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Tesla updates ‘My Tesla’ page for Model 3 reservation holders; Suppliers question timeline

Tesla has sent its first update to Model 3 reservation holders. The updates tell customers they will be contacted by the company when it is time to configure their car. The update shows the Model 3 in blue for the first time.

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Model 3 reservation holders may feel a tad closer to realizing their dreams of ownership knowing that Tesla has just updated their My Tesla page with an image along with minor details of the company’s much anticipated mass market electric vehicle. The update provides depositors that plunked down $1000 for their place in line to configure the Model 3 confirmation that the company will begin deliveries towards late next year. The page reads as follows:

“What’s Next?

Your Model 3 was reserved on <insert your date of reservation>. Deliveries will begin in late 2017. You’ll be invited to configure based on the date of your reservation. If you have any questions, please refer to our FAQ. We invite you to submit suggestions or feedback within our forums. Engage with other future owners to share your excitement or ideas. To withdraw your reservation, you may request a cancellation.”

Tesla Model 3 update

Photo courtesy of Matt Simmons

The My Tesla page update shows the Model 3 in blue for the first time, but also provides a link to allow reservation holders to cancel their spot in line if they wish to do so.

In other Model 3 news, the press is reporting grumblings from various suppliers and industry observers about the accelerated production schedule for the Model 3 that Elon Musk announced two weeks ago.

Jeff Schuster of industry forecaster LMC Automotive said the goals were “implausible,” in part because Tesla’s battery factory in Reno, Nevada, was unfinished. Aluminum, lithium and other materials – already in short supply – “could be another limiting factor,” said Sam Fiorani of AutoForecast Solutions.

Other industry observers tell NBC News that getting a production line ready often takes 2 to 3 years. Chrysler is converting its Sterling Heights assembly plant to build more Ram 1500 pickup trucks. It wants to boost production to 300,000 vehicles a year — a 50% increase.

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“FCA already has the talent and the money, and the underlying machinery is already installed in the plant,” said one longtime supply sales executive. “They’re aiming to be up and running in 2018, so they have two years – and suppliers are wondering if they’ll make that deadline.”

Ramping up to produce ten times as many cars as today in just 18 months seems a near impossibility to many experienced auto industry analysts. The company still is soliciting bids for parts and machinery, according to several industry sources. Automaking consultant Ron Harbour of Oliver Wyman said increasing production at the Fremont plant to 500,000 vehicles in 2018 would require more stamping, welding and assembly machinery that “could take up to 18 months to order and install.”

The fact that Tesla is doing this at a time when many other manufacturers are retooling factories to increase production places additional constraints on the company’s proposed timeline, a Detroit based supplier sales executive tells NBC. “I’d be really surprised if he can launch production by next July,” said Frank Faga, a Detroit-based auto manufacturing consultant. “But this is a guy who says he’s going to Mars. Who am I to say he can’t do this?”

Hat tip to Matt Simmons @Teslapittburgh; Source: NBC News
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Elon Musk

Elon Musk doubles down on Tesla Cybercab timeline once again

“Cybercab, which has no pedals or steering wheel, starts production in April,” Musk said.

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Credit: @JT59052914/X

CEO Elon Musk doubled down once again on the timeline of production for the Tesla Cybercab, marking yet another example of the confidence he has in the company’s ability to meet the aggressive timeline for the vehicle.

It is the third time in the past six months that Musk has explicitly stated Cybercab will enter production in April 2026.

On Monday morning, Musk reiterated that Cybercab will enter its initial manufacturing phase in April, and that it would not have any pedals or a steering wheel, two things that have been speculated as potential elements of the vehicle, if needed.

Musk has been known to be aggressive with timelines, and some products have been teased for years and years before they finally come to fruition.

One of perhaps the biggest complaints about Musk is the fact that Tesla does not normally reach the deadlines that are set: the Roadster, Semi, and Unsupervised Full Self-Driving suite are a few of those that have been given “end of this year” timelines, but have not been fulfilled.

Nevertheless, many are able to look past this as part of the process. New technology takes time to develop, but we’d rather not hear about when, and just the progress itself.

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However, the Cybercab is a bit different. Musk has said three times in the past six months that Cybercab will be built in April, and this is something that is sort of out of the ordinary for him.

In December 2025, he said that Tesla was “testing the production system” of the vehicle and that “real production ramp starts in April.

Elon Musk shares incredible detail about Tesla Cybercab efficiency

On January 23, he said that “Cybercab production starts in April.” He did the same on February 16, marking yet another occasion that Musk has his sights set on April for initial production of the vehicle.

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Musk has also tempered expectations for the Cybercab’s initial production phase. In January, he noted that Cybercab would be subjected to the S-curve-type production speed:

“…initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.”

Cybercab will be a huge part of Tesla’s autonomous ride-sharing plans moving forward.

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Tesla owners explore potential FSD pricing options as uncertainty looms

We asked Tesla owners what the company should price Full Self-Driving moving forward, as now it’s going to be subscription-based. There were some interesting proposals.

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Credit: Tesla

Tesla is starting the process of removing the ability to purchase the Full Self-Driving suite outright, as it pulled the purchase option in the United States over the weekend.

However, there has been some indication by CEO Elon Musk that the price of the subscription will increase as the suite becomes more robust. But Tesla finds itself in an interesting situation with this: the take rate for Full Self-Driving at $99 per month is about 12 percent, and Musk needs a significant increase in this rate to reach a tranche in his new compensation package.

This leaves Tesla and owners in their own respective limbos: Tesla needs to find a price that will incentivize consumers to use FSD, while owners need Tesla to offer something that is attractive price-wise.

We asked Tesla owners what the company should price Full Self-Driving moving forward, as now it’s going to be subscription-based. There were some interesting proposals.

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Price Reduction

Although people are willing to pay the $99 per month for the FSD suite, it certainly is too high for some owners. Many suggested that if Tesla would back down the price to $49, or somewhere around that region, many owners would immediately subscribe.

Others suggested $69, which would make a lot of sense considering Musk’s obsession with that number.

Different Pricing for Supervised and Unsupervised

With the release of the Unsupervised version of Full Self-Driving, Tesla has a unique opportunity to offer pricing for different attention level requirements.

Unsupervised Full Self-Driving would be significantly more expensive, but not needed by everyone. Many people indicate they would still like to drive their cars manually from time to time, but others said they’d just simply be more than okay with only having Supervised FSD available in their cars.

Time-Based Pricing

Tesla could price FSD on a duration-based pricing model, including Daily, Weekly, Monthly, and Annual rates, which would incentivize longer durations with better pricing.

Annually, the rate could be $999 per year, while Monthly would stay at $99. However, a Daily pass of FSD would cost somewhere around $10, while a $30 per week cost seems to be ideal.

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These all seem to be in line with what consumers might want. However, Tesla’s attitude with FSD is that it is the future of transportation, and with it offering only a Monthly option currently, it does not seem as if it will look as short-term as a Daily pass.

Tiered Pricing

This is perhaps the most popular option, according to what we’ve seen in comments and replies.

This would be a way to allow owners to pick and choose which FSD features they would like most and pay for them. The more features available to you, the more it costs.

For example, if someone only wanted Supervised driving and Autopark, it could be priced at $50 per month. Add in Summon, it could be $75.

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This would allow people to pick only the features they would use daily.

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Tesla leaves a single loophole to purchase Full Self-Driving outright

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Credit: Tesla

Tesla has left a single loophole to purchase Full Self-Driving outright. On Sunday, the option officially disappeared from the Online Design Studio in the United States, as Tesla transitioned to a Subscription-only purchasing plan for the FSD suite.

However, there is still one way to get the Full Self-Driving suite in an outright manner, which would not require the vehicle owner to pay monthly for the driver assistance program — but you have to buy a Model S or Model X.

Months ago, Tesla launched a special “Luxe Package” for the Model S and Model X, which included Full Self-Driving for the life of the vehicle, as well as free Supercharging at over 75,000 locations, as well as free Premium Connectivity, and a Four-Year Premium Service package, which includes wheel and tire protection, windshiel protection, and recommended maintenance.

It would also be available through the purchase of a Cyberbeast, the top trim of the Cybertruck lineup.

This small loophole would allow owners to avoid the monthly payment, but there have been some changes in the fine print of the program, as Tesla has added that it will not be transferable to subsequent vehicle owners or to another vehicle.

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This goes for the FSD and the Supercharging offers that come with the Luxe Package.

For now, Tesla still has the Full Self-Driving subscription priced at $99 per month. However, that price is expected to increase over the course of some time, especially as its capabilities improve. Tesla seems to be nearing Unsupervised FSD based on Musk’s estimates for the Cybercab program.

There is the potential that Tesla offers both Unsupervised and Supervised FSD for varying prices, but this is not confirmed.

In other countries, Tesla has pushed back the deadline to purchase the suite outright, as in Australia, it has been adjusted to March 31.

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