

News
Tesla launches new referral program: $1,000 off for ten referred buyers
Tesla has launched its new referral program, after the company did away with its previous version of the program just a few months ago.
On Saturday, Tesla launched the new referral program via its mobile app, following its decision to end the previous referral program in May. Instead of offering referral credits, the new program essentially offers a flat-out gift card that can be redeemed for a wide range of products, including merch, Supercharging, and more.
Under the newly launched system, the first ten people to use a person’s referral link will receive $1,000 off on purchases of a new Tesla, while those referring earn $500 toward Supercharging, products, merchandise, service payments, or a new vehicle.
Those who purchase a referral vehicle will also gain a chance to win an invite to upcoming Tesla events.
Earn $500 by giving anyone $1000 off a new Tesla
Can be used toward Supercharging, software upgrades, merchandise, service payments or a new Tesla
— Tesla North America (@tesla_na) August 24, 2024
Users can access the new referral program through mobile app v4.36.1, and you can find more details on how the program works on Tesla’s website here.
Elon Musk has said multiple times throughout this year that Tesla planned to debut a new referral program, though he has also cautioned shareholders on the costs of having such a system in place. In April, Musk highlighted that those with referral points would still be able to use them, just not until the new referral program was launched.
“I think we’ll re-examine the referral program probably next quarter,” Musk said during Tesla’s Annual Shareholder’s Meeting in June.
Musk went on during the meeting to note that Tesla’s referral program effectively increases the price of each car sold, which could end up affecting the end consumer. He then reiterated plans to address the new referral program sometime this quarter, saying that he does support some type of referral arrangements.
“But we’ll re-examine that I think in, next quarter and see if it makes sense,” Musk added. “I think some kind of referral program does make sense.”
The previous referral program used a credits system, in which referrers would earn 7,500 credits when their link was used, a drop from an even earlier offering of 10,000 credits. Tesla has also changed up its referral benefits from time to time since the program’s inception, often adding, taking away or otherwise adjusting benefits as needed.
Tesla is giving away free cars in its referral program once again
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
News
Tesla launches new interior option for rare Model Y trim
Tesla just launched a new light grey interior option for the Model Y L in China, which will cost $1,120.

Tesla has launched a new interior option for the rare Model Y L trim that is available only in China, marking the first new color for the inside of a vehicle in some time.
Tesla has traditionally stuck with either Black or White interior options with the Model 3 and Model Y, although the Model S and Model X have had additional colors. The Model S and Model X still have a Walnut Cream interior option that costs an additional $2,000.
With the mass market models, however, Tesla has maintained the Black or White selections, until now, at least in China.
Tesla just launched a new light grey interior option for the Model Y L in China, which will cost $1,120.
It differs from the white interior slightly, but it is nice for buyers in China to have this third option:
The new color is only available on the Model Y L in China, so customers who take delivery of other trim levels or in other regions will not have this color available to them, just as the vehicle configuration itself is exclusive to that market.
In terms of whether it will make its way to other markets, CEO Elon Musk has said that the Model Y L could potentially make its way to the United States at the end of 2026, but it is not a certainty.
Musk said:
“This variant of the Model Y doesn’t start production in the U.S. until the end of next year. Might not ever, given the advent of self-driving in America.”
This variant of the Model Y doesn’t start production in the US until the end of next year.
Might not ever, given the advent of self-driving in America.
— Elon Musk (@elonmusk) August 20, 2025
This came as a disappointment to many fans and owners in the U.S. because people here have been pushing Tesla to create and manufacture a new, full-size SUV, or at least something more traditional that competes with vehicles like the Chevrolet Tahoe and Ford Expedition.
While the Model Y L is not on par with the size of those vehicles, it is a longer and larger version of the best-selling Model Y.
Tesla China shows off Model Y L’s manufacturing process in new video
Nevertheless, the new interior option is something we could hopefully see added to U.S. vehicles, although it seems Tesla’s focus is truly dialed in on the Cybercab and expanding Robotaxi and autonomy.
News
Tesla Gigafactory Texas builds its half millionth vehicle
The milestone was shared via Twitter/X by the official @Gigafactories account.

Tesla’s Gigafactory Texas has officially rolled out its 500,000th vehicle, marking a significant achievement in the factory’s history and reinforcing its role as a central hub in Tesla’s vehicle manufacturing network.
The milestone was shared via Twitter/X by the official @Gigafactories account. “Congratulations to the Giga Texas team for building 500k vehicles,” the company’s X post read.
As could be seen in Tesla Manufacturing’s post, the Gigafactory Texas team celebrated the milestone by posting for a photograph with the facility’s half millionth unit, a white Tesla Model Y. The team held balloons that spelled “500K” on its commemorative photo.
Giga Texas, located near Austin, has ramped its operations since its launch, producing Tesla’s Cybertruck and Model Y. Crossing the half-million vehicle mark solidifies the facility’s importance to Tesla’s overall operations, especially considering the fact that the Model Y is the company’s best-selling vehicle.
While Giga Texas is just producing the Model Y and the Cybertruck for now, the facility is also poised to produce the Cybercab. The Cybercab is expected to be Tesla’s highest volume vehicle, with Elon Musk estimating that the company would be producing about 2 million units of the autonomous two-seater per year.
The Cybercab is unlike any vehicle that is currently produced today, and its production would be quite extraordinary. As per Elon Musk’s previous comments, the Cybercab’s manufacturing line would not look like an automotive production line at all. Instead, Musk noted that the Cybercab’s line in Gigafactory Texas would resemble a high-speed consumer electronics line instead.
“We do want to scale up production to new heights obviously with the Cybercab. Cybercab is not just revolutionary car design. It’s also a revolutionary manufacturing process. So I guess we probably don’t talk about that enough, but if you’ve seen the design of the Cybercab line, it doesn’t look like a normal car manufacturing line. It looks like a really high-speed consumer electronics line,” Musk previously stated.
News
Tesla reportedly places large order for robot parts, hinting that Optimus V3 design is all but finalized
Tesla has reportedly placed a large order of linear actuators for humanoid robots from a Chinese supplier.

Tesla might have all but finalized the design for its Optimus V3 humanoid robot, at least if rumors from China prove accurate. As per recent reports, Tesla has reportedly placed a large order of linear actuators for humanoid robots from a Chinese supplier, with deliveries expected sometime in the first quarter of 2026.
The volume of orders suggested by the reports from China suggests that the components will not just be used for Optimus prototypes.
The rumor
As noted in a report from Sina News, media outlets across China have recently reported that Tesla has placed a $685 million (5 billion RMB) order for linear actuators from Sanhua Intelligent Controls. The components will reportedly be used for the production of Optimus, which will likely be mass-produced in its V3 iteration. The reports claimed that the delivery of the actuators will likely start sometime in the first quarter of 2026.
Industry watchers have estimated that such a volume would be enough for about 180,000 Optimus robots. This suggests that while Tesla might not be able to start the initial production of its humanoid robots this year, the electric vehicle maker might be able to hit the ground running with its Optimus production next year. And as hinted at by Elon Musk’s comments on X, Tesla seems to be preparing to produce Optimus V3 en masse.
Company comments
The reports of Tesla’s alleged actuator orders have resulted in Sanhua Intelligent Controls’ stock rising. Interestingly enough, a Tesla China representative has stated that “no official information about this order that could be disseminated externally.” A representative from Sanhua, on the other hand, simply stated that the company’s robotics business is progressing smoothly, but they could not comment on market rumors.
While these reports are rumors for now, there are some optimistic hints that Tesla might have all but finalized the design for Optimus V3, and the company might be looking to start the robot’s production. For one, Sanhua is already a Tesla supplier, providing components for the company’s electric cars. A report from The Information also alleged that Tesla is no longer looking to produce 5,000 Optimus robots in 2025. This was reportedly due to challenges in the robot’s hands.
If Tesla is really starting to order large volumes of components for Optimus’ production, it would suggest that the company might have overcome the challenges it was facing with the humanoid robot earlier this year. It would then not be farfetched if Tesla were able to start the initial production of Optimus V3 next year.
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