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Tesla shares timelapse video of busy Fremont factory lot during Model 3’s final Q2 push
Tesla shared a rare glimpse inside the Fremont factory’s outbound logistics lot during the final week of Q2 2018 — the week when the electric carmaker finally achieved its target of producing 5,000 Model 3 per week. As could be seen in the short timelapse video, Tesla worked around the clock to achieve its goal, with the outbound lot seeing a flurry of activity during the week of June 24.
Particularly notable in the short video was the quick turnover rate of the vehicles that were filling up the outbound logistics lot day in and day out. The timelapse also depicted the consistent stream of delivery trucks hauling vehicles away as soon as the vehicles were rolled out into the lot.
Fremont outbound logistics lot, week of June 24th pic.twitter.com/fUPASRrTBd
— Tesla (@Tesla) July 3, 2018
Tesla’s 5,000/week milestone for Model 3 production was teased Saturday night by some employees at the Fremont factory, and later confirmed by Elon Musk himself in a leaked email. According to Musk, Tesla was not only able to manufacture 5,000 Model 3 during the final week of June; it was also able to sustain the 2,000/week production rate for the Model S &X and produce a total of 7,000 vehicles in 7 days.
The Model 3’s production milestone did not come easy for the electric car manufacturer, however. When Tesla started deliveries for the Model 3 last July, Musk estimated that the company would be able to attain a production rate of 5,000 vehicles per week by the end of December 2017. Due to several production bottlenecks, however, Tesla failed to achieve its goal. The company eventually moved the 5,000/week Model 3 production target to the end of Q2 2018, while placing a target of 2,500 vehicles per week for the end of Q1 2018.
Both Tesla and Musk himself had to dig deep in order to achieve its Q2 2018 production targets for the Model 3. During the quarter, Tesla enacted a 10-day production shutdown for the vehicle in order to make way for additional equipment to be installed on the Model 3 line. Back in May, Tesla also opted to air-freight six airplanes’ worth of robots and equipment from Europe to the United States. A company-wide restructuring was enacted as well, resulting in Telsa trimming off 9% of its workforce. Just like the Model X days, the serial tech entrepreneur and CEO began sleeping on the factory floor, in order to address any issues in the Model 3 line in real-time.
Most importantly, however, Tesla also built the Model 3’s newest assembly line inside a sprung structure set up on the grounds of the Fremont factory. This additional line enabled Tesla to augment its manufacturing capabilities, with the company stating in its Q2 delivery and production that around 20% of Model 3 produced during the June 24 week were assembled inside GA4.
Apart from achieving its self-imposed Model 3 targets, Tesla’s recent moves are also aimed at achieving profitability by Q3 or Q4 2018. According to Musk, it is high time for Tesla to become profitable, especially since most of the pieces are already in place for the company to successfully scale the production of the Model 3. With Tesla now targeting a pace equivalent to 6,000 Model 3 per week, the company is now edging closer to its goal of being profitable.
Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.
Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.
Here are the full release notes for the suite:
- Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
- Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
- Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
- Introduced parking, unparking, and reversing capabilities.
- Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
- Speed Profiles are now available at all times, to further customize driving style preference.
These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
He added:
“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”
FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.
This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination…
— Ashok Elluswamy (@aelluswamy) June 29, 2026
Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.
Tesla has finally released its Full Self-Driving v14 ‘Lite’ suite for older cars that equip the Hardware 3 or AI 3 chip, which have not been able to handle the newest versions of the company’s driver assistance software.
Tesla officially started releasing the v14 Lite suite to owners in the Early Access Program last night. The company’s Head of AI, Ashok Elluswamy, said that the rollout will continue over the next few weeks. The build distills the driving behavior from AI4’s v14 series into both the camera and compute configurations of an AI3 car.
🚨 Tesla is releasing v14 Lite for AI3 owners who are in early-access
This will give AI3 cars the ability to experience new FSD features like parking preferences. https://t.co/pp6Q5FOKoz pic.twitter.com/tqexMB8SVy
— TESLARATI (@Teslarati) June 29, 2026
It also includes a variety of new features that were available to AI4 cars running v14, including:
- Start Self-Driving from Park
- Arrival and Parking Options
- Speed Profiles
The release is highly anticipated because those owners with AI3 vehicles were early adopters into the FSD platform and were promised that their cars would be capable of achieving Full Self-Driving.
However, Tesla CEO Elon Musk admitted during the company’s recent Q1 Earnings Call that these vehicles would not be capable of achieving unsupervised Full Self-Driving, which is what Tesla had originally said.
Owners were not pleased with this answer, or the idea that their commitment to buying the suite outright for thousands of dollars would not yield the ability to drive without operating the car. Tesla gave some solutions for this, including a discount on a new car, or an upgrade to an AI4 or AI5 self-driving computer and new, upgraded cameras.
Tesla owners do not seem pleased with these options, as they require giving the company more money.
Nevertheless, it is important to note that Tesla came through for owners here by releasing v14 Lite before the end of Q2, something it had promised owners during the previous Earnings Call. Tesla has had trouble keeping up with timelines, but this is a big achievement for the team.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
