Tesla has officially launched its design-refreshed Model Y “Juniper” for the Chinese market, and as many wonder when the electric vehicle (EV) will launch in North America, another has been spotted driving in California.
As captured in a video from X user Teslaconomics on Sunday, a covered Tesla Model Y “Juniper” was spotted driving in Santa Clara, California, following the company’s official launch of the EV in China on Thursday. In the video, you can see the vehicle’s front and rear bumpers covered with a wrap to hide the newly redesigned headlights and taillights, despite them having gone public with the recent launch.
The sighting comes as the latest U.S. sighting of the new Model Y, and the first since the newly refreshed vehicle went on sale in China. It shouldn’t come as too much of a surprise to see the EV driving around the Bay Area, especially given Tesla’s engineering headquarters located in Palo Alto and its factory in Fremont, though it does add to speculation as to when the company will launch the vehicle in the U.S.
Some users also noted that it was interesting that Tesla continued to cover the vehicle up, since the design has already been revealed, though it likely would have created pretty substantial buzz if it had been spotted in the U.S. without any covering.
You can see the full video below, as posted by Teslaconomics.
BREAKING: I found the new Tesla Model Y in Silicon Valley, CA! pic.twitter.com/Xsf5DEk5M5
— Teslaconomics (@Teslaconomics) January 12, 2025
READ MORE ON TESLA’S REFRESHED MODEL Y: The Model Y ‘Juniper’ is not stalkless like the Model 3
Other Tesla Model Y ‘Juniper’ sightings in recent weeks
Multiple other covered Model Y vehicles were spotted in the Bay Area in the weeks leading up to the China launch, most recently including a sighting in Hayward, California, just days before the new year began. From the photos and video shared in that sighting, we were able to see the red light bar across the rear that had previously been rumored, along with hints as to the front light bar, both of which have now been revealed.
Credit: suppalatte | X
About a week prior to that, another covered version of the new Tesla Model Y was seen driving in San Mateo, again with the typical covering. In both appearances, the vehicles’ windows were heavily tinted, so we weren’t at the time able to see what the interior looked like. Yet another refreshed Model Y was seen driving in San Jose a little over a week earlier, initially giving viewers the idea that it may include the red light bar.
Others were spotted as far back as August, though they’ve definitely been seen with increasing frequency in the last several weeks.
Credit: zoomich_usa | X
Credit: Y2KColin | X
When will Tesla launch the new Model Y in the U.S. and Canada?
It’s not yet clear when Tesla plans to launch the newly refreshed Model Y “Juniper” in the U.S., Canada or other markets, but the company could follow a similar pattern to its release of the refreshed Model 3 in late 2023 through last year. For that launch, Tesla first debuted the new Model 3—then dubbed the “Highland”— in European and Asian markets in 2023, before launching the redesign in the U.S. last January.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Tesla China is clearing out legacy Model Y units: here’s what’s left
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Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
