News
Tesla’s newest lineup trims ‘highly volume additive’ on path to 2M annual build rate
Tesla’s newest lineup additions are two “highly volume additive” vehicles that will help the automaker reach its potential 2 million unit annual production rate.
Last night, Tesla reintroduced the Model 3 Long Range All-Wheel-Drive, which has been absent from the company’s lineup since August due to a way-too-long waitlist.
It was the second trim that Tesla introduced this year, as the Model Y All-Wheel-Drive also was rolled out by the automaker in April.
Analyst and Tesla permabull Gary Black believes the roll-out of the two new vehicle trims will help the automaker achieve an even higher production rate as it aims for at least 1.8 million cars built in 2023.
However, there is potential that the new trims will contribute even further, especially because of their powertrains and prices that could help Tesla achieve 2 million vehicles this year.
“We believe both new trims will be highly volume additive,” Black wrote. “M-3 because it’s an AWD priced $6k below the M-3 Performance (pre-EV credit); M-Y SR because it’s at a lower price point than the best-selling M-3 LR AWD.”
3/ We expect M-3 LR AWD to quickly become M-3’s best selling trim, since many buyers will not buy a $40K+ car with RWD and M-3 Perf was priced at $53,240. M-Y LR AWD is by far the best selling M-Y trim. M-3 AWD has range of 325 mi and does 0-60 in 4.2 sec, vs M-3 RWD of 272 mi… pic.twitter.com/pPWo8RVkcP
— Gary Black (@garyblack00) May 3, 2023
The Model 3 Long Range All-Wheel-Drive is an ideal option for many buyers because it offers the same AWD powertrain as the Performance configuration but with more range.
Many drivers do not desire the acceleration or top speed the Performance Model 3 offers, making the Long Range AWD vehicle a more ideal option. This would be backed up by the waitlist being too long, as more buyers opted for this vehicle than the Performance.
After all, more range for $6,000 less, before the EV tax credit, is an ideal situation financially.
Additionally, the Model Y All-Wheel-Drive is less expensive than the re-introduced Model 3 LR AWD while offering additional room due to its crossover SUV body style.
Nevertheless, the Model 3 Long Range All-Wheel-Drive is still expected to become Tesla’s best-selling configuration of the all-electric sedan in Black’s estimation “since many buyers will not buy a $40k+ car with RWD and M-3 Performance was priced at $53,240.”
Tesla’s 2022 Production Goals
While Tesla has listed 1.8 million vehicles as the bogey for the year, CEO Elon Musk stated the number the automaker could actually accomplish is slightly higher during the Q4 and Full Year 2022 Earnings Call:
“I mean, our internal production potential is actually closer to 2 million vehicles, but we were saying 1.8 million because, I don’t know, there just always seems to be some freaking force majeure thing that happens somewhere on Earth. And we don’t control if there’s like earthquakes, tsunamis, wars, pandemics, etc. So if it’s a smooth year, actually, without some big supply chain interruption or massive problem, we actually have the potential to do 2 million cars this year.”
Musk is convinced demand is already high enough to reach that figure and with the two new trims being rolled out in the past month, there is a lot of indication Tesla will reach its 1.8 million unit goal easily.
The addition of the Model 3 LR AWD could be Tesla’s key to 2 million cars this year.
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Tesla is continuing to refine and improve its Robotaxi program from A to Z, and it is now going to make some sweeping changes to the smartphone app portion of the suite.
The company is aiming to make some sweeping changes with the release of Robotaxi app version 26.4.5, which was recently decompiled by Tesla App Updates on X. The update reveals significant new code, focused on remote operations, safety protocols, and seamless autonomous ride-hailing.
These improvements evidently signal Tesla’s preparations for scaling unsupervised Cybercab deployments, particularly the steering wheel-less variants spotted in production. The enhancements emphasize providing a reliable experience that gives passengers support when needed, along with operational efficiency.
Version 26.4.5 of the Robotaxi app has been de-compiled and we’ve got some interesting things added this update (https://t.co/jInbED7fOv):
– Remote Operator Voice Calls 📞
– Proactive Remote Assistance 🤖
– Manual Override + Remote Start for wheel-less Cybercabs 🎮
-…
— Tesla App Updates (iOS) (@Tesla_App_iOS) May 16, 2026
Remote Operator Voice Calls
One standout addition is support for remote operator voice calls. The app now includes a dedicated native voice-communication system linking passengers directly to Tesla teleoperators via the vehicle’s cabin microphone and speakers.
This feature allows real-time assistance during rides, addressing issues like navigation questions or comfort adjustments without disrupting the autonomous journey. It builds on existing support protocols, making human intervention more accessible and intuitive.
Proactive Remote Assistance
The update introduces proactive remote assistance capabilities. Rather than waiting for passenger-initiated requests, the system can anticipate and offer help based on monitored conditions.
This might include something like suggesting route changes, climate adjustments, or addressing potential delays. By integrating AI-driven monitoring with human oversight, Tesla aims to deliver a smoother, more attentive experience that exceeds traditional ride-sharing services.
Manual Override and Remote Start for Steering Wheel-less Cybercabs
A key highlight for the wheel-less Cybercab fleet is manual override plus remote start functionality. Fleet operators and technicians can now temporarily take control or remotely start vehicles lacking steering wheels. This is crucial for lower-speed maneuvers, such as getting vehicles from tight parking situations or even performing maintenance.
Controls are strictly limited for safety–typically to speeds under 2 MPH–ensuring these interventions remain emergency measures only.
Tesla is adding a secure “Enable Manual Drive” mode that will allow those fleet operators or others to take control temporarily.
Additionally, a Remote Start feature, which authorizes an empty vehicle to begin a driverless ride alone.
Ride-Hailing and Dispatch Features
Ride dispatch has been enhanced with soft-matching and multi-stop support. The app can intelligently pair riders with available Cybercabs while accommodating multiple destinations in a single trip.
This optimizes fleet utilization, reduces wait times, and improves efficiency for shared rides. Soft-matching likely considers factors like proximity, rider preferences, and vehicle availability for better user satisfaction.
Rider-Cabin Sync, Real-Time Routing
New synchronization tools allow the rider’s app to mirror and control cabin settings like seating, climate, and entertainment directly from their phone. Real-time routing updates adapt dynamically to traffic or road conditions, while dynamic safety monitoring continuously assesses the environment.
The app can now push updates directly to the main screen, enabling Center Display Control. Additionally, there is a dedicated navigation protocol sharing the exact coordinates of road closures and construction, which could prevent the car from getting stuck and needing manual override.
These features create a cohesive, responsive experience where the vehicle and app work in harmony.
Kill Switch
A high-security command lets Tesla completely freeze a vehicle’s ability to drive. This would take the vehicle out of the Robotaxi fleet for any reason Tesla sees fit, and would not allow it to be put into gear even with the correct equipment, like valid keys.
Elon Musk
SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history
AT&T, T-Mobile, and Verizon just joined forces for one reason: Starlink is winning.
America’s three largest wireless carriers, AT&T, T-Mobile, and Verizon, announced on On May 14, 2026 that they had agreed in principle to form a joint venture aimed at pooling their spectrum resources to expand satellite-based direct-to-device (D2D) connectivity across the United States in what can be seen as a direct response to SpaceX’s Starlink initiative. D2D, in plain terms, is technology that lets a standard smartphone connect directly to a satellite in orbit, the same way it connects to a cell tower, with no extra hardware required.
The alliance is widely seen as a means to slow Starlink’s rapid expansion in the satellite internet and mobile markets. SpaceX’s Starlink Mobile service launched commercially in July 2025 through a partnership with T-Mobile, starting with messaging before expanding to broadband data. SpaceX secured access to valuable wireless spectrum through its $17 billion deal with EchoStar, paving the way for significantly faster satellite-to-phone speeds.
SpaceX was not shy about its reaction. SpaceX president and COO Gwynne Shotwell responded on X: “Weeeelllll, I guess Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David.” SpaceX’s VP of Satellite Policy David Goldman went further, flagging potential antitrust concerns and asking whether the DOJ would even allow three dominant competitors to coordinate in a market where a new rival is actively entering.
Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David 🙂 https://t.co/5GzS752mxL
— Gwynne Shotwell (@Gwynne_Shotwell) May 14, 2026
Financial analysts at LightShed Partners were blunt, saying the announcement showed the three carriers are “nervous,” and pointed to the timing: “You announce an agreement in principle when the point is the announcement, not the deal. The timing, weeks ahead of the SpaceX roadshow, was the point.”
As Teslarati reported, SpaceX’s next generation Starlink V2 satellites will deliver up to 100 times the data density of the current system, with custom silicon and phased array antennas enabling around 20 times the throughput of the first generation. The carriers’ JV, which has no definitive agreement, no financial structure, and no deployment timeline yet, will need to move quickly to matter.
Elon Musk’s SpaceX is targeting a Nasdaq listing as early as June 12, aiming for what would be the largest IPO in history. With Starlink now serving over 9 million subscribers across 155 countries, holding 59 carrier partnerships globally, and now powering Air Force One, the carriers’ joint venture announcement landed at exactly the wrong time to look like anything other than a defensive move.
Tesla just raised Model Y prices for the first time in two years, with the largest increase being $1,000.
The move signals shifting dynamics in the competitive electric vehicle market as the company continues to work on balancing demand, profitability, and accessibility.
The new pricing affects premium trims while leaving entry-level options unchanged. The Model Y Premium Rear-Wheel Drive (RWD) now starts at $45,990, a $1,000 increase.
The Model Y Premium All-Wheel Drive (AWD)—previously referred to in the post as simply “Model Y AWD”—rises to $49,990, also up $1,000. The top-tier Model Y Performance sees a more modest $500 bump, bringing its starting price to $57,990.
Tesla Model Y prices just went up:
New prices:
🚗 Model Y Premium RWD: $45,990 – up $1,000
🚗 Model Y AWD: $49,990 – up $1,000
🚗 Model Y Performance: $57,990 – up $500 https://t.co/e4GhQ0tj4H pic.twitter.com/TCWqr3oqiV— TESLARATI (@Teslarati) May 16, 2026
Base models remain untouched to preserve affordability. The entry-level Model Y RWD holds steady at $39,990, and the base Model Y AWD stays at $41,990. This selective approach keeps the crossover accessible for budget-conscious buyers while extracting more revenue from higher-margin configurations.
After years of aggressive price cuts to stimulate volume amid slowing EV adoption and rising competition from rivals like BYD, Ford, and GM, Tesla appears confident in underlying demand. Recent lineup refreshes for the 2026 Model Y, including refreshed styling and efficiency gains, have helped maintain its status as America’s best-selling EV.
By protecting base prices, Tesla avoids alienating price-sensitive customers while improving margins on the more popular variants.
Tesla Model Y ownership review after six months: What I love and what I don’t
For consumers, the changes are relatively modest—under 3% on affected trims—and still position the Model Y competitively against gas-powered SUVs in the same class. Federal tax credits and potential state incentives may further offset costs for eligible buyers.
This marks a subtle but notable shift from the deep discounting era that defined much of 2024 and 2025. As the EV market matures into 2026, Tesla’s pricing strategy will be closely watched for clues about production ramps, new variants like the rumored longer-wheelbase Model Y, and broader profitability goals.
In short, today’s adjustment reflects a company that remains dominant yet pragmatic—willing to test higher pricing where demand supports it. It is unlikely to deter consumers from choosing other options.
Tesla is making sweeping improvements to Robotaxi
Starship V3 is here putting SpaceX closer to Mars than it has ever been
