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NHTSA says your Tesla can’t be this quiet starting Sept., 2019
We at Teslarati are all in favor of making vehicles as safe as possible. Indeed, in our research and analysis of Teslas, we were proud early on in 2013 when the National Highway Traffic Safety Administration (NHTSA) awarded the Tesla Model S a 5-star safety rating, not just overall, but in every subcategory without exception. It was so safe, in fact, that the all-electric sedan broke the testing equipment at an independent commercial facility. Fast-forward to 2015. The Model X was the first SUV to be five-star in every category, according to Tesla CEO Elon Musk. It even won the prestigious Golden Steering Wheel (Das Goldene Lenkrad) award for best SUV this year.
Safety is important and should be primary to any driving situation. It should prevail over luxury features, style, and even comfort. However, a new NHTSA regulation that purports to target safety in its language is little more than a superficial gesture within a larger framework of driver, passenger, and pedestrian concerns.
Federal Motor Vehicle Safety Standard No. 141, which will begin on September 1, 2019, requires all newly manufactured hybrid and electric light-duty vehicles to make an audible noise at speeds below 19 mph. The sound requirement has been designed to help pedestrians who are blind, have low vision, cyclists, and other pedestrians to detect the presence, direction, and location of hybrids and EVs traveling at low speeds. At higher speeds, the sound alert will not be required because other factors, such as tire and wind noise, seem to provide adequate audible warning to pedestrians and will not be the subject of this regulation.
“We all depend on our senses to alert us to possible danger,” said U.S. Transportation Secretary Anthony Foxx. “With more, quieter hybrid and electrical cars on the road, the ability for all pedestrians to hear as well as see the cars becomes an important factor of reducing the risk of possible crashes and improving safety.”
Creating a social environment in which all individuals — especially those with disabilities, underrepresented groups, children, and the elderly — are physically and psychologically welcomed and safe is absolutely paramount to a healthy community. Manufacturers and drivers of hybrids and EVs do have a responsibility to contribute to such an environment.
Yet, clearly, we have a generation who has been accustomed to the sounds and smells of internal combustion engines. Wouldn’t driver and pedestrian education be a more efficacious way to ensure that hybrids and EVs do not pose a safety threat? Daniel Kahneman’s (2013) work, Thinking Fast and Slow, suggests that innovative products require a higher degree of learning than existing products. Education to help EV drivers and individuals who do not have personal access to hybrids and EVS, thus, who have not built in conscious mechanisms toward the awareness of hybrids and EVs in traffic, would have longer lasting and more permanent results.
Making the case for educating pedestrians
As the general population increases its awareness of the risks of pollution to both health and the environment, the internal combustion engine has become less desirable. As a result, battery-powered, fuel-cell electric, and hybrid vehicles are technologically viable alternatives to the internal combustion engine. And they’re beginning to take on a significant segment of the U.S. vehicle market.
Essentially, an internal combustion engine works like a cannon. The sound that results is formidable and part of our collective U.S. psyche. It is ingrained in our psychological expectations of what an engine should be. Electric motors, however, make very little noise compared with an internal combustion engine. Research on the safety implications of quiet electric vehicles has mostly focused on pedestrians’ acoustic perception of EVs and suggests that EVs compromise traffic safety. However, Cocran & Krems‘ 2013 research determined that, based on gained individual experience, drivers adjust their evaluation of noise-related hazards. Some statistical observation studies in literature indicate that hybrid or EV drivers intend to be more careful, less risk takers in traffic (Horswill and Coster 2002). Thus, it makes sense to increase the awareness factors for everyone — EV drivers and pedestrians — to create more robust safe traffic situations when EVs are added to the vehicle mix.
Adding to the sound mix
Principles to increase awareness of hybrids and EVs have generally focused on alerts, or sounds that indicate the presence of an EV. Other principles, such as orientation mechanisms, which make it possible to determine where the vehicle is located, roughly how fast it is going, and whether it is moving toward or away from the listener, extend beyond mere white or overt noises.
Education transcends any of these physical additions to a hybrid or EV. Hybrid and EV drivers as well as pedestrians should be exposed to new conceptual thinking about the place of EVs in traffic situations. Alongside the new federal safety standard that requires low speed noise, hybrid and EV automakers can build in specific educational materials to prepare their consumer base for new driving situations, which will continue to add safety awareness. With access to multiple new technologies, drivers could have multimodal educational opportunities.
- Audio systems could provide periodic, random reminders to increase driver awareness of pedestrians and cyclists in slow speed situations.
- Automakers could require that drivers work through a series of interactive online tutorials that accentuate driver understanding of slow speed safety adaptations with hybrids and EVs.
- Traditional print manuals should include dedicated sections that address slow speed driver safety decision making.
- Before-driving checklists should include explicit instruction in slow speed situations and the possibility of pedestrian interactions.
Consumer safety groups can also assume responsibility for educating their constituents about new needs for pedestrian and cyclist awareness.
- Cyclist advocacy organizations can provide seminars to their members during events to increase strategies for hybrid and EV slow speed situations.
- Existing support groups for persons with visual impairment can add workshops about hybrid and EVs to empower them to anticipate potential slow speed traffic situations.
- Minimal training standards for service animals could include special animal recognition of hybrid and EVs.
- Traditional and highly respected elderly advocacy organizations like AARP could provide print and online materials to help a generation who grew up with internal combustion engines to accommodate strategies to recognize hybrids and EVs in traffic.
Yes, adoption and diffusion of new innovations can be a long-term, complicated process. Airbags, child safety features, exhaust gas hazard, seat belts, and driver assist technologies currently provide hybrid and EV drivers with a toolkit of pedestrian safety measures. But we want more than to prevent what NHTSA says is about 2,400 pedestrian injuries each year that occur during low speed hybrid or EV/ pedestrian interactions. We want to create a cultural climate in which a social vehicular knowledge base extends well beyond the internal combustion engine.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
