News
Tesla Model 3 “Phantom Drain” compared to Model S and Model X
Tesla Model 3 currently leads the pack in terms of having the highest parasitic battery drain, or better known as “Phantom Drain”, over Tesla’s more mature Model S and Model X.
Phantom Drain represents the amount of charge an electric vehicle loses when it is not being driven or operated by a person, similar to how smartphones lose battery power while in standby mode. In the case of Tesla vehicles, the battery discharges while the car is not being driven in order to provide power to its onboard electronics and auxiliary functions, such as the battery’s thermal management system. According to the Model 3 Owners Guide, the vehicle, on average, should discharge at a rate of around 1% per day, similar to Tesla’s quotes for the Model S and Model X’s battery drain levels.
However, looking at data collected through TezLab, a popular app among the Tesla owners community that tracks vehicle power usage, efficiency, and other statistics, Ben Sullins of the Teslanomics YouTube channel was able to see a significantly larger discharge rate from the Model 3. Ben was also able to compare the differences in vampire drain between the 3,855 Model S, 1,281 Model X, and 362 Model 3 being sampled.
Looking at the distribution of Phantom Drain between the Model S, Model 3 and Model X, it could be seen that around 60% of TezLab’s users experienced drain levels similar to Tesla’s quoted levels, which are on the 1-2% range per day. However, the differences between battery drain of the Model 3 and the Model S and X become more prominent over time. It’s worth noting that any parasitic losses as a result of TezLab connecting to the vehicle on a recurring basis may also be accounted for in the results being reported.
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- Phantom Drain Info Graphic comparing Model S, Model 3, Model X [Credit: TezLab]
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- A comparison of the Phantom Drain levels of the Model 3, Model S, and Model X. [Credit: Ben Sullins/YouTube]
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- A comparison of the Phantom Drain levels of the Model 3, Model S, and Model X. [Credit: Ben Sullins/YouTube]
As noted by Ben, the Model 3’s Phantom Drain levels exhibited volatility sometime during the November 2017 to January 2018 period. Ben’s recent real-world range test using his RWD Long Range Model 3 on an LA to Las Vegas route showed an even more drastic level of Phantom Drain, with his car losing almost 20 miles of range while he and his companion ate lunch. That’s a loss of more than 6% from the Model 3’s rated 310-mile range in the span of an hour.
The drain levels of Model 3 owners using the TezLab app has started becoming more normalized, suggesting that the longer the vehicles are on the road, and as Tesla pushed firmware updates to its Model 3 fleet, the more consistent the cars’ drain levels became. Back in 2015, we covered a Model S that lost an average of 2.3% rated range per day while the vehicle was left in 16-degree Fahrenheit (-9 C) weather.
Overall, Tezlab’s data shows that the Model 3 is becoming more consistent as the maturity of the vehicle’s software is improving. Other features like its battery thermal management systems and its auxiliary functions are improving over time as well. These improvements are a trademark of Tesla, which is known as one of the only carmakers whose vehicles get better after they roll off the showrooms.
Watch Ben’s video on the Phantom Drain of the Model 3 compared to the Model S and Model X.
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
