The California state legislature passed a bill today that would make it illegal for Tesla to label its software Full Self-Driving (FSD). The bill was inspired by the California Department of Motor Vehicle’s claim that Tesla’s FSD is “false advertising.”
The DMV would revoke Tesla’s license to make and sell EVs in the state if it got its way and said that Tesla would be “required to advertise to consumers and better educate Tesla drivers about the capabilities of its ‘Autopilot’ and ‘Full Self-Driving’ features, including cautionary warnings regarding the limitations of the features, and for other actions as appropriate given the violations.”
In other words, Tesla would have to pay for traditional advertising for its products to please the DMV. The DMV is conducting a review and Tesla plans to fight back. Tesla asked for a hearing to present its defense but the state legislator has lost patience so it decided to try to make the DMV’s rule a new state law.
The bill was sponsored by Senate Transportation Committee Chair Lena Gonzalez and passed by the Senate. The next step is for Governor Gavin Newsom to either sign it into law or veto it. Gonzalez said that Tesla’s false advertising of its technology is a safety issue and told the LA Times that she and her fellow legislators were puzzled at the DMV’s slow response to Tesla’s claims.
It should be noted that Tesla has never said FSD was fully autonomous and requires drivers to be alert and ready to take over at all times when engaging either FSD or Autopilot. For FSD Beta testers, Tesla has a strike system that will kick out a beta tester for unsafe driving once they reach five strikes.
“Are we just going to wait for another person to be killed in California?” Gonzalez said.
My 2.5¢
Correct
— Elon Musk (@elonmusk) January 16, 2022
I think that Gonzalez is exaggerating, with her question. Clearly, Tesla is not responsible for all of the deaths in California.
So far, there haven’t been any deaths as a result of FSD and although the National Highway Safety Transporation Administration is investigating several accidents involving Tesla and Autopilot, those investigations are still ongoing.
So unless the NHTSA comes out and says, “Hey Tesla actually did kill those people,” Gonzalez can not say that Tesla was responsible for those deaths. I mean, she can but it wouldn’t be true.
Also, this whole thing started with the DMV wanting Tesla to traditionally advertise its products and services. If this becomes state law, would Tesla have to traditionally advertise in the state of California to be able to make and sell its vehicles in the state? Or would the lawmakers require a name change?
F*ck Elon Musk.
— Lorena Gonzalez (@LorenaSGonzalez) May 10, 2020
Perhaps California is tired of Tesla and the prosperity that Tesla has brought to the state. Perhaps the state doesn’t want Tesla to be a job provider there.
This isn’t a safety issue, but an issue, I think, where the politicians hate Elon Musk and are letting their bias get in the way. And when politicians make decisions, it’s the people who have to suffer the consequences.
If Tesla were to decide to leave California altogether, it would hurt the state’s economy and Tesla’s employees living in the state. I don’t think Tesla would actually do that but it might, especially if it’s banned from selling cars because the state doesn’t like the name FSD.
Also, Elon could just rebrand it to not-FSD or not-FSD-yet.
Note: Johnna is a Tesla shareholder and supports its mission.
Your feedback is important. If you have any comments, or concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter @JohnnaCrider1
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
