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Tesla Model 3 with dual motor AWD spotted in San Francisco

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A Tesla Model 3 with a VIN number referencing an AWD dual-motor variant was recently photographed in the wild. The Model 3, which was designated with VIN 5YJ3E1EB3JF008370, was registered by Tesla on January 20, marking less than five weeks between the VIN registration and the public sighting of the car.

The find was shared by Ryan McCaffrey on Twitter, with the Ride the Lightning podcast host stating that he came across the vehicle in San Francisco, CA this past weekend. According to McCaffrey, the AWD Model 3 was painted red and equipped with 19-inch Sport Wheels.

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Considering that VINs 8370-8388, all of which were AWD, were registered on January 20, there is a pretty good chance that sightings of more dual-motor Model 3s would happen within the coming weeks, or possibly even days.

Tesla updated its Model 3 online configurator earlier this year, showing references to the mass market electric car’s dual motor configuration. During that time, the estimated time for deliveries for the all-wheel-drive variant of the Model 3 was set for Spring 2018. After the Q4 2017 earnings call this February, however, the estimated timeline for the delivery of dual-motor Model 3s was moved to Late 2018 for some reservation holders.

Considering that a vehicle with two electric motors is now in the wild, it seems like Tesla is definitely hitting its stride in the manufacture and rollout of the upcoming Model 3 variant. After all, if the dual-motor electric car that McCaffrey recently photographed is being used for testing by Tesla, there is a good chance that some Model 3 reservation holders who ordered the variant can see a delivery within Spring 2018.

While VIN registrations are not a foolproof way to ascertain how many Model 3s are on the road today, being able to decode the meaning of the long string of digits and letters is a good way to determine the configuration of Tesla’s vehicles. As we noted in a previous report, Tesla’s 17-character VINs can be decoded as follows.

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  • Digits 1 – 3: World Manufacturing Identifier
    • 5YJ = Manufacturer: Tesla Inc.
  • Digit 4: Make/Line/Series
    • S = Tesla Model S
    • X = Tesla Model X
    • 3 = Tesla Model 3
  • Digit 5: Body Type and Gross Vehicle Weight Rating (GVWR)
    • A – Hatchback 5Dr/LHD
    • C = Class E (6001-7000 lbs) GVWR/MPV/5 Dr/LHD
    • E= Sedan 4Dr/LHD
  • Digit 6: Restraint System
    • 1= Type 2 manual seatbelts (FR, SR*3) with front airbags, PODS, side inflatable restraints, knee airbags (FR)
    • A = Type 2 manual seatbelts (FR, SR*3, TR*2) with front airbags, PODS, side inflatable restraints, knee airbags (FR)
    • B = Type 2 manual seatbelts (FR, SR*2, TR*2) with front airbags, PODS, side inflatable restraints, knee airbags (FR)
    • D= Type 2 Manual seatbelts (FR, SR*3) with front airbags. PODS, side inflatable restraints, knee airbags (FR)
  • Digit 7: Fuel Type
    • E = Electric
  • Digit 8: Motor/Drive Unit
    • 1= Single Motor – Standard
    • 3= Single Motor – Performance
    • 2 = Dual Motor (Standard)
    • 4 = Dual Motor (Performance)
    • A= Single Motor – Standard
    • B= Dual Motor – Standard
  • Digit 9: Check Digit to be assigned by manufacturer pursuant to 49 CFR § 565.6(c)
  • Digit 10: Model Year
    • H = 2017
  • Digit 11: Plant of Manufacture
    • F = Fremont, CA
  • Digits 12-17: Unique serial number

With this in mind, McCaffrey’s find, which carried VIN 5YJ3E1EB3JF008370, means that the vehicle was equipped with a standard, non-performance dual-motor drivetrain.

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 engineers deflected calls from this tech giant’s now-defunct EV project

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Image Created by Grok

Tesla engineers deflected calls from Apple on a daily basis while the tech giant was developing its now-defunct electric vehicle program, which was known as “Project Titan.”

Back in 2022 and 2023, Apple was developing an EV in a top-secret internal fashion, hoping to launch it by 2028 with a fully autonomous driving suite.

However, Apple bailed on the project in early 2024, as Project Titan abandoned the project in an email to over 2,000 employees. The company had backtracked its expectations for the vehicle on several occasions, initially hoping to launch it with no human driving controls and only with an autonomous driving suite.

Apple canceling its EV has drawn a wide array of reactions across tech

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It then planned for a 2028 launch with “limited autonomous driving.” But it seemed to be a bit of a concession at that point; Apple was not prepared to take on industry giants like Tesla.

Wedbush’s Dan Ives noted in a communication to investors that, “The writing was on the wall for Apple with a much different EV landscape forming that would have made this an uphill battle. Most of these Project Titan engineers are now all focused on AI at Apple, which is the right move.”

Apple did all it could to develop a competitive EV that would attract car buyers, including attempting to poach top talent from Tesla.

In a new podcast interview with Tesla CEO Elon Musk, it was revealed that Apple had been calling Tesla engineers nonstop during its development of the now-defunct project. Musk said the engineers “just unplugged their phones.”

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Musk said in full:

“They were carpet bombing Tesla with recruiting calls. Engineers just unplugged their phones. Their opening offer without any interview would be double the compensation at Tesla.”

Interestingly, Apple had acquired some ex-Tesla employees for its project, like Senior Director of Engineering Dr. Michael Schwekutsch, who eventually left for Archer Aviation.

Tesla took no legal action against Apple for attempting to poach its employees, as it has with other companies. It came after EV rival Rivian in mid-2020, after stating an “alarming pattern” of poaching employees was noticed.

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Tesla to a $100T market cap? Elon Musk’s response may shock you

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There are a lot of Tesla bulls out there who have astronomical expectations for the company, especially as its arm of reach has gone well past automotive and energy and entered artificial intelligence and robotics.

However, some of the most bullish Tesla investors believe the company could become worth $100 trillion, and CEO Elon Musk does not believe that number is completely out of the question, even if it sounds almost ridiculous.

To put that number into perspective, the top ten most valuable companies in the world — NVIDIA, Apple, Alphabet, Microsoft, Amazon, TSMC, Meta, Saudi Aramco, Broadcom, and Tesla — are worth roughly $26 trillion.

Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI

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Cathie Wood of ARK Invest believes the number is reasonable considering Tesla’s long-reaching industry ambitions:

“…in the world of AI, what do you have to have to win? You have to have proprietary data, and think about all the proprietary data he has, different kinds of proprietary data. Tesla, the language of the road; Neuralink, multiomics data; nobody else has that data. X, nobody else has that data either. I could see $100 trillion. I think it’s going to happen because of convergence. I think Tesla is the leading candidate [for $100 trillion] for the reason I just said.”

Musk said late last year that all of his companies seem to be “heading toward convergence,” and it’s started to come to fruition. Tesla invested in xAI, as revealed in its Q4 Earnings Shareholder Deck, and SpaceX recently acquired xAI, marking the first step in the potential for a massive umbrella of companies under Musk’s watch.

SpaceX officially acquires xAI, merging rockets with AI expertise

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Now that it is happening, it seems Musk is even more enthusiastic about a massive valuation that would swell to nearly four-times the value of the top ten most valuable companies in the world currently, as he said on X, the idea of a $100 trillion valuation is “not impossible.”

Tesla is not just a car company. With its many projects, including the launch of Robotaxi, the progress of the Optimus robot, and its AI ambitions, it has the potential to continue gaining value at an accelerating rate.

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Musk’s comments show his confidence in Tesla’s numerous projects, especially as some begin to mature and some head toward their initial stages.

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Celebrating SpaceX’s Falcon Heavy Tesla Roadster launch, seven years later (Op-Ed)

Seven years later, the question is no longer “What if this works?” It’s “How far does this go?”

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SpaceX's first Falcon Heavy launch also happened to be a strategic and successful test of Falcon upper stage coast capabilities. (SpaceX)

When Falcon Heavy lifted off in February 2018 with Elon Musk’s personal Tesla Roadster as its payload, SpaceX was at a much different place. So was Tesla. It was unclear whether Falcon Heavy was feasible at all, and Tesla was in the depths of Model 3 production hell.

At the time, Tesla’s market capitalization hovered around $55–60 billion, an amount critics argued was already grossly overvalued. SpaceX, on the other hand, was an aggressive private launch provider known for taking risks that traditional aerospace companies avoided.

The Roadster launch was bold by design. Falcon Heavy’s maiden mission carried no paying payload, no government satellite, just a car drifting past Earth with David Bowie playing in the background. To many, it looked like a stunt. For Elon Musk and the SpaceX team, it was a bold statement: there should be some things in the world that simply inspire people.

Inspire it did, and seven years later, SpaceX and Tesla’s results speak for themselves.

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Credit: SpaceX

Today, Tesla is the world’s most valuable automaker, with a market capitalization of roughly $1.54 trillion. The Model Y has become the best-selling car in the world by volume for three consecutive years, a scenario that would have sounded insane in 2018. Tesla has also pushed autonomy to a point where its vehicles can navigate complex real-world environments using vision alone.

And then there is Optimus. What began as a literal man in a suit has evolved into a humanoid robot program that Musk now describes as potential Von Neumann machines: systems capable of building civilizations beyond Earth. Whether that vision takes decades or less, one thing is evident: Tesla is no longer just a car company. It is positioning itself at the intersection of AI, robotics, and manufacturing.

SpaceX’s trajectory has been just as dramatic.

The Falcon 9 has become the undisputed workhorse of the global launch industry, having completed more than 600 missions to date. Of those, SpaceX has successfully landed a Falcon booster more than 560 times. The Falcon 9 flies more often than all other active launch vehicles combined, routinely lifting off multiple times per week.

Falcon Heavy successfully clears the tower after its maiden launch, February 6, 2018. (Tom Cross)

Falcon 9 has ferried astronauts to and from the International Space Station via Crew Dragon, restored U.S. human spaceflight capability, and even stepped in to safely return NASA astronauts Butch Wilmore and Suni Williams when circumstances demanded it.

Starlink, once a controversial idea, now dominates the satellite communications industry, providing broadband connectivity across the globe and reshaping how space-based networks are deployed. SpaceX itself, following its merger with xAI, is now valued at roughly $1.25 trillion and is widely expected to pursue what could become the largest IPO in history.

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And then there is Starship, Elon Musk’s fully reusable launch system designed not just to reach orbit, but to make humans multiplanetary. In 2018, the idea was still aspirational. Today, it is under active development, flight-tested in public view, and central to NASA’s future lunar plans.

In hindsight, Falcon Heavy’s maiden flight with Elon Musk’s personal Tesla Roadster was never really about a car in space. It was a signal that SpaceX and Tesla were willing to think bigger, move faster, and accept risks others wouldn’t.

The Roadster is still out there, orbiting the Sun. Seven years later, the question is no longer “What if this works?” It’s “How far does this go?”

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