News
Elon Musk gives nod to Tesla ads that support ‘high quality’ media
It is well known in the electric car community that Elon Musk detests traditional advertisements. The Tesla CEO has emphasized for years that Tesla does not advertise or pay for endorsements. Instead, the company simply utilizes its resources to ensure that its products are great. If a recent comment is any indication, however, it appears that Elon Musk may be softening up a bit when it comes to his stance on advertisements.
The CEO’s comments were recently related as a response to an article from fellow EV news outlet CleanTechnica, which covered the recent price reduction of Tesla’s solar solutions. After commenting that it’s still “better to put the money into the product than sales & marketing,” Elon Musk noted that eventually, Tesla should probably do some advertising to support “high quality media.” This is quite a statement from the CEO, who has been anti advertisement in the past.
Elon Musk’s references about supporting high quality media open a lot of opportunities for the electric car maker. The CEO, after all, is a known supporter of non traditional media sources, as evidenced by his overt support for prolific podcaster Joe Rogan, whose approach to information dissemination is quite different from mainstream media. References to art and entertainment also invoke past programs from the company, such as Project Loveday, where the Tesla community was tapped to create compelling videos featuring the company’s products.
The topic of Tesla advertisements has been expressed for some time now, at one point being discussed directly at an annual shareholders meeting. During the event, some Tesla shareholders even volunteered to utilize their own resources for the company’s advertising push. Musk, for his part, stated that he has reservations about advertising due to the level of trickery that usually goes with the practice. Nevertheless, the CEO did admit later on that Tesla could have “advertising for information to refute misinformation.”
And here lies a key reason behind the push for Tesla’s advertising efforts. The company is in calmer waters now compared to last year, but there is still no shortage of negativity surrounding Tesla and Elon Musk. A lot of the negativity, such as the perception that electric cars are more harmful to the environment, or that Teslas start at over $100,000, or that Elon Musk is a fraud, are surprisingly prevalent until today. The majority of these are easily debunked if Tesla has a serious anti misinformation campaign.
What is quite interesting is that Tesla does not really have to advertise itself in the traditional sense. The company could simply focus on setting the record straight with regards to the negativity that surrounds it. Examples of these could include the proper utilization of Autopilot and the Full Self Driving suite, two of the company’s products that attract a significant amount of ire from critics. These little campaigns could go a long way in ensuring that the right information is available online, and out in the open.
Tesla is now at a point where it has two mass market vehicles that could compete with other reasonably priced premium vehicles on the market. And if reports are accurate, it appears that the company is looking to release an even more affordable vehicle in the future. Tesla is now the largest automaker in the world by market cap, and its growth is unlikely to stop anytime in the near future. With this in mind, it might soon be the right time for the company to push forward even more, even if it has to advertise in the process.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
