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.
Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.
Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”
You will get flying cars
— Elon Musk (@elonmusk) August 12, 2026
The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.
However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.
Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package
-
But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.
In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:
“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?’”
However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.
Contrary to press reports, I’m not against flying cars. Just said it was important to consider both pros and cons.
— Elon Musk (@elonmusk) March 24, 2015
Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:
-
“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”
Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
-
None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
-
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
