Tesla’s Master Plan Part 3 detailed the final portions of how the electric automaker plans to influence and dominate the global market through sustainability. It featured plans for mass production of a new compact model, volume projections for the Cybertruck, and new details on other commercial vehicles, but it was void of the Roadster.
The Tesla Roadster has been one of the company’s crown jewels, but it has been teased for so many years that some fans are wondering if it will ever actually reach production.
In the third iteration of the Master Plan, Tesla broadened its scope for how it can achieve a monumental transition to sustainable powertrains across the entire market, but also how it can achieve a mass production forecast of its entire vehicle lineup.
It featured key contributors to that plan, which include the heavily rumored compact sedan that could be built at its upcoming Gigafactory in Mexico, as well as commercial vehicle applications like a van and two different pack sizes for the Semi.
What it was void of, however, is the Roadster, and the fact that the Master Plan Part 3 was geared toward Tesla’s long-term goals and major contributors to how it can help the world achieve a sustainable future may be the very reason it was not included.
The Roadster is an extremely low-volume vehicle. It costs $250,000, it is apparently going to feature SpaceX cold-gas thrusters for face-melting acceleration, it might have hovering capabilities, but its production has always been derailed by some sort of circumstance beyond Tesla’s control.
Set to make its first deliveries in 2021, the Roadster was put on the back burner, no pun intended, by the COVID-19 pandemic, which basically disrupted nearly every company in the sector in some way. With Tesla looking to survive supply chain constraints and fulfill orders for its vehicles, the Roadster simply was not a priority. Tesla pushed production back to 2022.
Tesla Roadster 2.0 to be better on “basically every metric” than prototype
2022 came and went, and CEO Elon Musk detailed late last year that the vehicle could come this year, as long as Tesla avoided supply chain “mega drama.”
But it seems the Roadster won’t be here this year, either. Tesla will instead focus on Cybertruck production and ramping up its factories for mass electrification, and the Roadster simply does not fit those plans.
Chief Designer for Tesla Franz von Holzhausen said recently that Tesla was in the process of developing the Roadster, but it just won’t make it to the production phases this year:
“We’re developing the car. I think you know we have priorities as a company, and the priorities are mass electrification. And Roadster is not a mass product. So, unfortunately, you know it takes its kind of position, but we are working on it in earnest. And I think the time that we’ve taken had enabled us to really improve on basically every metric that we set out to establish when we first debuted that.”
Last evening’s release of the Master Plan Part 3 revealed a lot of details, but the global fleet only included mass-market vehicles that will contribute to the company’s plan to increase the volume of cars it puts on the road.
Credit: Tesla
The Roadster simply does not fit those plans, so don’t be discouraged if you’re awaiting any updates on its production.
Nevertheless, there is reason to be slightly frustrated with the timeline of the vehicle, especially as it continues to be pushed back for a multitude of reasons. We can only hope the vehicle will be out within the next few years, and even if it is slightly different than what was shown in 2020 and what some customers are expecting.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Another Tesla Model 3 variant sold out for January 2026 in China
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
