Buy now, or wait?

Musk says Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of 2027 to make room for more Cybercab production. At the same time the Premium AWD rose $7,500 to $92,490, the Cyberbeast rose $2,500 to $102,490, and the Dual Motor AWD stopped taking orders with a listed price of $82,490, per Electrek, TeslaNorth, and CNBC. Leases rose to $1,249/mo per MyTeslaIncentives (single-sourced). Cybertruck stays yellow: no better version or lower price is coming, so this is not a wait call, but parts, service, and how long orders stay open are all unanswered.

Lease prices corrected. MyTeslaIncentives, which mirrors Tesla offer footnotes, lists the Model 3 lease from $439/mo for applications after October 22, 2026 (up from $379), the Model Y from $499/mo and the Cybertruck from $1,129/mo with $5,000 down, both for applications after August 24, 2026. The Model Y $459 and Cybertruck $949 figures shown here before had already expired. All 36 months, 10,000 miles a year. Single-sourced. Financing rates unchanged. No status changes.

Tesla replaced its US referral program with an FSD-only one. Its Refer and Earn terms no longer list any vehicle as a qualifying purchase, so ordering a car with a referral code now gets the buyer and the referrer nothing. The new program gives a referred owner a 1-month FSD (Supervised) trial, and the referrer a free month or a $99 Tesla Credit if that person starts paying. Per Electrek. No status changes.

Tesla raises US Model Y financing from 1.99% to 2.49% APR on the base RWD, AWD, and Premium trims, per Sawyer Merritt. Performance stays at 3.99%. It is the 4th Model Y APR increase since early August, and it comes right after Tesla said it ended Q3 with its largest order backlog in 4 years. Single-sourced. No status changes: rising rates make waiting more expensive, not less.

Some US Model Y L Launch Series orders placed around the July launch are being pushed out 3 to 4 months, from a mid-October delivery to February to April 2027, per Not a Tesla App citing buyer reports. New orders show January to March 2027. Tesla has not commented and some Launch Series cars are still being delivered. Single-sourced. No status changes.

Tesla brings V2L to the whole US Model 3 and Model Y lineup, up to 2.4 kW at 120 volts through the Outlet Adapter, after it was left out of the October 1 US Model 3 refresh. New Model 3 and Model Y ordered in the US after October 1 also get Powershare Home Backup with Powerwall 3, which Tesla says adds up to 2 days of backup on RWD cars and more than 2 on Premium. Powerwall 2 and Powerwall+ support is coming later, with no date. Per Drive Tesla and Not a Tesla App. No status changes.

Q4 financing carried over unchanged. On October 2, tesla.com's current offers page still listed 1.99% on the Model Y RWD, AWD, and Premium, 3.99% on the Model Y Performance, 2.49% on the Model 3 Premium, and 1.99% on the Model 3 Performance. Tesla's configurator also lists the Model Y Premium RWD at 355 miles, down from 357. The Cybertruck Dual Motor shows 5.84% APR on the compare page, and the Model Y L's displayed payment rose to $1,001 a month. No status changes.

The 16 inch screen reaches the US Model 3. Every trim gets it, including the $36,990 base RWD, with prices unchanged. The Premium AWD now does 0 to 60 in 3.8 seconds (from 4.2) and the Performance gets 316 miles (from 309) and 528 hp. V2L did not come to the US. Model 3 moves from yellow to green: the update buyers were waiting on has shipped, per Electrek and TeslaNorth.

Tesla launches Model 3 upgrades outside the US: a 16 inch screen (up from 15.4), vehicle-to-load up to 2.2 kW, a black headliner, and a Zen Grey interior that replaces white, in China, South Korea, Australia, and New Zealand. The US Model 3 keeps the 15.4 inch screen and has no V2L, and Tesla has not given a US date. Model 3 stays yellow: the update is now real hardware, not a leak, which makes a US version plausibly close.

Tesla raises promotional APRs by half a point 2 days before the quarter's offers expire. The Model Y RWD, AWD, and Premium go from 1.49% to 1.99% and the Model 3 Premium RWD and AWD from 1.99% to 2.49%, for orders placed on or after September 28. The Model Y Performance stays at 3.99%. It is the third Model Y rate increase since August 1, so there is no quarter-end financing deal to wait for this time.

Tesla's Model 3 RWD and Model Y L Launch Series sell out for 2026 US orders, and the Model Y RWD and AWD are almost sold out too, per Tesla-tracker Sawyer Merritt (single-sourced but a widely cited figure). A new order on any of these now lands in 2027, which removes the timing advantage of paying for the Model Y L Launch Series over waiting for a cheaper trim, and gives a 2026-minded Model Y buyer a real reason to order soon.

Tesla raises the Model Y promotional APR from 0.99% to 1.49% on the RWD, AWD, and Premium trims. The Performance trim stays at 3.99%. It is the second increase in about a month on a rate that was 0% through most of the summer, and it adds roughly $800 in interest over a 72 month loan on a $45,000 car. Financing leverage is moving away from the buyer, not toward the usual quarter-end window.

Tesla raises US Cybertruck prices with no announcement. The Dual Motor AWD goes from $69,990 to $74,990 and the Premium AWD from $79,990 to $84,990, both up $5,000. The Cyberbeast stays at $99,990 and no specs change. It is the first increase the Premium AWD has taken since it launched almost 2 years ago, and it puts the entry truck $15,000 above the $59,990 of February's 10-day window.

California's MyFirstEV rebate program launches August 3 with $3,500 at the point of sale for first-time EV buyers on cars under $50,000. Tesla, as the state's EV volume leader, claims roughly half its allocation in the first 3 days and burns through the rest by August 8, exhausting its full share in 5 days. Other automakers may still have funds; Tesla buyers no longer qualify.

Tesla admits the power conversion system in 2024 and 2025 Cybertrucks does not meet its reliability standards and extends the warranty on that part from 4 years/50,000 miles to 8 years/150,000 miles. An owner poll found roughly 41% of surveyed trucks needed a PCS replacement, with out-of-warranty repairs running $5,000 to $7,200. Tesla is reimbursing owners who already paid, and new 2026 builds get a redesigned part under a shorter 7 year/70,000 mile warranty.

Tesla lets the 0% APR Model Y deal expire, moving the RWD, AWD, and Premium trims to 0.99%. Model 3 Premium and Performance APR rises from 0.99% to 1.99% the same day. Tesla is no longer subsidizing financing as heavily now that deliveries are running high and capital is shifting toward AI, Robotaxi, and Optimus investment.

Tesla swaps the Cybertruck's stamped aluminum underbody panels for carbon fiber composite trays as a running production change, confirmed by lead Cybertruck engineer Wes Morrill. Lighter, cheaper to produce at scale, and more impact resistant. No price change.

Tesla raises Model 3 lease prices across the US lineup by up to 15%. The RWD goes from $329 to $379 per month, Premium RWD to $399, Premium AWD to $479, and Performance to $629. The base Model 3 lease has now climbed about $80 per month since April.

Tesla extends 3.99% APR up to 72 months to the Model Y Performance, the one trim left at full price since February, and the first reduced rate that trim has ever carried. Reported from a Tesla marketing email, with no end date given.

California's MyFirstEV rebate is signed into law: $3,500 off a new EV under $50,000 and $1,750 off a used EV under $25,000, paid at the point of sale to first-time EV buyers. The Model 3 and the cheaper Model Y trims qualify; Cybertruck, Model S, and Model X are over the cap. The program goes live later this summer.

Model Y L delivery estimates on Tesla's configurator slip to October and November 2026. Ordering the Launch Series now stops meaning you get the car early.

Model Y L launches in the US: Launch Series at $61,990 with a year each of FSD, Supercharging, and Premium Connectivity.

16 inch screen and interior update reaches the whole Model Y lineup.

Model Y prices raised $1,000 across Standard and Premium trims. First Model Y price increase of the post-refresh era.

FSD transfers end for good. Referral loyalty discount halved to $500; buyer benefit stays at 3 months of FSD.

Backend configurator code shows the 16 inch QHD screen and a black headliner listed for the Model 3. The assets appear in the EU and Asia-Pacific configurators, pointing to Giga Shanghai building them first.

0% APR expands across more Model Y trims for a 2-day flash window, then settles into the standing offer structure.

Tesla ends outright FSD purchases. Subscription-only at $99/mo from here.

Cybertruck lineup restructured: Standard AWD intro at $59,990 for 10 days, then +$10,000; Cyberbeast cut $15,000 to $99,990.

Model S and X discontinuation announced with a 350-unit Signature Series at $159,420. Production ended in Q2.

First unconditional 0% APR in Tesla history, December 8 to 31. The quarter-end pattern at maximum strength.

Standard trims launch: Model 3 Standard $36,990, Model Y Standard $39,990. Decontenting as the new affordability play.

The $7,500 new-EV and $4,000 used-EV federal tax credits expire. The IRS honors binding contracts signed before the deadline. The single most important structural deadline in the tracker's history: it held.

0% APR appears gated on buying FSD outright; the offer stack gets complicated in the credit's final quarter.

1.99% APR on the new Model Y through June 16, weeks after the Juniper Launch Series buyers financed at 5.49%.

Cybertruck Long Range RWD appears at $69,990, then exits the lineup by September with no announcement.

Juniper Model Y launches as a $59,990 Launch Series; standard trims follow within 10 weeks at $48,990.

First-ever Tesla APR promo: 0.99% on Model Y, May 10 to 31. The financing-as-leverage era begins.

The price war year: cuts averaging around 25% across the lineup, January's cuts alone reshaping the used market for two years.

First-ever direct discounts on new inventory ($3,750, then $7,500) as demand softens post-hike era.

The hike era: repeated increases across every model as backlogs stretch, peaking with a $67,000+ Long Range Model Y.

The $35,000 Model 3 briefly exists (off-menu), the federal credit phases out for Tesla, and the $69,420 Model S stunt price happens.