Earlier this week, Tesla reduced the price of the Model S by $3,000. When a price change is applied to any of Tesla’s vehicles, it is usually a race between media outlets to report it first. I believe that many news sites look at it as an opportunity to have a post with high views, and being the first to report it could lead to that. Also, with human beings remaining relatively misinformed about EVs and Teslas’ prices in specific, whenever a price drop is applied, it is a huge deal.
But the reason for misinformation spreads to journalists as well. I found myself shocked at the Fox Business article that implied that Tesla was undergoing some sort of “sales slide.” At least, that’s what they put in their headline.
Baffled at what I had read, I felt compelled to post it on Twitter and LinkedIn (the only two forms of social media I have) and set the record straight. While it is true that the percentage of the Model S sales has gone down, it is untrue that Tesla, or the flagship sedan, is seeing record low numbers because of a “sales slide.”
https://twitter.com/KlenderJoey/status/1316017793070850053
First, Tesla just had its most successful quarter in terms of production and deliveries in Q3. 139,300 cars were delivered, and 145,036 cars were produced at Fremont and Giga Shanghai. Nothing about that indicates a sales slide, especially considering the massive growth during the quarter in both deliveries and production.
The Model S and Model X were delivered 15,200 times during the quarter. Yes, this is a relatively small percentage, just a tad more than 10% of the total deliveries that Tesla performed over the course of the quarter. It is a 33% growth from the last quarter, where the company only delivered around 10,000 of the two vehicles.
In my opinion, it isn’t that Tesla’s flagship sedan is “less popular” or even “slumping” in terms of sales. I think that the Model Y and Model 3 are simply better options for most car buyers. I’ll tell you why.
First, we have their price. The Model 3 and Model Y have better price points, and they are Tesla’s first two mass-market vehicles. This means that the prices will fit more budgets, and it will be a more popular vehicle because of that.
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Secondly, the Model 3 and Model Y technology is significantly better than the Model S and Model X. Of course, the Model S has a lot of power, and the Model X has those awesome falcon-wing doors that everyone freaks out about. But in terms of sheer technology, the Model 3 and Model Y are just better options. They are minimalistic, they are newer designs, and they are also operating with better batteries than the Model S and Model X.
The Model 3 is, as far as we know, still utilizing the 2170 cells, while some speculation suggests that Tesla could already be putting the 4680 cells in the Model Y. These cells are not only more affordable, but they’re also more efficient, offer better power, and their energy capacity is greater.
The Model S and the Model X are still using the 18650 battery cells, which are still great batteries. The Model S has an EPA record 402 miles of range, and they both have 100 kWh battery packs in their performance models, which makes them a better option for the speed demons out there. Nevertheless, battery tech has gotten better since the Model S and Model X have been built, and neither of these cars has undergone a refresh, which brings me to my next point.
Buying a Model 3 or a Model Y ensures that a car buyer has the most up-to-date Tesla technology available. In addition to the already more minimalist design that the 3 and the Y offer, these two cars’ look is fresh in people’s minds. The Model 3 literally just underwent a refresh last night, and the Model Y is only seven months old as of right now.
Meanwhile, the Model S and Model X have relatively the same design as they did when they were released. The only things that have really changed are the available colors and the grille, which are minor cosmetic modifications. I love the look of the S and the X, but some people out there need the most updated versions of things. That is why we see so many people waiting for Apple to release a new phone, even though theirs works perfectly fine.
There’s nothing wrong with wanting something new. I get it. Believe me, I will be one of the first people in Pennsylvania to have a PS5, but that’s a $500 purchase. A car is $35,000 at the least if you want a Tesla.
All of this brings me to my point: These large-scale media networks reporting price cuts should just report the price cuts. Nothing more, and nothing less. There is no reason for these media outlets who have no idea what they’re talking about to sit there and suggest that the Model S is having a sales slide when they are still selling a healthy amount of vehicles.
Even Tesla knows that the Model S and Model X are not going to be big factors in the company’s future growth. That’s why the company has confined production to Fremont and hasn’t expanded it to Shanghai or even mentioned it with Giga, Texas. There is no need to. Remember, Tesla’s ultimate mission is to accelerate sustainable energy and transportation, not turn a massive profit with really fast cars. If that were the case, I’m sure the Roadster would already be built and roaming around the streets of California being driven by celebrities and Tesla referral code masters.
There is a real danger here with the way media outlets are angling their headlines. Ultimately, Tesla is doing a great job of expanding its presence in the automotive market. If mainstream media was more responsible with its reporting, could Tesla’s popularity be even more widespread at this point?
I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
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News
Tesla hacker finds lifesaving FSD suggestions in 2025.32.3
The feature could drastically reduce instances of drivers operating their vehicles while distracted or exhausted.
A Tesla hacker has shared references to what could very well be lifesaving FSD suggestions in software update 2025.32.3.
The feature could drastically reduce instances of drivers operating their vehicles while distracted or exhausted.
New FSD features
As per longtime Tesla hacker @greentheonly, the EV maker’s drowsiness and lane departure suggestions in 2025.32.3 reference FSD. The hacker shared two alerts that specifically suggest the use of FSD, such as “Lane drift detected. Let FSD assist so you can stay focused,” and “Drowsiness detected. Stay focused with FSD.”
The hacker noted that the updated messages in 2025.32.3 are quite interesting because Tesla still advises drivers to be fully alert when using FSD Supervised. Thus, it is quite interesting to see the company advising users to use FSD when they seem unfocused or tired. That being said, FSD is still a supervised solution for now, but the system itself is already very capable, so the company’s updated alerts are not surprising.
Steps to FSD Unsupervised
Such warning messages would definitely make more sense once Tesla actually rolls out FSD Unsupervised. The system seems to be just waiting for regulatory approval for now, considering that it is already being used in vehicles that are coming off the production line at the Fremont Factory and Giga Texas. Tesla is also now using a driverless system for its Robotaxi services in Austin, as well as its autonomous ride-hailing service in the Bay Area.
For now, Tesla is hard at work preparing for the impending rollout of FSD V14, which Elon Musk has stated will be a notable improvement from the already-impressive performance of FSD V13. As per Musk, Teslas running FSD V14 will feel “sentient.” He also noted that the system “feels alive.”
Elon Musk
Elon Musk assures Tesla investors he will enhance his security detail
Musk’s comments were posted on X in the aftermath of the slaying of conservative commentator Charlie Kirk.
Tesla CEO Elon Musk has assured TSLA investors that he would be enhancing his security detail.
Musk’s comments were posted on X in the aftermath of the slaying of conservative commentator Charlie Kirk.
Aggressive critics
Kirk was slain during a speaking engagement at Utah Valley University as part of Turning Point USA’s first event on a tour of college campuses, as noted in a Politico report. Kirk was a notable voice in the conservative movement and a close ally of the Trump administration, which led to aggressive critics openly wishing him harm.
Elon Musk, due to his contributions to the Trump campaign and his later work with the Department of Government Efficiency (DOGE), has also attracted a substantial amount of vitriol from critics. Tesla owners and the company itself suffered attacks due to critics’ anger towards Musk, with several stores and cars being vandalized or victimized in arson attacks.
Despite having stepped back from his work with DOGE, Musk remains a target among critics online, with some still calling for the CEO to get the “Luigi Mangione” treatment. These sentiments were notable after Kirk’s slaying, with some users on platforms such as Reddit and Bluesky arguing that Musk or Donald Trump should be next after Kirk.
Concerns and assurances
In the aftermath of Kirk’s slaying, numerous Tesla retail investors called on the company’s Board of Directors to bolster Elon Musk’s security detail. With some social media users openly calling for Musk to be slain next, such a request made sense. This was highlighted by Tesla investor Alexandra Merz, who called on the Tesla Board to drastically increase the company’s budget for Elon Musk’s security, which currently stands at just $3.3 million annually, or about $235,000 per month.
In response to the Tesla investor’s comments, Musk responded that he would “definitely need to enhance security.” Musk’s response was well appreciated by the Tesla and electric vehicle community as a whole, with some users on X stating that the CEO must be kept safe.
Musk is a key part of Tesla, and this was highlighted in the company’s proposed 2025 CEO performance award, which outlines a path towards the company attaining a market cap of $8.5 trillion. In its filing, Tesla highlighted that Elon Musk’s leadership is a fundamental part of the company and its future.
News
This signature Tesla feature is facing a ban in one of its biggest markets
The report indicates that Chinese government agencies have concerns “about failure rates and safety issues with the flush design.”
A signature Tesla feature is under fire in one of the company’s largest markets, as regulators in one EV hot spot are mulling the potential ban of a design the automaker implemented on some of its vehicles.
Tesla pioneered the pop-out door handle on its Model S back in 2012, and CEO Elon Musk felt the self-presenting design was a great way to feel like “you’re part of the future.”
It is something that is still present on current Model S designs, while other vehicles in the Tesla lineup have a variety of handle aesthetics.
According to Chinese media outlet Mingjing Pro, the company, along with others using similar technology, is facing scrutiny on the design as regulators consider a ban on the mechanism. These restrictions would impact other companies that have utilized pop-out handles on their own designs; Tesla would not be the only company forced to make changes.
The report indicates that Chinese government agencies have concerns “about failure rates and safety issues with the flush design.”
However, EVs are designed to be as aerodynamically efficient as possible, which is the main reason for this design. It is also the reason that many EVs utilize wheel covers, and sleek and flowing shapes.
However, the Chinese government is not convinced, as they stated the aerodynamic improvements are “minimal,” and safety issues are “significantly elevated,” according to The Independent.
The issue also seems to be focused on how effective the handle design is. According to data, one EV manufacturer, which was not specified in the report, has 12 percent of its total repairs are door handle failure fixes.
There are also concerns about the handles short-circuiting, leaving passengers trapped within cars. Tesla has implemented emergency latch releases in its vehicles that would prevent passengers from getting stuck in their cars in cases of electric malfunctions or failures.
However, evidence from the Chinese Insurance Automotive Technology Research Institute (C-IASI) suggests that 33 percent of door handles using this design fail to function after a side impact.
Obviously, Tesla and other automakers could introduce an alternative design to those vehicles that are affected by the potential restrictions China intends to impose. The regulation would take effect in July 2027.
Tesla hacker finds lifesaving FSD suggestions in 2025.32.3
Elon Musk assures Tesla investors he will enhance his security detail
This signature Tesla feature is facing a ban in one of its biggest markets
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