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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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Elon Musk to discuss Tesla, SpaceX future plans in company talks

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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 arsonist who burned Cybertruck sees end of FAFO journey

The man has now reached the “Find Out” stage.

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Credit: U.S. Attorney’s Office, District of Arizona

A Mesa, Arizona man has been sentenced to five years in federal prison for setting fire to a Tesla location and vehicle in a politically motivated arson attack, federal prosecutors have stated. 

The April 2025 incident destroyed a Tesla Cybertruck, endangered first responders, and triggered mandatory sentencing under federal arson laws.

A five-year sentence

U.S. District Judge Diane J. Humetewa sentenced Ian William Moses, 35, of Mesa, Arizona, to 5 years in prison followed by 3 years of supervised release for maliciously damaging property and vehicles by means of fire. Moses pleaded guilty in October to all five counts brought by a federal grand jury. Restitution will be determined at a hearing scheduled for April 13, 2026.

As per court records, surveillance footage showed Moses arriving at a Tesla store in Mesa shortly before 2 a.m. on April 28, 2025, carrying a gasoline can and backpack. Investigators stated that he placed fire starter logs near the building, poured gasoline on the structure and three vehicles, and ignited the fire. The blaze destroyed a Tesla Cybertruck. Moses fled the scene on a bicycle and was arrested by Mesa police about a quarter mile away, roughly an hour later.

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Authorities said Moses was still wearing the same clothing seen on camera at the time of his arrest and was carrying a hand-drawn map marking the dealership’s location. Moses also painted the word “Theif” on the walls of the Tesla location, prompting jokes from social media users and Tesla community members. 

The “Finding Out” stage

U.S. Attorney Timothy Courchaine noted that Moses’ sentence reflects the gravity of his crime. He also highlighted that arson is never acceptable. 

“Arson can never be an acceptable part of American politics. Mr. Moses’ actions endangered the public and first responders and could have easily turned deadly. This five-year sentence reflects the gravity of these crimes and makes clear that politically fueled attacks on Arizona’s communities and businesses will be met with full accountability.”

Maricopa County Attorney Rachel Mitchell echoed the same sentiments, stating that regardless of Moses’ sentiments towards Elon Musk, his actions are not defensible. 

“This sentence sends a clear message: violence and intimidation have no place in our community. Setting fire to a business in retaliation for political or personal grievances is not protest, it is a crime. Our community deserves to feel safe, and this sentence underscores that Maricopa County will not tolerate political violence in any form.”

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Tesla says its Texas lithium refinery is now operational and unlike anything in North America

Elon Musk separately described the site as both the most advanced and the largest lithium refinery in the United States.

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Credit: Tesla/YouTube

Tesla has confirmed that its Texas lithium refinery is now operational, marking a major milestone for the company’s U.S. battery supply chain. In a newly released video, Tesla staff detailed how the facility converts raw spodumene ore directly into battery-grade lithium hydroxide, making it the first refinery of its kind in North America.

Elon Musk separately described the site as both the most advanced and the largest lithium refinery in the United States.

A first-of-its-kind lithium refining process

In the video, Tesla staff at the Texas lithium refinery near Corpus Christi explained that the facility processes spodumene, a lithium-rich hard-rock ore, directly into battery-grade lithium hydroxide on site. The approach bypasses intermediate refining steps commonly used elsewhere in the industry.

According to the staff, spodumene is processed through kilns and cooling systems before undergoing alkaline leaching, purification, and crystallization. The resulting lithium hydroxide is suitable for use in batteries for energy storage and electric vehicles. Tesla employees noted that the process is simpler and less expensive than traditional refining methods.

Staff at the facility added that the process eliminates hazardous byproducts typically associated with lithium refining. “Our process is more sustainable than traditional methods and eliminates hazardous byproducts, and instead produces a co-product named anhydrite, used in concrete mixes,” an employee noted. 

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Musk calls the facility the largest lithium refinery in America

The refinery’s development timeline has been very impressive. The project moved from breaking ground in 2023 to integrated plant startup in 2025 by running feasibility studies, design, and construction in parallel. This compressed schedule enabled the fastest time-to-market for a refinery using this type of technology. This 2026, the facility has become operational. 

Elon Musk echoed the significance of the project in posts on X, stating that “the largest Lithium refinery in America is now operational.” In a separate comment, Musk described the site as “the most advanced lithium refinery in the world” and emphasized that the facility is “very clean.”

By bringing large-scale lithium hydroxide production online in Texas, Tesla is positioning itself to reduce reliance on foreign refining capacity while supporting its growth in battery and vehicle production. The refinery also complements Tesla’s nascent domestic battery manufacturing efforts, which could very well be a difference maker in the market.

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Tesla Optimus V3 gets early third-party feedback, and it’s eye-opening

Jason Calacanis’ remarks, which were shared during a discussion at CES 2026, offered one of the first third-party impressions of the yet-to-be-unveiled robot

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Credit: Tesla/YouTube

Angel investor and entrepreneur Jason Calacanis shared some insights after he got an early look at Tesla’s upcoming Optimus V3. His remarks, which were shared during a discussion at CES 2026, offered one of the first third-party impressions of the yet-to-be-unveiled robot.

Calacanis’ comments were shared publicly on X, and they were quite noteworthy.

The angel investor stated that he visited Tesla’s Optimus lab on a Sunday morning and observed that the place was buzzing with energy. The investor then shared a rare, shocking insight. As per Calacanis, Optimus V3 will be so revolutionary that people will probably not even remember that Tesla used to make cars in the future.

“I don’t want to name drop, but two Sundays ago, I went to Tesla with Elon and I went and visited the Optimus lab. There were a large number of people working on a Sunday at 10 a.m. and I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car,”  he noted.

The angel investor also reiterated the primary advantage of Optimus, and how it could effectively change the world.

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“They will only remember the Optimus and that he is going to make a billion of those, and it is going to be the most transformative technology product ever made in the history of humanity, because what LLMs are gonna enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe there will be a 1:1 ratio of humans to Optimus, and I think he’s already won,” he said. 

While Calacanis’ comments were clearly opinion-driven, they stood out as among the first from a non-Tesla employee about Optimus V3. Considering his reaction to the humanoid robot, perhaps Elon Musk’s predictions for Optimus V3 might not be too far-fetched at all.

Tesla has been careful with its public messaging around Optimus V3’s development stage. Musk has previously stated on X that Optimus V3 has not yet been revealed publicly, clarifying that images and videos of the robot online still show Optimus V2 and V2.5, not the next-generation unit. As for Calacanis’ recent comments, however, Musk responded with a simple “Probably true” in a post on X.

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