Overview

• Responding on X, Elon Musk said the elongated Model Y L “might not” come to the U.S. and that American production would not start until the end of next year.
• The Model Y L is a six-seat version with second-row captain’s chairs that launched in China this week.
• Some Tesla supporters voiced disappointment, while investor Gary Black suggested concerns about cannibalizing other Model Y trims and noted FSD must reach 99.99% efficacy to be truly profitable.
• A California district judge certified a consumer class action alleging Tesla made misleading claims about Full Self-Driving capabilities.
• Tesla also faces an investor lawsuit tied to robotaxi safety after its Austin showcase, even as the company shared a new video of FSD testing on Japanese roads with a safety driver.