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Tesla Investor Day Is This Week. Here Are Some Important Developments That Could Show Up There

Tesla is holding its 2023 Investor Day on Mar. 1, and it’s supposed to be a big one. As invitees descend on Gigafactory Texas, Elon Musk plans to unveil Master Plan 3, setting out a road map for the next few years of Tesla, SpaceX, and The Boring Company. Still, on the eve of Tesla’s next big step, we have yet to see firm developments on several highly-anticipated products. Let’s run through some of the things Tesla has announced and place our bets on how likely we are to see them at Investor Day.

The Magic Dock

What is it? Tesla’s long-rumored solution for adding CCS connectors to its Supercharger network appears to be underway. See, the federal government will give grants to charging station companies provided DC fast chargers are compatible with the CCS combo-1 sockets found on most electric cars sold in America. Key word being “most.” If you drive something like a Nissan Leaf, you’re out of luck because your EV features a CHAdeMO socket. Likewise, you’re out of luck if you’re Tesla, because American Tesla models use a unique charging connector.

How does Tesla plan on getting access to those sweet, sweet government grants? Why, with adapters, of course. Obviously, these adapters lock into their charging stations to prevent people from taking them home, but the principle isn’t much different to a J1772 to Tesla adapter for Level 2 charging. Not only does the Magic Dock system benefit Tesla, it could benefit every other EV owner with a CCS-equipped car. Tesla runs a reliable, well-maintained charging network, so depending on pricing, this could be a damn good deal.

Likelihood of it showing up at Investor Day: Five outdated Doge memes out of five. Supercharging stations with the Magic Dock are already cropping up, so upcoming news on the Magic Dock is as good as guaranteed. I’d be surprised if we don’t hear anything about it on Mar. 1.

A Production-Spec Cybertruck

What is it? According to Elon Musk, the Cybertruck will enter production this year, for real this time, possibly, perhaps, most likely. Look, when you’re trying to build a vehicle out of stuff no sane person would use to build a vehicle, things take a while. However, Inside EVs reports that Tesla started assembly of a Cybertruck panel press in January, which points to actual production progress being made.

We’ve already seen several variations of Cybertruck from the original concept to a version with a windshield wiper, we still haven’t seen a fully-baked production model akin to what people will actually be able to buy. However, with more and more Cybertruck sightings in recent months, a production-spec model feels imminent.

Likelihood of it showing up at Investor Day: Four metal balls out of five. The timeline between assembly of the first press and Tesla Investor Day is rather short, but it’s very likely we’ll see some Cybertruck news soon. At minimum, a production-spec Cybertruck feels like a way to bookend Master Plan 2 on the eve of Master Plan 3, so I wouldn’t be surprised if something on this topic pops up.

A Facelifted Tesla Model 3

What is it? It’s almost hard to believe given how the past few years have all blended together, but Tesla’s darling Model 3 is now officially old. It’s gone more than five years since launch without a refresh, so it’s definitely due for some updates if the Model S’ roughly five-year refresh cycle is anything to go by. Project Highland isn’t much of a secret, having been spotted with the typical mid-cycle refresh bra and diaper camouflage, although it should hold several improvements. Expect the updates to include revised styling, new wheels, and possibly some interior tweaks.

As for timing, Forbes reports that Tesla’s Shanghai plant is down for retooling, so it’s possible that validation cars are rolling off the line right now. Of course, it’s also very possible that they aren’t, so we’ll have to wait and see what happens.

Likelihood of it showing up at Investor Day: Three frozen door handles out of five. Even in pre-production form, this is a product worth showing off ASAP as a refresh could draw new interest in the important Chinese market. However, the timeline is rather short, and an updated Model 3 feels more suited to a special event than Tesla Investor Day. Still, never say never.

A New-Generation Platform

What is it? Elon Musk has teased a cheap Tesla for several years, and the next phase of Tesla seems right for it. In a 2019 interview with tech YouTuber Marques Brownlee, Musk claimed that a $25,000 car was “something we can do,” adding that “But if we work really hard, I think maybe we can do that in about three years.” Fast forward to 2022, and Automotive News reports that Elon Musk claimed on an earnings call that a third-generation platform that would cost half as much to make as a Model 3 is in the works.

The third-generation platform will be critical for Tesla. Electric vehicles aren’t just for the rich, and new competition on the affordable end of the spectrum adds pressure in a space where Tesla isn’t. Chevrolet Bolts are flying out of showrooms, Stellantis is bringing the current 500e to North America, cheap EVs are taking off in Europe and China, and Volkswagen’s planning an all-electric next-generation Golf.

Likelihood of it showing up at Investor Day: Two $35,000 Model 3s out of five. It’s very unlikely that we’ll see an actual product from this pursuit just yet, but we may learn more details. After all, Master Plan 3 will be part of Tesla Investor Day, and a new platform could play a huge role in it.

A Production-Spec Second-Generation Roadster

What is it? Here’s a car that many people just forgot about: The second-generation Tesla Roadster. It’s been more than five years since we first saw Franz von Holzhauen’s low-slung targa-topped sports car appear at a Tesla Semi event, and perpetual delays have plagued the product ever since, to the point where several electric hypercars can credibly challenge it for the crown.

The new Roadster was first expected in 2020, then delayed to 2021, then delayed again to 2023. Elon time, am I right? What’s more, several customers plunked down massive six-figure deposits on this thing, only to hear the bare minimum of what’s going on. Needless to say, something feels off about this project, and the relative lack of updates suggests we could be waiting a while longer.

Likelihood of it showing up at Investor Day: One space car out of five. With little word, no recent spy shots, and a firm position at the back of Tesla’s queue, the Roadster feels all but forgotten. Then again, I’d love to be surprised because new sports cars are fun no matter where they come from.

Of course, I could be totally wrong about what might and might not appear at Tesla Investors Day. After all, I don’t work for Tesla so I don’t have any firsthand insider knowledge about what may turn up. Still, it’s fun to predict and see what happens. If anything’s certain, it’s that all eyes will be glued to the livestream as the world’s dominant EV maker announces its ideas on staying relevant through the meat of the 2020s. What do you expect to see?

(Photo credits: Courtesy of Tesla, Inc.)

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The post Tesla Investor Day Is This Week. Here Are Some Important Developments That Could Show Up There first appeared on AfterCuriosity.



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