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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 Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
