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Tesla China’s new six-seat Model Y L already sold out through October

New Tesla Model Y L orders now show an estimated delivery date of November 2025 at the earliest.

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Credit: Tesla China

Tesla’s new Model Y L is sold out for October in China, with new orders showing an estimated delivery date of November 2025 at the earliest. 

The extended-wheelbase variant, launched in August and first delivered this month, has quickly become one of Tesla’s strongest-selling vehicles in its key overseas market.

Demand and expectations

Tesla China initially positioned the Model Y L for September deliveries, with Vice President Grace Tao confirming on Weibo that the vehicle would begin reaching customers this September. True to that promise, the first handovers of the vehicle started last week. Since its launch, the six-seat crossover has sold out its September and October allocations, hinting at healthy demand.

Industry estimates suggested that Tesla received more than 35,000 orders for the Model Y L on launch day alone. While some Model Y L orders may overlap with those of the standard Model Y, industry watchers have noted that the six-seat, extended wheelbase variant is expanding the company’s total addressable market by appealing to car buyers who need more space and seating.

Credit: Tesla China

Tesla China boost

The Model Y L’s strong momentum is significant as Tesla navigates a competitive Chinese EV sector. With deliveries now stretching into November, the new crossover could potentially lift Tesla’s quarterly sales performance and help maintain its relevance in a market dominated by fast-moving domestic brands.

Beyond China, the extended-wheelbase Model Y L may also serve as a strategic export product for markets where larger family vehicles are in demand. Its early sellout performance suggests that Tesla has tapped into a new growth lever within its most successful vehicle lineup. With a starting price of RMB 339,000 ($47,180), after all, the Model Y L has the makings of a true bang-for-the-buck vehicle.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Neuralink’s first human patient shares journey to renewed self-independence

Before the surgery, Arbaugh described life as “a blur of meaningless time.”

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Credit: Steve Jurvetson/Twitter

Less than two years after becoming the first person to receive Neuralink’s brain-computer interface, Noland Arbaugh is living a completely transformed life. 

Paralyzed from the shoulders down following a 2016 swimming accident, Arbaugh underwent a two-hour robotic surgery that implanted Neuralink’s Telepathy device into his motor cortex. This has allowed him to control devices and even play video games using only his mind.

A new kind of independence

Since the implant, Arbaugh has reclaimed daily activities that were once impossible. He browses the web, plays video games like Mario Kart, studies neuroscience, and operates his smart home without lifting a finger, according to The Valley Vanguard. Though the device requires periodic charging, Arbaugh views the trade-off as minor compared to the independence it provides. 

Arbaugh described his life before his Neuralink surgery as “a blur of meaningless time.” Today, he spends up to ten hours a day using the chip to learn and connect with others. He has gone back to school, diving deep into neuroscience, and he has also discovered a new purpose through public speaking. 

He does not hesitate to share his story with audiences worldwide. “It feels like I’ve been given a second shot,” he said. “I always had potential, now I have a way to express it.”

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Challenges and a vision

Being the first Neuralink patient has not been without strain. Arbaugh has faced intense media scrutiny, online harassment, and even a dangerous SWAT incident at his home triggered by a hoax call, as noted in a Forbes report. Still, he remains a vocal supporter of the technology, funding his advocacy through speaking events and public outreach.

Founded by Tesla and SpaceX CEO Elon Musk, Neuralink’s goal is to connect human thought seamlessly with tech devices, potentially restoring communication and mobility for those living with paralysis or other conditions. Arbaugh’s success with his Telepathy device offers a tangible demonstration of what’s possible, and as per Elon Musk, Neuralink is now preparing to roll out its Blindsight device, which should be capable of restoring sight to the visually impaired.

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Boring Company buys land near Nashville Airport as Music City Loop advances

The Music City Loop will feature a 9.5-mile underground transit tunnel linking downtown Nashville with Nashville International Airport.

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Credit: The Boring Company

Elon Musk’s The Boring Company has purchased its first parcel of land in Nashville, marking a step toward its Music City Loop project. 

As per Davidson County records, the tunneling startup acquired 0.84 acres at 200 Jupiter Drive on September 23 for $937,812 through its Nevada-based LLC, FJ Pads. The property, which is located less than half a mile from Nashville International Airport, currently houses a church and parking lot.

A boring land purchase

The sale actually represents a significant increase in value for the plot’s owners, Pastor Migel Seda and his wife Euralia, as the plot of land was acquired in 2016 for just $210,000. That’s a substantial 347% premium, as noted in a report from The Tennessean

The Boring Company has not disclosed how the land will be used, but its proximity to the airport has prompted speculations from Tesla community members that it could serve as a staging yard or operations hub for the Music Loop’s construction. The price that The Boring Company paid for the parcel of land is not surprising as well, as Elon Musk’s companies have been known to pay a premium for real estate. 

That being said, neither the sellers nor the tunneling startup issued a comment about the purchase.

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Music City Loop

Back in July 2025, the Boring Company announced plans to build the Music City Loop, a 9.5-mile underground transit tunnel linking downtown Nashville with Nashville International Airport. The system is intended to provide fast, congestion-free travel for commuters. Expectations are high that the Loop system could be operational as soon as Spring 2026.

“Music City Loop will connect downtown and the Convention Center to Nashville International Airport with a transit time of approximately 8 minutes – using underground tunnels beneath state-owned roadways,” the Boring Company noted on the project’s official webpage.

Tennessee Governor Bill Lee shared his enthusiasm for the Music City Loop. “By leveraging the innovation of private companies like The Boring Company, we’re exploring possibilities we couldn’t achieve on our own as a state. This potential partnership represents the kind of forward-thinking, fiscally responsible approach that will define the future of transportation in Tennessee,” he said.

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Tesla China shows off Model Y L’s manufacturing process in new video

The video was shared by the electric vehicle maker on Chinese social media platform Weibo.

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Credit: @Tslachan/X

Tesla China has shared a video showing a glimpse at the impressive manufacturing process of the Model Y L. 

The video was shared by the electric vehicle maker on Chinese social media platform Weibo. 

Model Y L production

The Model Y L may be just an extended wheelbase, six-seat version of the best-selling all-electric crossover, but manufacturing such a vehicle at scale while the standard Model Y is still being produced at high volumes in Giga Shanghai is no joke. As could be seen in Tesla China’s video, however, it appears that Gigafactory Shanghai’s Model Y L line is now dialed in.

This is evident in the impressive automation on the Model Y L’s lines at Giga Shanghai. Throughout the video, robots can be seen producing and assembling parts of the Model Y L, from its third-row seats to its battery modules. Needless to say, it would appear that the Model Y L has become a product of “the machine that builds the machine.”

Model Y L momentum

Vehicle registrations of the Model Y L have been picking up as of late, with industry watchers stating that Tesla China saw 4,000 registrations of the extended wheelbase, six-seat vehicle during the week of September 22-28, 2025. Considering that Tesla China saw a total of 19,300 insurance registrations during the week, the Model Y L effectively contributed almost 20% of the company’s overall figures. 

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Demand for the Model Y L seems to be quite steady, with Tesla China’s official website stating that the earliest deliveries of the vehicle, if ordered today, would be around November 2025. Overall, the production ramp of the Model Y L, paired with its seemingly healthy demand in China, could provide some notable contributions to the company’s results this coming Q4 2025.

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