According to Sawyer Merritt (@SawyerMerritt), some Tesla Model Y Performance order holders in the U.S. are seeing their estimated delivery timelines move up to November 9-November 21, indicating deliveries could start as soon as this week. This development highlights the impact of Tesla's AI-powered logistics and supply chain optimization systems, which are enabling faster vehicle production and more accurate delivery estimates. These AI-driven advancements are creating new business opportunities in automotive logistics, reducing bottlenecks, and setting a benchmark for smart manufacturing in the electric vehicle industry. (Source: Sawyer Merritt on Twitter)

According to Sawyer Merritt, Tesla is strategically evolving its product lineup by prioritizing cost control, scalability, and future monetization through services powered by its proprietary AI software (source: Sawyer Merritt, Twitter, Oct 22, 2025). The company’s focus is on leveraging existing production capacity and optimizing operations, rather than rapidly expanding with new factories. This AI-driven approach is designed to boost sales volumes through differentiated, efficiently managed products, and to unlock new revenue streams in automotive and mobility services. This strategy positions Tesla to capitalize on AI-based recurring revenue opportunities such as autonomous driving, fleet services, and software subscriptions, enhancing its competitive edge in the AI-powered automotive market.