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Tesla Model Y outsells Model 3 in California once again

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The Model Y crossover was once again Tesla’s most popular vehicle in its home state of California, outdueling its sibling Model 3 sedan by over 4,000 units through the first quarter of 2021, new data shows. Interestingly, this is not the first time this has happened.

Registrations in California for the Model 3 were listed at 8,060 units for the first three months of 2021, data from Cross-Sell, a research firm, suggests. Cross-Sell tracks title and registration data for automakers across several regions. Reuters initially reported the data.

Credit: PCAuto.com

Despite the 8,060 Model 3 sedans that Tesla registered in California in Q1, the Model Y was once again the company’s biggest seller in the Golden State. The data suggests the Model Y was sold 12,227 times in Q1, making it a dominating victory for the all-electric crossover over its sibling sedan. The Model 3 has been Tesla’s biggest seller worldwide since it was first rolled out in Summer 2017. However, the Model Y is rapidly approaching numbers that could rival the Model 3, especially as demand for the crossover continues to grow globally.

Overall, vehicle registrations for Tesla slightly decreased from Q4 2020 to Q1 2021 from 22,117 to 21,520. Q4 is statistically the strongest quarter for automotive sales and is usually Tesla’s largest quarter as a company as it typically offers End-of-Year incentives like free Supercharging to increase annual delivery and production figures before a calendar year ends. Tesla’s Q1 2021 was shockingly impressive as the automaker managed to eclipse Wall Street estimates by over 20,000 units. Tesla announced in early April that it had delivered 184,800 cars in Q1 while producing 180,338. Wall Street consensus estimates had pegged the automaker at around 162,000 deliveries.

The Model 3 and Model Y were the largest contributors to the record quarter for several reasons. Initially, Tesla revitalized both the Model S and Model X, the company’s two flagship vehicles. The company announced the refresh of the two cars during its Q4 2020 Earnings Call in late January, which included a completely redesigned interior. These changes brought on a retooling effort of the Model S and Model X production lines at the company’s Northern California production facility in Fremont. This is currently the only facility where Tesla builds the Model S and Model X. The company still delivered 2,020 Model S and X cars, but these were inventoried or produced late last year and delivered within the first few days of 2021.

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Registrations for the Model 3 fell 54% in Q1 2021 compared to Q1 2020. The Model Y was delivered for the first time in March 2020, so there is no relevant data to suggest a decline with the crossover.

The Model Y also outsold the Model 3 in Q4 2020 data that Cross-Sell also compiled.

Tesla plans to report its Q1 2021 Earnings during a call next Monday, April 26th, at 2:30 PM PST.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Tesla Phone? Not quite, but close: analyst

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Photo: Boss Hunting.com.au

For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.

Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.

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It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.

Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.

The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.

Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.

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The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.

SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.

There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.

The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.

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Tesla reveals huge Cybercab detail in new guide for First Responders

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Credit: Tesla

Tesla revealed a major new Cybercab detail in a guide it released for First Responders, showing new territory in its beliefs and intentions for the ride-hailing-focused vehicle that entered production in April.

The First Responders Guide is released to give fire departments, paramedics, and other emergency personnel the proper guidance on what to do in the event of an accident, entrapment, or other situation that would require immediate attention.

On one of the pages of the First Responders Guide, Tesla revealed a stark detail about the Cybercab, which could help personnel enter the vehicle more easily in case of an emergency.

Tesla Cybercab has one important piece that AI4 cars might need for FSD

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It shows Tesla has no intention of releasing any Cybercab units that were initially proposed for ride-hailing services for the general public with any manual controls, meaning a steering wheel or pedals:

“A Cybercab equipped with steering wheel, brake pedal, and an acceleration pedal is typically an engineering or test vehicle, and operates at SAE Level 2 autonomy. Cybercab is not typically equipped with a steering wheel or acceleration and brake pedals.”

This is a major development for those who continue to believe Tesla planned to release the Cybercab with any sort of manual controls so that passengers could take over if needed. However, when Tesla started manufacturing production versions of the Cybercab in Giga Texas earlier this year, they were spotted without a steering wheel or pedals.

It essentially confirms the company has no intentions of bringing manual controls to the car’s production versions. Some have argued that the likelihood of Tesla having something

There still are some Cybercab units out there with a steering wheel and pedals, and as Tesla said, these cars are engineering or test vehicles, which have Safety Monitors on board to help the car out of a precarious situation or emergency.

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Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features

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(Credit: Megan Gale/Twitter)

Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.

Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.

Here are the full release notes for the suite:

  • Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
  • Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
  • Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
  • Introduced parking, unparking, and reversing capabilities.
  • Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
  • Speed Profiles are now available at all times, to further customize driving style preference.

These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.

Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released

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He added:

“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”

Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.

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