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Tesla Model X Reservations Reach All Time High in September

Model X reservations have reached a net of more than 28,000 units according to ModelXTracker.com. A tweet by Elon about a possible Model Y has been deleted.

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The rate of Model X reservations in the US reached an all time high of 35.5 reservations per day (44.8 orders per day on a global scale) following the recent Model X launch event according to Paul Carter, TMC member and founder of ModelXTracker.com.

While Tesla has been slow on providing specific details on the Model X, there’s been no shortage of reservations likely boosted by media frenzy surrounding the electric crossover’s trademark falcon wing doors, and their unique ability to pivot open while sandwiched between two cars.

We asked Paul about his thoughts on Model X adoption across the world and this is what he had to say. “Europe continues to grow by around 5% per month. Globally, the trend is heading in a similar direction, albeit at a slower pace than the two larger USA and Europe markets.  Over the past year we’ve seen the global average move from 21.1 reservations per day to 24.5 per day. At this pace the rolling annual average might break its record in mere months from now”, says Paul.

Tesla-Model-X-September-Reservation-Numbers

Approximately 1,423 new reservations in September 2015 as Model X Tally reaches 32,618 with 28,295 Estimated Total (net of cancellations)1,2 [Source Paul Carter via TMC]

 

If we were to extrapolate global Model X reservations over the next quarter based on the current growth rate, it’s quite possible that we’ll see close to 40,000 non-adjusted Model X orders by year end. With such a high ramp up in Model X reservations, each requiring a $5,000 deposit, while being production constrained – Tesla seems to be following a similar trajectory that the Model S once had when it first launched.

Paul notes, “This is going to be very interesting to watch over the next quarter. Now that the Tesla Model X has been revealed and details are becoming available and a few deliveries are out of the way, I would expect rates and orders to pour in like they are for the Model S. In some markets for SUV lovers its likely to even surpass that demand in quick order.”

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Footnotes:
1. Estimated 19,500 net reservations as of Dec 31, 2014 as per Q4 report of having “almost 20,000” on the books. Result:19,500 out of 23,643 = ~ 17.52% up to this date are likely cancelled.
2. Estimated Cancellations after December 31, 2014, currently estimated at 20/month

Approximately 1,423 new reservations in September 2015 as Model X Tally reaches 32,618 with 28,295 Estimated Total (net of cancellations)1,2 [Source Paul Carter via TMC]

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Tesla makes big Full Self-Driving change to reflect future plans

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tesla interior operating on full self driving
Credit: TESLARATI

Tesla made a dramatic change to the Online Design Studio to show its plans for Full Self-Driving, a major part of the company’s plans moving forward, as CEO Elon Musk has been extremely clear on the direction moving forward.

With Tesla taking a stand and removing the ability to purchase Full Self-Driving outright next month, it is already taking steps to initiate that with owners and potential buyers.

On Thursday night, the company updated its Online Design Studio to reflect that in a new move that now lists the three purchase options that are currently available: Monthly Subscription, One-Time Purchase, or Add Later:

This change replaces the former option for purchasing Full Self-Driving at the time of purchase, which was a simple and single box to purchase the suite outright. Subscriptions were activated through the vehicle exclusively.

However, with Musk announcing that Tesla would soon remove the outright purchase option, it is clearer than ever that the Subscription plan is where the company is headed.

The removal of the outright purchase option has been a polarizing topic among the Tesla community, especially considering that there are many people who are concerned about potential price increases or have been saving to purchase it for $8,000.

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This would bring an end to the ability to pay for it once and never have to pay for it again. With the Subscription strategy, things are definitely going to change, and if people are paying for their cars monthly, it will essentially add $100 per month to their payment, pricing some people out. The price will increase as well, as Musk said on Thursday, as it improves in functionality.

Those skeptics have grown concerned that this will actually lower the take rate of Full Self-Driving. While it is understandable that FSD would increase in price as the capabilities improve, there are arguments for a tiered system that would allow owners to pay for features that they appreciate and can afford, which would help with data accumulation for the company.

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Musk’s new compensation package also would require Tesla to have 10 million active FSD subscriptions, but people are not sure if this will move the needle in the correct direction. If Tesla can potentially offer a cheaper alternative that is not quite unsupervised, things could improve in terms of the number of owners who pay for it.

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Tesla Model S completes first ever FSD Cannonball Run with zero interventions

The coast-to-coast drive marked the first time Tesla’s FSD system completed the iconic, 3,000-mile route end to end with no interventions.

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A Tesla Model S has completed the first-ever full Cannonball Run using Full Self-Driving (FSD), traveling from Los Angeles to New York with zero interventions. The coast-to-coast drive marked the first time Tesla’s FSD system completed the iconic, 3,000-mile route end to end, fulfilling a long-discussed benchmark for autonomy.

A full FSD Cannonball Run

As per a report from The Drive, a 2024 Tesla Model S with AI4 and FSD v14.2.2.3 completed the 3,081-mile trip from Redondo Beach in Los Angeles to midtown Manhattan in New York City. The drive was completed by Alex Roy, a former automotive journalist and investor, along with a small team of autonomy experts.

Roy said FSD handled all driving tasks for the entirety of the route, including highway cruising, lane changes, navigation, and adverse weather conditions. The trip took a total of 58 hours and 22 minutes at an average speed of 64 mph, and about 10 hours were spent charging the vehicle. In later comments, Roy noted that he and his team cleaned out the Model S’ cameras during their stops to keep FSD’s performance optimal. 

History made

The historic trip was quite impressive, considering that the journey was in the middle of winter. This meant that FSD didn’t just deal with other cars on the road. The vehicle also had to handle extreme cold, snow, ice, slush, and rain. 

As per Roy in a post on X, FSD performed so well during the trip that the journey would have been completed faster if the Model S did not have people onboard. “Elon Musk was right. Once an autonomous vehicle is mature, most human input is error. A comedy of human errors added hours and hundreds of miles, but FSD stunned us with its consistent and comfortable behavior,” Roy wrote in a post on X.

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Roy’s comments are quite notable as he has previously attempted Cannonball Runs using FSD on December 2024 and February 2025. Neither were zero intervention drives.

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Tesla removes Autopilot as standard, receives criticism online

The move leaves only Traffic Aware Cruise Control as standard equipment on new Tesla orders.

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Credit: Tesla Malaysia/X

Tesla removed its basic Autopilot package as a standard feature in the United States. The move leaves only Traffic Aware Cruise Control as standard equipment on new Tesla orders, and shifts the company’s strategy towards paid Full Self-Driving subscriptions.

Tesla removes Autopilot

As per observations from the electric vehicle community on social media, Tesla no longer lists Autopilot as standard in its vehicles in the U.S. This suggests that features such as lane-centering and Autosteer have been removed as standard equipment. Previously, most Tesla vehicles came with Autopilot by default, which offers Traffic-Aware Cruise Control and Autosteer.

The change resulted in backlash from some Tesla owners and EV observers, particularly as competing automakers, including mainstream players like Toyota, offer features like lane-centering as standard on many models, including budget vehicles.

That being said, the removal of Autopilot suggests that Tesla is concentrating its autonomy roadmap around FSD subscriptions rather than bundled driver-assistance features. It would be interesting to see how Tesla manages its vehicles’ standard safety features, as it seems out of character for Tesla to make its cars less safe over time. 

Musk announces FSD price increases

Following the Autopilot changes, Elon Musk stated on X that Tesla is planning to raise subscription prices for FSD as its capabilities improve. In a post on X, Musk stated that the current $99-per-month price for supervised FSD would increase over time, especially as the system itself becomes more robust.

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“I should also mention that the $99/month for supervised FSD will rise as FSD’s capabilities improve. The massive value jump is when you can be on your phone or sleeping for the entire ride (Unsupervised FSD),” Musk wrote. 

At the time of his recent post, Tesla still offers FSD as a one-time purchase for $8,000, but Elon Musk has confirmed that this option will be discontinued on February 14, leaving subscriptions as the only way to access the system.

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