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Tesla shares glimpse of a streamlined Model 3 paint shop with udder-like robots
A day after dropping a bombshell announcement about its possible privatization, Tesla is back to its candid, humorous ways on social media, with the electric car company uploading a rather strange video featuring a paint applicator robot for the Model 3 — a machine that looks uncannily similar to a cow’s udder. Topping the post off was the perfect caption — a series of emojis including a cow and a robot.
https://www.instagram.com/p/BmOZ5C0BOgB/?taken-by=teslamotors
Tesla’s recent upload stands as a lighthearted contrast to the seriousness surrounding the company and its bid to go private. Elon Musk surprised the markets on Tuesday by announcing that he was considering taking Tesla private at $420 per share, and that funding has been secured. The market reacted strongly to the news, pushing the company’s stock up 11% before the day’s trading ended. Musk’s announcement also triggered a wave of new doubts from the company’s critics, some of whom alleged that the privatization bid went under Tesla’s board of directors, or that Musk might have broken the law by revealing his plan on Twitter.
Amidst all the tension presently surrounding the company, fun, harmless social media posts such as the Model 3’s udder-style paint applicator are a reminder of Tesla’s fun nature. Elon Musk is never one to hesitate when it comes to having some fun, even at his own expense, and this personality extends to his companies. Stuffing a sports car on a rocket and sending it to space, naming a boring company as literally The Boring Company — these are trademarks of Musk’s character, and it is something that Tesla has lost a bit over the past few months.
Tesla is the only one among Musk’s companies that is publicly traded. It is also the one that gets scrutinized the most. SpaceX launches might attract sensational headlines from mainstream media every so often, but they are nothing compared to the negative coverage that Tesla draws. This is something that Elon Musk has continuously battled over the past few months, and unfortunately for the CEO, there were numerous times when he lost control of the narrative. In a letter to employees explaining why he is considering taking Tesla private, Musk mentioned that a departure from the public markets would likely create a setup where “there are no perverse incentives for people to try to harm what (the company is) trying to achieve” — a statement seemingly directed at the company’s critics and short-sellers.
In a way, Tesla’s fun upload featuring its robot udder Model 3 paint applicator is not just the company showing its more playful side. It is also Tesla’s way of showing that its paint shop — one of the sources of bottlenecks in the Model 3 production in Q2 — is working well. The Model 3’s production has quite literally passed through manufacturing hell since the vehicle started rolling off the assembly line last year. Elon Musk even noted in a previous interview that the whole ordeal had left him with permanent mental “scar” tissue.
One of the sources of these bottlenecks is the company’s paint shop. Several reports published in Q2 alleged that Tesla’s paint shop was contributing to the “sluggish” pace of Model 3 production due to improper cleaning, maintenance, and insufficient training for new employees. Reports about the company’s paint shop also alleged that Tesla’s employees were worried about their health due to the fumes from the paint the company is using. Tesla denied these reports, stating that its paint shop is regularly monitored and maintained, and that it is continually improving the training of its staff.
In the Q2 2018 earnings call, Elon Musk specifically mentioned the paint shop as one of the areas where Tesla is looking to improve. While discussing the systems it would employ in its upcoming factories such as Gigafactory 3 in China; Musk stated that Tesla is in the process of the figuring out how to make the paint shop a lot simpler.
“I think we can be a lot more efficient with CapEx, and that would include at least a factory module and pack production, body shop, paint shop and general assembly. We’re also figuring out how to make the paint shop a lot simpler and general assembly a lot simpler,” Musk said.
Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
