News
Tesla Model Y images discovered in latest mobile app update
Tesla Model Y images have been discovered in the latest version of the company’s Android mobile app.
Images of Model Y’s body, 19″ Gemini wheels with and without wheel covers, and an overhead view of the all-electric crossover’s expansive all-glass roof have been added to the latest version 3.10.4-396 Tesla Mobile app (for Android) ahead of customer deliveries.
Redditor matt687 who shared the latest findings to the Teslamotors subreddit, notes that they were able to discover the Model Y app resources after decompiling the Android package (APK) for the latest mobile app and compared it to a previous version of the app. Nothing stood out between the older and newer release of Tesla’s Android app, with features remaining the same, except the addition of the Model Y images.
Notable in the image showing the trunk of the Model Y is the appearance of a cargo shelf.
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- Tesla mobile app view Model Y body (Credit: matt687 via Reddit)
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- Tesla mobile app view Model Y body (Credit: matt687 via Reddit)
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- Tesla mobile app view Model Y glass roof (Credit: matt687 via Reddit)
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- Tesla mobile app view Model Y 19″ Gemini wheels with cover (Credit: matt687 via Reddit)
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- Tesla mobile app view Model Y 19″ Gemini wheels (Credit: matt687 via Reddit)
The latest finding makes sense from a timing perspective, especially as Tesla gears up to make its first Model Y customer deliveries beginning March 15.
The new app resources of Tesla Model Y suggests that owners will have the same mobile app functionality as made available for its entire fleet, including Model S, Model X, and Model 3. Tesla Model Y owners will have the ability to control in-cabin temperatures directly from the mobile app. Presumably, and unlike its closest sibling, Model 3, owners will also be able to control rear heated seats.
In addition, Tesla’s mobile app allows owners to open both front trunk (frunk) and rear trunk, remote start a vehicle with keyless driving, set maximum speed limits for the car, among other a host of other safety and convenience features like Smart Summon.
Investor's Corner
BNP Paribas Exane initiates Tesla coverage with “Underperform” rating
The firm’s projections for Tesla still include an estimated 525,000 active Robotaxis by 2030.
Tesla (NASDAQ: TSLA) has received a bearish call from BNP Paribas Exane, which initiated coverage on the stock with an Underperform rating and a $307 price target, about 30% below current levels.
The firm’s analysts argued that Tesla’s valuation is driven heavily by artificial intelligence ventures such as the Robotaxi and Optimus, which are both still not producing any sales today.
Tesla’s valuation
In its note, BNP Paribas Exane stated that Tesla’s two AI-led programs, the Robotaxi and Optimus robots, generate “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” The research firm’s model projected a maximum bull-case valuation of $2.7 trillion through 2040, but after discounting milestone probabilities, its base-case valuation remained at $1.02 trillion.
The analysts described their outlook as optimistic toward Tesla’s AI ventures but cautioned that the stock’s “unfavorable risk/reward is clear,” adding that consensus earnings expectations for 2026 remain too high. Tesla’s market cap currently stands around $1.44 trillion with a trailing twelve-month revenue of $92.7 billion, which BNP Paribas argued does not justify Tesla’s P/E ratio of 258.59, as noted in an Investing.com report.
Tesla and its peers
BNP Paribas Exane’s report also included a comparative study of the “Magnificent Seven,” finding Tesla’s current market valuation as rather aggressive. “Our unique comparative analysis of the ‘Mag 7’ reveals the extreme nature of TSLA’s valuation, as the market implicitly says TSLA’s 2035 earnings (~55% of which will be driven by Robotaxi & Optimus, w/ zero sales now) have the same level of risk & value-appropriation as the ‘Mag 6’s’ 2026 earnings,” the firm noted.
The firm’s projections for Tesla include an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040 priced above $20,000 each, and more than 11 million Full Self-Driving subscriptions by 2030. Interestingly enough, these seem to be rather optimistic projections for one of the electric vehicle maker’s more bearish estimates today.
News
Tesla FSD’s new Mad Max mode is getting rave reviews from users
It does appear that Mad Max mode is destined to be one of the system’s biggest steps forward to date.
Tesla’s release notes for the newly released Mad Max mode for FSD (Supervised) V14.1.2 simply stated that the feature “comes with higher speeds and more frequent lane changes than Hurry.” But as per videos that have been posted online by FSD users who have tested the system, it does appear that Mad Max mode is destined to be one of the system’s biggest steps forward to date.
It is then no surprise that the new capability is getting rave reviews from Tesla owners.
Impressive tests
A look at posts on social media platform X would show that, similar to past FSD releases, numerous Tesla content creators immediately tested Mad Max mode on real-world streets after it was downloaded onto their vehicle. Considering that the update was released rather late, the first tests of Mad Max mode were done at night. Despite this, it was evident that Tesla worked very hard to make Mad Max mode into something that is very useful in real-world scenarios.
This could be seen in videos from longtime Tesla owner @BLKMDL3, who observed that Max Max mode was “amazing” and like “perfect for LA traffic” due to its cautious but assertive nature. Later on, the Tesla owner noted that after eight drives, it was evident that FSD (Supervised) V14.1.2 was impressive.
Assertive but safe
Other testers such as Model Y owner Sawyer Merritt noted that Mad Max mode drives very quickly and confidently, with smoother acceleration that is still very safe. These were echoed by another longtime FSD tester, Dirty Tesla, who noted that Mad Max mode seems to be designed for heavy, aggressive traffic so users could fit in better. The FSD user did, however, observe that Mad Max mode does speed up a lot on open roads.
Recent comments from Tesla AI Head Ashok Elluswamy have indicated that Mad Max mode was created to be a solution for daytime congested traffic, which is arguably one of the most soul-crushing experiences that drivers deal with on a daily basis. With this in mind, it does appear that FSD (Supervised) V14.1.2 could prove to be a notable step forward in Tesla’s push towards true autonomous driving.
Elon Musk
Elon Musk highlights the biggest flaw in X’s monetization program
Elon Musk also stated that YouTube manages creator payments “much better.”
Elon Musk has admitted that X’s creator payout system isn’t living up to expectations, and he has highlighted the current system’s biggest flaw.
Amidst complaints about low and inconsistent payments, the platform’s owner acknowledged that X has been “underpaying and not allocating payment accurately enough.” Musk also stated that YouTube manages creator payments “much better.”
Musk acknowledges payout issues
Recent discussions about the social media platform’s payout issues began when X product head Nikita Bier stated that the company was developing new upgrades for “power users.” This prompted X user Peter Duan to raise ongoing concerns about being “consistently underpaid” compared to his peers. Bier responded candidly, suggesting that “creator payouts do more harm than good and we need to off-ramp to a different system.”
Musk then weighed in on the matter, contradicting Bier’s view. “No,” Musk wrote in his reply, “the issue is that we are underpaying and not allocating payment accurately enough. YouTube does a much better job.” The Tesla CEO’s comment immediately reignited debates about X’s monetization program, which some have criticized for its rather unpredictable nature.
X’s monetization challenges
Since X launched its ad revenue-sharing program in 2023, the system has promised to reward Premium subscribers who generate high engagement with verified accounts, as noted in a WION report. Creators, however, have argued that the company’s payout model has remained inconsistent, with revenue fluctuating even when view counts stay stable. Reports have noted that some users with millions of monthly impressions have received just a few hundred dollars.
By contrast, YouTube’s Partner Program, which takes a 45% cut of ad revenue, is known for more transparent and predictable payments. Musk’s admission that YouTube handles monetization more effectively could then hint at a potential shift towards a new monetization program for X, a platform that has become increasingly critical to social conversations over the years.
BNP Paribas Exane initiates Tesla coverage with “Underperform” rating
Tesla FSD’s new Mad Max mode is getting rave reviews from users
Elon Musk highlights the biggest flaw in X’s monetization program
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