In recent months, Tesla CEO Elon Musk has been far from the only person at the company using the X platform regularly to spread information about its products. Amidst calls for Tesla to advertise, the use of X from both executives and other employees has increased substantially in the past few months, not unlike how Musk has used the platform over the years.
Beginning around when the Cybertruck was released in November, executives and engineers from the company began sharing information about the pickup, and that has continued steadily since. Executives have also increasingly spoken directly to people on X about that and other subjects, sharing details about the company’s products and responding to some when they raise questions.
Tesla launches advertising on X in the U.S., expanding ‘small scale’ strategy outlined by Musk
Around the launch of the Cybertruck, Tesla employees who received early copies of the vehicle started posting about them regularly, noting specific details about the vehicles and often responding to users in the threads that followed. This played a seemingly key role in marketing the truck and bringing awareness of it to the public, while helping to spread correct information about them.
Below is a post made by Cybertruck Lead Engineer Wes Morrill in December, featuring his dog and talking about the vehicle’s rear seats at a time when little was known about the pickup.
Front seats have enough room underneath for a nice burrow, and it has a window… pic.twitter.com/AEuwBnaE1m
— Wes (@wmorrill3) December 17, 2023
Tesla executives have also been more vocal, both on X and in more regular media appearances, including people like Design Lead Franz von Holzhauzen, Vice President of Vehicle Engineering Lars Moravy, and Vice President of Investor Relations Martin Viecha, among others still.
These executives have, once again, been focused on educating the public about Tesla’s products, answering customer questions and responding to inaccuracies. Discussions have ranged from those on the Cybertruck and the upgraded Model 3 to the Optimus robot, the Full Self-Driving (FSD) beta and more.
Tesla Vice President of Public Policy and Business Development, Rohan Patel, has regularly been sharing information about the company’s products and ongoing plans for the past few months. As a recent example from last week, Patel responded directly to inquiries about when Tesla’s FSD beta would become available as a subscription in Canada, saying it was being worked on and would likely be in “the coming weeks.”
Elon approved this Canada update and the team is working on the technical and regulatory procedures to make sure we don’t trigger any unintended provincial issues. Barring any setbacks, I’d expect this in the coming weeks.
I take responsibility for missing this one when the… https://t.co/ZZjUjwMfRw
— Rohan Patel (@rohanspatel) March 9, 2024
Another example includes Tesla Director of Product Design Javier Verdura, who recently pointed out that the Cybertruck tent camper wasn’t fully set up in photos from one publication, making it look worse than when it’s set up properly.
The picture shown in the Electrek article is not properly nor fully set up. They literally posted the worst possible picture they could find. When set up properly, the tent looks great. When stowed, it hides neatly under the tonneau cover avoiding aero drag when driving
— Javier Verdura (@JVerdura) March 9, 2024
While CEO Elon Musk hasn’t slowed down in his posting habits, many of them are not about Tesla, SpaceX or his other companies these days, instead being about politics. Still, looking at Musk’s Twitter history, it isn’t hard to see how often he was using the platform to spread news and information about Tesla and SpaceX, all the way back to his early tweets in 2011 and 2012—and this approach seems to be similar to what many at Tesla are now following him into.
In 2022, Visual Capitalist published an article mapping out all of Musk’s tweets between 2012 and 2021, with the vast majority of them being related to Tesla and SpaceX. The piece also lays out the growth of Musk’s follower count during that time, which stands at 175.9 million at the time of writing, up from about 65 million when the article was published.
You can see a few of the graphics from the Visual Capitalist article below.
Credit: Visual Capitalist Credit: Visual Capitalist Credit: Visual Capitalist
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
