News
Tesla ‘fighter’ Audi e-tron receives glowing first drive review from Consumer Reports
The Audi-e-tron, once dubbed by news outlets as a potential “Tesla Killer” or “Tesla Fighter” recently received its first impressions review from Consumer Reports. Reviewers from the organization proved impressed with the all-electric SUV, noting that the vehicle “takes charge among new EVs.”
Consumer Reports‘ reviewers were particularly impressed with the Audi e-tron’s luxurious amenities such as its high-quality interior and its quietness at highway speeds. This is quite notable, as cabin noise was a point of improvement given to the Tesla Model 3 during the electric sedan’s first impressions review back in February 2018.
The organization also praised the e-tron’s two-screen interface, particularly the SUV’s dedicated screen for its climate system. The displays’ haptic feedback, which simulates the feeling of pressing a physical button, also got the approval of CR‘s reviewers. Nevertheless, reviewers did point out that some of the technology in the e-tron was “needlessly complicated,” as shown in its gear selector, which was not intuitive at all.
Quite interestingly, the e-tron’s rather leisurely acceleration, which was less aggressive than other electric cars such as the Model 3, was dubbed as “appropriate” considering the SUV’s luxury segment. “Unlike some other EVs we’ve recently tested, the E-Tron doesn’t lunge off from a stop; it has a more leisurely rollout. That’s appropriate for a luxury vehicle… On the plus side, there is no spinning of wheels that we have experienced in some other EVs… Once the E-Tron is moving, drivers get smooth and effortless power on demand, at any speed,” Consumer Reports noted.
Considering that the organization has only conducted an initial review of the vehicle, the e-tron’s fast-charging capabilities were not tested. Nevertheless, the organization was optimistic about the vehicle overall, stating that the e-tron has an “air of maturity that exudes quality, and it’s likely because it comes from an established luxury automaker.” Until more tests are conducted, at least, it appears that CR perceives the Audi e-tron as a strong competitor in the growing premium EV segment.
While it is understandable for the organization to not include more details about the e-tron, it is quite interesting to see no mention of the challenges that Audi has and is reportedly facing in bringing the vehicle to market. Currently, reports from reservation holders in Norway have indicated that e-tron deliveries are still delayed, and all units that have been sold so far are presently being recalled due to a fire risk. These details were missing in Consumer Reports‘ initial review.
It should be noted that unlike the e-tron, Consumer Reports‘ first impressions review of the Model 3 included notable sections on the vehicle’s points for improvement, particularly in terms of references to Tesla’s then-ongoing production issues. “Hype has surrounded this car since Tesla CEO Elon Musk first announced it about two years ago, with hundreds of thousands of shoppers placing $1,000 deposits within days. But many of those prospective buyers have had their patience tried, since the Model 3 rollout has been plagued by Tesla’s production headaches and delays,” the organization wrote in its first impressions review last year.
Tesla and Consumer Reports have had a mixed relationship over the years. Take the Model 3, for instance. The organization initially opted to not give the vehicle a “Recommended” rating due to its braking distance, but after Tesla rolled out a software update to address the issue, CR updated its score for the electric car. This February, the organization changed its tone once more, removing the Model 3’s “Recommended” rating after it aggregated reports from owners that listed complaints about issues such as fit and finish. Tesla, for its part, noted that it had already addressed the customer complaints that were aggregated by the organization.
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.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
