News
Rumors of Apple Self-Driving Car Reignite after Secret Discussion with Test Facility
Will an Apple Car enter production soon? The Guardian says yes, but others are skeptical. It may have begun testing at a secret location in Concord, CA.
Apple CarPlay [Source: Apple]
Rumors of a self-driving electric car by Apple are becoming more real these days, especially after the latest document obtained by The Guardian giving signs that Apple has made arrangements with GoMentum Station, a secure and gated facility with 20 miles of paved roads, bridges and underpasses, to utilize their space.
The former World War II naval base is located 40 miles north of Silicon Valley and guarded by the military, making it, officials claim, “the largest secure test facility in the world” for the “testing, validation, and commercialization of connected vehicle (CV) applications and autonomous vehicles (AV) technologies …” Mercedes-Benz and Honda have already carried out experiments with self-driving cars behind its barbed wire fences.
Thanks to a Freedom of Information request filed by The Guardian, we know that in May, engineers from Apple’s secretive Special Project group met with officials from GoMentum Station, after Apple engineer Frank Fearon wrote to the facility, saying, “We would … like to get an understanding of timing and availability for the space, and how we would need to coordinate around other parties who would be using [it].”
“We had to sign a non-disclosure agreement with Apple,” says Randy Iwasaki, executive director of the Contra Costa Transportation Authority, owner of GoMentum Station. He says, “We can’t tell you anything other than they’ve come in and they’re interested. There’s not a lot of vacant space in the Valley if you want to do testing in a secure location. We’re close enough that companies can bring their vehicles north, store them in the Concord area and bring their software and hardware engineers up.”
Apple calls its car making venture Project Titan. The Guardian says it is housed in a nondescript building in Sunnyvale, California, about 4 miles from Apple’s new headquarters in Cupertino. The building was leased in 2014 and subsequently modified by Apple to include several labs and workshop spaces, as well as beefed-up security and access card readers, according to information filed in city permits.
In May, Apple senior vice-president Jeff Williams called a car “the ultimate mobile device” and said that Apple was “exploring a lot of different markets [in which] we think we can make a huge amount of difference”.
The Guardian story appeared on August 14. The next day, the editors of The Verge pooh poohed it, saying, “We still don’t have the smoking gun there will be an actual Apple-branded car on the streets that you and I can buy directly from Apple, just as you would a Tesla. There are a number of other possibilities that are still in the running — Apple could want to build a car platform, for instance, just as Google seems to be doing, without making or selling cars itself. Or it could be developing technologies that it can license and sell to existing automakers.”
Skepticism from The Verge centers on the fact that it normally takes 5 years for an established car company to bring an entirely new car to market. It thinks for a company like Apple, which has never built a car before, the time could be a lot longer.
Rumors about an Apple Car only began to surface a year or so ago and consist mostly of reports that Apple is busy recruiting engineers from Tesla and the former A123 battery company. The Verge thinks that if Apple is working on building a car, it will be 2020 at the earliest before it goes into production.
>>>>> MUST SEE: [VIDEO] Hilarious ‘Apple Car’ Parody
Google, Tesla, Volkswagen, Mercedes-Benz and several other car makers have been issued permits by the California department of motor vehicles to test self-driving cars on the state’s public roads. But that process requires disclosing technical and commercial details, something that the notoriously secretive Apple might not want.
Tesla apparently wanted key personnel to tour GoMentum Station in April, but armed soldiers at the base refused entry to foreign born workers and a manager who would not divulge his social security number. “At this point, I’ll retract our interest in this test site until the process is worked out,” the manager said in an email to GoMentum Station’s Jack Hall, according to The Guardian.
No company on Earth is as secretive about its future plans as Apple. The only thing we know for sure about the supposed Apple Car is that we don’t know very much about it at all.
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
