It appears that Tesla’s fourth-quarter delivery numbers would be bolstered pretty well by the updated Model 3, better known in EV circles as Project Highland. Based on social media posts from electric vehicle enthusiasts, it appears that a Model 3 Highland tsunami is starting in Europe.
The new Tesla Model 3 is so far only being produced in Gigafactory Shanghai, the company’s primary vehicle export hub. Fortunately, the facility is also Tesla’s largest factory by output, with the EV maker listing the site with an estimated annual output of over 950,000 vehicles in its Q3 2023 Update Letter. It was then no surprise to see Giga Shanghai exporting batches of new Model 3 over the past weeks.
Some of these vehicles have arrived in Europe, at least based on reports from Tesla watchers and EV enthusiasts. Over the past days, numerous photos and videos of the new Model 3 across Europe were shared online, from first deliveries in Germany to car carrier trucks filled with the updated Model 3 units in Paris, France.
Following are some of the posts from European EV fans featuring the upgraded Tesla Model 3.
1st Refreshed Model 3 (Highland) delivered in Europe?? (Bielefeld, Germany)
Looks damn good ?
source: D0Dave on TFF via @Berlinergy pic.twitter.com/998mhlJdJw— Morten Grove – Captain of all Tesla-Ships ? (@mortenlund89) October 21, 2023
.@mortenlund89 Refreshed Model 3 arrived at Tesla Poland Warsaw ?https://t.co/q6LdS26yrw pic.twitter.com/kExjeeIsII— kaskada99 | Michał Krzemiński ?? (@kaskada99) October 25, 2023
Upgraded @tesla mode 3 seen at the Tesla center in Purmerend, The Netherlands this morning.??
Ultra Red and blue. More color is very nice don’t you think?
Many more deliveries will take place today!@teslaeurope #TeslaEurope #TeslaTheNetherlands @elonmusk pic.twitter.com/PT7s3lci4N— Esther Kokkelmans (@EstherKokkelman) October 25, 2023
What a start of the week ! ♥️
Ready to travel in Europe ! ??
With this beauties rainy ?️ days
are always sunny ☀️?#UpgradedModel3 #TeslaTransport @TeslaEurope #TeslaEurope
? : Toni Mustienes Ferrer / Linkedin pic.twitter.com/u991ed9KHg— Ξ LUC ШΛТΞRLOT Ξ ?? (@LucWaterlot) October 24, 2023
Beautiful upgraded @tesla model 3 seen in Paris, France!??
Going to happy new owners in France.
Check out the beautiful Stealth Grey color❤️@teslaeurope @TeslaClubFrance #TeslaEurope @ClemBrst @elonmusk
?Claude Namer pic.twitter.com/J9GP73AAn4— Esther Kokkelmans (@EstherKokkelman) October 25, 2023
Many more trucks loaded with upgraded @tesla model 3 on their way to their new owners somewhere in Europe.
These have been seen in Germany.??@teslaeurope @TeslaGermany_ #TeslaEurope pic.twitter.com/5GBti4eQjN— Esther Kokkelmans (@EstherKokkelman) October 25, 2023
Tesla delivered a total of 435,059 vehicles in the third quarter, which was 6% less than the 466,140 that the company delivered in Q2 2023. Part of this decline was due to the new Model 3, which was not delivered during the third quarter. Considering that the updated Model 3 is now seeing its deliveries in Europe, Tesla may indeed have a solid shot at meeting its ambitious target of delivering around 1.8 million vehicles this 2023.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
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Tesla Robotaxi Safety Monitor seems to doze off during Bay Area ride
We won’t try to blame the camera person for the incident, because it clearly is not their fault. But it seems somewhat interesting that they did not try to wake the driver up and potentially contact Tesla immediately to alert them of the situation.
A Tesla Robotaxi Safety Monitor appeared to doze off during a ride in the California Bay Area, almost ironically proving the need for autonomous vehicles.
The instance was captured on camera and posted to Reddit in the r/sanfrancisco subreddit by u/ohmichael. They wrote that they have used Tesla’s ride-hailing service in the Bay Area in the past and had pleasant experiences.
However, this one was slightly different. They wrote:
“I took a Tesla Robotaxi in SF just over a week ago. I have used the service a few times before and it has always been great. I actually felt safer than in a regular rideshare.
This time was different. The safety driver literally fell asleep at least three times during the ride. Each time the car’s pay attention safety alert went off and the beeping is what woke him back up.
I reported it through the app to the Robotaxi support team and told them I had videos, but I never got a response.
I held off on posting anything because I wanted to give Tesla a chance to respond privately. It has been more than a week now and this feels like a serious issue for other riders too.
Has anyone else seen this happen?”
My Tesla Robotaxi “safety” driver fell asleep
byu/ohmichael insanfrancisco
The driver eventually woke up after prompts from the vehicle, but it is pretty alarming to see someone like this while they’re ultimately responsible for what happens with the ride.
We won’t try to blame the camera person for the incident, because it clearly is not their fault. But it seems somewhat interesting that they did not try to wake the driver up and potentially contact Tesla immediately to alert them of the situation.
They should have probably left the vehicle immediately.
Tesla’s ride-hailing service in the Bay Area differs from the one that is currently active in Austin, Texas, due to local regulations. In Austin, there is no Safety Monitor in the driver’s seat unless the route requires the highway.
Tesla plans to remove the Safety Monitors in Austin by the end of the year.
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Tesla opens Robotaxi access to everyone — but there’s one catch
Tesla has officially opened Robotaxi access to everyone and everyone, but there is one catch: you have to have an iPhone.
Tesla’s Robotaxi service in Austin and its ride-hailing service in the Bay Area were both officially launched to the public today, giving anyone using the iOS platform the ability to simply download the app and utilize it for a ride in either of those locations.
It has been in operation for several months: it launched in Austin in late June and in the Bay Area about a month later. In Austin, there is nobody in the driver’s seat unless the route takes you on the freeway.
In the Bay Area, there is someone in the driver’s seat at all times.
The platform was initially launched to those who were specifically invited to Austin to try it out.
Tesla confirms Robotaxi is heading to five new cities in the U.S.
Slowly, Tesla launched the platform to more people, hoping to expand the number of rides and get more valuable data on its performance in both regions to help local regulatory agencies relax some of the constraints that were placed on it.
Additionally, Tesla had its own in-house restrictions, like the presence of Safety Monitors in the vehicles. However, CEO Elon Musk has maintained that these monitors were present for safety reasons specifically, but revealed the plan was to remove them by the end of the year.
Now, Tesla is opening up Robotaxi to anyone who wants to try it, as many people reported today that they were able to access the app and immediately fetch a ride if they were in the area.
We also confirmed it ourselves, as it was shown that we could grab a ride in the Bay Area if we wanted to:
🚨 Tesla Robotaxi ride-hailing Service in Austin and the Bay Area has opened up for anyone on iOS
Go download the app and, if you’re in the area, hail a ride from Robotaxi pic.twitter.com/1CgzG0xk1J
— TESLARATI (@Teslarati) November 18, 2025
The launch of a more public Robotaxi network that allows anyone to access it seems to be a serious move of confidence by Tesla, as it is no longer confining the service to influencers who are handpicked by the company.
In the coming weeks, we expect Tesla to then rid these vehicles of the Safety Monitors as Musk predicted. If it can come through on that by the end of the year, the six-month period where Tesla went from launching Robotaxi to enabling driverless rides is incredibly impressive.
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Tesla analyst sees Full Self-Driving adoption rates skyrocketing: here’s why
“You’ll see increased adoption as people are exposed to it. I’ve been behind the wheel of several of these and the different iterations of FSD, and it is getting better and better. It’s something when people experience it, they will be much more comfortable utilizing FSD and paying for it.”
Tesla analyst Stephen Gengaro of Stifel sees Full Self-Driving adoption rates skyrocketing, and he believes more and more people will commit to paying for the full suite or the subscription service after they try it.
Full Self-Driving is Tesla’s Level 2 advanced driver assistance suite (ADAS), and is one of the most robust on the market. Over time, the suite gets better as the company accumulates data from every mile driven by its fleet of vehicles, which has swelled to over five million cars sold.
The suite features a variety of advanced driving techniques that many others cannot do. It is not your typical Traffic-Aware Cruise Control (TACC) and Lane Keeping ADAS system. Instead, it can handle nearly every possible driving scenario out there.
It still requires the driver to pay attention and ultimately assume responsibility for the vehicle, but their hands are not required to be on the steering wheel.
It is overwhelmingly impressive, and as a personal user of the FSD suite on a daily basis, I have my complaints, but overall, there are very few things it does incorrectly.
Tesla Full Self-Driving (Supervised) v14.1.7 real-world drive and review
Gengaro, who increased his Tesla price target to $508 yesterday, said in an interview with CNBC that adoption rates of FSD will increase over the coming years as more people try it for themselves.
At first, it is tough to feel comfortable with your car literally driving you around. Then, it becomes second nature.
Gengaro said:
“You’ll see increased adoption as people are exposed to it. I’ve been behind the wheel of several of these and the different iterations of FSD, and it is getting better and better. It’s something when people experience it, they will be much more comfortable utilizing FSD and paying for it.”
Tesla Full Self-Driving take rates also have to increase as part of CEO Elon Musk’s recently approved compensation package, as one tranche requires ten million active subscriptions in order to win that portion of the package.
The company also said in the Q3 2025 Earnings Call in October that only 12 percent of the current ownership fleet are paid customers of Full Self-Driving, something the company wants to increase considerably moving forward.