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Tesla revises delivery dates for all of its cars as Q1 nears conclusion

Credit: Tesla

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All four of Tesla’s vehicles have been given revised delivery dates over the past few days as Q1 2021 comes to the end. Demand seems to be the real indicator of why Tesla has revised the price target for some of the cars, while a recent update from CEO Elon Musk points to delays for the other vehicles.

Tesla Model 3

The Model 3 has undergone several revisions in its delivery timeframe recently. After being revised from 2-4 weeks to “June,” the Model 3 now displays a timeframe of 2-14 weeks, giving an indication that demand is through the roof for the all-electric sedan. Tesla’s most popular vehicle could be experiencing higher demand for some variants and less for others, which is why the time frame is so broad.

Tesla Model Y

The Model Y also has been the subject of several delivery timeframe modifications. After starting at 2-5 weeks for delivery yesterday, this was revised to 7-11 weeks. Now, the timeframe sits at 2-11 weeks, also indicating that demand is spiking. Some variants could be in less demand than others, which is the same story as the Model 3. Less frequently purchased configurations of the car could be delivered in two weeks, with more popular powertrains being pushed further back to the 11-week mark, depending on location.

Tesla files to expand Fremont factory, make Model Y ‘tent’ permanent

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Model S and Model X

Both the Model S and Model X were supposed to begin deliveries in February and March, according to Musk during the Q4 2020 Earnings Call. Musk said:

“We’re super excited to announce the new Model S and Model X Plaid — are in production now and will be delivered in February. So we’ve been able to bring forward the new Model S and X. And Model S will be delivered in February and Model X a little later.”

However, these releases have been delayed. Despite the Fremont Factory displaying a pack of Model S units that appear to be ready for delivery, Musk indicated that there are still some details to sort out before shipping begins. It could have to deal with manufacturing, but Tesla has also sent Model S Plaid builds to wintery weather areas, like Toldeo, Ohio, for crash testing and all-weather performance assessments.

Currently, the Model S sits at 10-14 weeks, while the Model X has been pushed back to “May-June,” Tesla’s Design Studio says.

Tesla’s End of Quarter pushes usually result in positive marks for the automaker. While demand during the final month of a quarter seems to go up based on previous occasions, Tesla is currently performing a balancing act between making the Model Y line permanent, refining Plaid builds of the Model S and X and continuing the production of the Model 3 after a short stoppage in production at Fremont due to a parts shortage. Regardless, Tesla is primed for a strong start to 2021, especially after new figures from China show demand is healthy.

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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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FCC accepts SpaceX filing for 1 million orbital data center plan

The move formally places SpaceX’s “Orbital Data Center” concept into the FCC’s review process.

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Credit: SpaceX/X

The Federal Communications Commission (FCC) has accepted SpaceX’s filing for a new non-geostationary orbit (NGSO) satellite system of up to one million spacecraft and has opened the proposal for public comment. 

The move formally places SpaceX’s “Orbital Data Center” concept into the FCC’s review process, marking the first regulatory step for the ambitious space-based computing network.

FCC opens SpaceX’s proposal for comment

In a public notice, the FCC’s Space Bureau stated that it is accepting SpaceX’s application to deploy a new non-geostationary satellite system known as the “SpaceX Orbital Data Center system.” As per the filing, the system would consist of “up to one million satellites” operating at altitudes between 500 and 2,000 kilometers, using optical inter-satellite links for data transmission.

The FCC notice described the proposal as a long-term effort. SpaceX wrote that the system would represent the “first step towards becoming a Kardashev II-level civilization – one that can harness the Sun’s full power.” The satellites would rely heavily on high-bandwidth optical links and conduct telemetry, tracking, and command operations, with traffic routed through space-based laser networks before being sent to authorized ground stations.

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FCC Chairman Brendan Carr highlighted the filing in a post on X, noting that the Commission is now seeking public comment on SpaceX’s proposal. Interested parties have until early March to submit comments.

What SpaceX is proposing to build

As per the FCC’s release, SpaceX’s orbital data center system would operate alongside its existing and planned Starlink constellations. The FCC notice noted that the proposed satellites may connect not only with others in the new system, but also with satellites in SpaceX’s first- and second-generation Starlink networks.

The filing also outlined several waiver requests, including exemptions from certain NGSO milestone and surety bond requirements, as well as flexibility in how orbital planes and communication beams are disclosed, as noted in a Benzinga report. SpaceX noted that these waivers are necessary to support the scale and architecture of the proposed system.

As noted in coverage of the filing, the proposal does not represent an immediate deployment plan, but rather a framework for future space-based computing infrastructure. SpaceX has discussed the idea of moving energy-intensive computing, such as AI workloads, into orbit, where continuous solar power and large physical scale could reduce constraints faced on Earth.

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Elon Musk’s Boring Company signs deal to begin Dubai Loop project

The project marks the Boring Company’s first tunneling project outside the United States.

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Credit: RTA Dubai

Elon Musk’s Boring Company has signed a definitive agreement with Dubai’s Roads and Transport Authority to begin implementing the Dubai Loop. 

The project marks the Boring Company’s first tunneling project outside the United States.

The Boring Company signs Dubai Loop agreement

The Boring Company signed a partnership agreement with Dubai Roads and Transport Authority on the sidelines of the World Governments Summit 2026 to start the implementation of the Dubai Loop, as per the tunneling startup in a blog post.

The agreement was signed on behalf of Dubai RTA by Mattar Al Tayer, director general and chairman of the Board of Executive Directors, and on behalf of The Boring Company by James Fitzgerald, the startup’s global vice president of business development. Senior officials from both organizations were present at the signing ceremony.

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The Dubai Loop project is intended to improve passenger mobility in high-density urban areas through underground vehicle tunnels designed for faster construction and lower surface disruption than conventional transport systems.

Pilot route and project scope outlined

The first phase of the Dubai Loop will consist of a 4-mile (6.4 km) pilot route with four stations linking the Dubai International Financial Centre and Dubai Mall. The pilot phase is expected to pave the way for a full network extending up to 14 miles (22.5 km) with 19 stations connecting the Dubai World Trade Centre, the financial district, and Business Bay.

The tunnels will have a diameter of 12 feet (3.6 meters) and will be dedicated to vehicle transport. Construction will rely on tunneling methods designed to reduce costs and minimize disruption to existing infrastructure.

The pilot phase is estimated to cost about $154 million, with delivery expected roughly one year after design work and preparatory activities are completed. The full Dubai Loop network is projected to cost approximately $545 million and would take around three years to implement.

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Capacity targets and next steps

Mattar Al Tayer shared his excitement about the project, stating that the Loop system will be a qualitative addition to the city’s transportation system. “The project represents a qualitative addition to Dubai’s transport ecosystem, as it enhances integration between different mobility modes and provides flexible and efficient first- and last-mile solutions. 

“Studies have demonstrated the project’s efficiency in terms of capacity and operating costs, with the pilot route expected to serve around 13,000 passengers per day, while the full route is projected to have a total capacity of approximately 30,000 passengers per day,” he said. 

Steve Davis, president of The Boring Company, highlighted that the partnership aims to deliver safe and efficient tunneling solutions aligned with Dubai’s long-term mobility strategy.

“We are proud to partner with the Roads and Transport Authority, one of the world’s leading entities in adopting innovative solutions in the transport sector. Through this partnership, we look forward to delivering advanced, safe, and highly efficient tunnelling solutions that support Dubai’s vision for sustainable and future mobility,” Davis stated.

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Tesla confirms Full Self-Driving still isn’t garnering interest from lagging competitors

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Credit: Tesla

Tesla executive Sendil Palani confirmed in a post on social media platform X that Full Self-Driving, despite being the most robust driver assistance program in the United States, still isn’t garnering any interest from lagging competitors.

Tesla has said on several occasions in the past that it has had discussions with a competing carmaker to license its Full Self-Driving suite. While it never confirmed which company it was, many pointed toward Ford as the one Tesla was holding dialogue with.

At the time, Ford CEO Jim Farley and Tesla CEO Elon Musk had a very cordial relationship.

Despite Tesla’s confirmation, which occurred during both the Q2 2023 and Q1 2024 Earnings Calls, no deal was ever reached. Whichever “major OEM” Tesla had talked to did not see the benefit. Even now, Tesla has not found that dance partner, despite leading every company in the U.S. in self-driving efforts by a considerable margin.

Elon Musk says Tesla Robotaxi launch will force companies to license Full Self-Driving

Palani seemed to confirm that Tesla still has not found any company that is remotely interested in licensing FSD, as he said on X that “despite our best efforts to share the technology,” the company has found that it “has not been proven to be easy.”

The question came just after one Tesla fan on X asked whether Tesla would continue manufacturing vehicles.

Because Tesla continues to expand its lineup of Model Y, it has plans to build the Cybercab, and there is still an immediate need for passenger vehicles, there is no question that the company plans to continue scaling its production.

However, Palani’s response is interesting, especially considering that it was in response to the question of whether Tesla would keep building cars.

Perhaps if Tesla could license Full Self-Driving to enough companies for the right price, it could simply sell the suite to car companies that are building vehicles, eliminating the need for Tesla to build its own.

While it seems like a reach because of Tesla’s considerable fan base, which is one of the most loyal in the automotive industry, the company could eventually bail on manufacturing and gain an incredible valuation by simply unlocking self-driving for other manufacturers.

The big question regarding why Tesla can’t find another company to license FSD is simply, “Why?”

Do they think they can solve it themselves? Do they not find FSD as valuable or effective? Many of these same companies didn’t bat an eye when Tesla started developing EVs, only to find themselves years behind. This could be a continuing trend.

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