News
Tesla coverage turns negative a week before crucial Earnings Call
Tesla news coverage this week has been especially negative, and the timing of it, which comes a week before arguably the most anticipated Earnings Call in recent memory. With Tesla reporting production and deliveries that were well over Wall Street’s consensus, anticipation for the Q1 2021 Earnings Call is slightly higher than usual, and the FUD (Fear, Uncertainty, Doubt) is at an all-time high.
There are always a few negative Tesla stories every week. It might involve a story about some owners who didn’t receive adequate customer service, it might be about a production bottleneck that Tesla is encountering. However, these are relatively micro-scale issues that are resolved within a matter of days in most cases. This week, the news has been geared toward more disruptive, long-term, macro-level issues, like a very public car accident that has both sides of the Tesla circle butting heads, a test from a very well-known product review company that has to do with the aforementioned accident, and other safety issues that have resulted by a rumored irresponsible driving speed by a customer in China. Whether you agree with it or not, there seems to be a more coordinated attack on something that Tesla does well, which is to keep its drivers and owners safe. One of the strongest points of Tesla’s overwhelmingly successful venture into the automotive industry thus far was the company’s ability to keep vehicle occupants safe in the event of a crash, and also roll out software and semi-autonomous driving functionalities that aim to improve consumer safety in revolutionary ways.
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This doesn’t always turn out to be what the media wants to report, however. The week before the Q1 Earnings Call, it was relatively impossible to notice that the tide turned negative on Tesla news coverage. While it is understandable that a violent automobile crash that took the lives of two men should be covered, it captured national headlines and dominated news coverage across the world for several days. Interestingly, I don’t remember such widespread news coverage for the Ford Death Wobble.
Journalists find stories and then build upon them for other sorts of coverage. It’s spin-off coverage where readers get to see how creative the mind of a writer is. There are millions of stories that could be written based on the recent automobile accident. However, a majority of them were negative, and it doesn’t necessarily come down to truth, it comes down to perception. Unfortunately, I don’t believe that many of the journalistic coverages were completely accurate simply because of Autopilot’s misunderstood capabilities in the real world. I still receive questions and comments daily from those who I talk to who believe Teslas are capable of driving themselves. What is even more frustrating is that, at times, owners and drivers, who should have the company’s best interest at heart, spread content, Tik Toks, and other forms of social media portraying that their all-electric car can drive them from Point A to Point B while they sit in the back seat and take a nap. This kind of content is irresponsible, immoral, and wrong. Acting like a Tesla can drive itself completely just for few thousand views is a selfish act that puts the hard work of Tesla engineers at risk for losing all of their work.
That brings me to the unfortunate accident in Texas. We don’t know, yet, what the exact cause of the accident was. We don’t know who was in the driver’s seat, if AP was being tricked, or if it was even on at this point. Most evidence would likely indicate that AP couldn’t have been activated due to the lack of road lines, and the rate of travel isn’t something that AP would let the driver do, to begin with. Eventually, we will have all the facts of this story, and we will be able to accurately say who or what was responsible. But as of right now, those things cannot be speculated against.
Still, news sources are claiming that this car was “driverless,” which is a complete nonsensical narrative considering there are many boundaries that would require a driver to be present during the vehicle’s operation. This didn’t stop Consumer Reports from putting together one of the most ridiculously biased tests I have ever come across. I felt that it simply proved Tesla Autopilot would only be tricked in extreme circumstances, by not following the automaker’s directions and trying to outsmart one of the most capable semi-autonomous driving programs in the world.
The obvious effort to derail Tesla’s momentum is being noted by the fans, followers, and owners of the company. For the life of me, I cannot understand why. In my perspective, for years, MSM has been driving home the point of global climate change, using it as a way to scare people into change. While I believe that fear isn’t always the best way to convince a large group of people to do something, I think climate change is a real issue and it will affect people for generations to come. With cars being such a large contributor to the problem, you’d think the media, the same interests that have been preaching the dangers of carbon emissions for years, would report car companies who are working to transition the automotive industry to electrification, would get a “fair shake.” This just hasn’t been the case.
Trust me, I am a critic of Tesla when it is warranted. I have experienced issues with their customer service department personally, and I have been highly critical of their handling of other issues with its vehicles. I have spoken many times about the LR RWD Model Y and how it was a disgrace for Tesla to keep these pre-orderers in limbo for years. However, there are statistics that prove FSD and AP’s ultimate task: to make driving safer. Most recently, the Q1 2021 Safety Report showed Autopilot was nearly 10 times safer than a human driver. You don’t see mainstream media covering this, but you’ll notice automotive blogs and news outlets taking full advantage of the statistics, which prove Tesla’s mission is becoming more real with every mile driven.
With the momentum Tesla posted with the Production and Deliveries report, I think many people were expecting a big financial quarter. The timing of the negative news is eye-opening, and it seems to be a coordinated effort to perhaps slow down Tesla’s momentum moving forward. Tesla is gunning for yet another consecutive quarter, bringing the total to seven straight if things go well on Monday. Whether Wall Street will recognize the impressive tone of this feat, we’ll see. However, media coverage has done all it can to bring Tesla’s chances of a great quarter down, but with developments, demand, and deliveries all in healthy figures, there doesn’t seem to be much of a chance of that happening.
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News
Tesla FSD’s newest model is coming, and it sounds like ‘the last big piece of the puzzle’
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026.”
Tesla Full Self-Driving’s newest model is coming very soon, and from what it sounds like, it could be “the last big piece of the puzzle,” as CEO Elon Musk said in late November.
During the xAI Hackathon on Tuesday, Musk was available for a Q&A session, where he revealed some details about Robotaxi and Tesla’s plans for removing Robotaxi Safety Monitors, and some information on a future FSD model.
While he said Full Self-Driving’s unsupervised capability is “pretty much solved,” and confirmed it will remove Safety Monitors in the next three weeks, questions about the company’s ability to give this FSD version to current owners came to mind.
Musk said a new FSD model is coming in about a month or two that will be an order-of-magnitude larger and will include more reasoning and reinforcement learning.
He said:
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026. We’re gonna add a lot of reasoning and RL (reinforcement learning). To get to serious scale, Tesla will probably need to build a giant chip fab. To have a few hundred gigawatts of AI chips per year, I don’t see that capability coming online fast enough, so we will probably have to build a fab.”
NEWS: Elon Musk says FSD Unsupervised is “pretty much solved at this point” and that @Tesla will be launching Robotaxis with no safety monitors in about 3 weeks in Austin, Texas. He also teased a new FSD model is coming in about 1-2 months.
“We’re just going through validation… https://t.co/Msne72cgMB pic.twitter.com/i3wfKX3Z0r
— Sawyer Merritt (@SawyerMerritt) December 10, 2025
It rings back to late November when Musk said that v14.3 “is where the last big piece of the puzzle finally lands.”
With the advancements made through Full Self-Driving v14 and v14.2, there seems to be a greater confidence in solving self-driving completely. Musk has also personally said that driver monitoring has been more relaxed, and looking at your phone won’t prompt as many alerts in the latest v14.2.1.
This is another indication that Tesla is getting closer to allowing people to take their eyes off the road completely.
Along with the Robotaxi program’s success, there is evidence that Tesla could be close to solving FSD. However, it is not perfect. We’ve had our own complaints with FSD, and although we feel it is the best ADAS on the market, it is not, in its current form, able to perform everything needed on roads.
But it is close.
That’s why there is some legitimate belief that Tesla could be releasing a version capable of no supervision in the coming months.
All we can say is, we’ll see.
Investor's Corner
SpaceX IPO is coming, CEO Elon Musk confirms
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon. Musk replied, basically confirming it.
Elon Musk confirmed through a post on X that a SpaceX initial public offering (IPO) is on the way after hinting at it several times earlier this year.
It also comes one day after Bloomberg reported that SpaceX was aiming for a valuation of $1.5 trillion, adding that it wanted to raise $30 billion.
Musk has been transparent for most of the year that he wanted to try to figure out a way to get Tesla shareholders to invest in SpaceX, giving them access to the stock.
He has also recognized the issues of having a public stock, like litigation exposure, quarterly reporting pressures, and other inconveniences.
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon.
Musk replied, basically confirming it:
As usual, Eric is accurate
— Elon Musk (@elonmusk) December 10, 2025
Berger believes the IPO would help support the need for $30 billion or more in capital needed to fund AI integration projects, such as space-based data centers and lunar satellite factories. Musk confirmed recently that SpaceX “will be doing” data centers in orbit.
AI appears to be a “key part” of SpaceX getting to Musk, Berger also wrote. When writing about whether or not Optimus is a viable project and product for the company, he says that none of that matters. Musk thinks it is, and that’s all that matters.
It seems like Musk has certainly mulled something this big for a very long time, and the idea of taking SpaceX public is not just likely; it is necessary for the company to get to Mars.
The details of when SpaceX will finally hit that public status are not known. Many of the reports that came out over the past few days indicate it would happen in 2026, so sooner rather than later.
But there are a lot of things on Musk’s plate early next year, especially with Cybercab production, the potential launch of Unsupervised Full Self-Driving, and the Roadster unveiling, all planned for Q1.
News
Tesla adds 15th automaker to Supercharger access in 2025
Tesla has added the 15th automaker to the growing list of companies whose EVs can utilize the Supercharger Network this year, as BMW is the latest company to gain access to the largest charging infrastructure in the world.
BMW became the 15th company in 2025 to gain Tesla Supercharger access, after the company confirmed to its EV owners that they could use any of the more than 25,000 Supercharging stalls in North America.
Welcome @BMW owners.
Download the Tesla app to charge → https://t.co/vnu0NHA7Ab
— Tesla Charging (@TeslaCharging) December 10, 2025
Newer BMW all-electric cars, like the i4, i5, i7, and iX, are able to utilize Tesla’s V3 and V4 Superchargers. These are the exact model years, via the BMW Blog:
- i4: 2022-2026 model years
- i5: 2024-2025 model years
- 2026 i5 (eDrive40 and xDrive40) after software update in Spring 2026
- i7: 2023-2026 model years
- iX: 2022-2025 model years
- 2026 iX (all versions) after software update in Spring 2026
With the expansion of the companies that gained access in 2025 to the Tesla Supercharger Network, a vast majority of non-Tesla EVs are able to use the charging stalls to gain range in their cars.
So far in 2025, Tesla has enabled Supercharger access to:
- Audi
- BMW
- Genesis
- Honda
- Hyundai
- Jaguar Land Rover
- Kia
- Lucid
- Mercedes-Benz
- Nissan
- Polestar
- Subaru
- Toyota
- Volkswagen
- Volvo
Drivers with BMW EVs who wish to charge at Tesla Superchargers must use an NACS-to-CCS1 adapter. In Q2 2026, BMW plans to release its official adapter, but there are third-party options available in the meantime.
They will also have to use the Tesla App to enable Supercharging access to determine rates and availability. It is a relatively seamless process.