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15h ago

Musk Puts U.S. Model Y L in Doubt, Pointing to Self-Driving Push

Following its China debut, Musk now signals no U.S. production before late 2026, with the six-seat variant possibly skipped altogether.

Six Seater Model Y
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Overview

  • On X, Elon Musk said the six-seat Model Y "doesn't start production in the US until the end of next year" and "might not ever" be built due to the expected advent of self-driving.
  • The Model Y L is a long-wheelbase Model Y with a 2-2-2 layout and second-row captain’s chairs, and it has already launched in China.
  • Tesla supporters expressed disappointment over the prospect of delaying or canceling a larger, family-focused option for U.S. buyers.
  • Analyst Gary Black suggested Tesla may be trying to avoid cannibalizing current Model Y sales and noted FSD still faces efficacy and monetization hurdles.
  • Legal and safety scrutiny persists as a California judge certified a class action alleging misleading FSD claims, and Tesla shared a supervised FSD test video from Japan.