Tesla Model 3 Highland May Be Announced This Month for North America; Performance Variant Underway

New Model 3 at Fremont

vanshv2003 / Reddit

Tesla appears to be set to roll out the new Tesla Model 3 for the North American market after sighting several refreshed versions, also known as Highland, at the Fremont factory. The vehicle successfully debuted in other global markets late last year, including Europe, China, and parts of the Asia-Pacific region.

Tesla may announce the start of Model 3 Highland deliveries as early as this month because the company’s Q4 and Full Year 2023 earnings call is on January 24th. That would provide an ideal platform for the official announcement and garner a lot of attention.

Sightings and Speculations

Before the dawn of 2024, the Model 3 Highland was seen multiple times across the U.S., as posted on Reddit. This further fueled speculation about its North American debut. Reddit user, vanshv2003 shared photos of a Model 3 Highland at the Fremont Factory, featuring Shanghai badges but a VIN indicating Californian manufacture. These sightings suggest that Tesla is preparing for the North American market and potentially for other markets.

Tesla's Model 3 Highland has already made waves in markets like China, Australia, New Zealand, parts of Europe, and the United Arab Emirates since its launch in August 2023. However, it was conspicuously absent in the North American market. While the company did go over its expected deliveries in 2023, there’s no doubt that many buyers are waiting for the latest design and technology that the refreshed Model 3 offers.

Performance Model

The performance variant of the Model 3 Highland has yet to be revealed, but rumors suggest that production has also started on this variant. It’s possible that it may even debut in North America first. The performance trim level is expected more unique than it was in its previous incarnation, with reports saying it’ll be “pretty special.” Instead of just including binned motors and an improved suspension and brakes, the new performance model is expected to stand out against its Long Range counterpart. Tesla is also expected to launch the new Model 3 in North America with a front bumper camera like the Cybertruck.

🎉NEW YEAR NEW FREMONT MODEL 3 🥳

This refresh Tesla Model 3 was spotted with Shanghai badges but the VIN shows it was built in Fremont (F factory designation).

Maybe we will see deliveries in Q1 as called by @Scobleizer. https://t.co/D5j4zwXe31 pic.twitter.com/mFUNeD35pj

— Matthew Donegan-Ryan (@MatthewDR) January 1, 2024

Model 3 Advancements

Cybertruck has been stealing all the headlines in North America for several months; you may need a refresher of everything the refreshed Model 3 offers. The range has increased by 11 to 12 percent, which equates to the rear-wheel drive getting 346 miles (554 kilometers) and the dual motor long-range getting 423 miles (678 kilometers). This is thanks to several things, including the lighter Model 3, now the most aerodynamic Tesla in the lineup at a stunning 0.219 drag coefficient down from 0.225.

The upgraded suspension provides a more premium ride with new springs & dampers, new geometry on the front suspension, new bushings, and a new way to mount the subframe to the chassis. Moreover, the tires now have more cushioning for an improved ride.

Tesla has made a 30% decrease in wind and ambient noise, a 25% improvement in impact noise, and a 20% improvement in road noise. This has been achieved by using acoustic glass on the rear and back windows (it was only on the front windows before), resulting in "360º acoustic glass". Additionally, more sound insulation has been added for a quieter ride. However, you won’t be able to hear the silent thanks to the new 17-speaker sound system, up from 14 speakers -- complete with two subwoofers and two amplifiers.

The list is endless. The introduction of the U.S.-spec Model 3 Highland couldn't be more timely, especially considering the current list of EVs eligible for the $7,500 tax credit. With the non-facelifted Model 3 and Model Y variants already enjoying this benefit, the arrival of the Model 3 Highland is poised to impact Tesla's market presence and consumer choices significantly.

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Tesla Increases Price of Model S; Starts Offering Free Lifetime Supercharging

Not a Tesla App

For the first time in quite a while, Tesla has increased the price of one of its vehicle offerings. The Model S Long Range and the Model S Plaid have both received a hefty price increase. However, not all is bad - as Tesla also added a new benefit for buyers.

Price Increase

The price increase for the Model S is $5,000 - currently only in the United States. This price increase will likely impact other markets, including Canada, in the coming days.

The Model S Long Range now starts at $79,990, while the Model S Plaid now starts at $94,990. The Model S and Model X now have the same starting price. Interestingly, that’s also the same pricing point for the Cybertruck AWD and Cyberbeast Trimotor non-Foundation Series. 

The vehicle configuration does not appear to have changed, so the new pricing is simply an increase rather than the addition or removal of features. Tesla previously cut the price of the Model S and Model X by 15% in 2023, so this could simply be an adjustment to ensure that the vehicle pricing stays in line with inflation and other factors.

Free Lifetime Supercharging

For those on the fence about ordering a Model S, Tesla has brought back Free Lifetime Supercharging when you order a new Model S on or after December 13, 2024. As always, Free Lifetime Supercharging is restricted to the buyer’s Tesla account and to that specific vehicle. It cannot be transferred to another vehicle or another owner after ownership transfer. It’s worth noting, that it also doesn’t exclude the owner from receiving Supercharger idle fees or congestion fees. There is currently no end date for this promotion.

There are currently no changes to the Model X, neither a price increase nor the addition of Lifetime Superchargering. However, when Tesla makes changes to one of their premium vehicles, it usually affects the other one as well. So be on the lookout for potential changes to the Model X offering in the coming days.

We’ve seen Tesla value Lifetime Supercharging at $5,000, so this falls in line with the price increase we’re seeing. It’s possible that Tesla will begin to bring back Lifetime Supercharging as a perk for buying into their more premium Model S and Model X cars, or this could be another temporary promotion to get buyers who are on the fence to go ahead and make their purchase while this promotion lasts.

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Tesla’s Optimus Robot Learns to Walk Without Vision [VIDEO]

Optimus Falls - but catches itself!

Not a Tesla App

Tesla recently showed off a demo of Optimus, its humanoid robot, walking around in moderately challenging terrain—not on a flat surface but on dirt and slopes. These things can be difficult for a humanoid robot, especially during the training cycle.

Daily walks help clear your mind pic.twitter.com/dUsW58trS6

— Tesla Optimus (@Tesla_Optimus) December 9, 2024

A Look Behind the Curtain

Most interestingly, Milan Kovac, VP of Engineering for Optimus, clarified what it takes to get Optimus to this stage. Let’s break down what he said.

Optimus is Blind

Optimus is getting seriously good at walking now - it can keep its balance over uneven ground - even while walking blind. Tesla is currently using just the sensors, all powered by a neural net running on the embedded computer. 

Essentially, Tesla is building Optimus from the ground up, relying on as much additional data as possible while it trains vision. This is similar to how they train FSD on vehicles, using LiDAR rigs to validate the vision system’s accuracy. While Optimus doesn’t have LiDAR, it relies on all those other sensors on board, many of which will likely become simplified as vision takes over as the primary sensor.

Today, Optimus is walking blind, but it’s able to react almost instantly to changes in the terrain underneath it, even if it falls or slips. 

What’s Next?

Next up, Tesla AI will be adding vision to Optimus - helping complete the neural net. Remember, Optimus runs on the same overall AI stack as FSD - in fact, Optimus uses an FSD computer and an offshoot of the FSD stack for vision-based tasks.

Milan mentions they’re planning on adding vision to help the robot plan ahead and improve its walking gait. While the zombie shuffle is iconic and a little bit amusing, getting humanoid robots to walk like humans is actually difficult.

There’s plenty more, too - including better responsiveness to velocity and direction commands and learning to fall and stand back up. Falling while protecting yourself to minimize damage is something natural to humans - but not exactly natural to something like a robot. Training it to do so is essential in keeping the robot, the environment around it, and the people it is interacting with safe.

We’re excited to see what’s coming with Optimus next because it is already getting started in some fashion in Tesla’s factories.

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