Lifestyle
Tesla Model 3: A change is coming and it will be huge
As I’ve mentioned before, I started fantasizing about attending this event long before we knew invites would come by way of a lottery system. I stashed my little fantasy football championship winnings to help soften the blow of last minute airfare in case of a miracle. That miracle happened and the significance of it all is really starting to sink in.
What it means to Tesla
Thursday’s event will be the start of Tesla’s next chapter; their most important one yet. That is, developing a compelling and affordable long range EV. Tesla’s secret master plan, which shows a publication date of nearly 10 years ago, boils down to:
- Build sports car
- Use that money to build an affordable car
- Use that money to build an even more affordable car
- While doing above, also provide zero emission electric power generation options
- Don’t tell anyone.
This is finally it. Their moment in the spotlight is finally coming. Their mass-market car will be shown to the world, live on the internet, to the joy of enthusiasts and pain of (I presume) auto and oil execs everywhere. Once unveiled, the clock starts ticking. Tesla has but one shot to get it right. That not only means building a compelling car, which I have no doubt they will, but producing it efficiently, with a high level of quality, on time and within their promised price point. They will have to ramp up production in a manner not yet seen in automotive history, communicate at a caliber far beyond their corporate age, and figure out how to do it all while still continuing their current miracles of pushing out two of the best vehicles money can buy while simultaneously building a charging infrastructure from scratch. That was a mouthful to say so imagine what it really means for Tesla to do.
What it means to the world
Never before have we seen such a frenzied environment surrounding the ability to pay $1,000 for a place in line to buy a car that won’t even exist for 18-24 months. I’ve known of people reserving vehicles or being put on a waiting list for a future offering, such as the Hummer H2. I’ve also known scores of people who know of and await the coming of a future car model, if only to admire it. But again, we’ve never seen anything like this. I can say that before even knowing the magnitude of “this” because I, like Steve Hanley, think we will see 100,000 reservations by the end of April 1st. We’ll know the number eventually, and thus start to truly appreciate the magnitude. Here’s the thing though, Tesla’s goal was never to rule the world or be the biggest or best or most profitable automaker in the world. In fact, their mission is quite simple:
To accelerate the advent of sustainable transport by bringing compelling mass market electric cars to market as soon as possible.
Without the Model 3 even being seen yet, Tesla is already well on their way to achieving that mission. Everyone and their mother is putting out an EV, compliance car or otherwise, and we all know this little “insignificant” start up from California is a primary reason. People are starting to get it. The P85D YouTube videos went viral immediately and even the most critical gear heads can’t deny the awesomeness of that kind of acceleration. Lawmakers are starting to get it, in some cases, and are enacting laws to protect charging spaces, give parking or tax incentives or access to HOV lanes. The press is starting to get it. Most of what I come across about Tesla these days is positive. A change is coming and it will be huge. An increase in the expectation of car quality, efficiency and dealership experience will force change in the industry. A decrease of the use of gasoline could lead to political, economic and environmental changes. The implications of electrification of cars are larger than we can even imagine at this point. How many current Tesla owners invested in home solar panels after getting the car that would not have otherwise thought of doing so? How many future owners will do the same? How many new jobs can come from an increased demand in green energy? The Tesla Model 3 means exponentially more to the world than just what it as a car can offer.
Component of a Ford Model T battery
What it means to the United States
A certain mogul turned reality star turned presidential candidate likes to claim that we don’t win anymore. When it comes to the auto industry, it’s sort of true. Credit where credit is due (Ford especially) but the past few decades have seen our dominance in the industry threatened, if not decimated. Tesla is a force to be reckoned with and people across the globe are clamoring for this American car. I’ll repeat that – there is world wide demand for a car designed and built right here in the United States. Apple, should they get in the game, is also an American company. Google is too. We could be on the verge of another major shift, in that America could become the country to beat in the car game. And the Gigafactory? Thousands of jobs. A second (or third or fourth) factory elsewhere in the states would mean thousands more. More competition in the world of autonomous driving could also shape the landscape of the way our cities and people move. Again, the implications are huge and almost certainly unknown at this point, and it all rests in the hands of a successful Model 3.
Displayed next to a football signed by Connor Barwin, Philadelphia Eagle, environmentalist and Tesla owner.
What it means to me
I’ve loved cars my whole life. My first dream car was a mid 90s Dodge Intrepid. (“4.5 liter 32 valve engine”, I used to repeat to anyone who would listen.) Mine was going to be neon green with tinted windows that had rainbow sparkles. The first car I designed myself was named the Chinchilla and had a “computer” that would give you directions. The first Supercar I remember reading about in Car and Driver was the Vector Avtech, which until searching it just now, I remember as being named Antech. (Google also informed me I was 9 when it appeared at the Geneva Auto show.) A favorite memory of my late father was him taking my arm and walking me away when, at 22, my eyes widened upon the site of a t-tops Firebird at a used car lot. (I’ll admit that he was right. For my $2200 budget, that dinky 1998 Ford Escort ZX2 coupe was perfect.)
I am now fully submerged in the Tesla Kool-Aid in that I believe the Model 3 will be as significant to the history of automobiles as the Model T. Knowing that I will be there, in person to witness the unveiling, is a privilege that I will cherish for the rest of my life. In fact, it’s no accident that when someone gave me a wooden piece that belonged to a Model T’s battery system, I immediately found a prominent place to display it in my home. I’m a car nerd that has evolved into an EV nerd and can hardly put into words my excitement about being a part of history. Not just as an attendee on Thursday night but as an early Tesla owner. Yes, I realize my 2014 Model S is not considered early to this crowd, but in 30 years any Model S, Model X and even Model 3 owner will be considered an early adopter of EV technology. I will wear as a badge of honor the story of that time I got to witness history unfold before my eyes.
On a more personal level, this event also means a lot to me. I am now connected to, and greatly enriched by, every single person who has read my posts, commented, reached out to arrange to get together and even offered to pick me up from LAX. I’ve sipped tea with wonderful people, shared meals with owners’ families, spoken to curious school children and immensely enjoyed every single interaction – both online and in person – with fellow owners and enthusiasts. While Tesla in general and Model S ownership specifically has contributed to this more than the Model 3 event itself, this event is an extension of it all, a pathway to Tesla’s survival and thus the survival of this community that has taken me in and given me a voice.
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
Elon Musk
Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration
Tesla is now shipping Cybercabs from Giga Texas with Starlink hardware built in as standard.
Tesla’s Cybercabs are now leaving Gigafactory Texas with Starlink hardware on the rear hatch in significant numbers, according to drone footage captured Tuesday by longtime Austin drone observer Joe Tegtmeyer. Production at the factory ramped back up after the Labor Day weekend, and his flyover of the outbound lot showed rows of gold Cybercabs alongside Model Y Long Wheelbase units, many carrying the satellite module for the first time as standard equipment rather than a one off retrofit.
Giga Texas today is busy with production coming back up following the long weekend. Of interest today in the outbound lot is the appearance of hundreds of Mode; YL’s and many more Cybercabs and for the 1st time equipped with the Starlink module one the hatch in big numbers.
At… pic.twitter.com/G9yl6s51m4
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 8, 2026
Tesla first showed Starlink built into an actual Cybercab on August 10, when the Robotaxi account posted images of a single gold unit with the antenna integrated into the roofline above the taillights and called it the first Cybercab with Starlink integration. That followed a July reveal where Tesla and Starlink jointly posted a cutaway diagram of the antenna placement without a working vehicle to back it up. Ashok Elluswamy, Tesla’s VP of AI software, said at the time that the connection isn’t required for the car to drive itself. It exists mainly for navigation, customer service and keeping tabs on the fleet.
Musk has made a different case in public. During Tesla’s Q2 earnings call, he said the company can’t afford robotaxis stranded in what he called “Bermuda Triangles of lack of cellular connectivity,” and he separately claimed on X that Starlink will eventually reach every Tesla built, calling it the only way to deliver high bandwidth to billions of vehicles. He has also pitched the antenna as an entertainment upgrade, telling riders they would be able to stream 4K video or play games during a trip.
The rollout has moved fast since. Robotaxi service opened to the public in Austin on September 3, and Cybercabs had already been spotted with Starlink hardware in Houston and near Miami International Airport in the weeks before Tuesday’s factory footage showed the module shipping at volume rather than on scattered test units. Whether the satellite link earns its keep is still an open question. Tesla’s unsupervised service currently runs in dense metro geofences in Texas and Florida, markets where cellular coverage is already strong, which is not where the rural dead zones Musk describes tend to show up.