Honda just premiered two CRAZY electric vehicle designs at this year’s CES event in Las Vegas, and has plans to bring them to market with a launch in 2026.
Honda’s Saloon and Space-Hub vehicles are the first pieces of a wider introduction of the Honda 0 Series, which is based on the Saloon concept in North America. It will present these vehicles in Japan, Asia, Europe, Africa, the Middle East, and South America, as well.
Saloon
Saloon is being labeled as the “flagship model” of the Honda 0 Series, and will sit on a dedicated EV platform. We’ve seen a lot of other automakers do this, and a good example of it is General Motors with the Ultium platform.
Honda’s Saloon delivers on the M/M, which stands for man maximum/machine minimum, a packaging concept that has a low and wide exterior and a spacious interior. This makes for more room for passengers while also eliminating difficult driving conditions that can come with larger cars.
It also features “excellent visibility and a sporty driving position” for a unique and one-of-a-kind experience.
It also will equip steer-by-wire, a popular technology feature of several new vehicles, including the Tesla Cybertruck. It is expected to hit the North American market in 2026.
Space Hub
The Space-Hub is much lighter on details, but it was developed under the theme that Honda calls “augmenting people’s daily lives.”
Honda describes the vehicle briefly:
“Realizing a spacious cabin and excellent visibility based on the “Thin, Light, and Wise” development approach, the Space-Hub offers a flexible space that immediately accommodates a variety of passengers and becomes a “hub” that connects people to each other and the outside world.”
Honda ‘H’ Badge
Honda has used the H badge since its launch in 1981. However, its next generation of EVs will feature a new “H” mark, which will “express the company’s determination to undergo a historic transformation as well as the ability to constantly pursue new challenges and advancements.”
All 0 Series EVs from Honda will be equipped with the new H badge.
Honda 0 Series Technology
Honda is bringing a lot of fresh ideas to the 0 Series lineup, one of which is to outline the entire family of vehicles by three core principles: Thin, Light, and Wise.
The company also wants to introduce new advancements in design, automated driving, connected technologies, performance, and battery efficiency.
–Artistic Design refers to the philosophy called “The Art of Resonance,” which brings together the environment, society, and users in harmony.
–ADAS and Automated Driving Features will be added to vehicles in the Honda 0 Series. This will start with ADAS, which the company first introduced in the Japan release of the Honda Legend. During the second half of the 2020s, Honda 0 Series models will have automated driving features, including wider-scale systems.
–Connected Technologies will help the cars learn the tendencies, behaviors, and preferences of a driver. They will also enhance the ownership experience.
-Enhanced Aerodynamic Performance will be one of the main focuses of the 0 Series, especially as Honda has years of motorsport experience.
-New Level of Battery Efficiency helps with a seamless transition to EVs for customers. Honda is planning to offer stress-free charging with the 0 Series, shortening charging time and leveraging new technology to minimize battery degradation.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
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
