News
Ford’s BlueCruise driver-assist system rollout delayed to Q1 2022 [Updated]
Ford’s BlueCruise, which the veteran automaker advertises as a “hands-free” driver-assist system that could be used on pre-mapped highways, will not be meeting its initial 2021 target release date. The upcoming driver-assist suite’s release would be moved to the first quarter of 2022 instead, at least according to Ford CEO Jim Farley.
Farley’s recent comments were shared in a CNBC report. While speaking about Ford’s driver-assist suite, Farley noted that the company has opted to delay BlueCruise’s release so that it could simplify the technology. This could serve Ford well, as a well-designed driver-assist system has the potential to become a recurring revenue opportunity.
Despite Farley not providing any further details about BlueCruise’s delay, Ford does seem to be very optimistic about the technology. The company has estimated that almost 80% of its Mustang Mach-E crossovers will be delivered with BlueCruise in the future since the system is standard on all trims save for the vehicle’s base model.
Ford has also noted that BlueCruise would also be available for the F-150 Lightning, though the company only expects about 15% of the electric trucks to be delivered with the system. This could be due to the fact that the Lightning is being positioned as an actual work truck, and vehicles used in legitimate work environments are typically base and lower-trim variants.
Ford advertises BlueCruise as a hands-off driver-assist system in certain pre-mapped “blue zones” across the United States. However, real-world tests of the system by noted automotive teardown specialist Sandy Munro have shown that the system has some substantial areas for improvement. During Munro’s BlueCruise test, for example, Ford Driver Assist Technology Chief Engineer Chris Billman revealed that the system requires manual interventions when navigating curves, among other things.
Munro, who previously worked at Ford, was brutally honest with his conclusions, even joking that the veteran automaker should improve BlueCruise since he would like to have his pension plan to be fully funded. “I would suggest that the sweeping curve stuff, you need to address that. I think that would be something that you absolutely flat out would want to have, better than what you’ve got today. And the reason basically is that, you know, I got a pension plan that I need to be fully funded,” he said.
Update: Ford has reached out to Teslarati to clarify that BlueCruise is already being shipped in Mustang Mach-E and F-150 models that are being built from its plants today. The Q1 2022 release referenced in this piece only impacts customers who bought earlier models before the software was available in the specific facilities. These customers are expected to start receiving BlueCruise software updates in the first quarter.
Check out Munro’s review of Ford’s BlueCruise in the video below.
Don’t hesitate to contact us with news tips. Just send a message to tips@teslarati.com to give us a heads up.
News
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
News
Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
