It’s no secret Tesla’s Plaid Model S is perhaps the most exciting product release in the automaker’s short and storied history. A revision of the company’s first passenger sedan, the Plaid Model S sports a completely redesigned interior and a body design similar to that of its predecessor, with a few improvements, of course. But the car has been spotted by a lucky few in the wild near snow, and now, Tesla is preparing that very same car to blister the asphalt in not only the Summer heat but also the snow in a Winter wonderland.
After initial sightings of the new Model S revealed the vehicle to be in Toledo, Ohio, one might wonder: Why would Tesla send a car from Sunny and warm Northern California to the cold and arid roads of Northern Ohio. A couple of indicators point to the company’s past release preparations of its other cars. For example, the Model Y and the unreleased Semi have been spotted in snowy terrains on numerous occasions. Both cars will be travelers in their own rights, one for passenger transport and the other for commercial use. However, they’re both applicable to wintery conditions, especially the Semi, which will likely trek from one end of the country to the other for some drivers. Simultaneously, the Model Y in its mass-market building strategy will be present in plenty of challenging terrains by its massive band of owners.
However, the Plaid Model S is a little bit different. The Model S will always hold a special place in Tesla’s hypothetical heart; we know it does in the most crucial organ of its CEO Elon Musk, who once said that Model S production continued for sentimental reasons. However, the Model S is undergoing a rebirth of sorts, and while it was spotted in Ohio for what is likely winter testing, Tesla dropped its own tidbit of information regarding the Model S Plaid and its performance in snowy terrains.
Plaid winter testing pic.twitter.com/Zau1dWZD2U
— Tesla (@Tesla) February 19, 2021
We know the Model S has been one of the fastest, sportiest, and for some (like me), the best looking EV out there. With over 400 miles of range in its Long Range variant and a speed of 1.9 seconds from 0-60 MPH for its Plaid+ configuration, the Model S is truly a car of all trades. For a long time, and especially to those who live in snowy climates, the ideal car in the snow is always just a four-wheel or all-wheel-drive powertrain, and if a choice is given, an SUV is certainly superior to a sedan. But the Model S is making moves to be the ultimate all-weather vehicle. And why not?
Driving down a sunny strip near the coast in the dead of summer sounds great, but the Model S is also capable of ripping up the snow and likely any other terrain it is confronted with. The Model S will always remain Tesla’s flagship vehicle, especially while it remains in production for the foreseeable future. But more than that, the consumer who purchases the all-electric powerhouse will now have a great opportunity to have even more robust, dominating, and unequivocal power through whatever scenario it is confronted with.
The Model S really is one of the most perfect and well-rounded cars available to consumers today. With Tesla showboating the new Model S Plaid’s capabilities in the snowy terrain of the video above, we know that the car will be ideal for anyone looking for power, performance, and pleasure any time of the year.
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
