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Details Behind the Tesla Model S Hack
Two researchers broke into the software of a Tesla recently. But there is good news behind the Tesla Model S hack. A fix was sent to all cars within days.
Tesla Model S infotainment system also serves as the command center to the vehicle.
Last week, Marc Rogers, of content delivery network CloudFlare, and Lookout Mobile Security co-founder Kevin Mahaffey completed a digital break-in of a Tesla. But here’s the good news behind the Tesla Model S hack. Tesla quickly released an over-the-air firmware update, to every Model S ever manufactured, that would resolve the security holes uncovered by Rogers and Mahaffey.
The Tesla Hack
Rogers and Mahaffey had to dismantle the dashboard to gain access to an ethernet port. From there, they were able to connect directly to the CAN bus, the controller area network across which car data is sent and received.
After that, they chained together four separate vulnerabilities, first to gain access to the infotainment systems and then the touchscreen used to control vehicle functions. That let them make the speedometer disappear, alter the suspension, unlock the doors and the trunk, and make the windows go up and down. They were also able to shut down the car’s electric motor below 5 mph.
Above that speed, the dashboard screens would go blank but the car would shift into neutral, giving the driver time to find a safe place to bring the car to a stop. “Ironically, that means it’s the only car that can protect itself against a successful cyber attack,” Rogers noted.
Tesla’s Response
“Tesla has taken a number of different measures to address the effects of all six vulnerabilities reported by Lookout. And, we continue to develop further ways to harden our systems, informed by ongoing discussions with the security research community, as well as our own internal analysis. The update has been made available to all Model S customers through an OTA update. We will deploy this update to all vehicles by Thursday,” a spokesperson said in a statement e-mailed to Forbes.
Other auto manufacturers are following in Tesla’s footsteps by making internet updates available for their upcoming line of vehicles, but are starting years behind Tesla.
Rogers and Mahaffey say they also found two potential browser vulnerabilities that they exposed but did not exploit. Those flaws, resident in the WebKit browser engine, could possibly have enabled remote attacks, but Tesla’s new firmware update has resolved those issues as well.
Tesla CTO Toasts Hackers
While Rogers and Mahaffey were explaining their hacks at Def Con 23 last Friday, Tesla CTO J. B. Straubel made a surprise appearance to offer them a toast and personally thank them for their work. J.B. presented the duo with “Challenge Coins,” which will Tesla will be giving to any researcher who finds a serious security hole in their vehicles.
Proud to earn challenge coins, which are given to @TeslaMotors‘s best bounty hunters. pic.twitter.com/1YfRrsOypw
— Lookout (@Lookout) August 7, 2015
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Tesla's approach to distribute vulnerability and feature updates through over-the-air technology, similar to how one updates software on their mobile device, clearly puts it steps ahead of other automakers.
Chris Evans, who previously worked on Google’s elite Project Zero research team, became head of digital security at Tesla this past week. He was involved in the software update that the company has now sent to all customers. “This gives me really high hopes with Tesla going forward," says Mahaffey. “I would like to see what they’ve done as a reference model for others. I think they’ve got lessons to learn but they’re 75 per cent there."
As cars acquire more digital capability, the opportunities for outside interference either by "white hat" hackers or those bent on doing actual harm will increase. Tesla, though, has the most robust program for identifying and resolving digital security issues of any manufacturer. That commitment should give every Tesla owner and prospective owner a full measure of confidence in the integrity of Tesla automobiles, now and in the future.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
