News
Tesla may underpromise and overdeliver with the Model 3 Highland in the US
Tesla has not really “underpromised and overdelivered” since it started deliveries of the Model Y crossover earlier than expected in March 2020. At the time, Tesla had maintained that Model Y deliveries were due in Fall 2020. This same thing may be happening with the upgraded Model 3, better known in EV circles as the Model 3 Highland, in the United States.
The upgraded Tesla Model 3’s Rear Wheel Drive (RWD) and All Wheel Drive (AWD) versions were unveiled in late August 2022, but it soon became evident that the vehicle would only be available in territories that are supplied by Gigafactory Shanghai. The United States, which gets its Model 3 sedans from the Fremont Factory, still received the previous generation Model 3.
Reports also emerged then that the United States would not be getting the Model 3 Highland for a notable amount of time. Optimistic predictions from Tesla watchers suggested a release date for the upgraded vehicle sometime in 2024, while those who were more conservative suggested that the Model 3 Highland could arrive in the US even later. As of late, however, it is starting to seem that Tesla may be ready to release the upgraded Model 3 sooner than expected.
Sunnyvale, CA ? pic.twitter.com/FbRhvuutlV— Sawyer Merritt (@SawyerMerritt) January 7, 2024
Over the past weeks, sightings of fully uncovered Model 3 Highland vehicles have been reported on social media. The vehicles are quite unique, as they feature a Tesla badge written in Chinese characters, making them seem like they were produced at Giga Shanghai. Observations of the Model 3 Highland units’ VINs suggested that the cars were produced in the Fremont Factory, however. Interestingly enough, some of the upgraded Model 3 units were marked as engineering vehicles.
?NEW YEAR NEW FREMONT MODEL 3 ?
This refresh Tesla Model 3 was spotted with Shanghai badges but the VIN shows it was built in Fremont (F factory designation).
Maybe we will see deliveries in Q1 as called by @Scobleizer. https://t.co/D5j4zwXe31 pic.twitter.com/mFUNeD35pj— Matthew Donegan-Ryan (@MatthewDR) January 1, 2024
What is immediately noticeable from the vehicles that have recently been spotted in the United States is the fact that they are already very finely made. This suggests that if the vehicles are indeed manufactured in the Fremont Factory, the facility is already producing upgraded Model 3 units that are ready for customer deliveries. If this were indeed the case, it would not be surprising if customer deliveries of the Model 3 Highland in the United States start earlier than expected, perhaps as early as Q1 2024.
Tesla Model 3 Highland full walk around. I saw this today at the Firebaugh supercharger. #tesla #tsla #model3 #fyp #viral #cybertruck #teslacybertruck pic.twitter.com/Vi7h3u0FIf— Tesla Owners Silicon Valley (@teslaownersSV) December 29, 2023
A hint at such a timeline may have been dropped by Tesla in late November. At the time, Tesla Australia chief engineer and Model 3 program veteran Daniel Ho reportedly remarked that a revamped Model 3 Performance would make its way to Australia in the first half of 2024. The comments suggested that serious developments could be expected in the Model 3 program in early 2024. One of these may very well be the start of the revamped vehicle’s production at the Fremont Factory.
Tesla has been accused of overpromising and underdelivering as of late. Elon Musk’s FSD promises have proven inaccurate time and time again; the Model S Plaid+ was canceled before it was released; the next-generation Roadster is still nowhere to be found; the Semi is still not ramped; progress on Giga Nevada’s expansion and Giga Mexico has been practically nonexistent; and the Cyberbeast’s range is significantly lower than expected despite its notable price hike. If Tesla manages to release the Model 3 Highland earlier than expected in the United States, it could prove that the company can still exceed expectations, especially when it quietly executes on its goals.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Elon Musk
Jim Cramer chimes in on Tesla CEO Elon Musk’s pay package
“Don’t be small-minded: Tesla is about robots, Full Self-Driving, the future. Give him his package.”
Investor and host of Mad Money on MSNBC , Jim Cramer, has chimed in on Tesla CEO Elon Musk’s pay package and whether it should be rewarded to the frontman or not.
Cramer has drawn a lot of attention regarding his sentiments on Tesla, as investors have routinely given him a pretty hard time over what he’s said about the company.
For the past few years, we have covered his comments on Tesla when he has something to say, mostly because his opinion on the stock seems to change pretty frequently; at a minimum, he has something different to say about it every few months.
However, Cramer knows Musk’s value to Tesla, and said on Thursday that he believes the CEO deserves his pay package:
“Don’t be small-minded: Tesla is about robots, Full Self-Driving, the future. Give him his package.”
Don’t be small-minded: tesla is about robots, full self driving, the future. Give him his package
— Jim Cramer (@jimcramer) October 23, 2025
Cramer’s comments come just one day after Tesla’s Q3 2025 Earnings Call, where Musk took several opportunities to call out the importance of the pay package and how it could impact the company’s future — with or without him.
Musk said at one point that he would not feel comfortable continuing to develop the company’s massive fleet of Optimus bots without having appropriate control of the company from a voting perspective.
He said he does not want so much power that if he “were to lose his mind,” he could not be removed. However, he does feel he needs to be protected from “activist shareholders,” or “corporate terrorists” like proxy groups Institutional Shareholder Services (ISS) and Glass Lewis:
“My fundamental concern with regard to how much voting control I have at Tesla is if I go ahead and build this enormous robot army, can I just be ousted at some point in the future? …It’s just, if we build this robot army, do I have at least a strong influence over that robot army, not current control, but a strong influence? That’s what it comes down to in a nutshell. I don’t feel comfortable wielding that robot army if I don’t have at least a strong influence.”
At the end of the call, Musk said:
“Like I said, I just don’t feel comfortable building a robot army here and then being ousted because of some asinine recommendations from ISS and Glass Lewis, who have no freaking clue. I mean, those guys are corporate terrorists.”
Cramer is one of many who realize Musk’s importance to Tesla, and how the company would likely lack the guidance and prowess it does without his planning and drive. However, Tesla shareholders will have the ultimate say on November 6 when they vote on Musk’s compensation plan.
Elon Musk
Tesla is stumped on how to engineer this Optimus part, but they’re close
Tesla has been stumped on how to engineer one crucial part of the Optimus bot, but CEO Elon Musk says the company is “on the cusp” of achieving something great with the project.
During the Q3 2025 Earnings Call, Tesla CEO Elon Musk revealed the company is moving closer to a major breakthrough with the Optimus project, and said they are “on the cusp of something really tremendous.”
However, it seems there is one specific portion of the robot that has truly stumped engineers at the company: the hand, fingers, and forearm.
Musk went into great detail about how incredibly complex and amazing the human hand is, highlighting its dexterity and capability, as its ability to perform a wide variety of tasks is especially impressive:
“I don’t want to downplay the difficulty, but it’s an incredibly difficult thing, especially to create a hand that is as dexterous and capable as the human hand, which is incredible. The human hand is an incredible thing. The more you study the human hand, the more incredible you realize it is, and why you need four fingers and a thumb, why the fingers have certain degrees of freedom, why the various muscles are of different strengths, and fingers are of different lengths. It turns out that those are all there for a reason.”
It’s been pretty apparent that Tesla has made massive strides in the Optimus project, especially considering it has been able to walk down hills, learn things like Kung Fu, and even perform service tasks like serving food and drinks.
However, a recent look at a Gen 2.5 version of Optimus posted by Marc Benioff, the CEO of Salesforce, showed that Tesla was likely using mannequin hands until it developed something that was both useful and aesthetically pleasing:
Very likely that these are non-functional to not give away any major details about next-gen Optimus
The hands are amongst the most complex and important parts of the entire project https://t.co/YgoeNjamvI
— TESLARATI (@Teslarati) September 3, 2025
Musk continued on the call last night that the Tesla team was confronted with an “incredibly difficult” challenge from an engineering perspective, and the hands and actuators for that specific part were tough to figure out:
“Making the hand and forearm, because most of the actuators, just like the human hand, the muscles that control your hand are actually primarily in your forearm. The Optimus hand and forearm is an incredibly difficult engineering challenge. I’d say it’s more difficult than the rest of the robot from an electromechanical standpoint. The forearm and hand are more difficult than the entire rest of the robot. But really, in order to have a useful generalized robot, you do need an incredible hand.”
The CEO continued that developing a useful and effective robot was “crucial to the future of the company,” and that he works with Optimus’s design team each Friday night.
News
Elon Musk sets definitive Tesla Cybercab production date and puts a rumor to rest
“The single biggest expansion in production will be the Cybercab, which starts production in Q2 next year.” -Elon Musk
Tesla CEO Elon Musk finally set a definitive date for Tesla Cybercab production and, at the same time, put a substantial rumor regarding the vehicle that has been circulating within the community to rest.
Tesla’s Cybercab was unveiled last October as the company’s two-seater, affordable option that would ultimately be the car used for autonomous travel. It was initially slated for production in late 2025 or early 2026.
Tesla is ramping up its hiring for the Cybercab production team
However, Tesla has finally said it will start production of the Cybercab in Q2 2026, a more concrete date for the company, as it has moved the entire project forward in recent weeks by testing it at the Fremont Test Track and conducting crash safety assessments.
Musk said on the Q3 2025 Earnings Call:
“The single biggest expansion in production will be the Cybercab, which starts production in Q2 next year. That’s really a vehicle that’s optimized for full autonomy. It, in fact, does not have a steering wheel or pedals and is really an enduring optimization on minimizing cost per mile for fully considered cost per mile of operation.”
In that quote, Musk also put a rumor that has been circulating within the community to rest. Some started to speculate whether Cybercab would be sold with a steering wheel and pedals, as many of the elements of the car seemed to hint toward not being exclusively autonomous, including side mirrors being equipped, among other things.
🚨 The 🐐 @JoeTegtmeyer caught this Tesla Cybercab strolling around Giga Texas —
— with a steering wheel?! pic.twitter.com/PUvmpFp3Re
— TESLARATI (@Teslarati) February 24, 2025
It has been interesting to see some consider whether Tesla would sell the vehicle with the elements that would enable human control, especially as there have been a handful of images of the vehicle on company property with a steering wheel spotted.
However, Musk doubled down on the autonomous nature of the Cybercab with this confirmation during the earnings call, something that many investors likely wanted to hear because it was, in a way, a vote of confidence for the company’s path to autonomy.
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