It appears that Tesla Gigafactory Shanghai has started exporting its locally-made Model 3 to Europe. In September 2020, the all-electric car maker began preparations in Giga Shanghai to produce Model 3 vehicles optimized for export in Asia and the European region.
Tesla’s plans to export the China-made Model 3 from its Shanghai facility were slated to begin in the fourth quarter and the EV automaker seems to have started exporting the Model 3 right on schedule.
According to Greendrive, a customer in Europe was the first to confirm that Giga Shanghai’s Model 3 exports had officially started. The said customer ordered a Model 3 SR+ with a stock hitch and noticed that his invoice stated “Model 3 – China.”
The future Model 3 owner double-checked the invoice for more clues. His Model 3’s VIN also seemed to support that it would be coming from Gigafactory Shanghai. The VIN read “LRW-XXXXXLCXXX.” The “L” stood for the year his Model 3 would be made and the “C” stood for the country it was coming from, which in this case stood for “China.”

Indications that Tesla was already sending its China-made vehicles to other countries emerged when longtime drone-operator Wu Wa conducted a flyover of Gigafactory Shanghai. As could be seen in his footage, the massive facility’s holding lots were filled with Model 3s that had protective wraps.
This, observed Tesla owner-enthusiast Armand Vervaeck, suggested that the Model 3s were being sent abroad, possibly even by train. Wu Wa, for his part, confirmed to Teslarati that the wrapped vehicles he filmed were indeed intended to be exported to other countries.
The main difference between the Model 3 made in the Fremont Factory and Giga Shanghai would be the vehicle’s battery. The Fremont Factory-made Model 3 features nickel manganese cobalt cells (NMC) which have more energy density. However, NMC batteries are more expensive to produce and they still contain cobalt, a rather controversial material.
The China-made Model 3 uses cobalt-free lithium iron phosphate (LFP) batteries, which have allowed Tesla to reduce the cost of its affordable sedan in Asia. Gigafactory Shanghai’s Model 3 became cheaper than its US-made counterpart earlier this month, partly due to its LFP batteries.
As of this writing, there have been no reports of Tesla Giga Shanghai exporting Model 3 vehicles to other countries in Asia. News of China’s Model 3 exports to other countries in Asia and Europe could significantly raise Tesla’s customer base and global reach.
Tesla unveiled its Model 3 “refresh” last week with improved range and performance. Some of the other vehicles in Tesla’s S3XY line also received a range and performance boost. The electric-car manufacturer also reduced the starting price of the Model S, its flagship sedan, to $69,420, making it more aggressively priced against its competitors.
Based on its recent updates, Tesla does not seem to be holding anything back this fourth quarter, and it seems to be revving up for an even more industry-shaking move. These strategies could ultimately be the defining factor in the electric car maker’s attempts at meeting its ambitious goal of delivering half a million cars this 2020.
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Tesla Cybercab sightings on public roads are becoming more frequent
After it was unveiled a year ago by Tesla, the company has made some pretty drastic jumps in progress in terms of the Cybercab, but a recent development has truly pushed fans of the company to think it is probably going to be available soon.
Tesla Cybercab sightings on public roads are becoming much more frequent, and they all are pointing to one thing: imminent production.
The Tesla Cybercab is the company’s vehicle developed for fully autonomous travel, as it will be manufactured without a steering wheel or pedals, according to CEO Elon Musk.
Tesla Robotaxi Cybercab: Seats, price, special features, release date, and more
After it was unveiled a year ago by Tesla, the company has made some pretty drastic jumps in progress in terms of the Cybercab, but a recent development has truly pushed fans of the company to think it is probably going to be available soon.
Last week, we reported on the first Cybercab sighting when the vehicle was finally being tested on public roads. The spotting was not a one-time deal, as we are now seeing many more sightings on public roads:
Saw it the other day pic.twitter.com/uv0geR6GIh
— Shareef Mahmoud (@saltyyshareef) November 6, 2025
The first spotting was in Palo Alto, just a few blocks from Tesla’s Engineering Headquarters in Los Altos. This second sighting appears to be relatively close to that first spotting, and it seems unlikely Tesla would be putting it on roads much further than that.
The public on-road testing of the Cybercab marks a major milestone in the entire project for Tesla. These early sightings and testing phases are usually followed by a lot of speculation about when the vehicle could end up in the hands of customers.
However, Tesla has already put a definitive date on when Cybercab production will begin, as Elon Musk said during the Q3 Earnings Call that it would roll off production lines in Q2 of next year.
But the speculation regarding the Cybercab is slightly different than other vehicles because Tesla has been developing it for fully autonomous travel; it’s not meant to be driven by humans but instead by software and the company’s Full Self-Driving suite.
Despite the vehicle being spotted with a steering wheel and pedals in the recent sightings, Musk has maintained that the Cybercab will not be developed with typical controls for a human. He recently confirmed this, and it does not seem the company is willing to veer too much from its plans for an autonomous car.
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Tesla Model Y Performance is rapidly moving toward customer deliveries
New drone images from noted drone operator and Gigafactory Texas observer Joe Tegtmeyer show Tesla is moving forward quickly in terms of its progress in producing the new Model Y Performance.
Tesla has rapidly progressed in the production of its most anticipated Model Y trim level: the Model Y Performance.
New drone images from noted drone operator and Gigafactory Texas observer Joe Tegtmeyer show Tesla is moving forward quickly in terms of its progress in producing the new Model Y Performance.
The vehicle is being spotted more frequently at the factory located just outside of Austin, with what appears to be the first units rolling out to outbound lots:
In case you missed the news, Giga Texas has begun Model Y Performance production. Now all variants of the Model Y (except the China-only YL) are built in Texas. pic.twitter.com/AOOB9jtLwN
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) November 6, 2025
In the United States, Tesla unveiled the Model Y Performance on September 30, the newest iteration of the fastest trim level of the best-selling car in the world for the past two years. It was launched on the very last day of the $7,500 electric vehicle tax credit in the United States.
It featured a handful of performance improvements, including a 0-60 MPH acceleration rate of 3.3 seconds, a trim from the 3.5 seconds the 2025 version offered.
Additionally, the range has gone from 277 miles to 308 miles, a notable improvement in terms of how far it can travel on a charge.
There are also a handful of hardware changes that Tesla made to improve its aerodynamic performance, which all likely can be attributed to the boost in speed and acceleration, as well as range.
The vehicle was initially launched in Europe, which was not surprising, especially as Tesla was testing the new Performance trim at the famed Nurburgring in Germany.
Deliveries are currently slated for late November, but some orders are getting projections of mid-December for their Model Y Performance, which would help Tesla bolster its end-of-year delivery figures and follow up on an extremely bullish finish to Q3, which was the company’s strongest performance in history.
Elon Musk
Twitter co-founder Jack Dorsey endorses Elon Musk Tesla pay package
Dorsey framed the pay package as an engineering and governance crossroads for Tesla.
Twitter co-founder and Square CEO Jack Dorsey has publicly backed Elon Musk’s leadership ahead of Tesla’s pivotal shareholder vote, which is expected to be decided later today at the company’s 2025 annual meeting.
Dorsey framed the pay package as an engineering and governance crossroads for Tesla.
Dorsey’s public nod framed as an engineering defense of Musk
In a post on X, Dorsey weighed in on Tesla’s post about being in a “critical inflection point.” As per the Twitter-co-founder, the vote on Musk’s 2025 performance award is not about compensation. Instead, it’s about ensuring the path for the company’s engineering in the coming years.
“This is not about compensation. it’s about ensuring a principled (and exciting!) engineering approach to the company’s future,” Dorsey wrote on his post, later stating that users of Cash app with TSLA shares would be able to vote for the CEO’s proposed 2025 performance award.
Elon Musk appreciated Dorsey’s endorsement, responding to the Twitter co-founder’s post with a heart emoji. Musk has been pretty thankful for the support for is fellow tech executives, also thanking Michael Dell recently, who also advocated for its proposed 2025 performance award.
Musk’s support
While Elon Musk’s 2025 performance award has received opposition from proxy advisors such as Glass Lewis and ISS, it has received quite a lot of support from longtime bulls such as ARK Invest, and, more recently, Schwab Asset Management following calls from TSLA retail shareholders.
“Schwab Asset Management’s approach to voting on proxy matters is thorough and deliberate. We utilize a structured process that focuses on protecting and promoting shareholder value. We apply our own internal guidelines and do not rely on recommendations from Glass Lewis or ISS. In accordance with this process, Schwab Asset Management intends to vote in favor of the 2025 CEO performance award proposal. We firmly believe that supporting this proposal aligns both management and shareholder interests, ensuring the best outcome for all parties involved,” Charles Schwab told Teslarati.
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