News
Tesla Model X Plaid deliveries are starting, and its first owner reviews are in
It took a long time, but customer deliveries of the Model X Plaid have started. And based on initial reviews of customers who have taken delivery of the vehicle, it appears that the flagship all-electric crossover is just as practical as ever. But this time around, the Model X’s practicality is paired with performance that is downright insane considering its nature as a crossover SUV.
Initial images of Model X Plaid deliveries were posted on social media over the past few days. And while the number of vehicles being handed over seems very small compared to the Model S Plaid, it does seem like Tesla is looking to hit its pace when it comes to the deliveries of its flagship SUV. It will then be unsurprising if the Model X Plaid’s delivery figures see a steady increase over the next quarters.
With Teslas being among the most compelling vehicles on the road today, it was not surprising to see that some customers opted to document their delivery experience for the Model X Plaid. Among these were the owners of aftermarket accessory provider RPM TESLA, who documented their delivery experience and initial insights about the vehicle in a rather extensive YouTube video. Based on the Model X owners’ observations, Tesla appears to have retained the best aspects of its flagship crossover that customers have loved over the years while introducing some key improvements.
Being a provider of aftermarket products, the owners of RPM Tesla are familiar with the Model X’s quirks. But according to the electric vehicle owners, the Model X Plaid seems to have improved on some aspects that were lacking in its predecessors, particularly with regards to its Falcon Wing Doors. Much praise was also given to the vehicle’s interior, which looks notably more advanced than the already-futuristic cabin of the Model X’s previous iterations. Of course, the substantial utility offered by the flagship crossover SUV’s cavernous cabin is just as incredible as before.
What was not highlighted in the Tesla owner’s video was that beyond the utility and impressive practically offered by the flagship vehicle, the Model X Plaid is actually a pretty insane electric car in its own right. This is because the Model X Plaid, similar to its sedan sibling, features three carbon-wrapped electric motors that allow the hulking all-electric vehicle to launch from zero to sixty in 2.5 seconds and complete the quarter-mile in less than 10 seconds. That’s as quick as a Bugatti Veyron or a Porsche 911 Turbo S.
Of course, one could argue that no one really needs a 5-7 seater crossover SUV to be as quick as some of the world’s most formidable supercars, but this is Tesla we’re talking about. If one were to consider the presence of the Model X Plaid’s sibling, the Model S Plaid, as well as upcoming vehicles like the next-generation Roadster, then the idea of a seven-seat crossover SUV that completes the quarter-mile in less than 10 seconds makes quite a bit of sense.
Watch RPM Tesla’s insights on the Model X 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
