December 31, 2019 held significance for Tesla, as it marked the end of another quarter. The day determined if the company could follow its momentum from Q3 2019 and turn in another profit. It also marked the final day when the $1875 federal tax credit could be applied. Yet, perhaps more importantly, the end of 2019 marked the day when Tesla potentially gained thousands upon thousands of new supporters and future influencers.
On New Year’s Eve, numerous dedicated Tesla owners decided to help out the electric car maker in its push to deliver as many cars as possible. Some provided orientations to new owners about the basic features and functions of their new electric vehicles. Others provided pointers about configuring their Teslas. Just like the past year, Tesla’s end-of-year deliveries were powered, at least to some degree, by regular owners who just happen to be passionate about their vehicles.
In Fremont, for example, large groups of people gathered on New Year’s Eve to take delivery of their cars. Unfortunately, the DMV caused a delay with issuing out license numbers, creating a backlog for many would-be owners. As the wait times turned to hours, Tesla owner-volunteers stepped up. Tesla Raj, a Model 3 owner who started a YouTube channel about his ownership experience, described how owner-volunteers contributed.
“We helped by pulling groups of people from the showroom to do orientations where we covered the car inside and out. This helped ease the stress and pain in the wait… Lots were very pleased that we were volunteering, and they were interested in who we are and why we were doing it. We had a member following customers to their car for 1-on-1 training, and I was in the lobby gathering groups of people for a walkthrough-orientation. They loved it. They felt a sense of the Tesla community and what we stand for,” Raj said.
True to his tweets, Tesla CEO Elon Musk also dropped by the Fremont site to help deliver cars to new owners. His mom, Maye, also paid a visit to the delivery center. Amidst all the waiting that resulted mostly from the DMV delay, Musk’s presence helped boost the morale of the Tesla employees. It also eased the patience of many owners looking to receive their cars. Arash Malek, a Model 3 owner-videographer who also volunteered his time on New Year’s Eve, described the atmosphere after the CEO’s arrival.
“Before Elon came, people were getting really frustrated. Some people had been waiting all day. But soon as Elon arrived, you could feel the energy change. I heard an employee behind me say, ‘This is why we love working for Tesla.’ It was pretty awesome and inspiring to see the CEO eager to help deliver cars. Raj and I along with other members of the (Tesla Owners) club were giving future Model 3 owners full tutorials on how to use their cars. Everyone was genuinely soo excited! I had some people ask me why am I volunteering to help on New Years’ Eve. I told them that if it was any other car company, I wouldn’t, but the Tesla community is so awesome that I felt honored to be able to help the mission,” Malek said.
Tesla would go on to deliver cars to new customers until the final moments of 2019, and reports from the community on social media suggested that deliveries happened even after midnight. Some have mentioned that their deliveries were pushed to the next few days as well. Yet, despite these challenges and tests of patience, the Tesla community did grow significantly on the 31st of December, and a lot of it was due to the thousands of volunteers who dedicated their time to help out newcomers to the Tesla community. Thousands, after all, saw a glimpse of the Tesla community and how it functioned, and that’s really what matters the most.
Seeing such a close-knit community of owners-enthusiasts and a driven CEO who spends a holiday with his employees is a pretty unique experience. Very few companies in the world have experienced something similar. The latest iPhones from Apple may invite long lines of waiting customers, but rarely does one see a longtime iOS user volunteering their time to help new owners with their devices. This is even more notable with other car brands. When was the last time avid Ford or GM enthusiasts volunteered at a dealership to help hand over cars? Such events would be difficult to recall.
From the Tesla volunteer-powered delivery push to Elon Musk’s contribution to the year-end deliveries, there is a good chance that a couple dozen of new owners in Fremont were inspired enough to be passionate community members themselves. Perhaps some would start their own Tesla-themed YouTube channels. Maybe some with start Tesla aftermarket businesses. Perhaps some will love their car enough to the point where they recommend Tesla to their close friends and family members. This is pretty much how the Tesla community has grown over the years. It’s just happening now at a far quicker rate, with the adoption of higher-volume vehicles like the Model 3.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
