Tesla and electric vehicles have saved at least 120,000 lives so far. Not A Tesla App initially reported on the results of a study that reflected these statistics. I’m going to dive into that study momentarily.
The article noted that a high EV adoption rate isn’t just good news for our planet. It is increasing the survival chances of our future generations. The study, published in 2021 in Nature Communications, noted that adding 4,434 metric tons of carbon dioxide in 2020 was equivalent to the lifetime emissions of 3.5 Americans. Those 4,434 metric tons of carbon dioxide could also cause one extra death globally from 2020 through 2100.
How Tesla And EVs Saved At Least 120,000 Lives So Far
The article pointed to Tesla’s recent Impact Report. According to the U.S. Environmental Protection Agency, a typical passenger car emits around 4.6 metric tons of carbon dioxide per year. In Tesla’s Impact Report, Tesla shared that in 2021, its global fleet of vehicles, energy storage, and solar panels combined avoided the emissions of 8.4 million metric tons of CO2e.
The article noted that according to Tesla’s Impact Report and the Nature Communications study, we can save around 40 metric tons of carbon over the course of a lifetime for every person who makes the switch from internal combustion engine vehicles to EVs. According to Not A Tesla App,
“Since every 4,000 metric tons of carbon emissions are predicted to result in an additional death, around 20,000 lives have been saved as a result. If we take into account the 10 million electric cars sold by other manufacturers, the number of lives saved increases to a staggering 120,000.”
The Study
The study in Nature Communications, titled The Mortality Cost of Carbon, was published in 2021. It used integrated assessment models (IAMs) which found that the social cost of carbon, prescribed optimal climate policy, and human mortality impacts are limited and haven’t been updated to the latest scientific understanding.
To solve this issue, the researchers extended the DICE-2016 integrated assessments model to include temperature-related mortality impacts. They also introduced another metric: the mortality cost of carbon. This metric estimated the number of deaths caused by the emissions of one additional metric ton of CO2. According to the study,
“In the baseline emissions scenario, the 2020 MCC is 2.26 × 10‒4 [low to high estimate −1.71× 10‒4 to 6.78 × 10‒4] excess deaths per metric ton of 2020 emissions. This implies that adding 4,434 metric tons of carbon dioxide in 2020—equivalent to the lifetime emissions of 3.5 average Americans—causes one excess death globally in expectation between 2020-2100.”
What The Study Found
The study found that the 2020 mortal cost of carbon (MCC) is the number of expected temperature-related excess deaths globally from 2020-2100 caused by the emission of one additional metric ton of CO2e in 2020.
“Our central estimate 2020 MCC also implies that reducing (adding) 4,434 metric tons of carbon dioxide in 2020 saves one life (causes one excess death) in expectation globally between 2020 and 2100. In all, 4,434 metric tons is equivalent to the lifetime emissions of 3.5 average Americans, 146.2 Nigerians, and 12.8 average world people.”
Tesla & EVs Are Saving Lives. So Is Clean Energy.
Although Tesla and EVs are saving lives in this respect, the study’s results show that the work is far from complete. The study suggested that reducing 1,276 metric tons of carbon dioxide in 2020 which is the equivalent to the lifetime emissions of an average American, would reduce 0.29 excess deaths between 2020 and 2100.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
