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Tesla’s nearly 300k Model 3 VIN registrations hint at healthy US demand

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Tesla appears to be on track to break the 300k barrier in its Model 3 VIN registrations this quarter, filing more than 74,000 vehicles on January and more than 24,000 cars this month. While these numbers are undoubtedly impressive, the recent batch of VINs registered by the company also hints at something notable — a steady demand for the Model 3 in the United States.

Based on the data gathered by Model 3 VIN registration tracking group @Model3VINs, Tesla had registered more than 44,000 vehicles this quarter for North America, comprised of both AWD and RWD units. This past Saturday alone, Tesla registered a large batch of 13,225 Model 3 VINs, and more than 95% were RWD units designated for the region, where the car has been available since it entered production in mid-2017 (Canada is the first country outside the United States that received the electric sedan). With this in mind, this recent batch of VIN filings hints at more than 12,000 RWD vehicles intended for the US and Canada. 

Following the fourth quarter’s results, a TSLA bear thesis has emerged claiming that Tesla has exhausted the demand for the Model 3 in the United States. Nevertheless, the most recent registration for North American vehicles suggest that even Tesla’s most affordable Model 3 variant to date — the Mid Range RWD — continues to see some healthy demand in the region. It should also be noted that Tesla still has more than a month to register and produce more Model 3 units for the US. Overall, this all but highlights Elon Musk’s words during the Q4 2018 earnings call, when he stated that Tesla is not facing a demand problem.

“I feel very confident about Model 3 demand. The customer happiness level with the car is incredible, and I think probably the highest of any car in the world right now, I think. And so you can tell like; basically, nobody wants to sell (their) car,” Musk said.

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Tesla’s Model 3 VIN registrations every quarter.(Credit: Model3VINs.com)

Granted, VIN filings do not directly correspond with Tesla’s actual production numbers, but the registrations themselves have been quite effective at estimating the company’s manufacturing trends every quarter, as seen in the increasing accuracy of Bloomberg‘s Model 3 VIN tracker.

While the Model 3 is already making waves in the United States (and seems poised to do the same for Europe and China), it should be noted that Tesla is not starting its attack on the lower end of the market yet. For Tesla to compete in this segment, the company would have to successfully produce the elusive base Model 3, which is priced at $35,000 before incentives and savings. So far, Tesla appears to be taking steps towards the production of the vehicle, with the Mid Range Model 3 RWD now priced at a reasonable $42,900. With this in mind, it could only be a matter of time before the company starts making its most disruptive Model 3 yet. 

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 says fixes on Full Self-Driving’s two biggest issues are on the way

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Tesla Full Self-Driving is set to receive improvements to address its two biggest issues, according to a company engineer.

Director of Engineering at Tesla AI, Phil Duan, revealed in a post on X that improvements to both pothole avoidance and navigation “are coming,’ something we have heard many times in the past. However, there are a few things that seem to hint that things might be different this time around.

Pothole avoidance, navigation, speed control, and left lane camping are some of the most prevalent and frequently mentioned shortcomings of the Full Self-Driving suite. These are a few of the biggest issues that have kept Tesla Full Self-Driving as a Supervised suite, meaning drivers must remain attentive during operation.

Pothole Avoidance

Pothole avoidance was first mentioned as an “Upcoming Improvement” with the Tesla Full Self-Driving v14.3 update back in early April of this year. It was listed alongside “Expand reasoning to all behaviors beyond destination handling.”

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Tesla is fixing Full Self-Driving’s pothole problem

It’s been six months since we first saw pothole avoidance explicitly mentioned, and it has not moved beyond that and joined the main release notes yet.

Tesla has not shed any light on why pothole avoidance has been such an issue for it to solve, but it also has issues identifying large bumps much of the time, so its modeling of sudden changes in road conditions is likely pretty weak at this particular point. I’ve had more issues with large bumps than potholes, personally, but both are issues that need to be resolved.

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It makes sense that things might be pretty close to being released to the public, as we are going on such an extensive period of time between it being mentioned and it actually being deployed.

Navigation

Navigation is likely the most painful part of using Full Self-Driving, as it routinely takes strange routes, has trouble with local rules (like Except Right Turn Stop Signs in Pennsylvania), and sometimes does not realize that maneuvers it is suggesting are against the law. Turning out of my neighborhood, you cannot turn left, yet my Model Y still suggests it roughly 70 percent of the time when I’m leaving.

However, Tesla might be close to a breakthrough on this. With the Summer Update, Tesla added “Preferred Routes” alongside “Automatic Navigation.”

Preferred Routes prioritized roads that the driver had actually taken before, instead of always defaulting to what the vehicle believes is the most efficient path. This has already solved many of my issues. Formerly, I would turn off the Online Routing setting, and that would eliminate most of my complaints with routing, but then you lose out later on the Live Traffic Visualization.

Tesla’s Navigation has improved tremendously thanks to the Preferred Routes release with the Summer Update, but it still could use some polishing, as it still suggests strange routes from time to time, and it also has a lot of issues getting out of a parking lot. I find that those truly confuse FSD sometimes.

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SpaceX’s midnight spy satellite launch quietly set a new record

Falcon Heavy launched its first NRO mission while SpaceX landed four boosters in one day.

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SpaceX's Falcon Heavy lifts off from Launch Complex 39A at NASA's Kennedy Space Center at 11:54 p.m. ET on October 1, 2026, carrying the classified NROL-97 mission for the National Reconnaissance Office. (Credit: SpaceX)
SpaceX's Falcon Heavy lifts off from Launch Complex 39A at NASA's Kennedy Space Center at 11:54 p.m. ET on October 1, 2026, carrying the classified NROL-97 mission for the National Reconnaissance Office. (Credit: SpaceX)

SpaceX closed out one of its busiest days ever with a midnight Falcon Heavy launch from Florida, and the rocket’s two side boosters came home to finish off a landing record the company had never set before.

Falcon Heavy lifted off from Launch Complex 39A at NASA’s Kennedy Space Center at 11:54 p.m. ET Thursday carrying NROL-97, a classified payload for the National Reconnaissance Office. It was the first time the NRO has flown on Falcon Heavy after 22 missions on Falcon 9, and the first NRO mission bought through the National Security Space Launch Phase 3 Lane 2 contract awarded in 2025, according to Spaceflight Now.

Roughly eight minutes after liftoff, side boosters B1104 and B1072 touched down at Landing Zones 1 and 2 at Cape Canaveral Space Force Station, setting off double sonic booms across Brevard County. B1104 was flying for the second time and B1072 for the fourth. Both last flew on August 30 on NASA’s Nancy Grace Roman Space Telescope, making NROL-97 the quickest turnaround between Falcon Heavy missions to date. The brand new center core, B1106, was expended in the Atlantic so the payload could reach its high energy orbit, and SpaceX’s mission page noted the fairing had previously flown on the NROL-95 mission in July.

The two landings capped a record for SpaceX. Earlier Thursday, Falcon 9 booster B1101 returned to Landing Zone 40 after sending the Crew-13 astronauts to the International Space Station, and another Falcon 9 launched the Transporter-18 rideshare with 130 payloads from Vandenberg Space Force Base in California. Spaceflight Now reported it was the first time SpaceX has landed four boosters in a single day, wrapping up the triple header Teslarati previewed on Wednesday.

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The mission also brought Landing Zone 1 back for what may be its final landing. SpaceX first landed an orbital class booster there in December 2015, but its lease on the former Launch Complex 13 site ended in 2025 as the company moved Florida landings to new pads at its own launch complexes. With LZ-40 already holding the Crew-13 booster, SpaceX brought LZ-1 back into service for one more night. Launch tracker Next Spaceflight listed NROL-97 as the final expected landing at the site.

NROL-97 adds to a fast growing stack of national security work for SpaceX. The company has flown four Space Force missions from Vandenberg since mid August, several believed to carry Starshield satellites, pushing its Pentagon contract total for 2026 past $8 billion. Elon Musk was also named this week to help lead the Pentagon’s Project Meridian study on the future of warfare.

The Florida doubleheader stood out for another reason. The Space Coast saw only one launch in all of September as SpaceX shifts more of its East Coast infrastructure toward Starship, which reached orbit for the first time on Flight 14 just three days earlier.

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Investor's Corner

Tesla deliveries best Wall Street guesses alongside second-best energy quarter

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Credit: Tesla Europe & Middle East | X

Tesla (NASDAQ: TSLA) reported strong delivery figures that beat Wall Street guesses, and they were revealed alongside the company’s second-best quarter in terms of energy deployments ever.

Tesla announced this morning that it delivered 486,532 cars in Q3, while producing 464,391, exceeding analyst consensus, which sat around 462,000 units.

Meanwhile, Tesla reported 13.7 GWh of energy storage deployed for the quarter. That’s the second-best quarter Tesla has ever reported on that side of things.

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Vehicle Deliveries

Deliveries were strong, and it was another quarter when Tesla had the opportunity to outshine the Wall Street pundits who are quick to criticize and slow to give credit. Tesla saw a slight decrease in deliveries compared to Q3 2025, but Tesla still had the $7,500 EV Tax Credit to use to help incentivize consumers to pick an EV.

A small decrease of 2.1 percent is pretty telling because it shows Tesla does not need massive federal credits to convince consumers to purchase its vehicles.

It was also the company’s third-best performance all-time in terms of deliveries, trailing that of Q3 2025 with 497,099 deliveries and Q4 2024, when the company handed over 495,570 cars.

We reported several days ago that Tesla Showrooms across the United States were completely bare of inventory or unclaimed units. Many locations also removed Demo Drive units, which had been bought by customers looking to take delivery sooner.

Tesla showrooms picked clean ahead of Q3 end as demand looks strong

Energy Generation

Tesla’s Energy Generation performance in Q3 was also very strong, as the company deployed 13.7 GWh of energy storage over the past three months. The only quarter when Tesla reported stronger energy deployment figures was Q4 2025, when 14.2 GWh of energy storage was deployed.

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Tesla’s Q3 performance in energy generation has continued to grow each quarter, with the company increasing its deployments by ten-fold since Q3 2021, when just 1.3 GWh was deployed.

It is also nearly double what it was in Q3 2024, when the company reported 6.9 GWh. This is one of Tesla’s quickest-growing divisions, and it flies under the radar with fans and analysts, as many are focused on self-driving or the vehicles themselves.

Tesla Stock

Shares rose 5.07 percent to $372.06 at just after 10 a.m. on the East Coast. This is a rarity for Tesla after a strong delivery report, as positive news usually brings the stock down. Many quarters with extremely robust delivery reports have not been as kind to the Teslanaires of the world.

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