Increase combined Model 3 and Model Y installed production capacity to 500,000 units per year
Not delivered by the deadline
AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.
- Announced
- 29 Jan 2020
- Due
- 30 Jun 2020
- Checked
- 1 Oct 2026
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“After such expansions are done by mid-2020, installed combined Model 3 and Model Y capacity should reach 500,000 units per year.”
What we found
Evidence strength A What the grades mean
Tesla's July 2020 filing indicates that the capacity increase to 500,000 units was still in progress via the installation of additional machinery, meaning the target was not met by the mid-2020 deadline.
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A Tesla, Inc. 8-K filed 2020-07-22
“We are installing additional machinery at the Fremont Factory, which is expected to increase total Model 3 / Model Y capacity from 400,000 to 500,000 units per year.” ✓ confirmed on the page
Market reaction: the shares moved -8.4% against the S&P 500 over the three sessions around the disclosure (21 Jul 2020 to 24 Jul 2020). What this measures
Checked 1 Oct 2026.
Commitment DNA
The structured record of this commitment. Fields the company did not state are left blank rather than guessed.
- Event type
- Capacity change
- Indicative materiality
- Medium rules
- Action
- Increase
- Deliverable
- Combined Model 3 and Model Y capacity
- Target
- 500,000 units
- Where
- Fremont
- In the company’s control
- High
- Specificity
- High
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.
- Third check on a negative finding: agreesBecause a negative finding could harm a company if wrong, a stronger model re-read the evidence fully blind and reached the same answer.
Confirmed. This outcome counts towards the company's Kept Score. How verification works
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Report an error in this entry Reference: KI-C-2020-TSLA-001752 · Corrections policy