News
Signature Model X Deliveries Sighted Across North America
Sightings of Model X cars in shipment are beginning to occur in various parts of the country. Here are photos of one car headed for Florida at a stopover in Salt Lake City taken by a Teslarati tipster.
Signature Red Tesla Model X [Source: Christian Staples via tips@teslarati.com]
Tesla has begun deliveries of the Model X Signature Series electric crossover to early reservation holders that placed the initial $40,000 deposit, some as far back as three years ago. Christian Staples, whose business is across the street from the Tesla Service Center in Salt Lake City, spotted a truck full of new Teslas being unloaded. According to Christian, he approached the Service Center as he normally does when new Teslas arrive, only to notice that one of them had a different paint color. It was a rare Signature Red Model X being unloaded from the truck.
Signature Red Tesla Model X in Salt Lake City [Source: Christian Staples via tips@teslarati.com]
The car was quickly surrounded by Tesla employees who told Christian that the Model X was being temporarily rolled off the truck in order to make room for the truck full of Model S to be unloaded.
Christian a Model X reservation holder himself (#18557) was told by Tesla employees that the Signature X was making its way to an owner in Florida, and currently in “factory mode” meaning it was limited to a maximum of 10 mph with only the driver’s door being operational.
When questioning the Tesla employees about the popularity of the Model X, they further mentioned that the Model X is outselling the Model S by 3 to 1 in the Northwest region including Utah, though Utah had 40 Model X orders pending with 12 of them already configured.
Expectant Tesla owners are normally contacted by the company about one week before their car is ready to be delivered. Many are expecting calls this week, but so far few such calls have been received. Two members have posted on the TMC forum in the past few days that they have been contacted by Tesla and expect their cars before the end of the year.
Updated December 17, 2015 9:25pm – Signature #2 holder Bonnie Norman announces via Twitter that her Signature Model X will be available for pickup this coming weekend.
Model X Sig #2 delivery is ON – factory pickup this weekend! ThX @elonmusk & all #TeslaMotors team. #CantWait #earlyXmas #Xcited
— follow me @bonnienorman on 💙sky (@bonnienorman) December 18, 2015
Another owner recently took delivery of his Signature Model X at the Syosset, NY Tesla Service Center and posted a photo of it on Plugshare.
Model X Panoramic Windshield as seen looking in from the driver’s side door [Source: Christian Staples via tips@teslarati.com]
Tesla delivered a handful of Founders Series Model X during the unveil event back in September. Mark Templeton, former CEO of Citrix was one of them that took delivery of #00003 who recently shared his impressions of the Model X.
“It’s a sports car, a sedan, and an SUV. The multi-purpose aspect of the X is stunning. The storage space is amazing. In fact, the deep trunk allows two of the 34″ rolling luggage pieces to stand side-by-side! Add the folding third row — it far exceeds SUVs of similar size. The underseat space is great – more comfortable for passengers and added space for storage. The seats are by far the best of any vehicle I’ve owned – design, comfort and function. And, I love how the middle row sets tilt and slide.”
Templeton raves about the performance of his cobalt blue Model X. “As Elon said, it’s FAST! Ludicrous mode makes acceleration from 30 mph just like at 0 mph! Smooth, continuous, multi-G acceleration – pure joy at the tip of your foot!” The one word of caution he has for any new Model X owner is to be prepared for how much attention the car generates. According to Templeton, the Model X will draw a crowd everywhere it goes.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
