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Tesla to begin pilot production of Model 3 on February 20
Tesla has put Model 3 suppliers on notice that the company intends to start test building the Model 3 on February 20. Manufacturers often test build new models to verify that the assembly line is configured properly, to assess the build quality before full production starts, and to check on the quality of the parts that will be used in manufacture. The source who supplied the information to Reuters did not indicate how many Model 3 vehicles would be involved in the test build.
The pushback of Tesla’s fourth quarter earnings call to February 22, and two days after Model 3 pilot production begins, isn’t a coincidence. “What better way to stoke the fan base and Wall Street than to wheel out pre-production models” ahead of the earnings announcement, said one person familiar with Tesla’s plans who spoke on condition of anonymity.
A spokesperson for Tesla declined to comment on the company’s production schedule, but said “our ramp-up in production moves as fast as the slowest and least lucky supplier.” Musk had told investors last year that the company could miss the July 2017 startup target if suppliers do not meet deadlines.
Investors are nervous about the start of production for the Model 3 because Tesla has experienced numerous delays in bringing its automobiles to market on time in the past. If it is late to market with the Model 3, that could put negative pressure on the company’s stock price. Tesla’s current market capitalization of about $41 billion is equivalent to that of Nissan, which produced just over 5.5 million cars in 2016. Tesla produced 83,922.
The company had serious problems getting the Model X into volume production, due in part to issues involving its innovative Falcon Wing doors and in part to build quality and parts supply problems. Many interested observers are expecting the company to have similar issues bringing the Model 3 to market on time. But if Tesla can hit the very aggressive targets set by Musk, it’s stock value could improve significantly.
Red Tesla Model 3 at the vehicle unveiling event on March 31, 2016 from the company’s Hawthorne, CA Design Center.
Last May, Tesla announced it had taken 373,000 refundable $1,000 deposits for the Model 3 from customers around the world, making the Model 3 the most successful new car model in history. Musk says the company will be building 500,000 cars a year by the end of next year — another bold projection that some analysts find hard to believe.
“We assume “0” Model 3 deliveries in ’17,” Barclays analyst Brian Johnson wrote in a Jan. 3 note. Morgan Stanley’s Adam Jonas in a Jan. 19 note said he expected a “soft launch” of the Model 3 to be delayed until late 2017. Nonetheless, Jonas has raised his target price for Tesla stock to $305 per share.
Whether the company meets or beats its own self imposed deadlines for the Model 3, there is no doubt the Model 3 is the most anticipated new car in the world. The Tesla faithful would love for Tesla to hit its marks, but if the cars are delayed — even substantially — investors may lose faith in the company temporarily but its customers never will.
News
Tesla hints at Starlink integration with recent patent
“By employing polymer blends, some examples enable RF transmission from all the modules to satellites and other communication devices both inside and outside the vehicle.”
Tesla hinted at a potential Starlink internet terminal integration within its vehicles in a recent patent, which describes a vehicle roof assembly with integrated radio frequency (RF) transparency.
The patent, which is Pub. No U.S. 2025/0368267 describes a new vehicle roof that is made of RF-transparent polymer materials, allowing and “facilitating clear communication with external devices and satellites.”
Tesla believes that a new vehicle roof design, comprised of different materials than the standard metallic or glass elements used in cars today, would allow the company to integrate modern vehicular technologies, “particularly those requiring radio frequency transmission and reception.
Tesla has recently filed a US patent application on integrating RF transparent materials into the roof structure.
“facilitating clear communication with external devices and satellites”
Tesla fleet is getting @Starlink connectivity integration soon. LFG @Tesla @elonmusk… pic.twitter.com/bLa8YtPLd1
— Chansoo Byeon (@Chansoo) December 9, 2025
Instead of glass or metallic materials, Tesla says vehicles may benefit from high-strength polymer blends, such as Polycarbonate, Acrylonitrile Butadiene Styrene, or Acrylonitrile Styrene Acrylate.
These materials still provide ideal strength metrics for crashworthiness, stiffness for noise, vibration, and harshness control, and are compliant with head impact regulations.
They would also enable better performance with modern technologies, like internet terminals, which need an uninterrupted signal to satellites for maximum reception. Tesla writes in the patent:
“By employing polymer blends, some examples enable RF transmission from all the modules to satellites and other communication devices both inside and outside the vehicle.”
One of the challenges Tesla seems to be aware of with this type of roof design is the fact that it will still have to enable safety and keep that at the forefront of the design. As you can see in the illustration above, Tesla plans to use four layers to increase safety and rigidity, while also combating noise and vibration.
It notes in the patent that disclosed examples still meet the safety requirements outlined in the Federal Motor Vehicle Safety Standards (FMVSS).
Starlink integrated directly into Tesla vehicles would be a considerable advantage for owners. It would come with a handful of distinct advantages.
Initially, the inclusion of Starlink would completely eliminate cellular dead zones, something that is an issue, especially in rural areas. Starlink would provide connectivity in these remote regions and would ensure uninterrupted service during road trips and off-grid adventures.
It could also be a critical addition for Robotaxi, as it is crucial to have solid and reliable connectivity for remote monitoring and fleet management.
Starlink’s growing constellation, thanks to SpaceX’s routine and frequent launch schedule, will provide secure, stable, and reliable internet connectivity for Tesla vehicles.
Although many owners have already mounted Starlink Mini dishes under their glass roofs for a similar experience, it may be integrated directly into Teslas in the coming years, either as an upgrade or a standard feature.
News
Tesla supplements Holiday Update by sneaking in new Full Self-Driving version
It seems Tesla was waiting for the Hardware 4 rollout, as it wanted to also deploy a new Full Self-Driving version to those owners, as it appeared in the release notes for the Holiday Update last night.
Tesla has surprised some owners by sneaking in a new Full Self-Driving version with the wide release of the Holiday Update, which started rolling out to Hardware 4 owners on Friday night.
Tesla has issued a controlled and very slow release pattern with the Holiday Update, which rolls out with Software Version 2025.44.25.5.
For the past two weeks, as it has rolled out to Hardware 3 and older Tesla owners, the company has kept its deployment of the new Software Version relatively controlled.
It seems Tesla was waiting for the Hardware 4 rollout, as it wanted to also deploy a new Full Self-Driving version to those owners, as it appeared in the release notes for the Holiday Update last night.
Tesla Full Self-Driving v14.2.1.25 made its first appearance last night to Hardware 4 owners who are members of the Early Access Program (EAP). It appears to be a slight refinement from FSD v14.2.1, which has been out for a couple of weeks.
Tesla v2025.44.25.5 Holiday update incoming
Also Full Self-Driving v14.2.1.25!!! pic.twitter.com/74D7S0UGXz
— TESLARATI (@Teslarati) December 13, 2025
Many owners welcome the new FSD version, us included, because we’ve been less than impressed with v14.2.1. We have experienced some minor regressions with v14.2.1, especially with Speed Limit recognition, Speed Profile tinkering, and parking performance.
As it stands, Full Self-Driving is still particularly impressive, but Tesla is evidently having an issue with some of the adjustments, as it is still refining some of the performance aspects of the suite. This is expected and normal with some updates, as not all of them are an improvement in all areas; we routinely see some things backtrack every once in a while.
This new FSD version is likely to take care of those things, but it also includes all of the awesome Holiday Update features, which include:
- Grok with Navigation Commands (Beta) – Grok will now add and edit destinations.
- Tesla Photobooth – Take pictures inside your car using the cabin-facing camera
- Dog Mode Live Activity – Check on your four-legged friend on your phone through periodic snapshots taken of the cabin
- Dashcam Viewer Update – Includes new metrics, like steering wheel angle, speed, and more
- Santa Mode – New graphics, trees, and a lock chime
- Light Show Update – Addition of Jingle Rush light show
- Custom Wraps and License Plates – Colorizer now allows you to customize your vehicle even further, with custom patterns, license plates, and tint
- Navigation Improvements – Easier layout and setup
- Supercharger Site Map – Starting at 18 pilot locations, a 3D view of the Supercharger you’re visiting will be available
- Automatic Carpool Lane Routing – Navigation will utilize carpool lanes if enabled
- Phone Left Behind Chime – Your car will now tell you if you left a phone inside
- Charge Limit Per Location – Set a charge limit for each location
- ISS Docking Simulator – New game
- Additional Improvements – Turn off wireless charging pad, Spotify improvements, Rainbow Rave Cave, Lock Sound TRON addition
Tesla also added two other things that were undocumented, like Charging Passport and information on USB drive storage to help with Dashcam.
Tesla is updating Cybertruck owners on its timeline of a massive feature that has yet to ship: Powershare with Powerwall.
Powershare is a bidirectional charging feature exclusive to Cybertruck, which allows the vehicle’s battery to act as a portable power source for homes, appliances, tools, other EVs, and more. It was announced in late 2023 as part of Tesla’s push into vehicle-to-everything energy sharing, and acting as a giant portable charger is the main advantage, as it can provide backup power during outages.
Cybertruck’s Powershare system supports both vehicle-to-load (V2L) and vehicle-to-home (V2H), making it flexible and well-rounded for a variety of applications.
However, even though the feature was promised with Cybertruck, it has yet to be shipped to vehicles. Tesla communicated with owners through email recently regarding Powershare with Powerwall, which essentially has the pickup act as an extended battery.
Powerwall discharge would be prioritized before tapping into the truck’s larger pack.
However, Tesla is still working on getting the feature out to owners, an email said:
“We’re writing to let you know that the Powershare with Powerwall feature is still in development and is now scheduled for release in mid-2026.
This new release date gives us additional time to design and test this feature, ensuring its ability to communicate and optimize energy sharing between your vehicle and many configurations and generations of Powerwall. We are also using this time to develop additional Powershare features that will help us continue to accelerate the world’s transition to sustainable energy.”
Owners have expressed some real disappointment in Tesla’s continuous delays in releasing the feature, as it was expected to be released by late 2024, but now has been pushed back several times to mid-2026, according to the email.
Foundation Series Cybertruck buyers paid extra, expecting the feature to be rolled out with their vehicle upon pickup.
Cybertruck’s Lead Engineer, Wes Morrill, even commented on the holdup:
As a Cybertruck owner who also has Powerwall, I empathize with the disappointed comments.
To their credit, the team has delivered powershare functionality to Cybertruck customers who otherwise have no backup with development of the powershare gateway. As well as those with solar…
— Wes (@wmorrill3) December 12, 2025
He said that “it turned out to be much harder than anticipated to make powershare work seamlessly with existing Powerwalls through existing wall connectors. Two grid-forming devices need to negotiate who will form and who will follow, depending on the state of charge of each, and they need to do this without a network and through multiple generations of hardware, and test and validate this process through rigorous certifications to ensure grid safety.”
It’s nice to see the transparency, but it is justified for some Cybertruck owners to feel like they’ve been bait-and-switched.
Tesla hints at Starlink integration with recent patent
Tesla supplements Holiday Update by sneaking in new Full Self-Driving version
