News
Tesla Cybertruck recall shows healthy production ramp, but Model S and X are suffering
This morning’s reports of a Tesla Cybertruck recall only went to shed more light on how the production ramp of the pickup is going.
With delivery figures for the third quarter revealed yesterday, it also shows a grim reality for the Model S and Model X, two vehicles that have become more of a novelty in Tesla’s lineup as the Model 3, Model Y, and Cybertruck have truly taken charge.
The NHTSA documents released this morning show the Cybertruck is being recalled for a delayed rearview image, which will be resolved with an Over-the-Air update.
Tesla addresses Cybertruck rearview camera “recall” with free software update
However, they also show that 27,185 units are potentially impacted by the issue, giving us a rough guess of how many Cybertrucks have been produced thus far.
The breakdown seems to show that from the last Cybertruck recall in June, when 11,688 units were potentially impacted, we have seen roughly 15,497 additional pickups make their way to customers.
In a perfect world, that would mean 910 Cybertruck are delivered every week, or 130 per day, and since the first recall occurred with three weeks left in June and in Q2, we can subtract 2,730 Cybertrucks from the 15,497 that have been delivered since then.
We know that as of now there are 27,185 Cybertrucks delivered, and as of June 6, there were 11,688 Cybertrucks delivered.
That means 15,497 were delivered between June 6 and today (maybe yesterday?), which is about 910 per week or 130 per day.
EDIT: since this recall includes…
— ⚙️ Mike, cyberowners.com (@TeslaTruckClub) October 3, 2024
These figures are very rough estimates. That would leave 13,157 Cybertrucks delivered in Q3, roughly.
Tesla said 22,915 Model S, Model X, and Cybertruck were delivered in Q3. This would leave just 9,758 Model S and Model X to be delivered, less than 10,000 units for an entire quarter, if the Cybertruck delivery figures are close to accurate.
“We’re Continuing to Make Them for Sentimental Reasons”
Elon Musk said during the Q3 2019 Earnings Call that the Model S and Model X are truly vehicles that are “niche products,” and they knew it wouldn’t take the company to a mass-market status:
“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”
Tesla’s Q1 ’21 Deliveries prove Elon Musk was right about the Model S and X in 2019
Interestingly, the vehicles have had their moments through the past few years. In Q4 2023, the Model S and Model X saw their highest delivery count in five years, accounting for 22,969 deliveries that quarter.
Now, they’re around the 10,000 mark.
It will be interesting to see what Tesla’s plans are for these two cars, especially as Robotaxi unveiling is scheduled for next week, and there could be the potential for more vehicles to be released in the coming years with the next-gen platform taking focus.
It would be a real gut punch to the long-time Tesla fans who saw the Model S and Model X launch the company into the Model 3. But all good things must come to an end.
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.
Elon Musk
Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
News
Tesla Giga Nevada celebrates production of 6 millionth drive unit
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
6 million drive units
The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote.
The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.
Giga Nevada’s essential role
Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.
Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.
News
Tesla Supercharger network delivers record 6.7 TWh in 2025
The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets.
Tesla’s Supercharger Network had its biggest year ever in 2025, delivering a record 6.7 TWh of electricity to vehicles worldwide.
To celebrate its busy year, the official @TeslaCharging account shared an infographic showing the Supercharger Network’s growth from near-zero in 2012 to this year’s impressive milestone.
Record 6.7 TWh delivered in 2025
The bar chart shows steady Supercharger energy delivery increases since 2012. Based on the graphic, the Supercharger Network started small in the mid-2010s and accelerated sharply after 2019, when the Model 3 was going mainstream.
Each year from 2020 onward showed significantly more energy delivery, with 2025’s four quarters combining for the highest total yet at 6.7 TWh.
This energy powered millions of charging sessions across Tesla’s growing fleet of vehicles worldwide. The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets. This makes the Supercharger Network loved not just by Tesla owners but EV drivers as a whole.
Resilience after Supercharger team changes
2025’s record energy delivery comes despite earlier 2024 layoffs on the Supercharger team, which sparked concerns about the system’s expansion pace. Max de Zegher, Tesla Director of Charging North America, also highlighted that “Outside China, Superchargers delivered more energy than all other fast chargers combined.”
Longtime Tesla owner and FSD tester Whole Mars Catalog noted the achievement as proof of continued momentum post-layoffs. At the time of the Supercharger team’s layoffs in 2024, numerous critics were claiming that Elon Musk was halting the network’s expansion altogether, and that the team only remained because the adults in the room convinced the juvenile CEO to relent.
Such a scenario, at least based on the graphic posted by the Tesla Charging team on X, seems highly implausible.
Starlink achieves major milestones in 2025 progress report
Tesla Giga Nevada celebrates production of 6 millionth drive unit
