News
TX fire chief slams inaccurate Tesla crash coverage with firsthand details on Model S fire
Immediately following the fatal Tesla crash in Texas this weekend, reports from both local and national media outlets emerged citing the statements of Harris County Pct. 4 Constable Mark Herman, who remarked that police were 100% certain that there was no one in the driver seat of the ill-fated Model S when it crashed. Herman also commented that the Tesla fire was so severe that it took over 30,000 gallons of water and four hours to extinguish the flames from the crash, and that firefighters had to reach out to the EV maker for help in battling the fire.
These statements have since been debunked (at least to some degree) by Tesla CEO Elon Musk, who noted that data logs that have been recovered so far from the ill-fated Model S indicate that Autopilot was not enabled during the crash, and that the vehicle did not have any Full Sell-Driving functions activated. Musk’s update essentially threw a wrench on the pervading narrative that Autopilot likely caused the tragic crash.
Your research as a private individual is better than professionals @WSJ!
Data logs recovered so far show Autopilot was not enabled & this car did not purchase FSD.
Moreover, standard Autopilot would require lane lines to turn on, which this street did not have.
— Elon Musk (@elonmusk) April 19, 2021
And now, even the reports about the Tesla fire have been thrown into question–by the man whose team extinguished the blaze no less. In a statement to the Houston Chronicle, Palmer Buck, fire chief for The Woodlands Township Fire Department, noted that contrary to some reports in the media, the Tesla Model S fire did not burn out of control for four hours.
Interestingly enough, Buck remarked that his team actually managed to put down the fire within two to three minutes, which was enough for authorities to see that there were occupants in the vehicle. After these first two to three minutes, it was only a matter of keeping the batteries as cool as possible by pouring small amounts of water into the damaged battery pack. Buck described the fire department’s strategy in the following statement.
“With respect to the fire fight, unfortunately, those rumors grew way out of control. It did not take us four hours to put out the blaze. Our guys got there and put down the fire within two to three minutes, enough to see the vehicle had occupants. After that, it was simply cooling the car as the batteries continued to have a chain reaction due to damage.
“We could not tear it apart or move it around to get ‘final extinguishment’ because the fact that we had two bodies in there and it was then an investigation-slash-crime scene. We had to keep it cool, were on scene for four hours, but we were simply pouring a little bit of water on it. It was not because flames were coming out. It was a reaction in the battery pan. It was not an active fire,” Buck said.
As for the rumors that the fire department had to call a Tesla hotline for tips on how to handle a battery fire, the Fire Chief stated that these reports were untrue. “We did not (call Tesla), and I do not know where (that rumor) came from. There is a chance someone else did, maybe the Harris County Fire Marshal, but we did not call (Tesla). Tesla has an emergency manual for first responders,” Buck said. He also noted that he is not aware of Tesla having a hotline for tips on how to control a battery fire.
Buck also provided some new details about the Model S crash and how the fire department was involved. According to the fire chief, the first calls about the incident did not involve reports about a car at all. Instead, initial reports were about a fire in the woods. And while the Model S fire was notable when the firefighters arrived, it only took minutes to control the blaze from the vehicle.
“The first calls that came in were a fire in the woods. Then we got at 9:30 p.m. where we got the first call when someone said, ‘I see a car in a tree, and it is on fire. They reported a car hit a tree, and it had exploded… That is when we added extra units (to the response). There is a big lake, and (the accident) was just to the left of the lake, closer to the exiting part of the street, not the end of the cul de sac. It was at an undeveloped lot.
“(The Tesla) was heavily involved in flames. When the fire was put out, it was noticed there were two bodies (inside), and they were deceased. They continued extinguishment of the woods around (the car), putting out the trees and pine needles and what have you. I was there probably five to 10 minutes after that and at that point, every once in a while, the (battery) reaction would flame and it was mainly keeping water pouring on the battery,” Buck explained, adding that this was a process recommended by Tesla in cases of burning batteries.
While a number of the initial reports about the tragic Tesla crash this weekend have been debunked by Elon Musk and now, the fire chief for The Woodlands Township Fire Department, the incident continues to attract some degree of drama. As per recent reports, Harris County Pct. 4 Constable Mark Herman has stated that investigators would be serving a search warrant on Tesla to gain all data from the ill-fated Model S. Federal regulators from the NHTSA and NTSB have also launched an investigation into the crash.
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Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
