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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.

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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.

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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.

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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.

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.

 

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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.

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Cybertruck

Tesla analyst claims another vehicle, not Model S and X, should be discontinued

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Credit: Tesla

Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.

Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.

In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.

The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.

Black said:

IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”

On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.

Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.

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Tesla begins Cybertruck deliveries in a new region for the first time

The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.

The S and X do not fit in these plans.

Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.

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SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO

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Credit: SpaceX/X

In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.

The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”

Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.

With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.

Tesla announces massive investment into xAI

On January 21, both entities were registered in Nevada. The report continues:

“One of them, a limited liability company, lists SpaceX ​and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”

The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.

SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.

SpaceX IPO is coming, CEO Elon Musk confirms

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The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.

At the World Economic Forum last week, Musk said:

“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”

He also said on X that “the most important thing in the next 3-4 years is data centers in space.”

If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.

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Tesla hits major milestone with Full Self-Driving subscriptions

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Credit: Ashok Elluswamy/X

Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.

Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.

This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.

In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.

Musk said on X:

“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”

The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.

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It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.

The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.

Tesla is shifting FSD to a subscription-only model, confirms Elon Musk

Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.

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