News
Tesla garners new addressable market through price cuts, incentives
Tesla’s mass-market Model 3 and Model Y are the company’s two most affordable vehicles. With new price cuts the automaker has introduced, along with several of the models’ trims qualifying for new incentives through the qualification of the Inflation Reduction Act, both the Model 3 and Model Y are reaching new addressable markets.
Over the past few years, Tesla has been one of many automakers suffering from supply constraints and inflationary pressure, which has increased the price of its vehicles.
The automaker increased prices several times in 2022, only to slash them in early 2023 by as much as 20 percent in some markets. United States customers saw cuts of as much as $13,000 in Model Y Long Range and Performance vehicles.
The Model 3 and Model Y’s price cuts would help bring more customers to a point where they could consider a Tesla as their next vehicle. Combining them with the $7,500 tax from IRA incentives and discounts are as much as $20,500.
These massive price increases are bringing more consumers to a point where they can afford a Tesla, once again. The Model 3 Rear-Wheel-Drive base trim saw its addressable market multiply by two-and-a-half times. Meanwhile, the Model Y Long Range’s addressable market quadrupled.
Tesla’s Addressable Market After Price Cuts & IRA Credit (USA)
The Tesla Model 3 RWD’s addressable market 2.5x’ed — from ~10% ($47K) of ?? consumers to ~25% ($37K)
The Tesla Model Y LR’s addressable market 4x’ed — from ~4% ($66K) of ?? consumers to ~16% ($45K)$TSLA pic.twitter.com/GwnyFoCM7N
— Mathias Føns (@FonsDK) January 18, 2023
The Model 3 RWD went from $47,000 to $37,000 after incentives and price cuts, with its market going from just 10 percent of buyers to roughly a quarter of consumers.
The Model Y Long Range’s previous price of $6,000 only reached 4 percent of American car buyers. After price cuts and potential incentives, that vehicle will cost $45,000 and now hits 16 percent of U.S. car buyers.
Despite costs increasing over the past few years for various reasons, Tesla did not seem to see a drop in demand. The company expanded deliveries year over year by 40 percent, with 1.3 million cars making their way to customers last year.
Expanding the addressable market was crucial for Tesla in 2023, especially as more automakers have started offering EVs at price points that are extremely competitive. While the company’s mission is to help accelerate the transition to sustainable energy, Tesla still holds a considerable market share in the United States and other regions, and keeping sales high is of course the goal of the business.
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News
Tesla Semi just got a huge vote of confidence from 300-truck fleet
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
The Tesla Semi is moving closer to broader fleet adoption, with Keller Logistics Group wrapping up a key pre-production planning session with the electric vehicle maker’s team this week.
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
Keller’s pre-production Tesla Semi sessions
Keller Logistics Group, a family-owned carrier with over 300 tractors and 1,000 trailers operating in the Midwest and Southeast, completed the session to assess the Tesla Semi’s fit for its operations. The company’s routes typically span 500-600 miles per day, positioning it as an ideal tester for the Semi’s day cab configuration in standard logistics scenarios.
Details remain under mutual NDA, but the meeting reportedly focused on matching the truck to yard, shuttle and regional applications while scrutinizing economics like infrastructure, maintenance and incentives.
What Keller’s executives are saying
CEO Bryan Keller described the approach as methodical. “For us, staying ahead isn’t a headline, it’s a habit. From electrification and yard automation to digital visibility and warehouse technology, our teams are continually pressure-testing what’s next. The Tesla Semi discussion is one more way we evaluate new tools against our standards for safety, uptime, and customer ROI. We don’t chase trends, we pressure-test what works,” Keller said.
Benjamin Pierce, Chief Strategy Officer, echoed these sentiments. “Electrification and next-generation powertrains are part of a much broader transformation. Whether it’s proprietary yard systems like YardLink™, solar and renewable logistics solutions, or real-time vehicle intelligence, Keller’s approach stays the same, test it, prove it, and deploy it only when it strengthens service and total cost for our customers,” Pierce said.
News
Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
News
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Tesla Semi just got a huge vote of confidence from 300-truck fleet
Tesla extends FSD Supervised ride-alongs in Europe by three months
