News
How Starlink & T-Mobile’s partnership will impact 5G for the better for AI cameras
Starlink and T-Mobile’s partnership will be revolutionary for cellular service and Smarter AI CEO Chris Piche had some thoughts on how the new partnership will impact 5G capability for the automotive industry.
Chris, who has created services including AT&T TV, BBM Video, Poly Video, and STUN/TURN/ICE shared his thoughts on the effect of 5G on vehicles and telecommunications in an interview with Teslarati.
AI Cameras, Tesla, Starlink & autonomous vehicles
Before founding Smarter AI, the Top 40 under 40 entrepreneur’s company created a technology that BlackBerry licensed to enable voice and video calling. This gave Chris a front-row seat to witness the speed at which technology can transform markets.
Smarter AI is a software platform for artificial intelligence cameras.
“Smarter AI is to cameras as Android and iOS are to phones,” he told me. The company’s first vertical market is focusing on transportation. Vehicle camera systems such as dash cams or other camera systems for larger vehicles are in this market.
“The connection here with Tesla, Starlink, and T-Mobile is all around autonomous transportation. Today’s autonomous transportation whether it’s in Tesla or another kind of vehicle all relies on line of sight situational awareness. In Tesla’s case, they rely on some cases exclusively and other cases primarily on cameras and computer vision to try to understand what’s happening around the car.”
“Many of their competitors use LiDAR and don’t rely on cameras. But in both cases, it’s all based on line of sight. What they can actually see in a straight line.”
Seeing beyond the line of sight
Chris told me that one of the new technologies that Smarter AI and other companies are developing is called vehicle to vehicle (V2V) or vehicle to everything else (V2X).
“These technologies enable cars to see beyond line of sight. Imagine you’re coming to an intersection and are planning to take a turn.”
Instead of waiting to see what’s ahead of you on the street, you’re turning on to, the technology will tell you exactly what is ahead. There could be a stopped car, a pedestrian about to jaywalk, or some type of temporary obstruction that you are unaware of.
“Imagine if there was a camera system located at the intersection. Imagine that as your vehicle is approaching that intersection, your vehicle could communicate with the camera and the camera could tell your vehicle that there’s some sort of obstacle.”
An autonomous vehicle would use this information to determine whether or not it can make that turn. This technology, Chris told me, relies on high-capacity and high-availability communications networks such as 5G.
Starlink & T-Mobile’s partnership could help with the challenges of implementing V2V and V2X
“One of the challenges with implementing technologies like V2V or V2X on top of 5G is that 5G deployments tend to be pretty good and getting better in large urban areas.”
5G is pretty spotty in Baton Rouge and personally, 4G LTE works faster than 5G does for me although there’s a tower across the street from me. Chris, who is in Las Vegas, said that the coverage is pretty good for his friend with AT&T. He doesn’t have AT&T and his coverage is pretty spotty like mine is.
“But this agreement with Starlink and T-Mobile has the promise or the potential to either eliminate or significantly reduce the spottiness in the 5G coverage and that will enable technologies that are designed on top of 5G such as V2V and V2X to work either more reliably in urban areas where 5G is already available but is a little bit spotty,” he said.
“It would also enable these technologies to work in other areas where there is no 5G. We think this is a really significant announcement in terms of the promise of autonomous transportation and bringing it much closer to being a reality.”
How V2V and V2X could improve Tesla’s Autopilot
Chris told me he’s been using Tesla’s Autopilot for around five years.
“It’s so good. It’s to the point that for the things it can see, it’s a way better driver than I am,” he said adding that when he drives for over a couple of minutes, he engages Autopilot. However, there are a couple of things that it lacks.
“It can’t see that far ahead and it lacks context. Sometimes, if there’s a car making a turn in front of my car, the Autopilot won’t understand the context that maybe this other car is momentarily in front of mine. And if I was driving, I’d keep driving. I wouldn’t take my foot off the accelerator or slam on the brakes unless I could see that something was going wrong with the turn that the other car was making.”
One way to improve Autopilot is through V2V or V2X, Chris explained.
“In V2V, my car would talk to the car that’s making the turn in front of me and they would orchestrate the speed and direction of both of the cars so that the car in front of me could make its turn and my car could continue driving without slamming on the brakes.”
“With V2X, that would enable my car to talk to the cameras, traffic lights, and intersections to gain situational awareness about either other cars that aren’t equipped with the same technology or about other objects such as bicycles, pedestrians, or other obstacles on the street.”
Note: Johnna is a Tesla shareholder and supports its mission.
Your feedback is important. If you have any comments, or concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.
Teslarati is now on TikTok. Follow us for interactive news & more.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
