News
Elon Musk confirms new Tesla Model S will not have a “normal” steering wheel option
The Tesla Model S Plaid has been favorably received in terms of its performance and tech, but there is one aspect of the vehicle that has remained divisive since Day 1: its steering yoke, which has resulted in a substantial amount of skepticism from both Tesla critics and supporters alike. As per recent Elon Musk’s recent posts on Twitter, however, the Model S’ yoke is here to stay, and that’s it.
The new Model S and Model X’s steering yoke promptly caused a lot of controversy as soon as they were revealed in the company’s Q4 and FY 2020 Update Letter. Amidst the debates surrounding Tesla’s decision to equip its flagship cars with the unconventional steering system, an image was observed from the source code of Tesla’s website which suggested that there may be another option for Model S and Model X customers.
The image depicted a render of the new Model S’ interior with a round steering wheel, just like the “Raven” series that preceded it. The refreshed Model S’ round steering wheel even made it to some of the flagship sedan’s pre-production vehicles. By then, it seemed like Tesla was prepared to offer the new Model S and Model X with both steering yoke and regular steering wheel options. This, however, did not turn out to be the case when the Model S Plaid started its deliveries last month.
Elon Musk, for his part, has noted that he is fond of the yoke, which arguably gives the new Model S’ cabin an even more futuristic feel. And in a recent interaction on Twitter, the Tesla CEO confirmed that the company would not be offering a regular steering wheel option for the flagship sedan, and likely for the new Model X as well. This is quite interesting since prior to his update, Musk was acknowledging the critiques of YouTube tech reviewer Marques Brownlee, who noted that his Model S’ yoke was prone to accidental capacitive button presses.
For now, it appears that Tesla is determined to see the steering yoke through. As per Elon Musk, the company would be focused on improving the new Model S’ intuition through software updates. Eventually, Musk noted that the vehicle would learn to ignore accidental button presses such as those mentioned by the prolific tech reviewer.
To Tesla’s credit, the Model S Plaid’s steering yoke has also received a lot of praise from some of the car’s owners and reviewers. It has some advantages too, as it provides better visibility and it forces drivers to hold the steering yoke in the 9 and 3-o’clock position, which is optimal for safety. Other Model S Plaid owners who have taken delivery of their vehicles have also mentioned that the learning curve for Tesla’s yoke is not that steep, and drivers would likely be used to it after using the car for a bit. The question now, of course, is if Tesla continues its dedication to the yoke even in vehicles like the Cybertruck, whose prototype is already equipped with the futuristic steering system.
Watch Marques Brownlee’s first impressions of his Tesla Model S Plaid in the video below.
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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
