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Tesla may be underpromising on its 2021 vehicle delivery guidance: insider
Tesla may not have provided a specific number for its 2021 vehicle delivery guidance, but it appears that the electric car maker is, at least internally, aiming for new records this year.
Back in the Q4 FY 2020 earnings call, Elon Musk remarked that Tesla would likely be able to “maintain a growth rate in excess of 50% per year for many years to come.” Musk added that he believes Tesla will track “a fair bit above 50%” for 2021, though he also noted that he does not want to commit to a specific number.
A recent rumor from an individual reportedly familiar with the electric car maker’s plans has now suggested that Tesla might be sandbagging its 2021 estimates. Tesla investor Sawyer Merritt, who shared the rumor on Twitter, confirmed with Teslarati that the information came from an insider familiar with the electric car maker’s sales strategy this year.
According to the insider, Tesla is internally looking to deliver 1 million vehicles in 2021, which should effectively double its already-record-breaking numbers in 2020. This is notably higher than the estimates shared by Elon Musk during the fourth-quarter earnings call. However, it should be noted that Tesla bulls have already been speculating that the company was intentionally sandbagging its 2021 delivery estimates, especially considering the recent developments in facilities like Gigafactory Shanghai and the Fremont Factory.
Tesla is currently in the process of refining the operations of its Giga Presses in the Fremont Factory. The machines, which manufacture the megacast for the Model Y’s rear underbody, can increase the company’s numbers at the Fremont Factory by making the all-electric crossover’s production simpler. In Shanghai, Tesla is also still only in the first months of the Model Y’s ramp. Tesla is aiming to start operations in Gigafactory Berlin, and perhaps even Giga Texas as well.
I (as well as many others) have said that we all believed Tesla was sandbagging their 50% delivery growth guidance for this year and felt they likely had an internal goal of 1M. This source has now confirmed that to me. Of course things can change, but that's the word for now 🙂
— Sawyer Merritt (@SawyerMerritt) February 16, 2021
While the recent rumors about Tesla’s internal targets are exciting, the fact that Tesla is sharing conservative estimates for its 2021 delivery guidance is quite admirable, if not a step away from Elon Musk’s typically optimistic targets. Such a thing would be quite beneficial for the electric car maker to a point, after all, especially since Elon Musk’s overly-aggressive timetables have resulted in the company struggling to meet its publicly-stated goals in the past.
That being said, with all of Tesla’s vehicle production facilities producing EVs this year, the idea of the electric car maker delivering 1 million cars for 2021 does not sound too farfetched at all.
Don’t hesitate to contact us for news tips. Just send a message to tips@teslarati.com to give us a heads up.
News
Tesla Optimus steals the show during TRON: ARES premiere
Now that kung-fu Optimus demonstration makes sense.

Just a few days ago, Elon Musk shared a video of Tesla Optimus demonstrating some kung fu moves with a human partner. The video was impressive, though some were confused about why the Optimus team was busying itself with what appeared to be a cool but frivolous demonstration.
With the premiere of TRON: ARES, we now know that Optimus’ kung fu demonstration was part of the robot’s preparations for the red carpet.
Optimus “starts a fight”
As noted by X Business on its official account on the social media platform, the TRON: ARES red carpet world premiere was a showcase of today’s AI-powered technologies. With this in mind, xAI, X, Walt Disney, and Tesla collaborated to provide attendees with an immersive experience on real-world AI. This included Optimus engaging with attendees, and even distributing theater concessions.
But one black and red painted Optimus unit definitely stole the show. The humanoid robot, in front of several attendees, attempted to “pick a fight” with Jared Leto, who starts in the movie alongside Greta Lee, Evan Peters, and Jeff Bridges. As could be seen in the video of Optimus, the robot’s moves in the red carpet were similar to the kung fu demonstration that Elon Musk showcased last week.
TRON: ARES
Monique Pintarelli, Head of Americas at X, shared some insights about the event, which ended up being a collaboration of sorts between several Elon Musk-led companies.
“This partnership with Disney lets fans and stars experience the world of TRON like never before – turning the red carpet event into a collision between the real world and AI. By leveraging X’s unparalleled real-time engagement and xAI’s cutting-edge technology alongside Tesla’s Optimus robots, we’re creating shared, immersive experiences that redefine storytelling,” the X executive noted.
TRON: ARES releases on U.S. theaters on October 10, 2025.
News
Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here
This represents FSD’s most significant update in nearly a year.

Tesla has started the rollout of Full Self-Driving (Supervised) V14.1, the advanced driver-assist system’s most significant update in nearly a year. The release introduces vision-based navigation for real-time detour handling and a new “Arrival Options” feature that simulates Robotaxi-style drop-offs.
New Tesla Vision-based features
With Version 14.1, Tesla has integrated navigation and routing directly into its vision-based neural network, enabling the system to respond to scenarios such as blocked roads or closures in real time. The update also enhances emergency vehicle detection, allowing the car to pull over or yield when police, fire, or ambulances are nearby.
Other improvements include refined responses to debris, school buses, and lane cut-ins, as well as smoother handling of unprotected turns and gated entries. The update also adds a Robotaxi-style automatic camera-cleaning system. Tesla also promises improved fault recovery for greater reliability during degraded system operation.
New Speed Profiles and other features
Drivers can now personalize FSD’s behavior more precisely through new Speed Profiles. A new “Sloth” mode has joined the lineup, offering a more conservative lane and speed selection than “Chill.” Preferences for parking and arrival positions are saved per destination, while the system’s reasoning model automatically recommends several options for each route.
Users can start FSD from a single tap, adjust settings from the central visualization, and expect fewer driver “nags,” according to Elon Musk. The CEO noted that Version 14 features a 10x higher parameter count and said it “feels sentient” compared to earlier builds. While it’s still a supervised system, unlike the Austin Robotaxi pilot, FSD 14.1 seems to be a key milestone toward the refinement of Tesla’s autonomous driving efforts.
FSD (Supervised) V14.1 release notes
Following are the release notes for FSD (Supervised) V14.1:
FSD(Supervised) v14.1 includes:
• Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, in a Parking Garage, or at the Curbside.
• Added handling to pull over or yield for emergency vehicles (e.g. police cars, fire trucks, ambulances).
• Added navigation and routing into the vision-based neural network for real-time handling of blocked roads and detours.
• Added additional Speed Profile to further customize driving style preference.
• Improved handling for static and dynamic gates.
• Improved offsetting for road debris (e.g. tires, tree branches, boxes).
• Improve handling of several scenarios including: unprotected turns, lane changes, vehicle cut-ins, and school buses.
Improved FSD’s ability to manage system faults and recover smoothly from degraded operation for enhanced reliability.
• Added automatic narrow field washing to provide rapid and efficient front camera self-cleaning, and optimize aerodynamics wash at higher vehicle speed.
• Added alerting for residue build-up on interior windshield that may impact front camera visibility. If affected, visit Service for cleaning!
Upcoming Improvements:
• Overall smoothness and sentience
• Parking spot selection and parking quality
• You can now select an arrival option such as Parking Lot, Street, Driveway, Parking Garage and Curbside for Robotaxi-style drop offs.
• Your preferences for arrival options and preferred parking positions are persisted for each destination.
• Our reasoning model will assess the suitable options for your destination and pick an intuitive default.
Speed Profiles:
FSD (Supervised) will now determine the appropriate speed based on a mix of driver profile, speed limit, and surrounding traffic:
• Introduced new Speed Profile SLOTH, which comes with lower speeds & more conservative lane selection than CHILL.
• Driver profile now has a stronger impact on behavior. The more assertive the profile, the higher the max speed.
• Right scroll-wheel up/down now adjusts Speed Profile setting rather than your precise max speed offset selection in mph/kph.
UI Improvements:
• Start Self-Driving with a tap of the touchscreen from Park, or any time during your drive.
• Adjust settings like the Speed Profile and Arrival Options directly from the Autopilot visualization on the center display.
News
Tesla plant manager tips off affordable model production

A plant manager at a Tesla factory just tipped off the fact that the company will begin production of an affordable model in the coming weeks, all but confirming that a new car will be unveiled tomorrow.
Tesla has been teasing some kind of product unveiling for October 7 on its social media accounts. It has now dropped two separate indications that a new product is coming on its X account.
Fans have been anticipating two things: either the company’s planned affordable model, which has been codenamed “E41,” or the Roadster, a long-awaited vehicle that Tesla has kept under wraps for much longer than it would likely care to admit.
Tesla all but confirms that affordable Model Y is coming Tuesday
André Thierig, Tesla’s plant manager at the German production plant Gigafactory Berlin, tipped off what is likely coming tomorrow at the product unveiling as he revealed during an internal event today that a light version of the Model Y will begin series production and deliveries “in a few weeks.”
Thierig’s revealing of plans was reported by Handelsblatt, a German media outlet.
The description of a “light version of the Model Y” aligns with what CEO Elon Musk said earlier this year, as well as what we have seen on public roads, both covered and uncovered.
Last week, we finally saw an uncovered version of what the affordable model likely is, as it was cruising around near Gigafactory Texas, just outside of Austin.
Tesla coding shows affordable model details, including potential price
Musk said earlier this year, candidly during an Earnings Call, that the affordable model Tesla planned to release was a Model Y.
“It’s just a Model Y. Let the cat out of the bag there,” Musk said.
The images of what we assumed to be the affordable model lined up with Musk’s candid statement:
🚨 It looks like the new affordable Tesla Model Y was spotted near Giga Texas
Model Y body with the Model 3 fascia, no glass roof, and looks as if there is a front bumper camera!
Should be coming soon! https://t.co/UAXQMHjM23 pic.twitter.com/9lC5te9GnW
— TESLARATI (@Teslarati) October 3, 2025
Tesla is expected to unveil its affordable model tomorrow during the planned event, which has been teased twice. Pricing and other details are still pending, but the company is expected to reveal this information tomorrow.
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