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The saga continues with Model X driver involved in Montana crash
Mr. Pang is back this time with a second open letter to Tesla
The Tesla Model X driver involved in a Montana crash while using Autopilot is stirring up controversy once again this time asking Tesla Motors to reveal additional details from the incident. It seems that language differences play a large role in this dispute. Acting as his representative, Steven Xu sent us a second open letter Mr. Pang penned to Elon Musk, in which he takes issue with Tesla’s account of the accident. The open letter reads as follows:
Here is the second letter from my friend, Mr.Pang.
To Tesla Team:
It has been weeks since I published the letter. No one has ever tried to contact us and discus about the crash. To fully understand the reason that caused this crash is critical for all tesla drivers. After awhile tesla published a response towards our letter. Most of parts are fit into the story. However there are few points that I would like to point out.
“From this data, we learned that after you engaged Autosteer, your hands were not detected on the steering wheel for over two minutes. This is contrary to the terms of use when first enabling the feature and the visual alert presented you every time Autosteer is activated.”
I admit that my hands were out of steering wheel after I engaged autopilot. The reason that I was doing that is because I put too much faith in this system. I also believe most Tesla driver would do the something when they
engage autopilot including Elon. The problem here is that Tesla had over advertised this feature by calling it “autopilot”. This feature should named “advance driving assistant”. It is possible that Tesla had known accident like this would come sooner or later. Tesla might think that setting up the term by saying “please put hands on steering wheel at all time” would be response free for Tesla.
2、 As road conditions became increasingly uncertain, the vehicle again alerted you to put your hands on the wheel.
The road condition was better than fine. Lane mark is absolutely clear. Road is flat and there is no incoming car. No matter what my sight was never out of the road. However everything was happened too fast for me to take control. Everything happened in less than a second.
3、No steering torque was then detected until Autosteer was disabled with an abrupt steering action. Immediately following detection of the first impact, adaptive cruise control was also disabled, the vehicle began to slow, and you applied the brake pedal.
No one should avoid the cause of the malfunction of autopilot feature. Since you start explaining it, I realize that you are implying that some sort of force was applied to the steering wheel by me. I had no idea how Tesla got this clue. There are two points I want to make here. First, my hands were not on the steering wheel. Second no obstacle was on the road to alter the steering wheel direction. The one and the only one that was taking control of this entire vehicle and steering it away from the road is autopilot software itself. Somehow I realize if my hands were on the steering wheel with a force, would Tesla blame me for the collision? To me it looks like that if an accident occur by autopilot, either hands are on or not on the steering wheel, Tesla can always find a way out by saying “abrupt steering action”.
Tesla also claimed that “abrupt steering adaptive cruise control was also disabled, the vehicle began to slow.”
This is nowhere near the truth. The real thing is that vehicle was NEVER attended to slow from hitting the first pole towards the last. It only took about a second to hit 12 wood poles. I believe if it wasn’t me who brake the vehicle it would continued cruising. Mr. Huang was injured severely due to high speed impact.
Tesla as a global impact company should respect the truth of every incident. Nothing is more important hand human life. Lying or manipulating towards public about what really happened is unacceptable.
Weeks ago I got contacted by Tesla regarding this accident. Since you cannot find a mandarin translator, we rearranged the call again in four hours. However that was the last time when Tesla tries to contact me. What I am asking is to fully reveal the driving data from the collision. Reliability of Autopilot software matters to hundreds and thousands of Tesla drivers. I wish to know the entire story about what really happened on us on that collision.
Thanks
Sincerely
Mr. Pang
Steven Xu pointed us to comments being made on the Tesla Motors Club forum that seemingly offers Mr. Pang no support at all. In fact, based on those comments, there almost seems to be a cultural bias in play in this situation. One wonders if perhaps things would seem different if they were driving a car in China that only displayed instructions in Mandarin.
Pang’s complaint is very similar to one lodged by a Chinese customer last month whose Tesla crashed on the highway on the way to work. He claimed that the salesman he spoke to before purchasing his car told him specifically that the car could drive itself and proved it by driving with his hands off the wheel during a test drive. Tesla later amended the language it uses to describe its Autopilot system on its Chinese website. It’s possible that same linguistic confusion has a bearing on Mr. Pang’s unfortunate accident.
At this point, it seems the matter will be handled by insurance companies and lawyers. Tesla apparently has had no further contact with Pang. Through Steven, Pang says, “Weeks ago I got contacted by Tesla regarding this accident. Since you cannot find a Mandarin translator, we re-arranged the call again in four hours. However, that was the last time when Tesla tries to contact me.
“What I am asking is to fully reveal the driving data from the collision. Reliability of Autopilot software
matters to hundreds and thousands of Tesla drivers. I wish to know the entire story about what really happened on us on that collision.”
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
