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Layer3 TV plans to use 100 Tesla Model X fleet to deliver next-gen cable
Denver-based Layer3 TV, a next generation cable television service provider, is switching its service vehicles to a Tesla Model X fleet as the company aims to redefine the antiquated cable TV industry using modern day technologies. Layer3’s CEO Jeff Binder said that the company’s biggest advantage is in video quality, citing “It’s unanimous”.
With plans to purchase 100 Model X vehicles by the end of the year, Binder claims that the savings from their unique installation process and the low maintenance cost of the Model X enables the company to reap “substantial” savings. Their installation costs are nearly 50% lower than competitors, enabling the company to expand the Model X fleet and creating a “win-win” scenario.
“It’s a pretty different experience… Who doesn’t like driving a Model X?” – Layer3 TV CEO Jeff Binder
The company, founded in 2013 by cable veterans Jeff Binder and Dave Fellows, raised nearly $100M to fund its big plans to disrupt the cable service provider industry. Layer3 TV tells Teslarati that they had purchased a Model X to deliver their new service in Colorado earlier this year, and recently expanded the fleet nationwide. Layer3 currently services Chicago, Washington DC, Los Angeles, Dallas, and parts of Denver. While Binder didn’t release any subscriber numbers, he said the company is seeing double digit growth month-over-month.
Layer3 Originally planned to have a fleet of BMW i3s, but ultimately decided the Model X better fit their needs.
Multichannel reported that Layer3 TV is using a fleet of Teslas for their Colorado rollout stating, “For the rollout with NextLight in Longmont, Layer3 TV is using a fleet of Tesla vehicles to perform installs and other customer visits.” Layer3 TV initially envisioned using a fleet of BMW i3s but decided to go with the Tesla Model X after determining that they needed more space, all wheel drive, and more range.
The company plans to have a fleet of roughly 100 Teslas by the end of the year and currently has the Model X deployed in all of their markets. Jeff Binder told Teslarati via phone, “There is no downside… we are spending half as much as the competition on installs, our installers love the vehicles, it’s sustainable, and we get great marketing out of the vehicles.”
100 Tesla Model X Fleet
Layer3’s fleet of Model Xs are presumably the largest in the world, as not many company’s have adopted commercial uses for the vehicle. Binder told Teslarati that they haven’t adopted any custom fleet management systems in the Model X that’s out of the norm, but definitely plans to take advantage of the Model X’s large center screen. Binder is a bit surprised that Tesla doesn’t have much of a fleet management system, and hopes the company will develop such a program.
Layer3 has deployed their fleet nationwide, and plans to continue adding more vehicles to the fleet. Photo: Layer3 TV
Layer3 stated back in March, “Not only do we provide quick installs, but we do it in a Tesla. Rodney (a Layer3 TV installer) installs 6 boxes in a day with our eco-friendly Tesla.”
Before the company launched their service last year they had planned to deliver the service in the BMW i3. Layer3 is aiming to be the new “upscale” cable provider, while the company doesn’t lay its own fiber or cable lines, it delivers the service through advanced video technology riding through leased fiber and private IP. You can see if Layer3 TV is in available in your area.
Picking the Tesla Model X looks like the perfect way to show customers that they aren’t doing business in the usual way which stereotypically includes late arrivals and in a beat-up white van.
The nex-gen cable TV provider has released a video showing off their new wrap which we find simply stunning. Check out the video below to see how Layer3 TV “tricked out” their Model X!
https://www.facebook.com/inkmonstr/videos/1504959446214814/
https://instagram.com/p/BSv8UHOgGQ9/
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
