As everyone at Tesla’s Cyber Rodeo settles down to listen to Elon Musk’s talk at Giga Texas, the anticipation builds in the air. The Tesla community is eager and excited to hear about any updates and details Elon Musk will announce to the world at Giga Texas Cyber Rodeo.
Welcoming Elon Musk to the stage are drones depicting an image of Nikola Tesla, the inventor the company is named after. The drones also depicted the Cyber Rodeo sign. Later, the drone show formed the image of a moving vehicle, which turned out to be the Model Y. Next the drones formed the Cybertruck’s outline in the sky, an image few at the Cyber Rodeo will forget.
And, of course, in true Elon fashion, Tesla did not forget to highlight the community’s love for The Doge with drones. The Tesla hedgehog also made an appearance during the spectacular drone show.
After the drone show, Tesla showed a short clip of a “herd” Tesla Model Y’s running through Giga Texas grounds alongside a horse and its rider.
The video was cut short with the arrival of Elon Musk, arriving in style in an original Tesla Roadster — the car that started it all.
The following are Elon Musk’s comments from his Giga Texas Cyber Rodeo address.
“We’re gonna talk about the past, present and future,” Elon Musk told the crowd, showcasing the first car Tesla ever made: the Roadster.
“When we first started out Tesla, I thought we had — optimistically — a 10% chance of succeeding,” he stated. He thanked the Tesla team for their hard work and contributed the company’s current success to them.
Musk lists all the products Tesla offers, including its solar products. He announced that two-thirds of America’s electric vehicles are Tesla cars.
Musk highlighted the accomplishments of the Tesla AI team. He announced that Tesla was aiming for the wide release of FSD beta in North America this year.
“California was running out of room,” Musk stated. “And we needed a place to grow big. And there’s no place like Texas,” he said, thanking the state and particularly Travis County.
Musk revealed that Tesla Giga Texas is taller than the Burj Khalifa if the factory were turned on its side. In classic Elon Musk, the CEO said that one could fit a total of 194 billion hamsters in Giga Texas.
“And this building is the most advanced car factory that Earth’s ever seen,” proclaimed Elon Musk, bringing up the idea that Tesla’s factories are product in and of themselves once again.
Musk noted that Tesla is building its own cells at Giga Texas, the long-awaited 4680 cells. He proudly stated that the Austin factory could be one of the biggest cell factories in the world.
“Raw materials in, a bunch of stuff happens, and car out,” Musk said, describing the simplified version of Tesla’s main operations. He added that Tesla plans to produce the Cybertruck in Austin next year.
“I can’t wait to have this baby around. [Cybertruck] is gonna be epic,” Musk commented about the electric pickup truck.
Musk also stated that Giga Texas will be the most “high-volume” factory in America. He stated that Tesla will aim to command 20% of the auto market in the long term.
“We’re gonna move at a truly massive scale,” Elon Musk teased. He also hinted at the company’s Robotaxi fleet, describing it as futuristic and significantly different than Tesla’s other offerings. Musk also talked about Optimus.
Tesla plans to produce V1 Optimus, the Cybertruck, the next-generation Roadster, and the Semi next year.
Tesla Chief Designer Franz von Holzhausen later showed up with the Cybertruck. Elon Musk pointed out that there are no handles on the Cybertruck. He apologized for the vehicle’s production delay, though both the CEO and the Design Chief assured the audience that the Cybertruck will be well worth the wait.
And with that, Elon Musk kicked off the Cyber Rodeo party! Several minutes’ worth of fireworks ensued.
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Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
