Tesla’s new Model Y L might not come to the U.S., CEO Elon Musk said this morning.
It’s a missed opportunity, and I’m not the only one who feels this way.
In the past, I have personally written a handful of articles about what Tesla owners have been wanting in the United States: a full-sized SUV, or at least a vehicle that is larger than the Model Y but less of a crossover than the Model X.
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The only thing that Tesla has announced that even slightly matches this sort of idea is the Robovan, which is, optimistically, several years off because it lacks a steering wheel and pedals and will require Full Self-Driving to be fully autonomous.
Even if Tesla launches FSD next year, it will take a year or two to figure out manufacturing, go through regulatory hurdles with the EPA, and eventually enter mass production for customers.
The Model Y L has a variety of big changes that would be advantageous for the U.S. market, including a longer wheelbase, more comfortable seats, a third row that appears to be more spacious than Tesla’s six-seat Model Y that it previously offered, B-Pillar vents for rear passengers, and more.
However, Musk said it won’t come to the U.S. until next year, and that it “might not ever, given the advent of self-driving in America.”
This variant of the Model Y doesn’t start production in the US until the end of next year.
Might not ever, given the advent of self-driving in America.
— Elon Musk (@elonmusk) August 20, 2025
To be blunt, I’m not sure if I truly believe that Musk thinks the Model Y L won’t come to the U.S. Some believe he said this to not Osborne Effect Model Y sales here, which seems more likely than anything.
Tesla Model Y L gets disappointingly far production date in the United States
People have been buying the Model Y for two years more than any other car in the world. To act as if many families would not appreciate the extra space seems very strange; a big complaint with the Model Y is that it simply does not fit larger families.
If you have four kids, you’re forced into the Model X, which might be too expensive for some families, as it starts at $79,990.
While Tesla’s focus is undoubtedly on autonomy, it is important to remember that some people still really enjoy the act of driving their cars. Tesla has worked very hard to create a fun and sporty driving experience, especially in the new Model Y. Many consumers, including myself, like to take advantage of that.
Autonomy might eventually take over human driving completely, but in the near term, it does not seem as if that is the case. Even if someone were interested in never driving again, this longer and more spacious Model Y L would be an ideal option for American families that need the room for at least six passengers.
Quite a few big names in the Tesla community share this sentiment:
I’m a little surprised by this.
I think the Model Y L would sell extremely well in North America, even with the advent of self-driving. Americans love their larger SUVs. Bigger families here want the Model Y L. There is a need in North America for larger all-electric SUVs at a… https://t.co/v7D1IpCnET
— Sawyer Merritt (@SawyerMerritt) August 20, 2025
More than likely, Musk does not want to announce a more attractive option than the current Model Y, as many consumers would likely wait a year or two for the L in an effort to have more space.
In all honesty, I see the Model Y L coming to the United States, as it truly fits the bill as an ideal car for the modern American family.