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Tesla Model Y delivery update: Long Range AWD buyers get March confirmation emails

Tesla Model Y outside Fremont seat factory. | Image: Reddit u/backstreetatnight

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Tesla has started reaching out to Model Y Long Range All Wheel-Drive buyers to confirm their availability for possible deliveries of the much-awaited electric crossover this March.

Based on reports from the Tesla community, customers who ordered the Model Y Long Range AWD are now receiving delivery confirmation emails from the electric car maker as well, a day after Model Y Performance customers reported getting the notification in their inboxes.

Michael Berman, who ordered the Model Y LR AWD, shared the news via Twitter, “… First non performance Model Y invite email just received! I ordered day 1!” he wrote.

Other Model Y buyers commenting on a YouTube video by Ryan Shaw corroborated Berman’s story. Among these is Anthony Ng, who lives in Fremont and ordered the vehicle in January. The soon-to-be Model Y owners can choose their preferred date and time between March 15 and 31, between 8 a.m. and 10 p.m. to take delivery of their vehicle.

Tesla unveiled the Tesla Model Y in March 2019 and has begun limited volume production of the electric crossover in January. The carmaker originally announced that Model Y deliveries will begin Fall of 2020 but it was later moved to Summer 2020. The carmaker moved this schedule up again to the end of Q1 in a recent earnings call.

With the Model Y delivery kicking off about six to nine months earlier than expected, one can only assume that Tesla is doing well with its production ramp at its Fremont facility. The current annual production capacity in Fremont is 400,000 units of combined Model 3 and Model Y. Once tooling is upgraded, the factory can raise its capacity to 500,000 vehicles per year.

“With respect to capacity expansion, we’ve greatly learned from the development and launch of Model 3 in Fremont and Reno. As a result, we’ve been able to bring new production capacity on board faster and with less cost. This is evidenced by the launch of Model 3 in Shanghai, as well as Model Y in Fremont, programs that were both launched in under one year,” Tesla chief financial officer Zachary Kirkhorn said during the company’s Q4 earnings call.

CEO Elon Musk also remarked that Tesla aims to reach Model Y volume production quickly.

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“I think we’re just — yes, go as fast we can with Model Y and make sure it’s a great product. I think there are some things that will differentiate it… And I think — so when they do — when people do a teardown of the Model Y, I think they will be impressed about some of the things they see,” Musk said.

The Model Y is expected to offer a higher gross margin for Tesla compared to the Model 3. Together with its sedan sibling, the all-electric crossover will play an essential role in bringing the company to consistent profitability.

Indeed, the Tesla Model Y is a good representation of how Tesla has matured through its learnings with Model 3 production and Gigafactory design. This art of underpromising and exceeding customer expectations bode well for the future of Tesla as a more experienced, more mature electric car maker.

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A curious soul who keeps wondering how Elon Musk, Tesla, electric cars, and clean energy technologies will shape the future, or do we really need to escape to Mars.

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Tesla FSD fleet is nearing 7 billion total miles, including 2.5 billion city miles

As can be seen on Tesla’s official FSD webpage, vehicles equipped with the system have now navigated over 6.99 billion miles.

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Tesla’s Full Self-Driving (Supervised) fleet is closing in on almost 7 billion total miles driven, as per data posted by the company on its official FSD webpage. 

These figures hint at the massive scale of data fueling Tesla’s rapid FSD improvements, which have been quite notable as of late.

FSD mileage milestones

As can be seen on Tesla’s official FSD webpage, vehicles equipped with the system have now navigated over 6.99 billion miles. Tesla owner and avid FSD tester Whole Mars Catalog also shared a screenshot indicating that from the nearly 7 billion miles traveled by the FSD fleet, more than 2.5 billion miles were driven inside cities. 

City miles are particularly valuable for complex urban scenarios like unprotected turns, pedestrian interactions, and traffic lights. This is also the difference-maker for FSD, as only complex solutions, such as Waymo’s self-driving taxis, operate similarly on inner-city streets. And even then, incidents such as the San Francisco blackouts have proven challenging for sensor-rich vehicles like Waymos. 

Tesla’s data edge

Tesla has a number of advantages in the autonomous vehicle sector, one of which is the size of its fleet and the number of vehicles training FSD on real-world roads. Tesla’s nearly 7 billion FSD miles then allow the company to roll out updates that make its vehicles behave like they are being driven by experienced drivers, even if they are operating on their own. 

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So notable are Tesla’s improvements to FSD that NVIDIA Director of Robotics Jim Fan, after experiencing FSD v14, noted that the system is the first AI that passes what he described as a “Physical Turing Test.” 

“Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies,” Fan wrote in a post on X. 

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Tesla starts showing how FSD will change lives in Europe

Local officials tested the system on narrow country roads and were impressed by FSD’s smooth, human-like driving, with some calling the service a game-changer for everyday life in areas that are far from urban centers.

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Credit: Grok Imagine

Tesla has launched Europe’s first public shuttle service using Full Self-Driving (Supervised) in the rural Eifelkreis Bitburg-Prüm region of Germany, demonstrating how the technology can restore independence and mobility for people who struggle with limited transport options. 

Local officials tested the system on narrow country roads and were impressed by FSD’s smooth, human-like driving, with some calling the service a game-changer for everyday life in areas that are far from urban centers.

Officials see real impact on rural residents

Arzfeld Mayor Johannes Kuhl and District Administrator Andreas Kruppert personally tested the Tesla shuttle service. This allowed them to see just how well FSD navigated winding lanes and rural roads confidently. Kruppert said, “Autonomous driving sounds like science fiction to many, but we simply see here that it works totally well in rural regions too.” Kuhl, for his part, also noted that FSD “feels like a very experienced driver.”

The pilot complements the area’s “Citizen Bus” program, which provides on-demand rides for elderly residents who can no longer drive themselves. Tesla Europe shared a video of a demonstration of the service, highlighting how FSD gives people their freedom back, even in places where public transport is not as prevalent.

What the Ministry for Economic Affairs and Transport says

Rhineland-Palatinate’s Minister Daniela Schmitt supported the project, praising the collaboration that made this “first of its kind in Europe” possible. As per the ministry, the rural rollout for the service shows FSD’s potential beyond major cities, and it delivers tangible benefits like grocery runs, doctor visits, and social connections for isolated residents. 

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“Reliable and flexible mobility is especially vital in rural areas. With the launch of a shuttle service using self-driving vehicles (FSD supervised) by Tesla in the Eifelkreis Bitburg-Prüm, an innovative pilot project is now getting underway that complements local community bus services. It is the first project of its kind in Europe. 

“The result is a real gain for rural mobility: greater accessibility, more flexibility and tangible benefits for everyday life. A strong signal for innovation, cooperation and future-oriented mobility beyond urban centers,” the ministry wrote in a LinkedIn post

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Tesla China quietly posts Robotaxi-related job listing

Tesla China is currently seeking a Low Voltage Electrical Engineer to work on circuit board design for the company’s autonomous vehicles.

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Credit: Tesla

Tesla has posted a new job listing in Shanghai explicitly tied to its Robotaxi program, fueling speculation that the company is preparing to launch its dedicated autonomous ride-hailing service in China. 

As noted in the listing, Tesla China is currently seeking a Low Voltage Electrical Engineer to work on circuit board design for the company’s autonomous vehicles.

Robotaxi-specific role

The listing, which was shared on social media platform X by industry watcher @tslaming, suggested that Tesla China is looking to fill the role urgently. The job listing itself specifically mentions that the person hired for the role will be working on the Low Voltage Hardware team, which would design the circuit boards that would serve as the nervous system of the Robotaxi. 

Key tasks for the role, as indicated in the job listing, include collaboration with PCB layout, firmware, mechanical, program management, and validation teams, among other responsibilities. The role is based in Shanghai.

China Robotaxi launch

China represents a massive potential market for robotaxis, with its dense urban centers and supportive policies in select cities. Tesla has limited permission to roll out FSD in the country, though despite this, its vehicles have been hailed as among the best in the market when it comes to autonomous features. So far, at least, it appears that China supports Tesla’s FSD and Robotaxi rollout.

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This was hinted at in November, when Tesla brought the Cybercab to the 8th China International Import Expo (CIIE) in Shanghai, marking the first time that the autonomous two-seater was brought to the Asia-Pacific region. The vehicle, despite not having a release date in China, received a significant amount of interest among the event’s attendees. 

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