in the post:

“The first batch of Tesla V4 Superchargers are online. Covering more service areas, high-speed charging is more convenient, and six-layer powerful protection such as rain and waterproof makes charging very safe. Simultaneously open to non-Tesla vehicles, and other brands of vehicles can also be charged. There are more than 70,000 Tesla Superchargers worldwide. The charging network layout covers 100% of the provincial capitals and municipalities in mainland China. More V4 Superchargers will be put into use across the country. Optimize the charging experience and improve energy replenishment efficiency. Tesla will accompany you to the mountains, rivers, lakes, and seas with pure electricity!”

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The first V4 Superchargers Tesla installed in China are available in four cities across the country: Shanghai, Zhejiang, Gansu, and Chongqing.

Credit: Tesla China

Tesla has over 70,000 Superchargers worldwide. It is the most expansive and robust EV charging network in the world. It’s the main reason why so many companies have chosen to adopt Tesla’s charging connector in North America and Europe.

In China, some EVs can use Tesla Superchargers as well.

The V4 Supercharger is capable of charging vehicles at speeds of up to 325kW for vehicles in North America. This equates to over 1,000 miles per hour of charging.

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Elon Musk hints at when Tesla could reduce Safety Monitors from Robotaxi

Tesla could be reducing Safety Monitors from Robotaxi within ‘a month or two,’ CEO Elon Musk says.

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Credit: Joe Tegtmeyer | X

Elon Musk hinted at when Tesla could begin reducing Safety Monitors from its Robotaxis. Safety Monitors are Tesla employees who sit in the front passenger seat during the driverless rides, and are there to ensure safety for occupants during the earliest rides.

Tesla launched its Robotaxi fleet in Austin last Sunday, and after eight days, videos and reviews from those who have ridden in the driverless vehicles have shown that the suite is safe, accurate, and well coordinated. However, there have been a few hiccups, but nothing that has put anyone’s safety in danger.

A vast majority — close to all of the rides — at least according to those who have ridden in the Robotaxi, have been performed without any real need for human intervention. We reported on what was the first intervention last week, as a Safety Monitor had to step in and stop the vehicle in a strange interaction with a UPS truck.

Watch the first true Tesla Robotaxi intervention by safety monitor

The Tesla and UPS delivery truck were going for the same street parking space, and the Tesla began to turn into it. The UPS driver parallel parked into the spot, which was much smaller than his truck. It seemed to be more of an instance of human error instead of the Robotaxi making the wrong move. This is something that the driverless cars will have to deal with because humans are aggressive and sometimes make moves they should not.

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The Safety Monitors have not been too active in the vehicles. After all, we’ve only seen that single instance of an intervention. There was also an issue with the sun, when the Tesla braked abnormally due to the glare, but this was an instance where the car handled the scenario and proceeded normally.

With the Robotaxi fleet operating impressively, some are wondering when Tesla will begin scaling back both the Safety Monitors and Teleoperators that it is using to ensure safety with these early rides.

CEO Elon Musk answered the inquiry by stating, “As soon as we feel it is safe to do so. Probably within a month or two.”

Musk’s response seems to confirm that there will be fewer Teleoperators and Safety Monitors in the coming months, but there will still be some within the fleet to ensure safety. Eventually, that number will get to zero.

Reaching a point where Tesla’s Robotaxi is driverless will be another significant milestone for the company and its path to fully autonomous ride-sharing.

Eventually, Tesla will roll out these capabilities to consumer-owned vehicles, offering them a path to generate revenue as their car operates autonomously and completes rides.

For now, Tesla is focusing on perfecting the area of Austin where it is currently offering driverless rides for just $4.20 to a small group of people.

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