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Tesla Model Y first deliveries expected in February, Performance variants first
Tesla Model Y deliveries will reportedly start next month with customers who ordered the Performance variant of the much-awaited electric crossover getting the first dibs. The Long Range All-Wheel Drive version will arrive in March or April, and deliveries of the full lineup set to be completed by Q3 this year.
The latest Model Y news was shared by Redditor u/Quaf4 who got a call from an employee at Tesla Oakville in Ontario, Canada on Tuesday.
“I just received a phone call from an employee at Tesla Oakville, ON who was calling to guide me through the upcoming delivery process for my Model Y. I asked when to expect delivery and he told me that the Performance variant will start deliveries next month, and that I could expect my LR AWD in March/April,” u/Quaf4 wrote. “Interesting to hear it officially from an employee, rather than pure speculation from media sources. NEXT MONTH.”
UPDATED: Tesla $TSLA shares soar following confirmation of Model Y first deliveries and breakout Q4 2019 results
With this confirmation from a presumed Tesla employee, it appears Tesla CEO Elon Musk and his team underpromised and will over-deliver in terms of the Model Y production schedule. The electric crossover was first set to hit production in Fall 2020 and it was later moved up to Summer 2020. And now, it seems Model Y buyers will get their units sooner than expected.
Every Tesla Model Y sighting so far: Subtle refinements from unveiling event to today
If Tesla indeed delivers soon, the Silicon Valley-based electric carmaker might have hit a jackpot in terms of production efficiency. Elon Musk said during a recent Gigafactory 3 event in China that they use advanced manufacturing technologies for the Model Y.
“Model Y will also have some advanced manufacturing technology that we will reveal in the future. I think it will be exciting to show the kind of manufacturing technology associated with the Model Y and it will be exciting to learn about these technologies,” Musk said.
There have been Tesla Model Y rumors recently that deliveries will happen in two weeks and this latest information from a soon-to-be Tesla Model Y owner seems to corroborate that earlier report. Coincidentally, the Tesla Q4 2019 Financial Results and earnings call is set for 3:30 PM PST on Jan. 29 and the electric vehicle community might officially hear an announcement they have been waiting for from Elon Musk and his team about the imminent Model Y delivery.
The confirmation from the Tesla employee is also consistent with the estimate that the Model Y Performance version will be delivered soon following the publication of its certificate from the California Air Resources Board (CARB) on Jan. 9. Tesla fans recalled that the first deliveries of the Model 3 in 2017 also happened less than a month after its CARB certificate was published. Likewise, the VINs have also been registered by Tesla with the National Highway Traffic Safety Administration (NHTSA), another hint that Model Y deliveries are really happening soon.
The recent sightings of Tesla Model Y units that are almost production-ready could have been a big clue that the next big thing of Tesla will soon officially hit the road. Perhaps imminent delivery could also be the reason why a Tesla employee allowed a Tesla Model 3 owner to check out the interior of the Model Y while Supercharging in San Luis, Obispo California over the weekend.
Tesla’s Fremont factory will produce the Model Y units but the carmaker is also getting ready for its production at the Gigafactory 3 in Shanghai. Once operational, the Gigafactory 4 in Germany will also produce about 150,000 Model Ys during its initial phase of production.
Elon Musk
Tesla AI5 chip nears completion, Elon Musk teases 9-month development cadence
The Tesla CEO shared his recent insights in a post on social media platform X.
Tesla’s next-generation AI5 chip is nearly complete, and work on its successor is already underway, as per a recent update from Elon Musk.
The Tesla CEO shared his recent insights in a post on social media platform X.
Musk details AI chip roadmap
In his post, Elon Musk stated that Tesla’s AI5 chip design is “almost done,” while AI6 has already entered early development. Musk added that Tesla plans to continue iterating rapidly, with AI7, AI8, AI9, and future generations targeting a nine-month design cycle.
He also noted that Tesla’s in-house chips could become the highest-volume AI processors in the world. Musk framed his update as a recruiting message, encouraging engineers to join Tesla’s AI and chip development teams.
Tesla community member Herbert Ong highlighted the strategic importance of the timeline, noting that faster chip cycles enable quicker learning, faster iteration, and a compounding advantage in AI and autonomy that becomes increasingly difficult for competitors to close.
AI5 manufacturing takes shape
Musk’s comments align with earlier reporting on AI5’s production plans. In December, it was reported that Samsung is preparing to manufacture Tesla’s AI5 chip, accelerating hiring for experienced engineers to support U.S. production and address complex foundry challenges.
Samsung is one of two suppliers selected for AI5, alongside TSMC. The companies are expected to produce different versions of the AI5 chip, with TSMC reportedly using a 3nm process and Samsung using a 2nm process.
Musk has previously stated that while different foundries translate chip designs into physical silicon in different ways, the goal is for both versions of the Tesla AI5 chip to operate identically. AI5 will succeed Tesla’s current AI4 hardware, formerly known as Hardware 4, and is expected to support the company’s Full Self-Driving system as well as other AI-driven efforts, including Optimus.
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Tesla Model Y and Model 3 named safest vehicles tested by ANCAP in 2025
According to ANCAP in a press release, the Tesla Model Y achieved the highest overall weighted score of any vehicle assessed in 2025.
The Tesla Model Y recorded the highest overall safety score of any vehicle tested by ANCAP in 2025. The Tesla Model 3 also delivered strong results, reinforcing the automaker’s safety leadership in Australia and New Zealand.
According to ANCAP in a press release, the Tesla Model Y achieved the highest overall weighted score of any vehicle assessed in 2025. ANCAP’s 2025 tests evaluated vehicles across four key pillars: Adult Occupant Protection, Child Occupant Protection, Vulnerable Road User Protection, and Safety Assist technologies.
The Model Y posted consistently strong results in all four categories, distinguishing itself through a system-based safety approach that combines structural crash protection with advanced driver-assistance features such as autonomous emergency braking, lane support, and driver monitoring.

This marked the second time the Model Y has topped ANCAP’s annual safety rankings. The Model Y’s previous version was also ANCAP’s top performer in 2022.
The Tesla Model 3 also delivered a strong performance in ANCAP’s 2025 tests, contributing to Tesla’s broader safety presence across segments. Similar to the Model Y, the Model 3 also earned impressive scores across the ANCAP’s four pillars. This made the vehicle the top performer in the Medium Car category.
ANCAP Chief Executive Officer Carla Hoorweg stated that the results highlight a growing industry shift toward integrated safety design, with improvements in technologies such as autonomous emergency braking and lane support translating into meaningful real-world protection.
“ANCAP’s testing continues to reinforce a clear message: the safest vehicles are those designed with safety as a system, not a checklist. The top performers this year delivered consistent results across physical crash protection, crash avoidance and vulnerable road user safety, rather than relying on strength in a single area.
“We are also seeing increasing alignment between ANCAP’s test requirements and the safety technologies that genuinely matter on Australian and New Zealand roads. Improvements in autonomous emergency braking, lane support, and driver monitoring systems are translating into more robust protection,” Hoorweg said.
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Tesla Sweden uses Megapack battery to bypass unions’ Supercharger blockade
Just before Christmas, Tesla went live with a new charging station in Arlandastad, outside Stockholm, by powering it with a Tesla Megapack battery.
Tesla Sweden has successfully launched a new Supercharger station despite an ongoing blockade by Swedish unions, using on-site Megapack batteries instead of traditional grid connections. The workaround has allowed the Supercharger to operate without direct access to Sweden’s electricity network, which has been effectively frozen by labor action.
Tesla has experienced notable challenges connecting its new charging stations to Sweden’s power grid due to industrial action led by Seko, a major Swedish trade union, which has blocked all new electrical connections for new Superchargers. On paper, this made the opening of new Supercharger sites almost impossible.
Despite the blockade, Tesla has continued to bring stations online. In Malmö and Södertälje, new Supercharger locations opened after grid operators E.ON and Telge Nät activated the sites. The operators later stated that the connections had been made in error.
More recently, however, Tesla adopted a different strategy altogether. Just before Christmas, Tesla went live with a new charging station in Arlandastad, outside Stockholm, by powering it with a Tesla Megapack battery, as noted in a Dagens Arbete (DA) report.
Because the Supercharger station does not rely on a permanent grid connection, Tesla was able to bypass the blocked application process, as noted by Swedish car journalist and YouTuber Peter Esse. He noted that the Arlandastad Supercharger is likely dependent on nearby companies to recharge the batteries, likely through private arrangements.
Eight new charging stalls have been launched in the Arlandastad site so far, which is a fraction of the originally planned 40 chargers for the location. Still, the fact that Tesla Sweden was able to work around the unions’ efforts once more is impressive, especially since Superchargers are used even by non-Tesla EVs.
Esse noted that Tesla’s Megapack workaround is not as easily replicated in other locations. Arlandastad is unique because neighboring operators already have access to grid power, making it possible for Tesla to source electricity indirectly. Still, Esse noted that the unions’ blockades have not affected sales as much.
“Many want Tesla to lose sales due to the union blockades. But you have to remember that sales are falling from 2024, when Tesla sold a record number of cars in Sweden. That year, the unions also had blockades against Tesla. So for Tesla as a charging operator, it is devastating. But for Tesla as a car company, it does not matter in terms of sales volumes. People charge their cars where there is an opportunity, usually at home,” Esse noted.