As everyone at Tesla’s Cyber Rodeo settles down to listen to Elon Musk’s talk at Giga Texas, the anticipation builds in the air. The Tesla community is eager and excited to hear about any updates and details Elon Musk will announce to the world at Giga Texas Cyber Rodeo.
Welcoming Elon Musk to the stage are drones depicting an image of Nikola Tesla, the inventor the company is named after. The drones also depicted the Cyber Rodeo sign. Later, the drone show formed the image of a moving vehicle, which turned out to be the Model Y. Next the drones formed the Cybertruck’s outline in the sky, an image few at the Cyber Rodeo will forget.
And, of course, in true Elon fashion, Tesla did not forget to highlight the community’s love for The Doge with drones. The Tesla hedgehog also made an appearance during the spectacular drone show.
After the drone show, Tesla showed a short clip of a “herd” Tesla Model Y’s running through Giga Texas grounds alongside a horse and its rider.
The video was cut short with the arrival of Elon Musk, arriving in style in an original Tesla Roadster — the car that started it all.
The following are Elon Musk’s comments from his Giga Texas Cyber Rodeo address.
“We’re gonna talk about the past, present and future,” Elon Musk told the crowd, showcasing the first car Tesla ever made: the Roadster.
“When we first started out Tesla, I thought we had — optimistically — a 10% chance of succeeding,” he stated. He thanked the Tesla team for their hard work and contributed the company’s current success to them.
Musk lists all the products Tesla offers, including its solar products. He announced that two-thirds of America’s electric vehicles are Tesla cars.
Musk highlighted the accomplishments of the Tesla AI team. He announced that Tesla was aiming for the wide release of FSD beta in North America this year.
“California was running out of room,” Musk stated. “And we needed a place to grow big. And there’s no place like Texas,” he said, thanking the state and particularly Travis County.
Musk revealed that Tesla Giga Texas is taller than the Burj Khalifa if the factory were turned on its side. In classic Elon Musk, the CEO said that one could fit a total of 194 billion hamsters in Giga Texas.
“And this building is the most advanced car factory that Earth’s ever seen,” proclaimed Elon Musk, bringing up the idea that Tesla’s factories are product in and of themselves once again.
Musk noted that Tesla is building its own cells at Giga Texas, the long-awaited 4680 cells. He proudly stated that the Austin factory could be one of the biggest cell factories in the world.
“Raw materials in, a bunch of stuff happens, and car out,” Musk said, describing the simplified version of Tesla’s main operations. He added that Tesla plans to produce the Cybertruck in Austin next year.
“I can’t wait to have this baby around. [Cybertruck] is gonna be epic,” Musk commented about the electric pickup truck.
Musk also stated that Giga Texas will be the most “high-volume” factory in America. He stated that Tesla will aim to command 20% of the auto market in the long term.
“We’re gonna move at a truly massive scale,” Elon Musk teased. He also hinted at the company’s Robotaxi fleet, describing it as futuristic and significantly different than Tesla’s other offerings. Musk also talked about Optimus.
Tesla plans to produce V1 Optimus, the Cybertruck, the next-generation Roadster, and the Semi next year.
Tesla Chief Designer Franz von Holzhausen later showed up with the Cybertruck. Elon Musk pointed out that there are no handles on the Cybertruck. He apologized for the vehicle’s production delay, though both the CEO and the Design Chief assured the audience that the Cybertruck will be well worth the wait.
And with that, Elon Musk kicked off the Cyber Rodeo party! Several minutes’ worth of fireworks ensued.
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News
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
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The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Elon Musk
GM CEO Mary Barra says she told Biden to give Tesla and Musk EV credit
“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla…You know me, Andrew. I don’t want to take credit for things.”
General Motors CEO Mary Barra said in a new interview on Wednesday that she told President Joe Biden to credit Tesla and its CEO, Elon Musk, for the widespread electric vehicle transition.
She said she told Biden this after the former President credited her and GM for leading EV efforts in the United States.
During an interview at the New York Times Dealbook Summit with Andrew Ross Sorkin, Barra said she told Biden that crediting her was essentially a mistake, and that Musk and Tesla should have been explicitly mentioned (via Business Insider):
“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla…You know me, Andrew. I don’t want to take credit for things.”
GM CEO Mary Barra said to Andrew Sorkin at the New York Times Dealbook Summit that she pulled President Biden aside and said Tesla CEO @elonmusk deserved the credit for EVs:
“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla,'” Barra… pic.twitter.com/OHBTG1QfbJ
— TESLARATI (@Teslarati) December 3, 2025
Back in 2021, President Biden visited GM’s “Factory Zero” plant in Detroit, which was the centerpiece of the company’s massive transition to EVs. The former President went on to discuss the EV industry, and claimed that GM and Barra were the true leaders who caused the change:
“In the auto industry, Detroit is leading the world in electric vehicles. You know how critical it is? Mary, I remember talking to you way back in January about the need for America to lead in electric vehicles. I can remember your dramatic announcement that by 2035, GM would be 100% electric. You changed the whole story, Mary. You did, Mary. You electrified the entire automotive industry. I’m serious. You led, and it matters.”
People were baffled by the President’s decision to highlight GM and Barra, and not Tesla and Musk, who truly started the transition to EVs. GM, Ford, and many other companies only followed in the footsteps of Tesla after it started to take market share from them.
Elon Musk and Tesla try to save legacy automakers from Déjà vu
Musk would eventually go on to talk about Biden’s words later on:
“They have so much power over the White House that they can exclude Tesla from an EV Summit. And, in case the first thing, in case that wasn’t enough, then you have President Biden with Mary Barra at a subsequent event, congratulating Mary for having led the EV revolution.”
In Q4 2021, which was shortly after Biden’s comments, Tesla delivered 300,000 EVs. GM delivered just 26.
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
