News
Tesla Supercharger Network allows Model 3 owner to travel from NY to FL for less than $70
One of Tesla’s biggest advantages in the electric vehicle sector is arguably its Supercharger Network, which allows vehicles to recharge their batteries in a convenient, rapid, and affordable fashion. This was highlighted recently by a Model 3 owner who spent less than $70 in Supercharging fees during a two-day trip that spanned over 1,200 miles, from Buffalo, NY to Melbourne, FL.
Tesla owner Richard Clements shared some insights about his 1,248-mile drive in a recent post on the Tesla Owners Club New York State blog. According to the Tesla owner, the trip was not difficult at all, especially since the Model 3 provided all the information necessary to ensure that the vehicle always had sufficient charge.
Thanks to the Supercharger Network’s reasonable rates, the Model 3 owner only spent an average of $0.25/kWh during the New York to Florida trip. This meant that over the course of the two-day drive, Clements only spent a total of $69.96 in Supercharger fees. The Tesla owner noted that this amount was about half of what he used to spend when he was still making the trip with his Jaguar or CR-V. Even with low fuel prices, Clements noted that he would spend about $140 in fuel costs.
The Model 3’s total charging time at Tesla Superchargers stood at about 207 minutes, though 40 minutes of this was done in a hotel, where Clements spent the night. With this in consideration, the Tesla owner noted that the effective charging time of the Model 3 was actually just around 167 minutes. Based on his driving behavior, which involves stopping for bathroom and food breaks every 3.5 hours or so, the Tesla owner noted that the Model 3’s downtime was comparable to his previous ICE vehicles.
“To make a valid time comparison though, our Supercharging time in Wytheville VA was done right in the parking lot of the hotel where we were spending the night, so that charging time had no effect on our overall travel time. Deducting those 40 minutes makes the effective time 167 minutes. To make a valid comparison, there has to be some downtime on a trip like this. Any ICE vehicle still needs about 10 minutes to refuel at least 3 times on a trip of 1,250 miles, so by my estimate that’s 30 minutes for refueling.
“Also, as a practical matter, we don’t generally last more than about 3.5 hours without a need for plumbing or something to eat, so generally, we’d also be stopping for some meals… Assuming lunch and other miscellaneous breaks on our Florida run, that would easily account for about another 2 hours of downtime. So adding those two hours to the gasoline refueling time, the total would be 160 minutes. That compares to the 167 minutes in our Tesla—only an insignificant 7 minute’s difference,” Clements concluded.
Tesla’s ramp of its Supercharger Network would likely accelerate this year, particularly as the company doubles down on the expansion of its V3 chargers across the United States. Overseas, Tesla’s charging network is also making waves, with the electric car maker establishing a dedicated Supercharger factory just a few miles from Gigafactory Shanghai. The facility is expected to have an output of 10,000 Superchargers per year.
Clements’ full account of his sub-$70, 1,248-mile drive from Buffalo, NY to Melbourne, FL could be accessed here.
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News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
