In Tesla’s pipeline (and what’s making headlines) — along with caveats on what’s confirmed vs speculative.

Model Y L (long-wheelbase, 6-seat Model Y) — filings & rollout

• China regulatory filing (MIIT): Listed this summer with key dimensions 4,976×1,920×1,668 mm and 3,040 mm wheelbase; range entries up to ~751 km (catalog values). (TESLARATI)
• Launch & price (China): Orders opened in August; pricing from ~339,000 CNY (~$47k). (Reuters)
• Deliveries (China): New orders now quoted December 2025 first deliveries as the ramp builds. (TESLARATI)
• Global angle / Europe: Prototypes spotted testing in Germany (Nürburgring area), indicating active EU validation; however Tesla has not announced EU type-approval (WVTA) or sales yet. (Notebookcheck)
• Reuters background: Tesla registered the six-seat “Model Y L” with China’s industry ministry in July; later teased “coming soon” on Weibo. (Reuters)
  Bottom line (EU/Sweden): Real MIIT filings + EU road-testing exist, but there’s no official EU homologation or sales start announced.
  
  Expect China first (Dec 2025), EU timing TBD.

“MODEL 2” / next-gen affordable Tesla
— where Europe stands

• Conflicting signals (2024): Reuters reported Tesla scrapped the low-cost car to focus on robotaxi; Musk publicly denied abandoning an affordable EV. (Reuters)
• Earlier guidance: In Jan 2024 Tesla told suppliers it was targeting H2 2025 for a new mass-market compact (codename “Redwood”) in Texas; later reporting cast doubt on parts of the next-gen manufacturing plan. (Reuters)
• Factory reality check: Giga Mexico, long rumored for the next-gen car, isn’t expected to produce before 2026–2027 per suppliers and local reporting. That timing makes an early EU rollout unlikely to precede that window unless Berlin gets the program (no confirmation). (Reuters)
  
  Bottom line (EU/Sweden): There is no official “Model 2” name or EU launch date. Given factory timelines, a realistic Europe arrival looks no earlier than 2026–2027, unless Tesla pivots production to an existing EU plant (unannounced).

ROADSTER — status check

• Design chief (this week): Franz von Holzhausen reiterated a Roadster demo in late 2025; deliveries “within two years” after demo were suggested in coverage. (Road & Track)
• Multiple outlets echo demo-in-2025 (with the usual caveat of past delays). (notateslaapp.com)
  
  Bottom line: Still aiming to show it in 2025; first customer cars plausibly 2027 if the new guidance holds.

1. “Stripped-down” / more affordable Model Y / entry EV

• Tesla has teased a revealing event on October 7, 2025 that many expect will unveil a simpler, lower-cost version of the Model Y. (Reuters)
• Reports suggest this version is designed to cost ~20% less to build than the refreshed Model Y. (Reuters)
• The strategy behind this move seems to be to maintain sales momentum after the expiration of the $7,500 U.S. EV tax credit. (Reuters)

This isn’t totally new — Tesla has long talked about a lower-cost EV (“Model 2” / “next-generation vehicle”) built on a new platform. (Wikipedia)
But whether the October 7 reveal is that full new platform, or an interim derivative, is still unclear.

2. Model Y Refresh & Performance Version

• Tesla has introduced a refreshed 2026 Model Y Performance in the U.S. with updated styling, more supportive seats, a larger 16-inch display (versus 15.4″), adaptive damping, and performance improvements. (Car and Driver)
• Pricing is around USD 59,130. (Car and Driver)
• Deliveries are expected from December 2025 in the U.S. (TopElectricSUV)

Also, Tesla seems to be planning refreshed or variant versions of the Model Y (7-seater, etc.) in coming years. (TopElectricSUV)

3. Robotaxi / Cybercab / Autonomy

This is probably the most ambitious (and speculative) part of Tesla’s roadmap.

• Tesla already launched a limited robotaxi pilot (with “safety monitors” / oversight) in Austin, Texas. (Reuters)
• Tesla recently secured approval in Arizona to test autonomous robotaxi vehicles in Phoenix (with safety monitors) as part of its regulatory expansion. (Reuters)
• The fully purpose-built Cybercab is expected to be a two-seater, no-steering-wheel / no-pedals vehicle, planned for production around 2026. (Wikipedia)
• The Cybercab is part of Tesla’s “next-generation vehicle platform” strategy, which includes building vehicles on a new architecture (structural battery pack, large castings, etc.). (Wikipedia)
• It’s been reported Tesla aims to reach “a dozen cities” with robotaxi services in the U.S. by the end of 2025 (pending regulatory hurdles). (Wikipedia)

However: fully driverless operation (no human monitor) is still a big leap, heavily dependent on regulation, software safety, and public acceptance.

🔋 Energy, Charging & Infrastructure

• Tesla unveiled Supercharger V4, which boosts charging power to about 325 kW now, with infrastructure capable of supporting up to 500 kW in the future. (Cinco Días)
• The V4 Superchargers have longer cables for better usability (especially for large vehicles) and support CCS standard (so non-Tesla EVs may benefit in future). (Cinco Días)
• In Australia, Tesla aims to operate ~4.5 GW of grid-forming battery energy storage systems (BESS) by end-2026. (Energy-Storage.News)
• Tesla is also reportedly planning a large battery power plant in China (its biggest) in collaboration with local governments. (The Times of India)

These moves align with Tesla’s broader strategy of coupling its EV business with energy and storage.

🧠 AI, Chips & Robotics

• Tesla struck a $16.5 billion deal with Samsung to produce its next-gen AI6 chip, intended for use in autonomous vehicles, humanoid robots (Optimus), and AI workloads. (TechRadar)
• The AI6 chip is expected to offer up to ~10× the inference performance of Tesla’s current AI hardware. (TechRadar)
• Tesla continues to develop its robotics efforts — the Optimus humanoid robot remains an ongoing project (though its timeline and capabilities are still uncertain). (newtimesmagazine.com)

These chip and robotics investments suggest Tesla sees itself evolving beyond just an automaker into a broader “AI / robotics / autonomy” tech company.

🏗 Factories & Manufacturing

• Gigafactory Mexico (near Monterrey) is a proposed new factory. Plans have been floated to use it partly for producing low-cost EVs (Model 2 / next-gen platform). (Wikipedia)
  • But construction has been delayed or put on hold due to trade / tariff concerns (e.g. U.S. import tariffs on Mexican-built autos). (Wikipedia)
• Tesla’s next-gen vehicle platform (Model 2 / “unboxed process” etc.) is designed to use more efficient manufacturing techniques (e.g. large castings, integrated battery structure) to reduce cost. (Wikipedia)

⚠ Risks & Wildcards to Watch

• Regulation & safety scrutiny: As Tesla pushes autonomy, regulators are watching closely. One misstep (e.g. accident) could slow things down significantly.
• Timing / delays: Many projects (Cybercab, lower-cost EV, Optimus) have long, uncertain development cycles. Tesla is known for optimistic timelines.
• Market demand & economics: After EV tax credits end, pricing pressures intensify. The success of a budget Tesla hinges on cost control, battery economics, and supply chain.
• Competition: Legacy automakers and new EV startups (especially in China) are accelerating. Tesla cannot assume dominance.