Are you looking to order a Tesla Model 3 soon? You might be waiting a while for it to show up at your local Showroom to accept delivery if you are in the United States. According to Tesla’s online Design Studio, demand for the all-electric sedan’s Long Range All-Wheel-Drive variant continues to skyrocket, and new order delivery dates are being prolonged to dates as late as November. Currently, expected delivery is slated at between 10-16 weeks for the Model 3 configuration. Demand for the vehicle is still rising, just in time for the company to open a new production plant in Texas that will assist consumers’ ever-growing want for the car.
Tesla’s all-electric vehicles, especially its mass-market Model 3 and Model Y, have been among the most popular EVs globally. In mid-June, we reported that the Long Range Model Y was nearly sold out for Q3 as estimated delivery dates had extended to the final month of the quarter. The demand for the Model 3 has evidently surpassed that of its automotive sibling, with delivery dates for the Model 3 extending into mid-November.
Tesla’s Design Studio for the Model 3 Long Range has extended the estimated delivery time frame to 10-16 weeks, meaning the earliest scheduled delivery for new orders would be the final week of September. The latest would be the second week of November.
Credit: Tesla
The Model 3 has been Tesla’s best-seller globally for some time, only eclipsed by the Model Y in some regions like Tesla’s home state of California. However, the Model 3’s affordable price points combined with industry-leading software and range ratings make it an ideal choice for consumers, especially if it’s their first time buying an electric car. Outside of the United States, the Model 3 has remained a dominator of many EV-heavy markets, including Norway, Ireland, and Japan. The Model 3 has cemented itself as a Top 3 vehicle in China, sparring for the top spot with the Wuling HongGuang Mini EV for nearly a year straight.
Tesla’s profitability in Ireland doubles with Model 3 taking center stage
Tesla has continued to grow its production and delivery figures quarterly. On July 2nd, Tesla reported it had produced 206,421 cars in Q2, with 201,250 vehicles being delivered. This was an increase from Q1, where the automaker reported 180,338 vehicles produced, with 184,800 deliveries. Both quarters were overwhelmingly dominated by the Model 3 and Model Y.
The Model 3 is manufactured at Tesla’s Fremont Factory in Northern California currently. Within the coming months, it will also be produced at Tesla’s Giga Texas facility near Austin. The Texas plant will produce Model 3s for customers in the Eastern half of North America, while the Fremont plant will continue its production for the Western portion of the continent.
It is interesting to note that the Model 3 Long Range is not the least expensive variant of the all-electric sedan. However, this has not stopped the car from having the most prolonged delivery date. The vehicle has 353 miles of range and a lightning-quick 4.2-second 0-60 MPH time. The car offers sufficient range with incredible performance, making it an ideal combination for consumers who want a little taste of both.
As demand for the Model 3 and Tesla’s other vehicles continues to grow, the company continues to expand its footprint of factories to handle the increasing demand for its cars. While Tesla is currently building its vehicles in Fremont and China at Giga Shanghai, Tesla will open the Giga Texas plant and its first European factory, Giga Berlin, later this year.
Disclosure: Joey Klender is a TSLA Shareholder.
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Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
Tesla Giga Texas to feature massive Optimus V4 production line
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
