Tesla Model 3
Tesla Gigafactory 3’s completion will be an inconvenient truth for TSLA skeptics
A recent drone flyover of Tesla’s Gigafactory 3 in China reveals that the factory shell of the upcoming electric car general assembly building is all but complete. Seemingly in relation to this milestone, Tesla has also started teasing the vehicle that will be produced in the expansive facility: the Standard Model 3, which will be competing against locally-made electric cars in China.
Videos of the Gigafactory 3 site taken on Sunday, May 26, 2019 (credit to Jason Yang for the footage), reveal that the shell of the general assembly building is all but complete. Roofs and walls look almost complete, and the facade of the facility has even been lined with Tesla’s trademark red color. Fewer heavy cranes are also currently deployed on the site, suggesting that work is now shifting towards the interior of Gigafactory 3.
Near the general assembly building, color-coded modular units have been built. Tesla has not announced what these units are, though their construction and design suggest that they might be dormitories, possibly for employees who will be working on the factory. A wide staging area has also been completed near the facility, which seems to be designed for presentations and events.
Gigafactory 3’s progress and eventual Model 3 production could provide Tesla with an unexpected boost this year. So far, Wall St. analysts, particularly those who have downgraded the stock, and TSLA skeptics have largely disregarded Gigafactory 3 in their thesis. If Tesla pulls it off and actually starts producing the Model 3 in Gigafactory 3 this year, the facility could provide the company the help it needs to meet its ambitious, self-imposed production and delivery goals this year. Underestimated and ignored by the company’s skeptics over the past months, Gigafactory 3 could very well become an inconvenient truth for Tesla’s critics.
The upcoming completion of Gigafactory 3 means that Tesla is a step closer towards its goal of producing locally-made Model 3s in China. Tesla is already selling the Model 3 in the country, but the vehicles command a high price due to import tariffs. Producing electric cars in Gigafactory 3 will allow Tesla to tap into the lucrative and ever-growing Chinese EV market with vehicles that are competitive in price compared to offerings from local manufacturers.
Shanghai officials have urged Tesla’s construction partner to complete the first phase of Gigafactory 3’s construction within May, and looking at the pace of the factory’s buildout so far, this target appears to be quite feasible. Seemingly in conjunction with this, Tesla has also released a couple of teasers pointing to an important announcement on May 31. A recent teaser released on Tuesday involved the company introducing a guessing game for the price of locally-made Model 3. This all but suggests that the company’s announcement this Friday would be in one way or another related to Gigafactory 3 and the electric sedan.
The pace of Gigafactory 3’s buildout has bordered on the ridiculous, with China’s workforce adopting a 24/7 schedule in its attempt to meet the Shanghai government’s target completion date. The facility’s construction is progressing so quickly; it is on track to set a record for the fastest factory buildout in China to date. Gigafactory 3, after all, only broke ground last January, and the first pillar was set up in mid-March. This means that over the span of two and a half months, Gigafactory 3 has transformed from leveled ground and one pillar to a nearly complete factory shell.
Watch Gigafactory 3’s flyover last Sunday in the video below.
Cybertruck
Tesla Mobile App gets a new feature that wrap fans are going to love
Tesla’s Summer Update removes the USB drive step from customizing your car’s digital wrap design.
Tesla’s latest 2026 Summer Update quietly closes out one of the more tedious steps in personalizing a Tesla’s digital appearance. Uploading a custom wrap design used to require a USB drive. Now it doesn’t.
The feature is listed in Tesla’s release notes as “Send Custom Wraps from Mobile App.” The company described it plainly: “Skip the USB drive and upload a custom wrap of your car from the mobile app. Instructions for creating a custom wrap here: github.com/teslamotors/custom-wraps.”
The digital wrap tool has been around since Tesla’s 2024 Holiday Update, when it launched for Cybertruck owners first, as Teslarati reported at the time. Getting a design onto the car meant formatting a USB drive, creating a folder named exactly “Wraps,” dropping in PNG files sized between 512×512 and 1024×1024 pixels and under 1 MB each, then plugging the drive in and applying the wrap through Toybox. Tesla expanded the tool to other models and renamed it from “Colorizer” to “Paint Shop” with the 2025 Holiday Update, while also adding license plate and window tint customization alongside the wraps.
Custom wraps via mobile app https://t.co/5OydZ26g9p pic.twitter.com/uexU0ZePxu
— Tesla (@Tesla) July 22, 2026
The latest Summer Update removes the USB step from that process. Owners will be able to pull a design from wherever they saved it, whether that’s a download from social media or something built from Tesla’s own GitHub templates, and push it to the car directly through the app.
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
It’s a small fix relative to the rest of this latest release, which also included expanded Grok voice commands, automatic navigation that learns regular routes, and self-driving stats inside the mobile app, all detailed in our rundown of the full Summer Update. The USB requirement was one of the more common complaints about Paint Shop since it launched. Tesla did not say when the wrap upload change would reach individual vehicles, only that the broader update is rolling out now in waves.
News
Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Tesla’s AI chief suggests the newest FSD v14 Lite build may finally go wide release.
Tesla’s head of AI, Ashok Elluswamy, noted on Sunday that the newest FSD v14 Lite build rolling out to Hardware 3 cars is likely the version that goes to wide release, the strongest signal yet that Tesla is near to closing out an early access phase that Hardware 3 owners have waited more than a year for.
Elluswamy made the comment in response to an extensive review from Tesla owner Zack, known on X as @BLKMDL3, who tested software version 2026.20.6.10 and detailed the changes in a lengthy post. “FSD v14 Lite (for Tesla AI3 hardware vehicles) review.
The update restarts a rollout that had stalled after its initial release. Tesla began pushing FSD v14 Lite to Hardware 3 early access drivers on June 29, bringing driving behavior learned on the newer Hardware 4 computer down to the more limited chip that has powered Tesla vehicles built between 2019 and early 2023. That release, as we covered in detail, gave roughly 4 million HW3 vehicles their first meaningful update since being frozen on version 12.6 in early 2025.
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
The latest build adds features that bring Hardware 3 closer in line with what Hardware 4 owners already have. FSD can now start directly from park without a brake pedal confirmation, a change Zack called a small but meaningful quality of life improvement. The interface also picks up the blue “P” park icon, approaching destination alerts, and a dedicated Self-Driving app with streak tracking, all details previously exclusive to the AI4 branch of v14, as outlined in Tesla’s original release notes.
The stakes around Hardware 3 go beyond software polish. Tesla sold the Full Self-Driving package for years on the promise that every vehicle equipped with it had the hardware needed to eventually drive itself without supervision. That promise broke down during Tesla’s Q1 2026 earnings call, when Musk acknowledged HW3 cars could not run unsupervised FSD, prompting Tesla to offer trade-in discounts and hardware retrofits alongside the Lite software track.
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla has continued to frame v14 Lite as the primary path forward for the HW3 fleet, telling owners in April that international markets would follow the U.S. rollout once regulatory approvals came through. For now, HW3 owners in the early access group are the only ones running the new build. A broader rollout would mark the second major software delivery to the legacy fleet since Tesla first released FSD v14 to Hardware 4 vehicles, and the first sign since June that the Lite program is still moving rather than stuck in early access limbo.
Tesla had a petition protesting a recall to fix a potential issue with 2017-2023 Model Y and Model 3 vehicles’ headlights was denied, as the National Highway Traffic Safety Administration (NHTSA) disagreed with the company’s opinion of things.
The recall covers approximately 19,917 Model Y and Model 3 vehicles built from 2017 to 2023. Tesla initially submitted a noncompliance report for the headlights on these vehicles on March 15, 2024. Tesla then petitioned for an exemption from the fix, which violated FMVSS No. 108 (40 CFR 571.108), arguing that the “noncompliance is inconsequential as it relates to motor vehicle safety.
🚨 Tesla was denied a petition by the NHTSA to avoid a recall of 19,900 2017-2023 Model 3 and Model Y vehicles.
The NHTSA found that the vehicles’ headlights may exceed maximum lighting levels. Tesla argued it was inconsequential and did not require a recall. pic.twitter.com/m8Jmm1teLL
— TESLARATI (@Teslarati) July 16, 2026
The NHTSA disagreed, stating that Tesla’s conclusion that the headlights do not increase any risk was not an opinion it shared. The agency said it disagreed with Tesla’s assumption that glare is not increased to surrounding traffic. This issue could be highlighted even more in certain weather conditions.
Tesla will be required to remedy the issue, the NHTSA ruled:
“In consideration of the foregoing, NHTSA has decided that Tesla has not met its burden of persuasion that the subject FMVSS No. 108 noncompliance is inconsequential to motor vehicle safety. Accordingly, Tesla’s petition is hereby denied, and Tesla is consequently obligated to provide notification of and free remedy for that noncompliance under 49 U.S.C. 30118 and 30120.”
The issue here appears to be the angle of the headlights and the brightness they emit during operation. The NHTSA report states that:
“Tesla’s headlamp supplier, Marelli Automotive Lighting, tested 25 right-hand and 25 left-hand lamps, and for this sample, found the maximum photometric intensity measured in the 10°U to 90°U and 90°L to 90°R zone was between 136.2 cd and 230.1 cd for the right-hand lamps and between 117.5 cd and 160.3 cd for the left-hand lamps. According to Tesla, these tests revealed that the photometric intensity of the right-hand and left-hand headlamp lower beam on the subject vehicles may measure as much as 230.1 cd in the 10°U to 90°U and 90°L to 90°R zone, exceeding the maximum photometric intensity by 105.1 cd. Additionally, Tesla states that a left-hand lamp tested by a Transport Canada recognized laboratory measured a maximum of 171.27 cd in the 10°U to 90°U and 90°L to 90°R zone. Despite these measurements exceeding the allowed photometric maximum of 125 cd, Tesla believes that the subject noncompliance is inconsequential to motor vehicle safety.”
Tesla also argued at some points that the headlights had not been deemed responsible for any complaints, accidents, or injuries related to the noncompliance.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla is about to make parking in busy lots less stressful than ever
