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Tesla’s existence once again ignored by Ford in support of CA emissions regulations
Ford’s EV initiative has barely gotten off of the ground, but it still hasn’t stopped the American automaker from casting stones in the direction of Tesla. A billboard posting in Hollywood, California from Ford implies that it is the only American car company to support the State’s strict emissions regulations, which is simply untrue. Tesla is perhaps the biggest supporter, considering their entire vehicle lineup is all-electric, but Ford is unwilling to acknowledge the EV leader’s role in the transition to electrification.
The billboard is available near Fountain Avenue, which runs from Los Feliz all the way to West Hollywood. While virtually all areas of Los Angeles are considered “high traffic,” this billboard’s location runs through the heart of the city’s touristy-region in Hollywood. A photograph of the sign was spotted and posted to the Tesla Motors Club forum by user feigen66. It reads, “Proud to be the only American Automaker to stand with California for reduced greenhouse gas emissions,” with a sizeable Ford logo placed underneath the caption.
Tesla Motors Club | feigen66
Ford’s self-recognition as the sole American automaker to stand with California’s greenhouse gas standards is a case of the company ignoring Tesla’s dominating presence in the Golden State. Humorously, Tesla is based in the state where Ford’s satirical billboard is placed, making the statement more comedic than it is at face value.
The fact is, Ford is not the only American car company to support California’s emissions regulations. Tesla has been benefitting from supporting the State’s environmental plan for over a year. Last November, California announced that it would no longer purchase cars from General Motors, Toyota, or Fiat Chrysler because the companies did not agree to abide by the state’s rules regarding vehicle emissions.
Instead, companies that openly supported California’s greenhouse emissions policies would receive the State’s support. This would open the door for companies like Tesla to have their vehicles purchased by the State, but Ford is still suggesting that it is the only car company to side with California.
But to many people’s surprise, this is not the first time Ford has given Tesla the cold shoulder. The American company, based in Dearborn, Michigan, made the same statement in September 2020. Jim Farley, Ford’s current CEO, Tweeted the same message just two months ago, failing to acknowledge Tesla’s existence in an attempt to win over the politicians of California.
Ford seemingly denies Tesla’s existence as it supports CA’s zero-emissions initiative
While supportive of the transition to EVs, Ford still has not released a fully-electric car as of now. However, the company’s Mustang Mach-E will be released before the end of the year, introducing the public to the first all-electric car in Ford’s storied history as a carmaker. With that being said, the company’s non-acknowledgment of Tesla is questionable. With Tesla being the undisputed leader in electric vehicle production, credit should be given where it is due.
While car companies are undoubtedly competing with one another to sell the most vehicles, adopting all-electric vehicles is somewhat of a team effort. Tesla should receive the recognition it deserves for bringing top-performing EVs to the market and also highlighting the importance of transitioning away from petrol-powered engines.
H/t: @heydave7 on Twitter
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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.