Electric vehicle subscription company Autonomy, which made headlines in January for its expansive Tesla Model 3 rental fleet, announced today it has expanded its operations once again into the High Desert region of California. This includes the communities of Lancaster, Palmdale, Victorville, Adelanto, Apple Valley, Hesperia, Phelan, and Barstow.
In January, Autonomy launched its electric vehicles subscription model with the Tesla Model 3. Autonomy’s options gave customers a subscription-based program that combined the monthly car payment, insurance, and other applicable fees into a single monthly payment. Drivers can order vehicles and pick them up in less than ten minutes with a driver’s license and form of digital payment.
In early May, Autonomy expanded its operations to the Central Coast region of California. CEO Scott Painter said it was important to expand to these regions as they were critical to the EV movement. These areas offered peak levels of electric vehicle adoption, and local infrastructure offered plenty of charging stations for owners. The same strategies apply to Autonomy’s decision to expand to the High Desert region. The area has over 200 charging stalls and 13 Supercharger stations, which are all strategically placed along I-15 and SR-14.
Tesla recently announced a massive Supercharger on I-15 in Barstow, California. The site is expected to have 100 Supercharger stalls.
Tesla is building a giant Supercharger midway between LA and Las Vegas
“With gas prices continuing to climb and putting a strain on households, there’s never been a more compelling time to get an electric vehicle,” Painter said. “Consumers are beginning to fully realize the benefits of driving an electric vehicle, and we’re excited to be offering a more affordable, flexible way of getting one.”
Autonomy has remained in the California market due to its suitability for a startup that deals with EV adoption. It has 30 percent of the total charging stations and stalls in the United States. Additionally, the State is set to receive $56 million from a federal infrastructure bill passed by the Biden Administration. Only Texas received more.
Additionally, High Desert residents have some of the longest commutes nationwide, according to Autonomy, which cited CNBC for the data. Palmdale residents have the longest commutes nationwide on average, with 85.4 minutes of commuting round trip. “Like in Palmdale, many people who live in the High Desert have long commutes across the region or down California’s Cajon Pass to the Inland Empire, Orange County, and Los Angeles. With Autonomy, commuters can ditch the high-priced gas and contribute to a more green commute,” Autonomy said.
Autonomy also said in its press release that it will offer Model Y vehicles. “A payment dial allows customers to personalize their Model 3 and Model Y. Model 3 subscriptions range from as low as $490 per month with an initial $4,900 start fee, to $1,000 per month with an initial $1,000 start fee. Whichever payment option you choose, a low refundable deposit of $500 and taxes also apply,” the company explains.
Autonomy’s monthly subscription costs are cheaper than Tesla’s leasing or financing plans, but customers will have to pay startup fees to initiate their subscription. With a $100 deposit, people can reserve a Model 3. They will then personalize subscriptions for as low as $490 per month with an initial startup fee of $4,900. There are also other options, like $1,000 per month with an initial $1,000 startup fee. A $500 refundable security deposit is also required when the subscription is activated.
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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.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
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Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, 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 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
