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Lucid Air Dream Edition gets an in-depth review and speedy test drive at the hands of Jay Leno
Automotive enthusiast Jay Leno is one of the most knowledgeable celebrities in the world when it comes to cars. In recent years, Leno has gotten his hands on some of the best and most exciting vehicles to enter the electric sector, including the Tesla Cybertruck. Despite Leno’s close-knit friendship with Elon Musk, the former late-night TV show host does not show bias when displaying his thirst for the newest and most advanced electric powertrains in the world. Recently, Leno got his hands on the Lucid Air Dream Edition. Following discussions with Senior VP of Design Derek Jenkins and company CEO/CTO Peter Rawlinson, Leno was impressed with what Lucid brought to the table with its first vehicle offering.
Leno’s first thoughts regarding the introduction of the Lucid Air were simple: competition is great for the automotive sector. He notes that Ford and Chevrolet, with their constant need to one-up each other and break competition barriers, made one another better.
It appears to be the same narrative with Tesla and Lucid, two electric car companies fighting for the top spot as the marker of the EV sector’s most luxurious vehicles. Tesla may be slightly more notable due to its fourteen-year history of building electric cars, starting with the Roadster in 2008, a vehicle that Leno still speaks about to this day. However, Lucid has come into the market with a very competitive product that undoubtedly rivals the Tesla Model S Plaid, another vehicle Leno has taken for a spin in the past.
Jenkins showed Leno the finer points of the Lucid Air, detailing the all-aluminum body, a wide-set wheelbase that is more comparable to a Mercedes-Benz S Class than any other vehicle, and the spacious interior that provides a luxurious feel.
Credit: Jay Leno’s Garage | YouTube
Then came the fun part: driving the Lucid Air Dream Edition. Leno has driven many of the world’s most unique vehicles, but his narrative of the Air was definitely positive. He seemed to enjoy the company’s vertical integration with its in-house produced motors, a part that Rawlinson said was designed from the ground up by Lucid engineers. Rawlinson also stated that all of the Air’s EV technology, including the battery pack, were all designed and developed at the company’s Arizona-based facility.
Jay’s synopsis regarding the Air’s performance catalyzed some interesting thoughts regarding Lucid’s development of the vehicle’s most-premier variant. Rawlinson says the Air Dream Edition was not geared for a world-record 0-60 MPH time, although it stands at a lightning-quick 2.4 seconds.
Leno enjoyed hearing the finer points of the Lucid Air from CEO/CTO Peter Rawlinson (Credit: Jay Leno’s Garage | YouTube)
Rawlinson says that Lucid’s goal wasn’t to necessarily have the car launch from a standstill to 60 MPH, but it was designed to give instant torque when the car is already in motion. One example of where the quick acceleration is applicable is on the freeway, Rawlinson said, when trying to overtake a car or fill in a gap. The mid-range punch that the vehicle’s powertrain provides is more than enough acceleration to make each of these maneuvers on a highway easily attainable.
Check out Leno’s full review of the Lucid Air Dream Edition below.
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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.
News
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
