News
Feature: Tesla Model 3 customers share worries about white interior delays and free FSD transfers
When Tesla launched the upgraded Tesla Model 3 in the United States, many EV enthusiasts were excited. The updated all-electric sedan was initially launched in China in late August 2023, so the anticipation for the vehicle in the US was palpable. For a growing number of Tesla Model 3 customers, however, the excitement for receiving their new all-electric sedans is starting to become an experience that’s filled with delays and a growing amount of frustration.
The Upgraded Tesla Model 3
The upgraded Tesla Model 3 is currently only offered in two variants — the Model 3 Rear Wheel Drive (RWD) and Model 3 Long Range All Wheel Drive (AWD). Both vehicles are available with either a free Black interior or Tesla’s popular, futuristic Black and White interior, which is a $1,500 option. Tesla’s Black and White interiors have become iconic over the years for their futuristic, clean, and airy look, so it was no surprise that numerous upgraded Model 3 customers ordered their vehicles with the paid interior option.
But as shared with Teslarati by a number of new Model 3 customers, Tesla has been continually pushing back the expected delivery dates of vehicles that were ordered with Black and White interior. So notable were the delays that some Tesla Model 3 customers are now concerned that they might pass the deadline for free FSD Capability transfers before they could take delivery of their vehicles. Some are also getting hit by a growing number of inconveniences and annoyances due to the delays in their vehicle orders.

Black and White Delays
An overview of the issue could be found in an upgraded Model 3 order tracker aggregated by customers of the revamped all-electric sedan. As could be seen in the community tracker, some new Model 3 customers who ordered their vehicle with a Black and White interior have seen their estimated delivery dates moved back 12 times. This has become quite frustrating for Model 3 customers, especially those who placed an order for the vehicle right after its US launch in January.
For customers who placed an order for an upgraded Model 3 with a Black and White interior in January, the wait for their vehicles has become substantial. And with some estimated delivery dates being pushed back from January/February 2024 to late May 2024, some are seemingly looking at an almost five-month wait for their new Model 3. This is quite a strange situation considering that some members in forums such as the Tesla Motors Club who ordered the new Model 3 with the default Black interior were able to receive their VINs and take delivery relatively quickly.

Free FSD Capability Transfer Concerns
Tesla’s official website notes that customers who take delivery of a new vehicle, including the new Model 3, by the end of Q1 2024 could qualify for a free Full Self-Driving (FSD) Capability transfer. This has caused a considerable amount of stress for upgraded Model 3 customers who ordered their vehicles with Black and White interiors. Tesla did note on its official X account that “any customer who had a timeline shift will be able to take advantage of FSD transfer.” This, however, is not yet reflected in the company’s Full Self-Driving Capability Transfer Agreement, at least as of writing.
Full Self-Driving is steadily becoming more and more refined, so it is no wonder that some upgraded Tesla Model 3 customers opted to order their vehicles to take advantage of the company’s free FSD Capability transfer program. It is then also no surprise that some new Model 3 customers have noted in online forums that they may cancel their vehicle orders if their free FSD Capability transfer is not honored.

Customer Headaches
Perhaps one of the reasons behind the frustration of the new Model 3 customers is Tesla’s reported lack of communication about delays in their vehicle orders. Simply pushing back the new Model 3 with Black and White interior’s estimated delivery dates without communication fosters a bad customer experience, after all, and essentially turning customers’ wait times from what was supposed to be just one to two months into what is now looking to be nearly five months is just as worse.
As per some upgraded Model 3 customers who got in touch with Teslarati, the multiple estimated delivery date delays and overall lack of communication from the EV maker have caught them off guard. Some have reported seeing their financing applications expiring due to the delays, reportedly adversely affecting their credit scores. Others have ended up renting cars for now because they did not expect the delays in their new Model 3 with Black and White interior to be this notable. Others have also noted that they have resorted to borrowing cars from relatives, though one cannot deny that borrowing a car for several months may be a bit of an awkward affair.
“I myself don’t have a vehicle anymore so I am borrowing cars from relatives. Borrowing cars for a month or two is one thing. Borrowing for five months is insane,” one new Tesla Model 3 customer wrote to Teslarati.
Hopefully, Tesla could shed some light on this matter.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Cybertruck
Tesla Cybertruck driver gets pickup seized for ‘legitimate concerns’ in UK
A Tesla Cybertruck driver in the United Kingdom had their all-electric pickup seized by local police in the Greater Manchester area after the department cited “legitimate concerns.”
Last Thursday, police saw the pickup on the roads and decided to pull the driver over. Greater Manchester Police said:
“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a collision with the Cybertruck.”
🚨 A Tesla Cybertruck, which is illegal to drive in the UK due to safety concerns, has been seized by police in Greater Manchester
“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a… pic.twitter.com/cqhdPok3DM
— TESLARATI (@Teslarati) June 16, 2026
The Cybertruck in question was, according to the BBC, registered and insured abroad and was confiscated. The driver, who is a UK resident, was reported.
The Greater Manchester Police Department then added:
“The Tesla Cybertruck is not road-legal in the UK and does not hold a certificate of conformity.”
The Cybertruck cannot be legally driven in the UK because it has no UK Type Approval for operation in the country. This is due to some safety concerns, which are related to its angular shape and design. The stainless steel exoskeleton has sharp edges and projections that violate UK/EU rules on pedestrian protection.
Tesla has considered creating what it referred to as an “international version” that would be approved for operation in Europe. However, there has been no real movement on that front by the company, as it has been focused on the Robotaxi rollout primarily.
News
Apple is developing the missing link for Tesla to get CarPlay: report
A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.
Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.
A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.
CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.
Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:
The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.
Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.
This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.
Investor's Corner
Tesla deliveries get a big boost in expectations from Wall Street
Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.
Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.
The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.
Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.
Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.
This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.
The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.
Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.
We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.
For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.