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Tesla Model 3 production in China factory undergoes first test trials
Leaked images and footage from the interior of Gigafactory 3 suggest that Tesla is already making the necessary preparations for trial production runs of its Made-in-China Model 3 in its massive Shanghai-based facility. The installation of manufacturing equipment and robots inside Gigafactory 3 is ongoing as well.
The recent Gigafactory 3 leaks were shared on Chinese social media platform Weibo by electric car enthusiast Battery King _ (电池王_). Overall, the images show a section of Gigafactory 3 that was largely complete, though it appeared that the floors and walls of the area are still bare concrete. The lighting appears to be done and the installation of manufacturing equipment is in full swing.
Most remarkably, the recent leaks include pictures of two partly-built Model 3 in an assembly line. It is unknown if the two electric sedans’ panels were stamped on-site or if the vehicles were only assembled at the facility from shipped components, but either way, the fact that Tesla is already beginning trial assemblies of the Model 3 in its China Gigafactory is nothing short of incredible.
Another noticeable aspect of the leaked video and images is the space that seemed to be available on the factory floor even with the Model 3 assembly line in place. Granted, the pictures were only taken at one section of an otherwise gargantuan facility and the tooling for the site is only partially complete, but it is not difficult to see the massive facility producing far more Model 3 than expected once it goes online.
Exceeding the expected initial output of Gigafactory 3 will likely be easier than expected, especially considering that Wall Street has given the facility a notably conservative production forecast. Back in July, for example, Morgan Stanley released an otherwise positive report on Tesla stating that the Shanghai-based site could go online as early as November.
Quite surprisingly, analyst Adam Jonas noted that based on their research, Morgan Stanley expects Gigafactory 3 to produce 35,000-40,000 Model 3 in 2020, with the facility ramping its output to 60,000 units annually in 2021. That’s only 673-769 Model 3 per week in 2020 and 1,150 Model 3 per week in 2021. Considering the size of Gigafactory 3, as well as the fact that 1,150 Model 3 per week is in the same ballpark as the output of the sprung structure-based GA4 in Fremont, Morgan Stanley’s estimate might end up being way off.
This is especially notable considering that Gigafactory 3’s substation is expected to go live as early as next month. Recent drone flyovers of the Gigafactory 3 complex show that the substation is already taking form and perhaps nearing completion within the next few weeks. Barring any unexpected delays, Gigafactory 3 could come alive at the end of September.
During Gigafactory 3’s groundbreaking ceremony last January, Elon Musk noted that trial production runs of the Model 3 could begin in the China-based site at the end of the year. Considering the speed of Gigafactory 3’s buildout, as well as the fact that the preparations for trial Model 3 production runs are already underway, Elon Musk’s estimate might actually prove conservative.
H/T Kelvin Yang, Ray4Tesla.
Elon Musk
Why automakers keep turning down Elon Musk’s Tesla Full Self-Driving offer
Elon Musk confirms no automaker has ever accepted Tesla’s offer to license Full Self-Driving software.
Elon Musk gave a brief answer on X Monday that confirmed that Tesla’s standing offer to license Full Self-Driving to other automakers still has zero takers. Sawyer Merritt wrote that “Tesla has for years openly invited other automakers to license FSD. None of them have accepted,” responding to a prediction from Boom Supersonic founder Blake Scholl that Tesla would eventually open FSD the way it opened its Supercharger network to rival brands. Musk’s reply to Merritt was one word: “Exactly.”
It is not the first time Musk has made this point. He said something similar in November, when he called legacy automakers reluctance to adopt FSD “crazy,” and Tesla has floated the offer publicly since at least 2021. Scholl’s prediction touches on something real. Once NACS became the de facto charging standard, adoption from Ford, GM, Rivian and others followed within about a year. FSD licensing was supposed to work the same way once Tesla built enough of a lead that switching made sense for everyone.
Tesla has for years openly invited other automakers to license FSD. None of them have accepted. https://t.co/kgz4idpoUM
— Sawyer Merritt (@SawyerMerritt) September 22, 2026
The case for licensing now is stronger than it was two years ago. Waymo and Zoox are logging hundreds of thousands of unsupervised autonomous miles, along with Tesla’s own Robotaxi fleet. Every automaker still selling driver assist systems that lag FSD has given the robotaxi conversation to Tesla, Waymo and Zoox by default. Licensing FSD would let a GM or a Ford compete on the same field without spending a decade and billions of dollars building a stack from scratch, the same argument Tesla made when it opened the Supercharger network to bring more EVs onto its chargers.
But FSD is not a connector standard. As one reply to Musk’s post pointed out, licensing FSD is not a software license the way NACS was a plug spec. It requires adopting Tesla’s eight camera layout and its onboard compute architecture, meaning a licensee’s cars would effectively become Tesla hardware wearing someone else’s badge. That is the visible obstacle. The less visible one is data. A licensed FSD stack would report back the same telemetry Tesla collects from its own fleet, giving Tesla a continuous read on how a competitor’s cars are actually driven, where they struggle, and how often drivers intervene. For an automaker trying to build its own autonomy program, or simply trying to keep its build quality and safety record private, handing Tesla that visibility could be a bigger cost than the hardware bill. It is the reason the Supercharger comparison only goes so far. Opening a charging plug cost Tesla very little. Opening FSD would cost a rival something it cannot get back.
Tesla has reopened reservations for its long-delayed next-generation Roadster, asking buyers for a $50,000 deposit just days before an October 1 reveal event in Waco, Texas. The move revives a reservation process first launched in 2017 and later paused when Tesla pulled pricing from its website in 2021.
The reservation page requires an immediate $5,000 credit-card payment, described as fully refundable, followed by a $45,000 wire transfer due within 10 days, which is identical to what was expected previously. Reservations are not considered final until the wire clears.
The structure matches the 2017 terms Tesla used when it first collected deposits after unveiling a prototype. Tesla has not published a confirmed retail price or production start date on the order page.
Go buy a Roadster pic.twitter.com/n7rhouAmIS
— TESLARATI (@Teslarati) September 21, 2026
The October 1 event is scheduled in Waco, about 90 minutes north of Tesla’s Austin headquarters and near SpaceX’s McGregor rocket test site. Tesla sent invitations to existing reservation holders and posted a “Go for launch” teaser on September 12.
The Federal Aviation Administration (FAA) established a temporary flight restriction over the McGregor area from September 18 through October 2, consistent with plans for a demonstration involving SpaceX-designed cold-gas thrusters. Elon Musk has previously described the optional package as enabling extreme acceleration or brief hovering. Tesla has said the event will include pricing, specifications, and production targets.
The second-generation Roadster was first shown in November 2017 during Tesla’s Semi launch. Musk promised production in 2020, with claimed performance of 0-60 mph in 1.9 seconds, more than 250 mph top speed, and roughly 620 miles of range.
Those targets have slipped repeatedly.
Tesla later pointed to 2022, 2023, 2024, and 2025-2026 before indicating production would not begin until 2027 or 2028 at Gigafactory Texas. Design work has continued, with reports of a sharper, Cybertruck-influenced look replacing the original curvy prototype.
Original reservation holders who paid $50,000 in 2017, or $250,000 for the Founders Series, have waited nearly nine years without a production car. Some high-profile customers canceled. Tesla’s decision to reopen orders now, after previously shutting them down, tests whether new buyers will commit substantial funds before seeing a finalized production vehicle. The October 1 event is intended to answer remaining questions about what those buyers will actually receive and when.
Tesla’s Full Self-Driving (Supervised) is heading to Czechia after the Czech Ministry of Transport recognised the Dutch RDW’s provisional type approval, making the country the seventh EU member state to clear the system for public roads. Tesla Europe announced on 21 September 2026 that “FSD Supervised is now approved in Czechia” and that rollout “will begin soon.”
The decision marks a notable reversal. Earlier in 2026, Prague had declined to automatically recognise the Netherlands’ April approval, citing concerns over speed-limit compliance, traffic-sign recognition and driver-attention monitoring, and arguing that a coordinated EU approach was preferable. Officials said months of expert review, talks with Tesla and other member states, and real-world data from countries already using the system resolved those issues.
🚨 Tesla FSD heading to Czechia 🇨🇿 pic.twitter.com/mkzlM9QjrB
— TESLARATI (@Teslarati) September 21, 2026
“Safety remains the top priority,” the ministry stated.
FSD Supervised remains a Level 2 driver-assistance system: the driver must stay engaged and is legally responsible. Eligible vehicles need AI4, the company’s most up-to-date hardware version. Tesla is expected to push the feature over the air in the coming days, following the pattern seen after earlier national approvals.
Europe’s rollout began when Dutch regulator RDW issued a provisional EU type approval on 10 April 2026 after extensive testing. Mutual recognition then produced a rapid cascade: Lithuania (20 May), Estonia (29 May), Denmark (9 June), Belgium (10 June) and Slovenia (7 September). Czechia now completes that list of seven.
The approvals cover only a modest share of the EU population, but they add political weight ahead of a 6 October vote by the Technical Committee on Motor Vehicles. A qualified majority, at least 15 of 27 member states representing 65 percent of the EU population, could open the remaining markets, including large ones such as Germany, France, Italy and Spain that have so far preferred to wait for a bloc-wide decision.
For Czech Tesla owners, the immediate prize is access to the same supervised highway and city driving already available in the other six countries. For Tesla, each new market generates additional European driving data and strengthens the case that FSD Supervised can operate safely under the continent’s varied road rules. The Czech approval is therefore both a local milestone and another incremental step toward a wider European launch.
Why automakers keep turning down Elon Musk’s Tesla Full Self-Driving offer
Tesla Roadster is available for order once again following brief hold
