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Elon Musk talks rapid Tesla Gigafactory 3 construction, cites Supercharger buildout in 12 days
In an interview with local Chinese media outlet KNews, Tesla CEO Elon Musk expressed his expectations of rapid completion of the country’s coming Gigafactory 3 in Shanghai. A groundbreaking ceremony was held yesterday morning in Shanghai’s Lingang Industrial Zone, the site where the building will be located. Musk has previously given a two-year estimation for construction to the production of the first vehicles, an amount of time already considered ambitious by many. However, the CEO’s confidence in Shanghai only seems to reinforce his previously provided timeframe.
Speaking with a KNews reporter, the business mogul referred to the pace of progress experienced during a large Supercharger network installation in Shanghai – achieved in a mere 12 days – along with the resources available in the city as reasons for his optimism. “I kind of was expecting rapid progress because I know how quickly things can be built in Shanghai,” he said. Construction work on the factory has already begun – a leveled plot of land and perimeter fence were spotted via drone footage in early December last year.
The Chinese government’s support of Tesla’s presence in the country has also been clearly evident via access to low-interest loans from local Shanghai banks and an unchallenged bid for a lot of land Gigafactory 3 will occupy. The energy around Tesla’s new construction and business endeavors in China clearly have Musk excited for its future.
“I’ve been very impressed with the construction in Shanghai. It’s very efficient, it’s very fast and high quality… And I first saw that when we were building the Tesla supercharger network. We were able to build this amazing supercharger, quite a big supercharger, in downtown Shanghai in like 12 days. It was amazing. It was like the fastest we’d ever built anything in the world,” he beamed to the KNews reporter.
The timelines for constructing resources for Tesla’s operations, i.e, superchargers and Gigafactories, are difficult to estimate due to the nature of local operations. Regulations must be met, permits acquired, and talent pools sourced. Since the Chinese government is acutely aware of the benefits of a large Tesla presence in the country from a market and employment standpoint, as well as the job seekers already excited to come on board with Gigafactory 3, these usual hiccups in construction projects seem to be minimized. Musk hopes to capitalize that to set new records for the auto company.
“We can set a new Tesla record for construction and make a beautiful sustainable factory that is our most advanced Tesla Gigafactory in the world and do so in the fastest period of time that we have ever built a Gigafactory…and do so because of the great resources and capabilities in Shanghai,” he remarked.
Watch the full KNews interview at the link below courtesy of @vincent13031925:
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
