According to Sawyer Merritt, Tesla is delaying Model Y Performance deliveries for many Canadian customers, pushing timelines from March to late spring or even July (source: Drive Tesla Canada, Jan 19, 2026). This development underscores ongoing supply chain challenges, many of which are tied to the advanced AI-driven production and logistics systems that Tesla relies on. For AI solution providers, this situation presents business opportunities to optimize predictive analytics for inventory management and delivery forecasting in automotive manufacturing. The delays also signal a growing market need for robust, AI-powered logistics platforms tailored to electric vehicle supply chains.

According to Sawyer Merritt on Twitter, Tesla is currently expanding access to its AI-powered Robotaxi service, with new users in Canada now able to use the autonomous ride platform (source: Sawyer Merritt, Twitter, Nov 18, 2025). This rollout demonstrates Tesla’s ongoing investment in AI-driven transportation, leveraging advanced neural networks to improve the Full Self-Driving (FSD) system. The expansion presents significant business opportunities in the mobility-as-a-service (MaaS) market, highlighting practical applications of AI in autonomous vehicle operations and potential revenue streams for Tesla through robotaxi fleet monetization.