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Tesla Gigafactory Shanghai’s lots fills with Model 3 as Q3 production ramp commences

(Credit: Wuwa Vision/YouTube)

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The second phase of Tesla’s Gigafactory Shanghai may have caught most of the EV community’s attention recently due to its rapid completion, but the activities in the Phase 1 facility, which produces the Model 3, are nothing to scoff at, either. As could be seen in a recent flyover of the China-based factory, Tesla appears to be ramping the production of the Model 3 sedan to a significant degree, resulting in large numbers of vehicles being spotted on the site. 

Aerial footage from Tesla enthusiast and drone operator Wuwa Vision suggests that Gigafactory Shanghai is currently ramping its output. A flyover on September 10, for example, showed large numbers of Model 3 filling up the facility’s parking areas. Car carriers in the complex were also abounding, picking up and transporting Model 3 from Giga Shanghai to Tesla’s local delivery centers. 

https://twitter.com/bentv_sh/status/1304099579017658368?s=20

What is rather interesting is that the Model 3 factory in Gigafactory Shanghai does not seem to be fully ramped yet. Tesla’s Q2 2020 Update Letter noted that the China-based plant had a run-rate of 200,000 Model 3 per year, and that was with the facility reportedly operating with only two working shifts. Once the Model 3 factory in Giga Shanghai fully ramps up, the facility output would likely reach even more impressive numbers. 

The following months would likely be pivotal for Tesla’s push into China, especially considering that the electric car maker has all but completed its Model Y factory this quarter. With this milestone achieved, it would not be surprising if the following months would see trial production runs of the all-electric crossover. Giga Shanghai witnessed a similar ramp last year, when images of working production lines for the Model 3 started making their rounds online during the third quarter. 

Despite the Model 3 still competing in China’s premium segment, the all-electric sedan has managed to find a lot of footing in the country’s auto market. The Tesla Model 3 currently stands as one of China’s best-selling all-electric cars, performing very well despite being higher-priced than many of its competitors. Part of this is due to the Model 3’s bang-for-your-buck nature, as exhibited by its tech, features, safety, and performance. 

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Gigafactory Shanghai will likely be one of Tesla’s key facilities this year, especially considering the electric car maker’s target of delivering 500,000 vehicles this year. Such a target is incredibly challenging due to the pandemic, which shut down the Fremont Factory for several weeks in the second quarter. But with the Fremont plant undergoing its Model Y ramp this third quarter and Giga Shanghai seemingly increasing its Model 3 output, Tesla may have a pretty good chance of pleasantly surprising the EV community this year. 

Watch a recent drone flyover of Gigafactory Shanghai in the video below. 

https://youtu.be/0OMhQIH7KG0

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Full Self-Driving gets outrageous insurance offer with insanely cheap rates

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Credit: Ashok Elluswamy/X

Tesla Full Self-Driving is getting an outrageous insurance offer with insanely cheap rates that will slash the cost of coverage by 50 percent.

Lemonade, a digital insurance company, has launched its first-of-a-kind product known as Lemonade Autonomous Car Insurance, and it is starting with an exclusive offer to FSD. The new offer will cut rates for FSD-engaged driving by “approximately 50 percent,” highlighting the data that shows a significantly safer driving environment when the suite is activated and engaged.

The company also said it plans to introduce even cheaper rates as Tesla continues to release more advanced FSD versions through software updates. Tesla has been releasing new FSD versions every few weeks, highlighting vast improvements for those who have the latest AI4 chip.

The announcement comes just a few months afterLemonade Co-Founder and President Shai Wininger said that he wanted to insure FSD vehicles for “almost free.” He said that Tesla’s API complemented Lemonade’s AI-based platform because it provides “richer and more accurate driving behavior data than traditional UBI devices.”

Tesla Full Self-Driving gets an offer to be insured for ‘almost free’

In mid-December, Lemonade then offered Tesla owners in California, Oregon, and Arizona the opportunity to connect their vehicles directly to the company’s app, which would provide a direct connection and would require a separate telematics device, which is required with other insurance providers who offer rates based on driving behaviors.

This latest development between Lemonade and Tesla is something that Wininger believes will be different because of the advanced nature of FSD:

“Traditional insurers treat a Tesla like any other car, and AI like any other driver. But a car that sees 360 degrees, never gets drowsy, and reacts in milliseconds can’t be compared to a human.”

He went on to say that the existing pay-per-mile product has given the company something that no traditional insurer has been able to offer. This comes through Lemonade’s “unique tech stack designed to collect massive amounts of real driving data for precise, dynamic pricing.”

The reputation FSD has gathered over the past few years is really impressive. Wininger backed this with some more compliments:

“Teslas driven with FSD are involved in far fewer accidents. By connecting to the Tesla onboard computer, our models are able to ingest incredibly nuanced sensor data that lets us price our insurance with higher precision than ever before.”

The product will begin its official rollout in Arizona on January 26. Oregon will get it a month later.

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Tesla CEO Elon Musk trolls budget airline after it refuses Starlink on its planes

“I really want to put a Ryan in charge of Ryan Air. It is your destiny,” Musk said.

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elon musk ryanair

Tesla CEO Elon Musk trolled budget airline Ryanair on his social media platform X this week following the company’s refusal to adopt Starlink internet on its planes.

Earlier this week, it was reported that Ryanair did not plan to install Starlink internet services on its planes due to its budgetary nature and short flight spans, which are commonly only an hour or so in total duration.

Initially, Musk said installing Starlink on the company’s planes would not impact cost or aerodynamics, but Ryanair responded on its X account, which is comical in nature, by stating that a propaganda it would not fall for was “Wi-Fi on planes.”

Musk responded by asking, “How much would it cost to buy you?” Then followed up with the idea of buying the company and replacing the CEO with someone named Ryan:

Polymarket now states that there is an 8 percent chance that Musk will purchase Ryanair, which would cost Musk roughly $36 billion, based on recent financial data of the public company.

Although the banter has certainly crossed a line, it does not seem as if there is any true reason to believe Musk would purchase the airline. More than anything, it seems like an exercise of who will go further.

Starlink passes 9 million active customers just weeks after hitting 8 million

However, it is worth noting that if something is important enough, Musk will get involved. He bought Twitter a few years ago and then turned it into X, but that issue was much larger than simple banter with a company that does not want to utilize one of the CEO’s products.

In a poll posted yesterday by Musk, asking whether he should buy Ryanair and “restore Ryan as their rightful ruler.” 76.5 percent of respondents said he should, but others believe that the whole idea is just playful dialogue for now.

But it is not ideal to count Musk out, especially if things continue to move in the direction they have been.

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Tesla Robotaxi’s biggest rival sends latest statement with big expansion

The new expanded geofence now covers a broader region of Austin and its metropolitan areas, extended south to Manchaca and north beyond US-183.

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Credit: @AdanGuajardo/X

Tesla Robotaxi’s biggest rival sent its latest statement earlier this month by making a big expansion to its geofence, pushing the limits up by over 50 percent and nearing Tesla’s size.

Waymo announced earlier this month that it was expanding its geofence in Austin by slightly over 50 percent, now servicing an area of 140 square miles, over the previous 90 square miles that it has been operating in since July 2025.

Tesla CEO Elon Musk shades Waymo: ‘Never really had a chance’

The new expanded geofence now covers a broader region of Austin and its metropolitan areas, extended south to Manchaca and north beyond US-183.

These rides are fully driverless, which sets them apart from Tesla slightly. Tesla operates its Robotaxi program in Austin with a Safety Monitor in the passenger’s seat on local roads and in the driver’s seat for highway routes.

It has also tested fully driverless Robotaxi services internally in recent weeks, hoping to remove Safety Monitors in the near future, after hoping to do so by the end of 2025.

Although Waymo’s geofence has expanded considerably, it still falls short of Tesla’s by roughly 31 square miles, as the company’s expansion back in late 2025 put it up to roughly 171 square miles.

There are several differences between the two operations apart from the size of the geofence and the fact that Waymo is able to operate autonomously.

Waymo emphasizes mature, fully autonomous operations in a denser but smaller area, while Tesla focuses on more extensive coverage and fleet scaling potential, especially with the potential release of Cybercab and a recently reached milestone of 200 Robotaxis in its fleet across Austin and the Bay Area.

However, the two companies are striving to achieve the same goal, which is expanding the availability of driverless ride-sharing options across the United States, starting with large cities like Austin and the San Francisco Bay Area. Waymo also operates in other cities, like Las Vegas, Los Angeles, Orlando, Phoenix, and Atlanta, among others.

Tesla is working to expand to more cities as well, and is hoping to launch in Miami, Houston, Phoenix, Las Vegas, and Dallas.

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