News
First look at Tesla Model 3 Standard Range Plus’ faster charging speed in action
A Tesla Model 3 Standard Range Plus owner recently demonstrated the improvements in his vehicle’s Supercharging speed following the release of the 2019.40.2.1 update. The over-the-air speed boost allows even lower-tier variants of the Model 3 to recharge their batteries at a rate that exceeds that of competitors.
In a post on Twitter, Tesla Model 3 owner @TeslaOwnersLV showed how his all-electric sedan was able to hit charging speeds of up to 601 mph. Prior to receiving the 2019.40.2.1 update, the Tesla enthusiast stated that his Model 3’s charging rate usually leveled off at around 100-106 kW.
Particularly interesting in the Model 3 owner’s video was the fact that the vehicle was not connected to Tesla’s fastest charger. It was taken at a V2 station, which has a maximum output of 150 kW. With a 250 kW V3 Supercharger, the Model 3 Standard Range Plus could charge at an even faster rate.
@Tesla @elonmusk
Taking advantage of the increase in charging rate (SR+) since update 2019.40.2.1
Thanks @elonmusk pic.twitter.com/eCKSqiBuan— Oh My Portugal! (@OhMyPortugal) December 16, 2019
Tesla has been rolling out improvements to the Supercharging speed of its more affordable vehicles as of late. In early November, Tesla released its version 2019.36.1 update, and one of its key upgrades was an increase in Supercharging peak power by 50-70%. Prior to the update, the Standard Range Plus Model 3 had a maximum 100 kW to 120 kW charge rate, which was ample but not on par with the charging speed of Tesla’s higher-tier vehicles.
The release notes for the Standard Range Plus’ charging speed boost were short and direct. “Your Model 3 is now able to charge with increased peak rate power up to 170 kW,” Tesla wrote. Yet, despite this simple description, the upgrade provided a great improvement to the user experience of the vehicle. Charging stops became shorter and faster, a big advantage for extended trips.
Confirmed! 2019.36.1 increases the peak supercharging power for Model 3 SR+ to 170kW. Source https://t.co/MTX9QHYj6P pic.twitter.com/fadz41eBlE
— Tesletter (@tesletter) November 3, 2019
But it’s not just the Standard Range Plus Model 3 that received a boost in Supercharging speeds. In late November, Tesla also introduced an increase in Supercharging peak power for the rare Mid-Range Model 3, raising its maximum charging speed to 200 kW with the Supercharger V3 Network. This was on top of the vehicle’s 5% performance boost, which reduced the Mid-Range Model 3’s 0-60 mph time to 4.9 seconds.
Tesla’s lead in battery tech and charging systems can be seen in how the company improves its vehicles’ specs over time. With its 170 kW peak charging rate, a sub-$40,000 Model 3 Standard Range Plus can replenish around 118 miles of its range in 10 minutes, provided that it is connected to one of Tesla’s 250 kW Supercharger V3 stations. In contrast, the $150,000 Porsche Taycan Turbo, with its 250 kW peak charging rate (at least for now), is able to recharge around 85 miles of its range in 10 minutes.
Along with faster Supercharging rates, the 2019.40.2.1 release notes talk about improvements in the Adjacent Lane Speeds feature, Automatic Wiper Fixes, and Autosteer Stop Sign Warnings.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
