It is the end of the quarter once more, and in true Tesla tradition, the electric car maker is conducting an end-of-quarter push to deliver as many vehicles to customers as possible. This time around, though, Tesla’s delivery blitz also happens to cover the 2018 holiday season. Thus, for some reservation holders, their new Teslas proved to be a very welcome and incredibly memorable Christmas gift.
Over the past week all the way to Christmas, Tesla owners, both new and old, came to social media to share their delivery experiences. In Twitter alone, several families posted images from the delivery of their Model 3, Model X, and Model S. Tesla’s official Twitter account even shared a number of these pictures, captioning the photographs with a simple description that read “Holiday deliveries!”
Overall, it appears that Tesla did not miss a beat in its delivery efforts despite the holiday season. Considering the stakes of the fourth quarter, though, such determination is understandable, particularly since the end of Q4 also marks the end of the $7,500 federal tax credit given to Tesla owners. The fourth quarter is also an opportunity for Tesla to prove Elon Musk’s words right. Musk, after all, has noted since Q3’s blockbuster earnings that Tesla would be cash-flow positive moving forward.
Holiday deliveries! 🎄🚘🎁 pic.twitter.com/92LB5Aithh
— Tesla (@Tesla) December 25, 2018
Special 🎅 Christmas 🎄 Delivery 📦 ⚡️😊 #TM3 #Tesla #Model3 @Tesla pic.twitter.com/n7rihVDjxZ
— Christophe HUBERT (@chris75sf) December 23, 2018
A key factor in Tesla’s success for the fourth quarter, of course, remains to be the Model 3. Being Tesla’s highest-volume vehicle to date, sales and deliveries of the Model 3 would likely determine Tesla’s performance in Q4. Fortunately for the electric car maker, its Model 3 strategy for the fourth quarter might very well work. The carmaker, for one, has reached a point where it could comfortably produce the electric sedan at scale, with Musk noting that a production rate of 5,000 Model 3 per week is no big deal for Tesla today. Apart from this, the addition of a new Model 3 variant could be a difference-maker in the number of vehicles the company can deliver this quarter.
While Tesla has relied on the Long Range RWD, Long Range AWD, and Performance Model 3 variants in the past, the company rolled out a new version of the electric sedan this fourth quarter. Dubbed as the Mid Range Model 3, the vehicle, which starts at $46,000 before incentives, brought the electric car within reach of more potential customers. Tesla has not revealed the number of Mid Range Model 3 that have been delivered so far, but factors such as VIN registrations point to the idea that the vehicle is likely being produced and sold in large quantities.
To prevent what Elon Musk described as “delivery logistics hell” during the third quarter, Tesla has reportedly gone the extra mile to ensure that cars ordered today would be delivered before the year closes. Musk, for one, noted in an announcement on Twitter that Tesla has acquired trucking capacity to facilitate deliveries. More recently, Musk also noted that Tesla would cover the tax credit difference if the company is not able to complete a committed delivery before the end of the month.
Apart from these programs, Tesla has also extended its long-running referral program until March 11. As could be seen in Tesla’s order pages today, electric car buyers could acquire an additional three months of free supercharging “if they order without ever having taken a test drive.”
Elon Musk
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Tesla CEO Elon Musk and AI Director Ashok Elluswamy celebrated Christmas Eve by sharing personal experiences with Robotaxi vehicles that had no safety monitor or occupant in the driver’s seat. Musk described the system’s “perfect driving” around Austin, while Elluswamy posted video from the back seat, calling it “an amazing experience.”
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Elon and Ashok’s firsthand Robotaxi insights
Prior to Musk and the Tesla AI Director’s posts, sightings of unmanned Teslas navigating public roads were widely shared on social media. One such vehicle was spotted in Austin, Texas, which Elon Musk acknowleged by stating that “Testing is underway with no occupants in the car.”
Based on his Christmas Eve post, Musk seemed to have tested an unmanned Tesla himself. “A Tesla with no safety monitor in the car and me sitting in the passenger seat took me all around Austin on Sunday with perfect driving,” Musk wrote in his post.
Elluswamy responded with a 2-minute video showing himself in the rear of an unmanned Tesla. The video featured the vehicle’s empty front seats, as well as its smooth handling through real-world traffic. He captioned his video with the words, “It’s an amazing experience!”
Towards Unsupervised operations
During an xAI Hackathon earlier this month, Elon Musk mentioned that Tesla owed be removing Safety Monitors from its Robotaxis in Austin in just three weeks. “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks,” he said. Musk echoed similar estimates at the 2025 Annual Shareholder Meeting and the Q3 2025 earnings call.
Considering the insights that were posted Musk and Elluswamy, it does appear that Tesla is working hard towards operating its Robotaxis with no safety monitors. This is quite impressive considering that the service was launched just earlier this year.
Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
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NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
Starlink passes 9 million active customers just weeks after hitting 8 million
