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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.
Ferrari’s first electric vehicle, the Luce, is fully sold out for 2027, according to CEO Benedetto Vigna.
Presenting third-quarter results, he stated: “Everything we plan to sell next year is already fully allocated. Client test drives, scheduled for next year, will help further boost demand. We have no critical issues, neither on manufacturing nor on the demand side. Obviously, the car is more complex because it has many new parts and many new technologies.”
First customer deliveries are expected before the end of 2026, with the model already commanding waitlists despite a turbulent debut.
The Luce is a five-seat, four-door liftback saloon—the longest Ferrari ever produced—powered by four electric motors producing approximately 1,035 horsepower.
It features an 800-volt architecture, a 122-kWh battery, a claimed WLTP range of around 329 miles, 0-62 mph acceleration in 2.5 seconds, and a starting price near €550,000 in Europe (roughly $560,800–$615,000 in the U.S. depending on configuration).
Developed in collaboration with Jony Ive and Marc Newson’s LoveFrom studio alongside Ferrari’s own Centro Stile, it represents a deliberate departure from the brand’s traditional mid-engine sports cars toward a more spacious, grand-touring format.
Its exterior has proven deeply polarizing. Unveiled in Rome in May 2026, the design features smooth, sweeping surfaces, a large glass roof, and restrained detailing that critics described as bland, generic, or more reminiscent of an Apple product or mass-market EV than a Ferrari.
Ferrari unveils its Luce EV, and its reception has been a disaster
Online reactions included memes comparing it to a Nissan Leaf or Polestar, while former Ferrari chairman Luca di Montezemolo publicly warned of “the destruction of a myth” and suggested the prancing horse logo be removed. Italian politicians and longtime owners joined the chorus of disappointment, and Ferrari’s shares dropped roughly 8% in a single day, erasing billions in market value.
Design experts noted the absence of the brand’s signature tension, aggression, and emotional drama.
Yet the controversy has not translated into weak demand among the ultra-wealthy clientele who actually buy Ferraris. Production volumes remain tightly limited, as reports suggest fewer than 500 units in the current year and a longer-term pace of roughly 600 annually through 2030, preserving exclusivity.
One early chassis sold for $40 million at auction. Vigna has indicated that seeing the car in person, along with upcoming client test drives, is expected to strengthen rather than weaken interest. Ferrari aims for fully electric models to comprise 20 percent of its lineup by 2030, with a second EV now delayed to 2028.
For a brand defined by scarcity and desirability, the Luce’s sell-out status suggests that among those who can afford it, the polarizing design has not proven to be a commercial liability.
Tesla and SpaceX shares fell on Wednesday after Democrats swept both chambers of Congress. The decline stood out as broader market securities recovered and turned positive, while both of Musk’s publicly traded companies lagged.
CEO Elon Musk already joked about the unsuccessful campaigning for the Republicans, but now the new party will make pretty drastic changes to how it handles Tesla and SpaceX, and those companies will adjust their outlook.
Let’s take a deeper look.
Tesla ($TSLA)
Tesla shares traded lower during the regular session after Democrats secured both the House and Senate. The stock was down 2.32 percent at around 1:45 p.m. on the East Coast, trading at around $389.30.
The pressure is tied to more than the raw scale of Musk’s political spending, estimated at $450–474 million this cycle with roughly $224 million directed at Texas. In that state, Tesla now faces a Democratic governor and a Democratic senator after Gina Hinojosa unseated Greg Abbott and James Talarico defeated Ken Paxton.
The Austin Gigafactory, Robotaxi pilot programs in multiple Texas cities, and any related AI compute expansion sit under a new state executive who campaigned against certain corporate subsidies and floated a moratorium on new data-center construction.
Federally, Democratic control of key committees opens the door to deeper examination of Tesla’s autonomous-driving safety record, federal energy-storage and manufacturing incentives, and the national-security implications of any combination with SpaceX.
Investors are also weighing whether the company’s historically close alignment with the prior Republican leadership will invite slower permitting, additional hearings, or tighter rules on Full Self-Driving deployment.
For Tesla, the political shift adds near-term friction around state permitting and federal regulatory approvals for autonomy and energy storage. A potential merger with SpaceX may face slower review even if it proceeds.
Core growth drivers such as vehicle deliveries, energy deployments, and robotaxi rollout remain intact, yet the stock now carries a higher political-risk premium that could weigh on valuation until the company demonstrates workable relationships with the new Texas leadership and congressional majorities.
SpaceX ($SPCX)
SpaceX shares also declined in live trading on November 4 following the Democratic midterm sweep. The stock traded at $134.97, down 4.49 percent. The drop occurred even as broader indexes stabilized, highlighting a company-specific reaction to the election outcome.
Musk’s large contributions, concentrated in Texas races that both companies lost, place SpaceX’s Starbase launch facility and headquarters under a new Democratic governor.
At the federal level, Democratic control of Congress enables greater scrutiny of NASA, the Department of Defense, and other contracts that support a meaningful share of revenue, along with reviews of Starlink national-security uses and any Tesla merger. Analysts have noted that empowered committees can hold hearings and request documents on these relationships.
For SpaceX, the results raise the risk of delayed contract awards, higher compliance costs, and tighter constraints on AI and satellite infrastructure expansion, particularly in Texas where a data-center moratorium has been discussed.
A merger with Tesla could encounter political friction that slows integration of launch, connectivity, and autonomy capabilities.
While Starlink growth and launch cadence continue as primary drivers, the company faces a more contested path for federal funding and state-level operations, requiring management to rebuild ties with the new congressional majorities and Texas leadership to limit the overhang.
Tesla’s new vehicle registrations in Germany rose sharply in October, nearly quadrupling from the same month a year earlier. That’s according to data from the KBA, Germany’s federal motor transport authority.
The KBA reported 2,932 Tesla vehicles registered in October, a 290.9 percent year-over-year- increase. For the first ten months of the year, Tesla’s cumulative registrations reached 47,742 units. This number is up 206.1 percent compared with the January-October period of 2025. These gains occurred against a backdrop of strong overall growth in the BEV sector as a whole.
Germany registered 94,086 new BEVs in October, a 79.5 percent rise that brought the BEV share of the passenger car market to 37 percent of the 254,492 total cars registered that month.
🇩🇪 Tesla’s new registrations in Germany nearly quadrupled in October, according to KBA data.
October: 2,932 units, +290.9% YoY Jan–Oct: 47,742 units, +206.1%
Germany’s overall BEV market grew 79.5% to 94,086 units last month. https://t.co/GMwNqsFAOC
— TESLARATI (@Teslarati) November 4, 2026
Despite the percentage surge, Tesla’s absolute numbers left it with a 1.2 percent share of all new car registrations for October. Chinese competitors did record higher volumes, as BYD registered 5,173 vehicles, a 2 percent share, Leapmotor with 3,661 cars, which equates to 1.4 percent, and Xpeng had a 0.5 percent share.
Year-to-date through October, BYD edged ahead of Tesla with 47,961 registrations versus Tesla’s 47,742.
The October results follow a notably strong September for Tesla in Germany, when it registered 12,552 vehicles, an increase of roughly 269 percent year-over-year and one of its strongest monthly totals on record in the country. That month, the Model Y led all EVs and ranked among the top-selling vehicles of any powertrain.
The figures form part of a broader recovery in Tesla’s European registrations after an extended period of softer demand. While monthly volumes remain subject to typical quarter-end patterns and competitive pressure from both established European brands and rapidly expanding Chinese manufacturers, the year-to-date growth indicates improved traction in Europe’s largest car market.
Tesla’s Gigafactory Berlin-Brandenburg continues to supply the region, positioning the company to capture a share of the expanding German BEV market as overall EV adoptions looks to be accelerating.
Ferrari Luce sold out for 2027 after design controversy
Musk’s Tesla and SpaceX decline after Democratic Midterm sweep
