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Ford F-150 Lightning wait times for XLT trim shrink, reservations no longer needed

Credit: Jim Farley

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Ford announced today that it is on track to increase production of the F-150 Lightning’s various trims, including the high-demand XLT model, as capacity will continue to ramp up at the Rouge Electric Vehicle Center this fall, decreasing customer wait times.

Ford is continuing to accept retail customer orders of both the Lariat and Platinum models of the F-150 Lightning, but customer interest in the XLT trim has effectively put the automaker in a tough position due to heightening demand.

Ford F-150 Lightning has found a unique niche of consumers

Ford has worked with its suppliers to enable higher production metrics for the XLT trim in particular, as it has been the most sought-after trim level of the F-150 Lightning, which is the company’s introductory electric pickup.

“Customer interest for XLT has considerably outstripped supply since the F-150 Lightning launch, and we’ve worked with our suppliers to help address that,” Marin Gjaja, Chief Customer Officer of Ford’s Model e division, said. “We heard loud and clear from our customers that they want their truck deliveries as close as possible to their orders. As we scale production, we are making this possible.”

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The XLT trim of the F-150 Lightning starts at $64,474 before federal tax credits and can be ordered at a Ford dealer or online. It also has an extended-range battery option that will increase range from the standard 240 to 320 miles, and is available for $78,874.

The increase in production of the F-150 Lightning is just one part of Ford’s plan to scale electric vehicles and increase manufacturing capacity to continue matching demand. Ford wants to triple production by the end of the year to reach 150,000 units, which would help the company meet the overwhelming demand for the vehicle, which has been hard to put a reservation in for due to its extensive waitlist.

To help support its goals of expanding EV adoption, Ford recently announced it would adopt Tesla’s charging connector in the next few years. Tesla, in turn, will also open 12,000 of its North American Supercharger locations to Ford beginning next Spring.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla starts laying the groundwork for FSD tests in Austria

The job opening comes as the company pushes regulatory approvals and data collection in new European markets.

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Credit: Grok Imagine

Tesla seems to be ramping its efforts to hire key personnel for FSD’s eventual expansion in Europe. This was hinted at in a new job listing for a vehicle operator role in Vienna, Austria. 

The job opening comes as the company pushes regulatory approvals and data collection in new European markets.

Vienna’s vehicle operator role

Tesla posted the job for “Fahrer (Vehicle Operator) (m/w/d)” in its Vienna office on its Careers website, seeking candidates to drive and monitor test vehicles as part of the Autopilot and AI team. The role involves collecting real-world driving data to refine Full Self-Driving systems for the country’s local roads. Responsibilities include operating vehicles in urban and highway environments, documenting system performance, among other tasks.

Applicants need a valid Austrian driver’s license and at least two years of driving experience. Fluency in English is essential, along with a familiarity with driver assist systems. Tesla noted that the position offers a minimum annual gross salary of EUR 32,000, though relevant professional experience and qualifications will be taken into account. Similar to other Tesla roles, the position also offers TSLA stock as an incentive.

Tesla’s FSD Push in Europe

Tesla’s FSD efforts in Europe have accelerated in recent months, with significant progress in Spain serving as a key milestone. In July 2025, Spain’s Directorate-General for Traffic launched the ES-AV framework to standardize automated vehicle testing, authorizing Tesla for nationwide FSD trials with 19 vehicles under Phase 3, which allows optional onboard safety operators and remote monitoring. 

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The program, running through November 2027, aims to position Spain as a leader in the field, as DGT stated: “The program is designed to complement and enhance oversight, regulation, research, and transparency efforts, as well as to support innovation and advancements in automotive technology and industry.”

Beyond Spain, Tesla has conducted FSD demonstrations in Germany, France and Italy for consumers, while pursuing national approval in the Netherlands for early 2026.

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Tesla Semi factory looks almost complete during Thanksgiving weekend

Based on recent drone videos, the Tesla Semi factory looks practically ready to start operations.

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Credit: Tesla

It appears that the Tesla Semi factory near Giga Nevada is already hard at work preparing for the initial production of the Class 8 all-electric truck. This was, at least, hinted at in a recent drone flyover of the facility from a longtime watcher. 

The Tesla Semi factory after Thanksgiving

Drone operator and Tesla Semi advocate @HinrichsZane recently shared some footage he captured of the upcoming facility during the Thanksgiving weekend. Based on his video, it appears that Tesla gave its employees in the area the weekend off. One thing is evident from the video, however, and that is the fact that the Tesla Semi factory looks practically ready to start operations.

The Tesla Semi watcher did point out that the electric vehicle maker is still busy bringing in production equipment into the facility itself. Once these are installed, it would not be surprising if initial production of the Tesla Semi begins.

A new Tesla Semi

The upcoming completion of the Tesla Semi factory near Gigafactory Nevada seems all but inevitable in the coming months. What would be especially interesting, however, would be the vehicles that would be produced on the site. During Elon Musk’s presentation at the 2025 Annual Shareholder Meeting, a glimpse of the production Tesla Semi was shown, and it looks quite a bit different than the Class 8 all-electric truck’s classic appearance.

As could be seen in the graphic from the CEO’s presentation, the updated Tesla Semi will feature slim lightbar headlights similar to the new Tesla Model Y, Cybertruck, and the Cybercab. Tesla also teased a number of aerodynamic improvements that increased the truck’s efficiency to 1.7 kWh per mile. Extended camera units, seemingly for FSD, could also be seen in the graphic. 

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Tesla scores major hire as Apple scientist moves to Optimus team

Chen, who advanced from individual contributor to technical lead during his time at Apple, noted that he was blown away by Tesla’s efforts and synergy.

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Credit: Tesla Optimus/X

Former Apple research scientist Yilun Chen has left the tech giant to join Tesla’s Optimus AI team. Chen, who advanced from individual contributor to technical lead during his time at Apple, noted that he was blown away by Tesla’s efforts and synergy.

Apple veteran closes a major chapter

In a farewell note, Yilun Chen reflected on his tenure at Apple as a period defined by rapid growth and exposure to notable internal projects, some of which remain unreleased. His roles spanned engineering, research, early product incubation, and hands-on prototyping, allowing him to build expertise across both mature and emerging teams.

Chen credited mentors, colleagues, and cross-functional collaborators for shaping his trajectory, calling the experience unforgettable and emphasizing how each team taught him different lessons about scaling technology, guiding product vision, and navigating fast-moving research environments. “Each role has offered me invaluable unique lessons… My deepest gratitude goes to my colleagues, mentors and friends,” he wrote.

Tesla’s Optimus lab secured the hire

Chen said the move to Tesla was driven by the momentum surrounding Optimus, a humanoid robot powered by LLM-driven reasoning and Physical AI. After visiting Tesla’s Optimus lab, he admitted that he was “totally blown away by the scale and sophistication of the Optimus lab and deep dedication of people when I got to visit the office.”

His first week at Tesla, he noted, involved spontaneous deep-tech discussions, a flat team structure, rapid prototyping cycles, and what he called a “crazy ideas with super-fast iterations” culture. Chen emphasized that the team’s ambition, as well as its belief that humanoid robots are now within reach, creates an energy level that feels aimed at changing the world.

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“You can feel the energy to change the world here,” he wrote in a post on social media. 

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