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German officials’ and Elon Musk’s speeches on Tesla Giga Berlin’s opening event highlight a message of hope
Tesla Gigafactory Berlin-Brandenburg may have seen its own fair share of delays, but the facility was still completed quickly — at least compared to other high-profile projects in the area. This was a point highlighted by Chancellor Olaf Scholz (SPD) during Giga Berlin’s opening ceremony, which was attended by Tesla CEO Elon Musk and several other government officials.
The massive electric vehicle factory ultimately entered operations after almost two years of construction. According to Scholz, East Germany will especially benefit from Giga Berlin’s presence in the area. Considering the time it took for the facility to be built and fully approved, the official noted that Giga Berlin proves that “Germany can be fast.” This is quite a valid point considering that the BER airport, which opened in 2020, encountered a nine-year delay.
Federal Economics Minister Robert Habeck stated that the official start of Model Y production at Giga Berlin is a special day for the region and for Germany as a whole. Brandenburg Minister-President Dietmar Woidke was on the same page, noting that by having a vehicle factory set up and running in 861 days since its announcement, Tesla has put Grünheide on the map.
“Personally, I’m grateful to Elon Musk for locating such a project here,” Woidke said, adding that he and the Tesla CEO have been in close contact over the construction of Giga Berlin. The politician admitted that Tesla sometimes made it difficult for Brandenburg, and there were also times when Brandenburg made things difficult for Tesla. Commenting further, Woidke stated that he is relieved that vehicle production is starting in Giga Berlin. “We look forward to a long and good time with Tesla,” he said.
The speed of Giga Berlin’s construction is due to a variety of factors. True to its reputation, Tesla moved fast, constructing the facility using preliminary permits and without public funding. The company also had foregone subsidies for Giga Berlin. This was a lot of risk on Tesla’s part, but Elon Musk noted in his opening speech that Giga Berlin is worth all the work. According to the CEO, Tesla would ensure that the facility becomes a point of pride for those in the area.
“I’m incredibly excited to hand over the first production cars from our team here at Giga Berlin-Brandenburg. This is a great day for the factory, and I’d just like to thank everyone who helped. Thank you very much. You’ve really made a very big difference. And to the community, Tesla will make sure that this is a gemstone for the area, for Germany, for Europe, and for the world.
“Every vehicle that we make will be another step in the direction of a sustainable energy future, and we will also make battery storage, so this will be very important for storing renewable energy. So, for solar and wind, because it’s intermittent and needs to be stored. We are extremely confident that the world can transition to a sustainable energy future with the combination of solar, wind, plus battery storage and electric vehicles. If you have those three legs of the stool, then you can create a sustainable energy future for as long as the sun shines and the wind blows,” Musk said.
Musk also touched on what could very well be a personal topic in his speech, noting that facilities such as Gigafactory Berlin should encourage people to have hope in the future. Tesla is a company whose sole existence is to help move the world towards sustainability, and facilities like Giga Berlin are significant steps towards achieving these goals.
“So I want to be clear, that, because sometimes people are sad about the future or they think, ‘Will we solve sustainable energy?’ and ‘Maybe it’s the climate issue,’ ‘It’s too late’, or something like that. I really want to assure everyone that you can have hope in the future, you should have hope in the future. This problem will be solved and this factory is a major step in that direction. So believe in the future,” Musk said.
Watch Elon Musk’s opening speech at Giga Berlin in the video below.
*Quotes courtesy of rbb24.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Another Tesla Model 3 variant sold out for January 2026 in China
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
