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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Elon Musk
Elon Musk says Tesla Robotaxi launch will force companies to license Full Self-Driving
“The automakers keep being told that this isn’t real or that just buying some hardware from Nvidia will solve it. As Tesla robotaxis become widespread and their other solutions don’t work, they will naturally turn to us.”
Tesla CEO Elon Musk says the automaker’s Robotaxi platform launch later this month will essentially force other companies to license Full Self-Driving to achieve their own goals of achieving autonomy.
Musk’s statement comes as a video captured today showed the first Tesla Robotaxi test mules on public streets in Austin, Texas, just one day after the City officially listed the company as an autonomous vehicle operator.
A prediction by investing YouTube and Tesla community member Dave Lee stated that “at least one automaker by end of year” will license Full Self-Driving from the Musk-led company, as it will give rivals the confidence to use the software to run their own self-driving operations.
Lee detailed his theory by stating that the company that chooses to commit to FSD licensing will not be able to integrate the hardware and sell those units immediately. Instead, it will take two years or so to solve the engineering and design applications.
First Tesla driverless robotaxi spotted in the wild in Austin, TX
Musk revealed his true thoughts on other automakers’ attempts at vehicle autonomy, and said many are being told that Robotaxi is not real or that they can solve their problems with hardware orders to Nvidia.
He went on to say that companies will be forced to turn to Tesla at some point or another, because Robotaxi will be widespread and their solutions to figuring out an effective deployment will prove to be failures:
“The automakers keep being told that this isn’t real or that just buying some hardware from Nvidia will solve it. As Tesla robotaxis become widespread and their other solutions don’t work, they will naturally turn to us.”
The automakers keep being told that this isn’t real or that just buying some hardware from Nvidia will solve it.
As Tesla robotaxis become widespread and their other solutions don’t work, they will naturally turn to us.
— Elon Musk (@elonmusk) June 10, 2025
Musk has not been shy to respond to speculation regarding the video of the Robotaxi, which was shared on X earlier today. This is perhaps one of the more fiery things he revealed. He seems ultra-confident in what Tesla will prove and achieve in the near future with the launch of the Robotaxi platform.
Many believe it will be rolled out this month. Bloomberg reported recently that Tesla was internally aiming for June 12. The company has not directly responded to these rumors.
Tesla has discussed on several occasions that it is in talks with an automaker about licensing Full Self-Driving, but it has never revealed who. The company first revealed discussions with another automaker in early 2024 when Elon Musk said:
“We’re in conversations with one major automaker regarding licensing FSD. It really just becomes a case of having them use the same cameras and inference computer and licensing our software. Once it becomes obvious that if you don’t have this (FSD) in a car, nobody wants your car. It’s a smart car… The people don’t understand all cars will need to be smart cars, or you will not sell, or nobody would buy it. Once that becomes obvious, I think licensing becomes not optional.”
Tesla confirms it is in talks with major automaker for potential FSD licensing
Many, including us, suspected that Ford was the company that Tesla was speaking of due to Musk’s relationship with Jim Farley, which resulted in the legacy automaker being the first major car company to adopt Tesla’s North American Charging Standard (NACS), which gave them access to the Supercharging Network.
This catalyzed an onslaught of companies choosing to make the same move as Tesla had truly set itself apart in terms of charging infrastructure.
Companies may be forced to make a similar decision if it can make the same type of statement with the rollout of Robotaxi.
Elon Musk
Tesla CEO Elon Musk reveals new details about Robotaxi rollout
The first Tesla Robotaxi unit was spotted in Austin earlier today, and CEO Elon Musk is revealing some cool new details.
Tesla CEO Elon Musk has revealed new details about the company’s relatively imminent rollout of the Robotaxi platform as the suspected launch date of June 12 continues to near.
Earlier today, the first video showing the first driverless Tesla Robotaxi in Austin was shared on X, just a day after the City officially listed the company as an autonomous vehicle operator on its website. Tesla is listed as a company in the “Testing” phase.
🚨 BREAKING: The first Tesla Robotaxi has been spotted in Austin!
It’s has the word “Robotaxi” inscribed on the side, and it’s very clear that there is nobody in the driver’s seat.
It does appear that someone is in the passenger’s seat. https://t.co/6BdTfd4B8p pic.twitter.com/dygWCeQ5kZ
— TESLARATI (@Teslarati) June 10, 2025
The initial details of the Robotaxi are being revealed by Musk, who is carefully releasing small tidbits that seem to show the capabilities of the entire Tesla fleet, and not necessarily just the vehicles that will be involved in the initial rollout in Austin.
First Tesla driverless robotaxi spotted in the wild in Austin, TX
His first tidbit is one that many Tesla owners and fans will already know: many Teslas are capable of this driveless performance, but Full Self-Driving is not yet refined to the point where the software is quite ready to handle it. Current versions are robust, but not prepared for driverless navigation. The hardware, however, will enable Teslas to be Robotaxis, even if they’re already purchased by owners:
These are unmodified Tesla cars coming straight from the factory, meaning that every Tesla coming out of our factories is capable of unsupervised self-driving! https://t.co/n94ln0Uas6
— Elon Musk (@elonmusk) June 10, 2025
This is one of the biggest advantages Tesla has over other vehicle makers. Simply put, the Over-the-Air software updates that will roll out to FSD users will eventually make their cars into Robotaxis as well.
However, Musk shed some details on the version of FSD that is being run in these new Robotaxis that were spotted. Musk said that the version these Robotaxis are running is a new version, but will soon “merge to main branch.”
There is also an even newer version that has four times the parameters as this newer version that the test-stage Robotaxis are using, but Musk admits that this needs significant refinement before it is released to the public.
It’s a new version of software, but will merge to main branch soon.
We have a more advanced model in alpha stage that has ~4X the params, but still requires a lot of polishing.
That’s probably ready for deploy in a few months.
— Elon Musk (@elonmusk) June 10, 2025
As of now, Tesla is simply teasing the actual launch date of the Robotaxi program, but Bloomberg reported earlier this month that it will occur on June 12.
News
First Tesla driverless robotaxi spotted in the wild in Austin, TX
The short clip suggests that Tesla may be ramping up its preparations for its robotaxi rollout in Austin.
A recent video posted on X has provided a first look at Tesla’s driverless robotaxi, which is expected to be deployed in Austin, Texas, this month. The vehicle was a new Tesla Model Y, which was followed by what appeared to be a manned chase car.
The short clip suggests that Tesla may be ramping up its preparations for its robotaxi rollout in Austin.
The First Robotaxi Sighting
It was evident from the short clip that the Tesla robotaxi was operating completely driverless. In the video, which was posted on X by @TerrapinTerpene, the driverless Tesla could be seen confidently making a turn. The vehicle looked and behaved like any other car on the road, save for the fact that there was no one in the driver’s seat.
Interestingly enough, the short video also provided a teaser on where Tesla will place its “robotaxi” logo on its self-driving cars. Based on the video, the robotaxis’ logo will be tastefully placed on the front doors, making the vehicles look sleek and clean.
Initial Rollout Imminent
Recent reports have suggested that Tesla is already starting the testing phase of its robotaxi service in Austin, Texas. Expectations are also high that Tesla’s initial fleet of self-driving vehicles will be utilizing a lot of teleoperation to ensure that they operate as safely as possible.
Updates to Austin’s official website recently have hinted at Tesla’s robotaxi launch. Just this Monday, Tesla was listed as an autonomous vehicle (AV) operator on Austin’s official Department of Motor Vehicles (DMV). Other AV operators listed on the site are Waymo and Zoox, among others.
Elon Musk, for his part, has noted that by the end of June, the public in Austin should be ready to take rides in Tesla robotaxis without an invitation. He also noted in late May that Tesla has been busy testing driverless cars on Austin’s city streets without any incidents.
Elon Musk says Tesla Robotaxi launch will force companies to license Full Self-Driving
Tesla CEO Elon Musk reveals new details about Robotaxi rollout
First Tesla driverless robotaxi spotted in the wild in Austin, TX
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