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Elon Musk shares first look at Tesla Model 3 white seats at factory
Elon Musk recently shared an image of Tesla’s Model 3 seats in volume, showcasing rows upon rows and floors upon floors filled with the compact electric car’s seats. Musk’s Twitter upload, which included a fun Rick & Morty reference due to the seats looking almost like an alien army, also features a rare look into the Model 3 Performance’s white seats at the factory.
What is my purpose? Sentient seats. pic.twitter.com/s9aHHyDoud
— Elon Musk (@elonmusk) June 23, 2018
Musk’s Twitter update came late Friday, as Musk prepared to spend the weekend traveling back and forth between the Fremont factory and Gigafactory 1. Musk jested on Twitter that he was playing Infinity Work, the Reality Game all weekend, before revealing that he would spend Saturday and Sunday working. Musk mentioned, however, that the recently-constructed GA4 line in the sprung structure at the Fremont factory’s grounds is doing great, but Tesla’s GA3 crew, tasked with the production of the Model 3, is “pulling off miracles against all odds.”
Particularly notable in Elon Musk’s recent Model 3 seats update is the confirmation that the company is starting to build more of the Model 3 Performance Dual Motor. Earlier this month, Musk posted an image of the first Model 3 Performance rolling off the company’s new assembly line. Considering that there are several rows of white seats featured in Musk’s recent tweet, it appears that the production of the top-tier variant of the compact electric car is ongoing. White seats, after all, are exclusive to the Model 3 Performance, at least for now.
The Model 3’s white seats have been a point of interest for many Tesla owners, considering that the option has proved popular for both the Model S and Model X, thanks to their clean, unique look, as well as their surprising capability to resist stains. In announcements earlier this year, however, Musk noted that white seats for the Model 3 would likely begin production in July, together with the start of the Performance and Dual Motor AWD’s production. Tesla appears to have hit two birds with one stone with GA4, however, as the company was able to start manufacturing both the Model 3 Performance and the white seats option ahead of their expected rollout date.
Apart from rows of Model 3 seats, Elon Musk also shared an image of the Fremont factory’s paint room for the compact electric car. With his trademark humor, Musk jested that the room looks very “sus” (short for suspicious) considering its red splattered windows. Musk also shared a brief video clip of the Model 3’s assembly line, featuring what the CEO called “vicious torque” from the machines building the compact electric cars.
Looks so sus when we paint cars red pic.twitter.com/SIO2nInjhJ
— Elon Musk (@elonmusk) June 23, 2018
Tesla factory rn pic.twitter.com/EbgRDhRZ0m
— Elon Musk (@elonmusk) June 23, 2018
Tesla manufactures its seats at a facility on 901 Page Ave., roughly three miles away from the Fremont factory at 45500 Fremont Blvd. During the company’s Q4 2017 earnings call last February, Musk mentioned that Tesla is looking to incorporate technology from The Boring Company to transport seats between Page Ave. and the main factory. During the earnings call, CTO JB Straubel noted that while Tesla is developing high-density and high-velocity lines for both factories, limitations emerge when it comes to transporting the seats from one facility to another. To solve this, Musk noted that Tesla is looking to build a tunnel that connects the two factories, which would allow the company to transport seats to Fremont without relying on conventional methods.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
