News
Tesla FSD is the answer to concerns about EVs’ possible “added” road risks
A recent article from Slate has brought up a rather interesting concern about electric vehicles and their wide adoption. Since electric cars tend to be a lot heavier than their combustion-powered counterparts, there is a nonzero chance that they could actually be more dangerous to pedestrians in the event of a crash. Tesla FSD could be the answer to these concerns.
There is an uncomfortable truth in the United States, and that is the fact that road fatalities are climbing. The National Highway Traffic Safety Administration (NHTSA), for one, noted that American road deaths soared during Q1 2022, rising 7% to 9,560 fatalities, the highest quarterly toll since 2002. The numbers are sobering, as they suggest that compared to pedestrians in countries like France and Canada, Americans are more than twice as likely to die in a crash.
There are quite a few factors behind these disturbing statistics, but one of them is believed to be the prevalence of overly large and heavy vehicles like full-size trucks and SUVs. While trucks are generally designed for work, full-sized pickups are now widely used by casual drivers to the point where some pickups barely see a day of legitimate work. SUVs are also all the rage. But while these vehicles could be quite safe for those inside them, they are a nightmare for the pedestrians that they might hit in the event of an accident.
As noted by Slate, one study actually found that the shift to SUVs over the past couple of decades ended up leading to over 1,000 more pedestrian deaths. Now, it should be noted that these large vehicles are already overly heavy with an internal combustion engine. When they are powered by a giant battery pack and equipped with electric motors, they become even heavier and a whole lot faster. The over-9,000-pound Hummer EV is the poster child of this, as the behemoth is capable of hitting highway speeds in about 3.3 seconds.
But inasmuch as these concerns are valid, heavy electric vehicles are only really just as dangerous as their drivers and safety features. Tesla has been making overly-heavy and ridiculously-fast sedans and crossovers for many years, yet its vehicles constantly rank among the safest on the road. This is due in no small part to the company’s active and passive safety features, which are standard on every Tesla that gets built at each of the company’s vehicle factories, both in the United States and abroad.
And coupled with Tesla’s FSD software, the risks for heavy electric vehicles are likely even less. Behind all the drama and smear campaigns targeted toward the advanced driver-assist system, after all, FSD is an incredibly cautious system that takes pedestrian safety as a top priority. Tests of Tesla FSD Beta releases have shown this time and time again — the system always keeps people around the car as safe as possible.
The use of systems like FSD Beta would likely be more widespread as the adoption of electric vehicles becomes more prevalent. Teslas would likely continue to be among the safest vehicles on the road, despite the company likely producing one of the heaviest vehicles on the market in the Tesla Semi. Fortunately, Tesla does seem to be open to the idea of having its software, like Autopilot, licensed to other automakers. This means that Tesla’s stellar safety systems could be rolled out to more vehicles, including those beyond the reach of the company’s products.
This, however, would require other automakers to admit that Tesla’s Autopilot and FSD are industry-leading solutions for pedestrian safety. Such an admission takes a lot of humility, and thus, is easier said than done. But the longer other automakers wait to roll out systems that are comparable to FSD or at least Autopilot, the longer pedestrians are exposed to an increasing number of electric vehicles that could indeed be too heavy and too fast in an accident.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
