Start Model Y deliveries from the Shanghai factory
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
- 22 Jul 2020
- Due
- 31 Dec 2021
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“Construction for Model Y lines in the Shanghai factory is progressing as planned, with first deliveries expected in 2021.”
What we found
Evidence strength A What the grades mean
Tesla's SEC filings confirm that Model Y production and deliveries were ramping at Gigafactory Shanghai during 2021, fulfilling the commitment to start deliveries within that year.
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A Tesla, Inc. 10-K filed 2022-02-07
“increase of 433,815 Model 3 and Model Y cash deliveries year over year from production ramping at both Gigafactory Shanghai and the Fremont Factory” ✓ confirmed on the page
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A Tesla, Inc. 10-K filed 2022-02-07
“We currently manufacture Model Y at the Fremont Factory and at Gigafactory Shanghai.” ✓ confirmed on the page
Market reaction: the shares moved -1.0% against the S&P 500 over the three sessions around the disclosure (4 Feb 2022 to 9 Feb 2022). 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
- Production start
- Indicative materiality
- High rules
- Action
- Start
- Deliverable
- Shanghai Model Y deliveries
- Where
- Shanghai
- Language
- Expected (“expects”, “plans”)
- 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.
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-003134 · Corrections policy