

News
Tesla Model 3 tops Cars.com’s ‘American Made’ Index, first time an EV conquers the list
The Tesla Model 3 has captured Cars.com’s “American-Made” Index, a monumental achievement for the automaker’s mass-market sedan. Not only is the recognition a huge feather in the cap for Tesla, but also for the electric vehicle movement as it is the first time an EV has topped the list.
Since 2005, Cars.com has compiled a list qualifying all vehicles built and bought in the U.S. This year’s study ranked 90 vehicles through five categories of major criteria: assembly location, parts content, engine origins, transmission origins, and U.S. manufacturing workforce. For the first time in the 16-year history of the Index, Tesla has topped the list, also becoming the first all-electric car to capture the top spot from vehicles like the Ford Mustang, Chevrolet Corvette, and Jeep Cherokee, three long-standing vehicles that have been included in the Index’s past rankings.
The Model 3 topped the 2021 list after coming in fourth just a year ago, being recognized as the most “American-Made” vehicle for the first time in its nearly four-year stay in the U.S. automotive market. First being delivered in mid-2017, the Model 3 was Tesla’s first mass-market sedan and was arguably the catalyst to the American EV sector. After the Model 3 was released by Tesla, it proved that EVs could be affordable, and they could begin displacing the overwhelming majority of gas-powered engines that dominated U.S. roads. Since then, the Model 3 has made a tremendous dent in the ICE market, especially in the sedan body style. The Model 3 was the 16th best-selling car in the world, according to a May 2021 report from Forbes.
The key to Tesla’s overwhelmingly domestic production process of its vehicles starts with the company’s focus on vertical integration. Tesla CEO Elon Musk has commented on the company’s focus on this in the past, highlighting the automaker’s general strategy of creating its own machinery to design things. To Musk, this could be one of the company’s biggest advantages over competitors due to Tesla’s ability to not depend on manufacturers to provide parts. Instead, Tesla can basically build a car from the ground up using what it has in-house, to an extent. Of course, the company still utilizes suppliers for things like tires and glass, but the bulk of the car is produced by Tesla.
Elon Musk gives a rare look into the Model 3 production line. [Credit: CBS This Morning/YouTube]
“Tesla is absolutely vertically integrated compared to other auto companies or basically most any company,” Musk said during the Q3 2020 Earnings Call. “We have a massive amount of internal manufacturing technology that we built ourselves. We literally make the machine. In fact, we design it — so like, OK, what are the things we want to make, design a machine that will make that thing, then we make the machine. This is what — this makes it quite difficult to copy Tesla, which we’re not actually all that opposed to people copying us, but it’s quite difficult because you can’t do catalog engineering. You can’t just pick up the supplier catalog, I’ll get one of those machines, one of that machine; bingo, I’m now Tesla. You have to — there is no catalog,” he continued.
This has also led to its understanding of its product to depths that many other automotive manufacturers simply cannot match. Tesla’s in-house Insurance program also receives dividends from the company’s vertical integration because the cars are made up of so many company-produced parts. This allows for a greater understanding of the product.
Amazingly, the Model 3 was not the only Tesla vehicle on the list, and in fact, it wasn’t the only Tesla in the top 3. The Model Y made its debut on the list, coming in at #3. This is not much of a surprise as the Model 3 and Model Y share a very similar design, and some have indicated that the two vehicles share 75% of the same parts. This makes the Model Y a no-brainer for this list, only being bested by the Model 3 and the Ford Mustang.
The full “American-Made” Index from Cars.com can be viewed here.
News
Tesla rolls out update to Robotaxi service that makes pickups so much better
The update was confirmed by CEO Elon Musk in a post on social media platform X.

Tesla has rolled out a minor update to its Robotaxi service that will likely make the driverless ride-hailing system notably better and more convenient for consumers. The update was confirmed by CEO Elon Musk in a post on social media platform X.
Robotaxi service updates
The Robotaxi update was observed by users of the driverless ride-hailing service over the weekend. As observed by Tesla enthusiast Owen Sparks, the Austin Robotaxi fleet no longer strictly navigates to the pickup point listed on the app. Instead, the Robotaxis now stop in the exact location of a user’s phone.
Elon Musk confirmed the update, noting in a post on X that the change was an upgrade to the service. It’s a reactively minor update in the grand scheme of things, but it should make the Robotaxi service feel more organic and humanlike.
Driverless taxis
Tesla’s Robotaxi service in Austin has been receiving good reviews from users since it was launched, with many praising the vehicles for their cautious and humanlike behavior. Some users on social media even noted that Tesla’s Robotaxis feel safer on the road than cars from services like Uber, which are manually driven.
Tesla’s minor updates to its Robotaxi service are expected to make the customer experience of the driverless ride-hailing service more refined. By doing so, Tesla could ease customers into its service, even if only a fraction of ride-hailing users are familiar with fully autonomous cars. With this in mind, even small updates like picking up customers based on their specific phone location will likely go a long way towards making Tesla’s Robotaxis more accepted by the general public.
News
Tesla sells 3 million Model 3 since 2017, one in every 1.5 minutes
This translates to one Model 3 being sold every 1.5 minutes on average for the past eight years.

Tesla has announced that the Model 3 sedan has sold 3 million units since it started customer deliveries in 2017. As per the electric vehicle maker, this translates to one Model 3 being sold every 1.5 minutes on average for the past eight years.
Massive Milestone
Tesla China VP Grace Tao announced the Model 3’s milestone on Weibo, highlighting that the all-electric sedan has been a tried and tested vehicle that has earned accolades throughout its tenure. She also highlighted that in a recent test, Car and Driver gave the Model 3 a perfect score.
“Model 3 has become the choice of more than 3 million car owners worldwide, and has won the global pure electric sedan sales champion for seven consecutive years,” Tao wrote in her Weibo post.
She also invited everyone to try and test drive the Model 3 sedan, so they could experience the vehicle personally. “Everyone is welcome to come to the store to test drive and experience this global car and champion car,” the Tesla executive added.
Tesla’s Mainstream Bet
There was once a time when Tesla’s future relied on the Model 3’s success. When the Model 3 was unveiled, Tesla was still gaining its footing as a premium automaker that produces the Model S and Model X. The Model 3 was the company’s first mass-market car, and it was Tesla’s first foray into serious mass production. At the time, it was no exaggeration to state that Tesla’s survival depended on the Model 3.
The Model 3’s runaway success was a victory not just for Tesla but for the overall electric vehicle sector as a whole. Because the Model 3 was simply a great car, electric or otherwise, it was able to prove that there is serious demand for reasonably-priced mass market EVs. It was also able to pave the way for the Model Y, Tesla’s mass market all-electric crossover that ultimately became the world’s best-selling car in 2023 and 2024.
Investor's Corner
Tesla ‘Model Q’ gets bold prediction from Deutsche Bank that investors will love
Tesla’s Model Q could be on the way soon, and a new note from Deutsche Bank thinks it will contribute to Q4 deliveries.

The Tesla “Model Q” has been in the rumor mill for the company for several years, but a recent note from Wall Street firm Deutsche Bank seems to indicate that it could be on its way in the near future.
This comes as Tesla has been indicating for several quarters that its development of affordable models was “on track” for the first half of 2025. The company did not say it would unveil the vehicles in the first half, but many are anticipating that more cost-friendly models could be revealed to the public soon.
Potential affordable Tesla “Model 2/Model Q” test car spotted anew in Giga Texas
The Deutsche Bank note refers to one of the rumored affordable models as the “Model Q,” but we’ve also seen it referred to as the “Model 2,” amongst other names. Tesla has not officially coined any of its upcoming vehicles as such, but these are more of a universally accepted phrase to identify them, at least for now.
The rumors stem from sentiments regarding Tesla’s 2025 delivery projections, which are tempered as the company seeks to maintain a steady pace compared to 2023 and 2024, when it reported 1.8 million deliveries.
Deutsche Bank’s analysts believe the deliveries could be around 1.58 million, but they state this is a cautious stance that could be impacted by several things, including the potential launch of the Model Q, which they believe will make its way to market in Q4:
“Looking at the rest of the year, we maintain a cautious stance on volume calling for 1.58m vehicle deliveries (-12% YoY) vs. consensus +1.62m, with the timing of Model Q rollout as the key swing factor (we now assume only 25k in Q4). In China, Tesla will introduce the Model Y L this fall (6 inch longer wheel base allowing for larger 3-row seating with six seats).”
Interestingly, the same firm also predicted that the Model Q would launch in the first half of the year based on a note that was released in early December 2024.
Those estimations came from a reported meeting that Deutsche Bank had with Tesla late last year, where it said it aimed to launch the Model Q for less than $30,000 and aimed for it to compete with cars like the Volkswagen ID.3 and BYD Dolphin.
Tesla’s Q2 Earnings Call is slated for this Wednesday and could reveal some additional details about the affordable models.
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