As always, this is Matt from Frunk To Trunk. In my November 12 video I cover another Cybertruck trim being cancelled, the Tesla Wall Connector selling out in the US, a bigger FSD insurance discount, comments that the Model S may return, a new Cybercab battery, and whether Tesla is done selling vehicles. Here is the written version, with the parts that matter if you are deciding whether to buy a Model Y or Model 3 now or wait.
Which Cybertruck trims can you still order?
The Premium trim of the Cybertruck is now cancelled, following the base model, which leaves the Cyberbeast as the only option to order a new Cybertruck, and it also got a price increase. Elon Musk said Tesla is now seeing higher demand for the Cybertruck than it can produce, so some orders may be cancelled and refunded. Since my last video, Musk confirmed a new production shift will be added to help meet demand, and production is now extending into the summer, a few months longer than first expected. Delivery ETAs for the Cybertruck now show March to June. If you have an order, check your Tesla account for the latest on your configuration. I covered the original wind-down news in Tesla Cybertruck Cancelled, Free FSD Referral: Buy a Model Y Now or Wait?
Is the Tesla Wall Connector sold out?
At the time I made this video, the Tesla Wall Connector, the fastest at-home charger at $585 in the US, had completely sold out. It is being reported that the Universal Wall Connector is still in stock. If you order a Tesla in the US you still get a free Mobile Connector, so you can charge at home with that, but you do not get the software updates or the faster charging of a Wall Connector.
If you need a home charger now, the EVDance Flux Pro is cheaper than a Wall Connector and faster than a Mobile Connector, and it plugs into a NEMA 14-50 outlet. Compare options in Best Tesla Home Charger 2026, and see what charging costs with the charging cost calculator.
How much can you save on insurance with Tesla FSD?
Seven states can now use Lemonade auto insurance, which gives Tesla owners a 50% discount for miles driven while using FSD. Ohio is the newest state to get the option. If you are on Hardware 3 with FSD, the discount is 30%. I show the list of qualifying states on screen in the video, so check it there to see if your state is included.
3W Auto Life floor mats (video sponsor)
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Is the Tesla Model S coming back?
On the latest episode of Jay Leno's Garage, Tesla executives took Jay Leno on an FSD test drive in the new Model Y L. Asked about the Model S, Lars Moravy, Tesla's VP of vehicle engineering, said "never say never" on a return. It is the second time Tesla has said that about the Model S. In my last video I also reported that Tesla filed a patent for what appears to be a longer, full-size sedan, which could be a future Model S refresh.
What is the new Tesla Cybercab battery?
The 4680 battery is setting records at Giga Texas, which will become the largest cell manufacturing plant in North America. A new, smaller battery is confirmed for the Cybercab, about 16% smaller than the 47.6 kWh pack in the current design. Tesla also showed a new liquid silver Cybercab color. On Jay Leno's Garage, Lars Moravy added that lasers could clear a sheet of water from the Cybercab windshield when aimed at areas like the camera housing.
Robotaxi and Tesla Energy news
Tesla added 20 more robotaxis to its fleet in Texas, which puts its robotaxi and Cybercab fleet there ahead of Waymo's. On the energy side, Tesla signed a $10 billion solar facility project expected to finish in 2028, with production in Q1 2029. It will handle in-house manufacturing of Tesla solar products, coatings and testing.
Is Tesla done selling vehicles?
With the base and Premium Cybertruck gone and the Model S and Model X cancelled months ago, it is a fair question. But Elon Musk's new compensation package relies on 20 million vehicle deliveries, and Tesla is only at 51% of that goal. The same package requires 10 million FSD subscriptions, and at the last shareholder meeting Tesla said 1.75 million FSD subscriptions are active. You cannot sell FSD subscriptions without vehicles to attach them to. Tesla's focus right now is autonomy, Cybercab and Optimus, but vehicles have always been its main revenue driver. My take is that we could see a return of the Model S, the Model X and maybe a new version of the Cybertruck years down the road, once Cybercab and Optimus ramp up and resources can shift back.
If you are deciding whether to order a Model Y or Model 3 now, read Model Y vs Model 3 (2026) and Which Tesla Should You Buy in 2026?
Discount codes from the video
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Ordering a new Tesla?
Using an owner's referral link includes one month of free FSD. Here is how the referral link works.
I am also trying to reach 1,000 followers on my new TikTok account, Frunktotrunkdrives, so I can stream live there. Which Tesla are you considering? Let me know in the YouTube comments.
FAQ
At the time of the November 12, 2026 video, the Tesla Wall Connector ($585 in the US) had sold out. The Universal Wall Connector is reported to still be in stock, and new US Tesla orders include a free Mobile Connector.
The Premium trim has been cancelled after the base model, so the Cyberbeast is the only Cybertruck left to order. Delivery ETAs now show March to June.
Lemonade auto insurance gives Tesla owners a 50% discount for driving with FSD in seven states, with Ohio the newest. Hardware 3 FSD users get a 30% discount.
Nothing is confirmed. On Jay Leno's Garage, Tesla VP Lars Moravy said never say never on a Model S return, and Tesla has filed a patent for what appears to be a longer full-size sedan.
Buying a new Tesla with an owner's referral link includes one month of free Full Self-Driving (Supervised).
Code FRUNKTOTRUNK saves 33% at 3W Auto Life, the sponsor of this video.
