News
Tesla Model 3 with dual motor AWD spotted in San Francisco
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.
I spotted #8370 in the wild this weekend in San Francisco. It's red with 19" Sport wheels, if you're curious. 😁 pic.twitter.com/BME2A4UCwF
— Ryan McCaffrey (@DMC_Ryan) February 28, 2018
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.
- 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.
News
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
News
Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
