Ride the Lightning: Tesla and EV Podcast Episode 556: Tesla CEO: "Something Way Cooler Than a Minivan Is Coming"
Mar 29, 2026
They dig into Elon Musk's tease about a mysterious vehicle that could upend family transport. Sightings and shipping clues hint that a new Model Y L variant is arriving in the US soon. Regulatory progress for FSD Supervised in Europe and new 500 kW Supercharger openings get coverage. Patent filings point to Roadster updates, and Sony-Honda Afila's cancellation is unpacked.
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Jay Leno Segment Confirms Semi Uses 4680 Cells
- Franz von Holzhausen and Dan Priestley appeared on Jay Leno's Garage showing the production Tesla Semi and confirmed the final production Semi uses 4680 cells.
- Ryan watched the full interview and notes Tesla didn't disclose pricing yet but reinforced 4680 adoption for the Semi.
Model S and X Orders Begin To Close Regionally
- Tesla set a firm order cutoff for Model S and Model X in South Korea (orders accepted until March 31, 2026), signaling the start of global S/X wind-down.
- Ryan notes this is likely the first of many regional cutoffs as Fremont winds down S/X production.
Sony‑Honda Afila Project Is Cancelled
- Sony Honda Mobility cancelled the Afila One (PlayStation car) after Honda changed its EV strategy, so reservations will be refunded.
- Ryan suspected the boutique joint venture concept was unlikely to reach mass production and Honda's pullback sealed its fate.