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Tesla Motors Secret Weapon to Create Demand in 2015?

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It’s not every day you listen to a conference call and hear a CEO tease a secret weapon for the company’s product. That’s what Elon Musk did last night during Tesla Motors’ 2014 conference call for the 4th quarter.

The secret weapon statement arose due to the confirmation of the Model X’s release date, which starts to delivery in the 3rd quarter of 2015.

That’s a big deal and led to finer details about 2015 production. In the 4th quarter shareholder letter, Tesla verified 20,000 Model X reservation holders and also revealed another 10,000 Model S reservations, while the company stated a delivery goal of 55,000 vehicles, combined, in 2015.

>> Video | Tesla Modle X Spied Testing a California Naval Base

So is this where the rubber meets the road for Tesla in 2015? It’s been previously stated by Musk that maybe half of those Model X reservations will be fulfilled in 2015, depending Model X manufacturing efficiency at the Fremont plant.

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That leaves 25 to 30,000 vehicles not sold at this point for Tesla, where will they find other customers? What does a CEO that markets a very expensive, luxury product do if they need to move electric vehicles? Advertise in 2015?

“Even if our sales were zero in China this year, I’m still confident we could do the 55,000 cars”

says Musk in the conference call. “They wont’ be zero (in China). As far as the mix between Model X and S, it really depends on how the production ramp goes with the X when we start in the summer.”

One analyst presented a follow-up question to the volume claims, after Musk seemed to duck how the company was to meet 55,000 vehicle goal for 2015 with the projections in the shareholder letter.

“I think we are going to be ok on the demand side for 2015,” Musk said confidently.

Then it came.

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“I think we have a secret weapon on the demand side that will probably start to deploy later this year. We’ll see how that goes, it isn’t totally necessary and it’s a good weapon against the dealers,”

Musk said.

Classic. Musk. Intrigue.

As I’ve written before, it seems the company has a strategy to go against the dealers and maybe it’s just a bluff. And, so could be the demand side answer.

Or is the demand side answer in Europe? Only time will tell.

Elon Musk

Starlink achieves major milestones in 2025 progress report

Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.

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Credit: Starlink/X

Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.

SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.

Key achievements from Starlink’s 2025 Progress

Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.

Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.

Starlink Direct to Cell

Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.

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This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.

starlinkProgressReport_2025 by Simon Alvarez

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Tesla Giga Nevada celebrates production of 6 millionth drive unit

To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo. 

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Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.

To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo. 

6 million drive units

The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote. 

The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.

Giga Nevada’s essential role

Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.

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Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.

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Tesla Supercharger network delivers record 6.7 TWh in 2025

The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets.

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Credit: Tesla

Tesla’s Supercharger Network had its biggest year ever in 2025, delivering a record 6.7 TWh of electricity to vehicles worldwide. 

To celebrate its busy year, the official @TeslaCharging account shared an infographic showing the Supercharger Network’s growth from near-zero in 2012 to this year’s impressive milestone.

Record 6.7 TWh delivered in 2025

The bar chart shows steady Supercharger energy delivery increases since 2012. Based on the graphic, the Supercharger Network started small in the mid-2010s and accelerated sharply after 2019, when the Model 3 was going mainstream. 

Each year from 2020 onward showed significantly more energy delivery, with 2025’s four quarters combining for the highest total yet at 6.7 TWh.

This energy powered millions of charging sessions across Tesla’s growing fleet of vehicles worldwide. The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets. This makes the Supercharger Network loved not just by Tesla owners but EV drivers as a whole.

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Resilience after Supercharger team changes

2025’s record energy delivery comes despite earlier 2024 layoffs on the Supercharger team, which sparked concerns about the system’s expansion pace. Max de Zegher, Tesla Director of Charging North America, also highlighted that “Outside China, Superchargers delivered more energy than all other fast chargers combined.”

Longtime Tesla owner and FSD tester Whole Mars Catalog noted the achievement as proof of continued momentum post-layoffs. At the time of the Supercharger team’s layoffs in 2024, numerous critics were claiming that Elon Musk was halting the network’s expansion altogether, and that the team only remained because the adults in the room convinced the juvenile CEO to relent.

Such a scenario, at least based on the graphic posted by the Tesla Charging team on X, seems highly implausible. 

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