Tesla unveils Robovan, a 20-seat autonomous passenger/cargo van
Tesla held its Robotaxi event tonight to introduce a whole new vehicle that will function exclusively as a driverless vehicle. But in addition to the Robotaxi, it also unveiled another robo-vehicle – an autonomous van that can be used for either 20-person mass transit or for cargo hauling tasks.
The “We, Robot” event was primarily expected to focus on the upcoming 2-seat Robotaxi, with an expected update on Optimus, Tesla’s humanoid robot.
We got updates on both of those, with Robotaxis shuttling passengers around the Warner Bros. backlot where the event was held, and Optimus robots serving drinks and handing out goodie bags to attendees.
But another rumor was about a potential “Robovan.” We talked about this briefly before the event in our Electrek watch party, and there have been various rumors for years, with Tesla supposedly making a 12-passenger van for Boring Co. tunnels and seeing a leak of a peoplemover prototype in recent years.
And today we saw the first glimpse of what the final version might feel like, as it pulled up and emptied several occupants during the event.
We didn’t get much information about the van, except that it will be capable of carrying 20 people (though the above photos show only 14 seats), or also be capable of carrying cargo. The configuration we saw was the people-carrying version, and Tesla has put up several photos on its website to see what the interior of the van might look like.
These are just the passenger configuration – we don’t have any photos of the cargo configuration yet. Although the passenger configuration looks to have significant cargo space available (this could certainly be useful for something like an airport shuttle).
Tesla CEO Elon Musk stated that the Robotaxi would be able to get the cost of transport down to around 20 cents a mile, but that the Robovan would take that even further, down to 5-10 cents a mile.
A vehicle like this could be useful for shuttle routes that need frequent pickups (like airport or student shuttles), for municipalities that don’t have enough ridership for a normal 80-passenger bus, and of course for city last-mile delivery in a cargo configuration.
Musk also repeated his line that “the future should look like the future,” which is certainly apparent in the design of the Robovan, which looks kind of familiar…
The design of the Robovan is certainly quite out-there, but given Tesla’s history with out-there concepts, it might actually come to fruition in a state somewhat like this.
However, I wouldn’t be surprised to see a change in ground clearance. It seems doubtful that the perhaps ~1-2 inch ground clearance on the demo vehicle will be particularly useful on city roads….
Unlike the Robotaxi, Tesla did not share a launch date for the Robovan. While Musk said the Robotaxi would be available in the next two years, he gave no date for the Robovan.
Electrek’s Take
One thing that the Robotaxi has been criticized for is its number of seats. While 2 seats is enough for a lot of driving tasks, you’re not going to be able to bring a whole family, or a bunch of friends, etc.
And adding a bunch of 2-seat cars to the road does nothing to reduce congestion, because we’ll still end up with about the same average vehicle occupancy as we have right now – or maybe even less occupancy because you wouldn’t have the occasional 3-5 person vehicle. Which could even mean more congestion.
But the Robovan offers the promise of being able to carry an actual significant number of people, and with its larger capacity, deadhead miles might be reduced as well because it could run hop-on hop-off routes.
I could certainly see this running on any number of smaller shuttle routes that would benefit from frequent pickups. There’s a summer shuttle where I grew up in California which just runs people to and from the beach to help alleviate parking issues, and this would be perfect for that. Or how about the new electric shuttles at Zion National Park.
But like every Tesla promise, this one needs to be taken with a grain of salt.
After all, Tesla plans to change the world in 6 huge ways next year already (Robotaxi, Semi, an affordable EV, next-gen Roadster, unsupervised FSD, and Optimus), and now we have yet another unreleased product to add to that pile. And most of those existing ones have been pushed back multiple times. I guess at least Robovan can’t be pushed back, if it doesn’t have a date yet to begin with.
Tesla also showed a vision of the future it wants tonight, with parks taking the place of parking lots in various urban settings.
Which is all well and good, except that the CEO who presented this vision has recently donated $180 million to a candidate who wants to harm EVs, and who just today said he is “concerned” about autonomous vehicles and would ban some of them from the road if he wins. Odd horse to hitch yourself to, really.
As for the Robovan, we only saw it pull up and park, it didn’t shuttle people around during the night, beyond the initial pul up. The Robotaxi was at least driving people around, albeit in a heavily mapped area at low speeds, rather than in a real world situation with all the unexpected nonsense that comes up.
Funny thing though, I actually think the Robovan might be more possible than Robotaxi from an autonomy perspective, because these sorts of vehicles are more likely to run a set route, and thus can have a more limited operational space which is easier to program for. So it almost seems like it could/should come sooner than Robotaxi, which will need to essentially be SAE level 5 capable (whereas a set route would definitionally be level 4).
And if it does happen (again, big grains of salt here), the more mass-transit-focused nature of this is more exciting to me than Robotaxi. We have to cut congestion and sprawl, so having vehicles that can help to enable this is quite important. For certain cities, where subways or light rail are unfeasible for whatever reason, a mid-size electric shuttle like this could be a fantastic way to clean up the roads.
Now, let’s see if it ever happens…..
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Environment
Toyota the EV battery supplier? Honda will use them to power up its 400,000 hybrids in the US
Toyota is now a battery supplier? That’s the plan. Honda will use Toyota’s batteries to power up its around 400,000 hybrids sold in the US.
Toyota will supply batteries for Honda hybrids in the US
Toyota’s $14 billion battery plant in North Carolina is ready for business. The facility will begin shipping out batteries next month, and it looks like Toyota already has its first customer.
According to a new Nikkei report, starting in fiscal 2025, Toyota will supply batteries for the roughly 400,000 Honda hybrids sold in the US.
Honda currently uses batteries from China and Japan for vehicles sold in the US, but the company is (like most) preparing for changes under Trump.
Honda’s electrified vehicles, including EVs and hybrids, accounted for over a quarter of US sales last year. The company sold over 308,500 hybrids and 40,400 electric vehicles in the US in 2024. The batteries will likely be used in the CR-V and other Honda hybrid vehicles.
Earlier this month, an extra 10% tariff on imports from China took effect. And that’s on top of the 10% imposed in February.
With more expected, including a 25% increase in vehicles imported from Japan, automakers are tightening up their supply chains.
A 25% tariff on Japanese vehicles, up from 2.5% currently, is estimated to cost the six major Japanese automakers about $20 billion in the US.
Tariffs on imports from Mexico and Canada could cost Honda roughly $4.7 billion alone. Teaming up with Toyota to use its batteries for its hybrids is part of Japan’s broader global plans to ween off dependence on China and others for batteries and other emerging tech.
The new US plant, Toyota Battery Manufacturing North Carolina (TBMC), is over seven million square feet, or about the size of 121 football fields.
As Toyota’s first in-house battery factory outside of Japan, the plant could be a game changer as Trump’s tariffs take effect. Securing Honda as a buyer will already help Toyota cut costs as it ramps up output.
Toyota plans to ramp up electrified vehicle (EV, PHEV, and hybrid) sales in North America from around 40% last year to 80% by 2030.
Electrek’s Take
Trump’s tariffs are already causing havoc, with nearly every automaker warning that they put the US further behind. Overseas automakers are not the only ones feeling the heat, either.
The “Big Three,” GM, Ford, and Jeep maker Stellantis all build vehicles in Canada and Mexico. GM cut output at its plant in Mexico in January, where the electric Chevy Equinox, Blazer, and Honda Prologue are made. Stellantis halted operations at its Brampton Assembly Plant in Canada last month, where it was expected to launch the Jeep Compass EV production. What’s next?
For Toyota, it looks like its $14 billion bet to build batteries in the US is already paying off. Now, we just need it to introduce more EVs.
After unveiling three new electric SUVs in Europe last week, including the updated bZ4X, Toyota hinted more is on the way for the US. Check back soon for updates.
What do you think? Do you want to see more Toyota EVs in the US, like the new C-HR+? Let us know your thoughts in the comments.
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Environment
If Musk wants to sell Tesla cars to conservatives, Tesla needs stores and service in red states
Elon Musk wants to sell Tesla cars to conservatives, but if that’s the strategy, the automaker should start with having stores and service centers in red states and rural areas.
It’s no secret that Elon Musk’s approval ratings with progressives have been plummeting over the last few years and even more so in the previous few months.
Since he has control over Tesla and he is the only official spokesperson since he let go of the PR department in 2020, the CEO is dragging the automaker along for the ride.
This is a problem for Tesla as Democrats are much more likely to buy electric vehicles than Republicans:
Tesla’s sales have been crumbling over the last few months, and after the stock crashed 15% last Monday, President Trump held a controversial commercial for Tesla with Musk on the steps of the White House on Tuesday.
A day later, it was reported that Musk plans to give Trump another $100 million in political donations.
It was an apparent attempt to try to promote Tesla to Trump’s fans: conservatives.
Based on a Tesla inventory check and new order delivery timeline, we reported that the Trump ad appeared to have little to no impact on the demand for Tesla vehicles.
It could be that people see through Musk and Trump’s quid pro quo and, therefore, don’t value Trump’s “Tessler” endorsement seriously. Still, there’s also a more practical reason why Trump’s fans and conservatives generally don’t buy more Tesla vehicles: the locations of Tesla’s stores and service centers (hat tip to Ben).
Even if some Trump fans were interested in buying a Tesla after the White House commercial last week, they might have been turned off by the idea of having to drive several hours to a store or service center.
Tesla does not have stores or service centers in Alabama, Arkansas, North and South Dakota, Kansas, Montana, Nebraska, or Wyoming.
In some cases, it’s not entirely Tesla’s fault, as some of these states have laws against Tesla’s direct sale models. They force automakers to go through third-party franchise dealerships. This is an abuse of old state laws aimed at protecting dealers against unfair competition from the automakers they represent.
Car dealer lobbies use their influence on state legislatures to use these laws to block Tesla, Rivian, Lucid, and other automakers who never had franchise dealerships from operating their own stores and service centers.
But on top of not having locations in several red states, Tesla also primarily has locations in urban areas, whereas conservatives disproportionally live in rural areas.
The automaker has several dead zones and doesn’t operate locations in smaller cities and towns where there are several Ford, GM, Toyota, and other car dealers:
While it certainly does happen, it’s hard to convince someone to buy a car if they have to drive several hours to pick it up and have it serviced.
Electrek’s Take
In short, it’s not only harder to convince conservatives, on average, to buy an electric vehicle, but Tesla is also not correctly set up to sell and service cars in conservative regions of the US.
Though, I think that’s a small part of the problem.
Cars are not supposed to be political.
Even if Tesla successfully converted a significant percentage of conservatives to electric vehicles, it wouldn’t stop the company’s brand destruction.
Tesla’s reputation amongst Democrats and independents has sharply decreased over the last few years, and especially over the last few months, and that’s thanks to Elon Musk alienating them.
It’s tough to be a successful consumer product company when you have alienated 50% or so of your market.
Tesla is basically becoming the MyPillow of Trump’s second term.
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