Launch Event For NEW Tesla LEAKED | Here's What's Coming
Summary
TLDRTesla's upcoming Robo taxi event on October 10th is anticipated to showcase autonomous driving advancements at Warner Brothers Studios in Burbank, California. The event may feature rides in the new dedicated Robo taxi and demonstrations of FSD capabilities in current Tesla models. Additionally, Tesla is reportedly planning a model Y refresh in 2025, along with new five-seater and seven-seater variants. Supercharging fees are set to increase slightly due to more accurate billing, and Tesla is offering various incentives, including low-interest rates and referral programs, to boost Q4 sales.
Takeaways
- 🚗 Tesla's robotaxi event is scheduled for October 10th at Warner Brothers Studios in Burbank, California, where they will demonstrate their autonomous taxi technology.
- 🗓️ Tesla has been conducting extensive data collection at the studio lot with a fleet of 30 Model 3s and Model Ys to prepare for the event.
- 🚀 There are expectations that Tesla will showcase not only the dedicated Robo taxi but also fully driverless rides across their current fleet.
- 🔍 Tesla is testing cars with modified camera positions, which are anticipated to match the Robo taxi's camera locations for a comprehensive system test.
- 🌙 Nighttime testing is also being conducted, possibly to emulate the conditions of the October 10th event, which is expected to take place at night.
- 🛠️ Tesla is taking extra measures like using a LIDAR mapping backpack to ensure the demonstration area is accurately mapped for a flawless event.
- 💺 Tesla has submitted a request to the NTC for approval of unusual seating designs in their robo taxis, indicating a focus on innovative interior layouts.
- 🔋 Tesla's Supercharger fees are becoming more precise with the introduction of decimal billing, which could lead to slight increases in charging costs.
- 🌐 Tesla is expanding its Model Y lineup with plans for a smaller, more affordable version and potentially larger variants with six or seven seats.
- 💰 Tesla is offering various incentives, including low-interest rates and referral programs, to boost sales as the quarter comes to a close.
Q & A
What is the date of Tesla's Robo Taxi event?
-Tesla's Robo Taxi event is scheduled for October 10th.
Where will Tesla's Robo Taxi event be held?
-The event will be held at Warner Brothers Studios in Burbank, California.
What is the purpose of Tesla collecting data at Warner Brothers Studios?
-Tesla is collecting data to prepare for the Robo Taxi event, testing its vehicles in a controlled environment to ensure the demonstration goes smoothly.
What vehicles has Tesla been using for testing at Warner Brothers Studios?
-Tesla has been using around 30 Model Y and Model 3 cars, some with altered camera positions and LiDAR equipment, as well as Cybertrucks with manufacturer plates.
What changes is Tesla seeking from regulators regarding Robo Taxi designs?
-Tesla is asking regulators to approve vehicles without steering wheels or pedals and to allow unusual seat designs, such as fully reclining or rotating seats.
What new features are expected in Tesla's FSD (Full Self-Driving) software updates in September and October?
-In September, FSD version 12.5.2 will be released with a 3X improvement in necessary interventions, and it will include features like smart summon, auto-park for Cybertruck, and more. In October, FSD will add the ability to unpark, park, and reverse autonomously.
What is Tesla's strategy to ensure the Robo Taxi event goes flawlessly?
-Tesla is rigorously testing in a controlled environment, using AI-generated video demonstrations, extensive data collection, and LiDAR mapping to avoid any issues during the event.
What are the expected design elements of Tesla's Robo Taxi?
-The design of the Robo Taxi is expected to take cues from the Cybertruck and may feature unusual seating arrangements without traditional controls like a steering wheel.
What new Model Y versions is Tesla planning to release in the future?
-Tesla is planning to release a six-seater version of the Model Y in China by late 2025, and is also considering a smaller five-seater and a larger seven-seater variant.
What recent changes has Tesla made to its Supercharger pricing calculation?
-Tesla has changed the way it calculates the cost of charging by adding decimals to the kilowatt-hour calculation, increasing accuracy and potentially raising the cost slightly.
Outlines
🚗 Tesla's Robo Taxi Event and AI Developments
The script discusses the upcoming Tesla Robo Taxi event on October 10th, which will be held at Warner Brothers Studios in Burbank, California. The event is expected to showcase Tesla's progress in autonomous driving technology, with extensive data collection taking place in the studio's backlot. Tesla is believed to be testing a fleet of vehicles, including Model 3s and Ys, with modified camera setups to align with the expected Robo Taxi's design. The company is also reportedly using a LIDAR mapping backpack to ensure the demonstration goes smoothly. The script speculates that Tesla might demonstrate fully driverless rides across their current fleet, not just the dedicated Robo Taxi. There's also mention of Tesla's AI developments, including the FSD (Full Self-Driving) software updates and the potential for a robo taxi design inspired by the Cyber truck.
🔍 Tesla's Robo Taxi Design and Regulatory Approvals
The script delves into Tesla's design plans for the Robo Taxi, suggesting that it might take design cues from the Cyber truck. It mentions a promotional video that showed potential front seat designs and a report that Tesla is seeking regulatory approval for unusual seating arrangements in their vehicles. This could indicate a significant departure from traditional car interiors, with features like fully reclining or rotating seats. The script also highlights Tesla's ongoing efforts to refine their FSD software, with plans to release updates that significantly reduce the need for driver interventions. Additionally, there's anticipation for the unveiling of 'Smart Summon' features and the potential for Tesla to expand FSD to Europe and China in the future.
🚀 Tesla's Model Y Refresh and Expansion Plans
The script discusses Tesla's plans to refresh the Model Y, expected in 2025, and introduces new variants of the model, including a smaller five-seater and a larger seven-seater version. There are also rumors of a six-seat option, which would feature a unique seating arrangement with two separate seats in the second row. These changes are part of Tesla's strategy to expand the Model Y lineup and cater to different market segments. The script suggests that these new variants could help Tesla maintain the Model Y's popularity and improve its sales performance. Additionally, the script touches on Tesla's plans to release more affordable models based on current vehicles, which could include a smaller hatchback similar to the anticipated Model 2.
🔌 Changes to Tesla Supercharging and Incentives
The script addresses a change in Tesla's supercharging billing, where they have started to charge per 10,000th of a kilowatt-hour for increased accuracy, which could lead to slightly higher costs for customers. However, the impact is expected to be minimal. Tesla is also expanding its supercharger network, with plans to install a large supercharger site in New York. The script also covers various incentives and financing deals that Tesla is offering to customers, including low-interest rates and referral program discounts. These incentives are aimed at boosting sales as the quarter comes to an end. The script concludes with a note that Tesla may introduce additional incentives or discounts as the quarter closes.
Mindmap
Keywords
💡Robo taxi event
💡FSD (Full Self-Driving)
💡Data collection
💡Cyber truck
💡Smart Summon
💡Model Y refresh
💡Supercharging
💡Regulatory approval
💡AI roll out schedule
💡End-to-end network on Highway
Highlights
Tesla's robotaxi event is scheduled for October 10th at Warner Brothers Studios in Burbank, California.
Tesla is conducting extensive data collection at the studio for a few days to prepare for the event.
Tesla is testing a fleet of around 30 Model 3s and Model Ys at the Warner Backlot for data collection.
The robo taxi design is expected to take cues from the Cyber truck rather than the older Model X.
Tesla is testing cars with altered camera positions, likely for the robo taxi, to match the camera locations needed for autonomous driving.
Tesla is considering unusual seating designs for their robo taxis, including fully reclining or rotating seats.
Tesla's FSD (Full Self-Driving) is expected to have a significant update in September, improving the necessary interventions by 3X.
Tesla plans to add the ability for FSD to unpark, park, and reverse in October, enhancing the autonomous driving capabilities.
Tesla is working towards launching FSD in Europe and China by Q1 2025, pending regulatory approval.
Tesla is planning a Model Y refresh in 2025, which may include a rear light bar and other improvements.
Reports suggest Tesla is considering a smaller, five-seater Model Y and a larger, seven-seater Model Y with a more spacious third row.
Tesla is introducing a six-seat version of the Model Y in China from late 2025, according to recent reports.
Tesla's supercharging fees are becoming more precise, now calculated to four decimal places, which could result in slightly higher costs.
Tesla is offering low-interest rate deals and referral program discounts to incentivize purchases before the end of the quarter.
Tesla has introduced a 0% interest deal for the Model Y in Sweden and France, and a 1.99% APR deal in New Zealand and Australia.
Transcripts
today we're getting into the latest
Tesla news including tons of info coming
in about Tesla's Robo taxi event Tesla's
full AI roll out schedule detailed
supercharging getting more expensive and
more so let's get into
[Music]
it first up today Tesla's robotaxi event
is coming up on October 10th we've known
that date for some time now but didn't
entirely know what this event would
entail with Tesla simply unveil the robo
taxi would they give attendees rides
would this come alongside the
announcement of some big update with FSD
that enables something we haven't seen
before well as the event nears we've
heard news that Tesla would be holding
this event at Warner Brothers Studios in
Burbank California the report came from
Bloomberg and detailed the fact that
Tesla would be able to take advantage of
a 110 acre lot complete with the back
lot in fake housing areas to properly
demonstrate their Robo taxi in a
controlled environment after this report
came out as well green the only posted
about the fact that Tesla has been doing
extensive data collection in theot w UB
Studio area for a few days this comes
alongside data collection being done at
the Tesla Diner and various Bay Area
locations ultimately Tesla's FSD
approach is one where they want this car
to be able to drive itself in any area
that it has never been in and do so
safer than a human being but of course
for a product announcement they want to
get this right the robo taxi is already
something many people doubt is even
possible at least within any reasonable
time frame to be announcing a car based
on it so Tesla can't have a bad moment
at this event even if if it does involve
a little bit of trickery with that said
some new information has come in about
how extensively Tesla is actually
collecting data at Warner right now
apparently it's a lot for multiple
nights Tesla has had a fleet of
somewhere around 30 model wi and 3s
circling the Warner Backlot collecting
data this video was posted online and
some believed it to be Tesla testing out
the robo taxi at Warner while this is
definitely a great representation of
what Tesla is doing right now with a
significant amount of cars this is an AI
generated video a lot of things give
this away but I think the main aspect is
that the robo taxi will likely be taking
design cues from the Cyber truck instead
of the now older model X in any case
this testing is very much underway with
many model 3es and y's there are also
cyber trucks with manufacturer plates in
the mix leading me to think that on top
of the robo taxi being demoed in October
Tesla will also demonstrate fully
driverless rides across their current
Fleet as has been the plan for a while
FSD is supposed to come to the Cyber
truck in September so they likely want
to show that one there as well there are
standard model 3s and y's being tested
along with a few of each car outfitted
with the robo Taxi's camera locations we
have seen model 3s in the wild with
these altered camera positions that are
clearly not for some Future model 3 they
include one tacked onto the front bumper
one sticking out further from the fender
on each side pillar cameras removed in
favor of ones that are stuck into the
side of the rear windows and a rear
camera mounted higher than usual these
are expected to match the robotaxi
camera locations and allow Tesla to
fully test the system without having to
unveil this vehicle in any way on top of
cars with just those Robo taxi camera
locations there are cars with those
cameras on them on top of full liar
equipment on top and this could be to
validate their Vision system or map out
this area in even more detail for the
robo taxi unveil we've seen some of
these vehicles out in the wild before
and here they have at least a model Y
and three running these systems around
the Warner lot in addition to Vehicles
labeled as engineering Vehicles Tesla
spotted running cars through what
appears to be the main set location for
the event it was lit up and this could
be the area they are focusing on while
running these circles testing at night
may be a particular piece of this as
well since Tesla will likely hold their
unveil event at night and since it's in
an artificial location with artificial
Studio lighting it could be quite
different than what FSD is used to with
street lights and headlights testing at
night with those lights likely emulates
exactly what the situation will be on
October 10th based on this information
it seems that Tesla is putting extensive
work in here maybe there is a scheduling
restriction at Warner Studios that
prevents them from collecting data at a
later date but it seems like they have
over a month to prepare and are already
hard at work to make this a perfect
self-driving area I also somewhat expect
that Tesla will be out there sometime
closer to the event with the actual Robo
taxi prototype itself but for now they
have everything they need to collect the
data and prepare this area while
preventing leaks of that design while
this event will focus on the new
dedicated Robo taxi I wouldn't be
surprised if Tesla also wants wants to
be clear about their current cars also
having this ability many have speculated
that due to things like a front bumper
camera being necessary older Teslas
won't actually be able to achieve
unsupervised FSD this Still Remains to
be seen but I can picture them giving
rides in the new dedicated Robo taxi
vehicle to All Event attendees but also
picture them planning to have every car
they make circling the lot purposely as
well they may opt to have different
years demonstrated the idea here is that
the FSD software is what delivers this
not just the future Hardware so if
they're able to have a lineup of a 2017
model 3 2020 model y older models newer
model X cyber Tru and dedicated Robo
taxi circling the Warner Brothers lot
and surrounding areas taking people on
rides without drivers that will be quite
an interesting Peak at the future here
it will be Tesla's way to clearly show
off their new product while also showing
off the value of what they already sell
see your current Tesla can and will be
able to do this it's an appreciating
asset as Elon might say of course we'd
have to take all of this with a grain of
salt knowing it's a controlled demo but
a lineup like that of cars that millions
of people already have with no drivers
in them is impressive regardless the
last piece that I find especially
fascinating is that Tesla also has at
least one person walking around with
some form of lar mapping backpack that
would point to some pretty extreme
lengths to make sure this event goes
absolutely flawlessly not only are tons
of Teslas running the route over and
over again for hours each night but the
area is being accurately mapped on foot
on the one hand this is definitely Tesla
doing work on a particular area to
ensure a demonstration goes perfectly
and that demonstration seems as though
it won't reflect the real world when
this product is released on the other
hand however would any less effort
really make sense the last thing Tesla
wants is another repeat of the
cybertruck glass window break and if
they truly plan to put passengers into a
robo taxi with no steering wheel or
pedals to give demo drives in absolutely
nothing can go wrong back in July Elon
officially confirmed that the robotaxi
unveil was postponed from August to
October saying requested what I think is
an important design change to the front
and extra time allows us to show off a
few other things I'm particularly
curious to see what few other things
they will be showing off as we'll detail
in a minute FSD will be getting Park
unpark and reverse soon so maybe they're
going to show off a lot more than a
simple ride in the robo taxi they really
want to blow away the press and
investors here Tesla is known to work on
stuff up to the wire so I wouldn't be
surprised if we hear about Tesla
continuing to collect and refine data
and refine FSD performance at the Warner
lot for the next month but we'll see
this is a huge moment for Tesla and it's
fair to say they have a lot of people or
maybe most people expecting them to fail
they definitely want to get this right
all while ensuring the design of the
robo taxi doesn't leak until they
officially show it to the World on
October 10th furthermore for the robo
taxi and Tesla's General AI efforts this
week there is a lot to discuss
while we know Tesla is planning a
dedicated Robo taxi design we still
don't know quite what to expect many
expect Tesla's original renders from
Elon musk's biography to be close to its
design however when it comes to the
interior we're still unsure a Tesla
promotional video showed images of what
the front seats could look like here but
a new report says that Tesla is asking
Regulators to allow unusual seats in
their cars in June Tesla submitted an
application to the NTC that details a
number of things first it details
approval needed for robo taxis without a
steering wheel or pedals but also with
unusual seats quote at this time we do
not believe that vehicle control or
seating design are an appropriate
determinator for related user
obligations and we are concerned that
overly conservative requirements will
provide a burden on innovation in
vehicle design permitted by the
integration of higher automation they go
on to specifically list ways these seats
could differ saying provided appropriate
safety measures are implemented vehicle
designs that facilitate fully reclining
or rotating seats or designs without
forward oriented seats are imaginable or
vehicle designs where only a Center
seating position are foreseeable further
even in the context of dual mode
Vehicles fallback or Direct Control
capability can be provided by remote
operators in 2021 Tesla actually filed a
patent for swiveling front seats as you
can see in this diagram and they said
maybe a passenger car truck sport
utility vehicle or van this latest
report gives us some interesting insight
into the work Tesla has already doing
for regulatory approval on a future Robo
taxi it could also show us what to
expect in Tesla's design for the robo
taxi come October but time will tell
often times companies will simply patent
things but this does seem The Logical
next step for seats in a vehicle without
human drivers maybe it would end up
looking something like this Tesla's
actual smart summon is definitely
somewhat of a step towards the robo taxi
and while some customers already have it
according to Elon Musk it will see a
wide roll out to those who have FSD and
enhanced autopilot next week he posted
this in response to a video of this new
actually smart summon working pretty
well at Costco it does a great job but
does seem to be a bit slow and likely
annoying drivers around it the crazy
thing here though is that this is really
just the beginning Tesla AI posted about
everything that is in their release
pipeline right now and it really shows
how exciting the next few weeks and
months will be from this part of Tesla
they said that in September they are
releasing FSD version
12.5.2 with around a 3X Improvement in
between necessary interventions that
will also come to ai3 or Hardware 3
computers actual smart summon will
release along with cybertruck Auto Park
ey tracking with sunglasses on endtoend
network on Highway and FSD on the Cyber
Tru all of those are very big steps and
FSD on the Cyber truck will be
incredibly welcomed and overdue in
October Tesla will add the ability to
unpark park and reverse within FSD that
means it will be able to get you out of
a parking spot drive you to your
destination and then Park itself
sometime next month seemingly as well
with the ability to reverse it should be
capable of doing three-point turns from
there will be FSD version 13 with around
a 6X Improvement in miles between
necessary interventions then pending
regulatory approval they plan to launch
FSD in Europe and China within q1 of
2025 that is a huge move expanding this
system to markets that are both overdue
for it but also full of Teslas Tesla's
AI efforts and especially self-driving
efforts are clearly the Focus right now
and we'll get even more details at their
October 10th event I can't wait to see
what all they unveil there next up today
while we're eagerly awaiting the robot
taxi unveil the thing that concerns most
customers is the upcoming model y
Juniper refresh that is fully expected
to come in 2025 and bring all the
improvements we've seen to the model 3
among other things like a rear light bar
customers are excited for that car but
overall that refresh is simply a refresh
it doesn't change too much about the
functionality of a model y from a
consumer St point and Tesla wants to
expand even further there that's why we
saw reports last week that out of China
Tesla is planning to make a different
five-seater smaller model y along with a
larger seven seater model y Tesla
currently does sell a seven seater model
y but that third row of seats is
incredibly small and really only for
children in this case they would
actually be expanding the size of the
current model y these rumors are only
coming from China but it's likely that
these would come to other markets as
well Tesla ships the model y out of four
different factories and we can assume
that a seven seater with a comfortable
third row would do quite well in the
United States then a smaller five-seater
would also do quite well in many
different markets especially if that's
what helps Tesla bring the price down at
their most recent earnings report they
talked about releasing cheaper models in
2025 they aren't going to be that
dedicated totally new $225,000 vehicle
but they're going to be based on current
Vehicles so a small model y hatchback
that could resemble a model 2 that
people have been expecting is very
likely in any case to add more fuel to
the fire a new report this week from
China says that Tesla is planning a
six-seat version of the model y a
six-seater would mean that Tesla goes
with three rows but the second row
instead of being a bench seat would be
two separate seats this is a seating
option that they offer on the model X
but that is a much larger much more
expensive vehicle the report from
Reuters says quote Tesla plans to
produce a six-seat variant of its model
y car in China from late 2025 two people
with direct knowledge of the matter said
as the US automaker strives to increase
the appeal of its best selling yet aging
electric vehicle similar to the report
saying Tesla was planning for production
of about 20,000 per month of the seven
seater model y this report says quote
Tesla has asked suppliers to prepare
accordingly for a double- digigit
increase of model y output at its
Shanghai Factory said one of the people
who declined to be named as the plan is
not public so at this point it's unclear
if that seven seater coming from China
is simply Tesla shipping the seven
seater they sell in the US over there as
well or if they actually plan to make
this car larger I think in order for it
to actually be popular and in order for
a six-seater to actually be popular they
would need to expand the size of the
model y so coming up in 2025 it seems
like we could be seeing a juniper
refresh sometime later in the year see
some sort of smaller hatchback based on
the model Y and possibly a larger one
with six or seven seat options coming by
late 2025 the model Y is by far Tesla's
most popular car and it's also the one
they have most optimized at the factory
it costs them less to produce that car
than other cars that they make so they
definitely want to take that car as
their foundation for the future as
they're also on the other side working
on the robo taxi overall I think
expanding the model-wise lineup with all
of these different options will help
keep that car very popular going into
the future and then especially if they
can bring down its price with something
like a smaller hatchback that will be
huge for Tesla's sales going forward
next up today a small update from
Tesla's superchargers that could make
your future charging more expensive
across the board regardless of location
when calculating payment for Tesla
Chargers Tesla charges a certain amount
per kilowatt hour delivered until
recently they have rounded kilowatt
hours delivered with no decibels now as
of early August theyve added decimals
for additional accuracy in fact they've
gone down to four decimals going to the
10,000th as not a Tesla app explains
quote for example if you previously
supercharged
30324 5 kwatt hours in July at 50 cents
per kilowatt hour you'd have been build
exactly $15 since the energy use used
would have been rounded to 30 kwatt
hours however with these changes you
would now be build for the exact
kilowatt hours used so your bill would
be
$15.16 rounded down to the nearest cent
on the consumer side this change won't
be too impactful and most probably won't
even notice it however on Tesla's side
giving how much supercharging is
happening across their entire fleet this
could earn them quite a bit likely
thousands of dollars extra Revenue per
day while it's definitely not exciting
to hear that supercharging is getting
more expensive for all customers it does
seem that it will be a nominal
difference even at the most expensive
supercharger stations we're talking
about a difference usually under 50s per
session Tesla recently purchased an $18
million 40,000 ft parking lot in New
York and plans to install a large
supercharger site there likely bearing
60 stalls or more so their expansion
definitely continues with the
supercharger Network and maybe this
added Revenue will help with expansion
like this while not affecting customers
too much next up today is Tesla near the
end of the quarter incentives are
growing we are clearly seeing that
Tesla's low interest rate deals are
encouraging customers to purchase since
it helps lower monthly payments by
significant amounts with the referral
program back as well customers receive
$1,000 off the cost of their car
recently Tesla expanded this referral
program to Canada and now it has
officially relaunched in Germany and the
UK it's essentially the same deal there
is in the US so it's another reminder
that if you're about to buy a Tesla and
you live in the US UK can Canada or
Germany pause seek out a referral link
and save yourself $1,000 you cannot add
that discount after ordering so you need
to get it in before you order also worth
noting the Cyber truck is excluded on
top of this referral deal 1.99% APR
deals have been extended for the model Y
and 3 in the US with the only
stipulation being that you must take
delivery before September 30th the only
slight change to that deal is that
72-month loans on the model 3 have
increased to
2.99% over in New Zealand and Australia
you this week however Tesla has
introduced a 1.99% APR deal for the
model 3 Andy the contrast between that
deal and normal interest rates in those
countries may not be as Stark as it is
in the US but it could be a great time
for customers to buy while 1.99%
interest rates are definitely great 0%
is even better some Tesla competitors in
the US offer this periodically but over
in Sweden and France Tesla is introduced
this deal 0% interest is available for
Tesla's most popular car the model y
then similar to other places 1.99% is
available for the model 3 it does seem
that these Deals Only apply to much
shorter loan lengths but it could be a
great way to save yourself even a couple
thousand more dollars while spreading
out payments for a Tesla vehicle as we
approach the end of the quarter we could
see Tesla pull even more demand levers
like this I personally expect we may see
supercharger incentives possible price
drop or certain added discounts if you
purchase the FSD package at its current
$88,000 price I'll be sure to keep you
posted on everything that Tesla changes
going forward that's all the latest
Tesla news for today so in the meantime
if you want to see the latest for future
EV Battery Technology including nuclear
batteries you can check out that video
linked up here or in the description
below thanks so much for watching and
I'll see you on the next one
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