News
Tesla FSD buyers in Europe request HW3 clarity after multiple retrofit delays
Austria-based Raffael Helmhart was one of the Tesla Model 3’s early adopters in his area. Placing his reservation for the all-electric sedan back in April 2016, Helmhart waited over three years before he could get behind the wheel of his Model 3. Such a wait was long, but it was somewhat expected considering Tesla’s challenges in producing and delivering the vehicle.
Helmhart ultimately took delivery of his 2019 Model 3 Long Range Dual Motor AWD in May 2019. His vehicle came loaded with the Full Self-Driving suite, which includes some features and the promise of more advanced automated capabilities over time. Perhaps due to his early reservation, Helmhart’s Model 3 came with Hardware 2.5, the iteration of the company’s Autopilot computer that preceded Hardware 3, a custom computer unveiled on Autonomy Day.

Similar to fellow Model 3 buyers in the United States who also purchased the Full Self-Driving suite, Helmhart and his fellow Tesla owners in Europe were promised a HW3 retrofit. Reports of initial Hardware 3 retrofits for Model S and Model X owners in the US were reported by members of the electric vehicle community in the third quarter of 2019. Model 3 owners with HW2.5 were provided the promised HW3 retrofit soon after.
For Model 3 owners in Europe, the story unfortunately turned out quite different. Initially, Tesla’s official website noted that HW2.5 to HW3 retrofits in Europe would be initiated in early March 2020. This date was eventually updated to the end of March 2020, before being moved once more to July 2020. Much to the chagrin of Tesla owners with HW2.5 Model 3s, the date on Tesla’s site for the promised retrofit was later updated to October 2020, and later, to the end of October 2020.
Recently, Tesla’s site was updated once more, and it noted that HW3 retrofits for Model 3 owners with HW2.5 in Europe were expected in Q2 2021.
Needless to say, Tesla Model 3 early adopters in the region who purchased the FSD suite are getting their patience tested. This became particularly notable in Autumn 2020, when Tesla owners in Norway, the Netherlands, and Switzerland received their HW3 upgrade. Model 3 owners in the rest of Europe only received an updated expected retrofit date.
https://twitter.com/tesla_adri/status/1370828412382760960?s=20
As for Helmhart, he eventually opted to sell his 2019 Model 3 to Denmark a few months ago. He opted to switch to a 2021 Model 3, which featured refresh elements like new headlights, a new center console, a heat pump, and of course, HW3. In a statement to Teslarati, the Tesla owner stated that while it is often claimed that the HW3 upgrade doesn’t really do anything in Europe considering the region’s regulations, his experience with his 2021 Model 3 suggests that this may not really be the case.
For one, there are already a number of key features requiring HW3 that are pertinent for Europe-based Tesla owners. One of these is traffic sign recognition, which works even with basic Autopilot. FSD-specific features such as Traffic Light and Stop Sign Control, a key Full Self-Driving feature and a pivotal part of Tesla’s inner-city driving system, is also allowed in Europe despite the region’s strict regulations. The FSD Preview visualizations are now accessible as well. Ultimately, it appears that the HW3 upgrade does provide a number of improvements to the Tesla ownership experience, and it is one that Tesla Model 3 owners with HW2.5 in Europe continue to wait for until today.
Hopefully, Tesla could straighten out its HW3 retrofit rollout strategy for the majority of Europe. Elon Musk, after all, has always maintained that Tesla’s success is in no small part due to the faith of early adopters who chose to take a chance on a company with little experience building cars. As Tesla grows into one of the world’s most formidable carmakers and the market’s dominating EV force, there is very little reason why perennial delays on after-sales programs such as the HW3 retrofit are still happening.
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Investor's Corner
New drone video shows Tesla’s Optimus Factory reaching a turning point
New drone footage shows Tesla’s dedicated Optimus factory steel frame nearing completion at Giga Texas.
Tesla’s dedicated Optimus factory at Gigafactory Texas is closing in on a finished steel frame, according to drone footage posted Thursday afternoon by longtime site observer Joe Tegtmeyer. In the video, Tegtmeyer said structural steel assembly is now about five column grids away from reaching the building’s north perimeter beam, putting the primary skeleton in its final stretch roughly six months after Tesla broke ground on the North Campus site in late March.
The Giga Texas Optimus Factory latest update … construction keeps moving fast!
Steel assembly is now only about 5 column grids from the north perimeter beam. Concrete is going in on the three upper floors, rebar is still being laid for more pours, and footing / grade-beam work… pic.twitter.com/qvFPvwnYzW
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 17, 2026
Tegtmeyer’s footage shows concrete already going in on three upper floors while crews continue laying rebar and pouring grade beam footings at ground level. That kind of parallel work, steel rising at one end of the site while concrete sets at the other, is a scheduling approach Tesla used at the original Giga Texas building and appears to be repeating here to save time before the plant’s targeted 2027 production start.
Teslarati has tracked the building’s progress since Tesla confirmed construction was officially underway in May, when the first steel structure went up on what was then bare, reclaimed land. The facility is part of a more than 5.2 million square foot expansion of Giga Texas’s North Campus that Tesla has said will eventually run nearly the length of the existing vehicle factory, over 4,000 feet, while sitting somewhat narrower. Musk has pegged the long term output target at 10 million Optimus units a year once the line is running at full capacity, a volume that would dwarf the one million unit pilot line Tesla is standing up separately at its Fremont, California factory.
Tesla Giga Texas to feature massive Optimus V4 production line
The Texas facility sits alongside another major buildout on the same campus. Terafab, the joint Tesla and SpaceX chip fabrication plant that will eventually supply the silicon running Optimus units in the field. Housing robot assembly and chip production on the same grounds is a deliberate supply chain decision, cutting down on the shipping and lead time that would otherwise sit between the two.
Tesla has not given an updated timeline beyond its previously stated goal of bringing high volume Optimus production online at the site in the summer of 2027. Fremont’s smaller pilot line began mass producing the current Gen 3 robot in January, with that plant expected to build tens of thousands of units this year primarily to generate the real world data Tesla needs to refine the robot’s software before Giga Texas ramps up. Six months of visible construction progress, tracked almost entirely through Tegtmeyer’s recurring drone flights, gives the clearest outside look yet at how seriously Tesla is treating that 2027 deadline.
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.