News
Tesla owners convey worries over radar loss for inclement weather
This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
Tesla’s recent decision to scrap Radar in favor of a Camera-based approach for Autopilot and Full Self-Driving aligned with the company’s plans and statements over the past few Earnings Calls. For CEO Elon Musk, the goal has been to get away from radar and depend on camera systems for Tesla’s self-driving plan, but some owners are not convinced of the decision. Over the past few days, I have received several emails and Tweets about the decision, with some owners still not completely confident in the vision-based approach Tesla will take.
During the Q1 2021 Earnings Call just a few months back, Elon Musk made it clear Tesla would be switching to a Camera-based system for AP and FSD. Comparing the cameras to human eyes, Musk’s explanation made a lot of sense.
Musk said:
“When your vision works, it works better than the best human because it’s like having eight cameras, it’s like having eyes in the back of your head, beside your head, and has three eyes of different focal distances looking forward. This is — and processing it at a speed that is superhuman. There’s no question in my mind that with a pure vision solution, we can make a car that is dramatically safer than the average person.”
Tesla Model 3, Model Y builds in May 2021 will no longer equip radar
Now, the thing is, eyes, while great for seeing things that are in the clear, are highly effective, and it makes a lot of sense to try and use this sort of approach for self-driving because it is how humans have driven for years. But when humans are confronted with low visibility and severe weather on the road, the confidence goes down, and many drivers adjust by traveling at lower speeds. Some even pull over and wait for the weather to subside, a move that is rare for many but some simply do not like driving in bad weather.
This is where radar comes in handy because it can identify and locate objects and how far they are away from the vehicle in the event of low visibility on the road, which is something that the human eyes, or cameras, simply cannot do.
An email from an Australian reader seemed to narrow in this point even further. A man named Peter emailed me and stated that his Model 3 recently identified a truck that was ahead of him but concealed in an opaque, white mist several car links ahead of his vehicle. “I assumed that visualization was created as a result of radar. In those conditions, the message multiple cameras blocked or obstructed appeared and the autopilot screamed and handed over,” Peter said.
Unless I’m in fog on I-5 and can’t see the massive collision ahead…. I’d like to understand the workaround to this. pic.twitter.com/sQXB63yWlv
— Rome Strach (@romn8tr) May 28, 2021
He then added, “On multiple other occasions I’ve noted on the visualization screen an unsighted vehicle obstructed by an SUV ahead of me.”
Without radar, the recognition of these vehicles would not be possible, so it brings some concerns to drivers who have utilized the radar system in vehicles to gain confidence in their surroundings.
Now, in a somewhat comical response to concerns, Musk posted a Reddit response from u/YukonBurger, which stated that they worked with radar a lot and were “very, very happy” with Tesla’s decision. It basically explained that trying to jive radar and cameras together is extremely difficult, and there are instances where using your eyes is just a better option because you can see how far you are away from things. Interestingly, the post does admit that “radar is really only good for reduced visibility situations where lane-keeping will probably also be degraded enough to not be worth it.” It concluded by stating that vision is still quick enough to avoid accidents or vehicles in front of the car in a short period of time, the real issue comes from cars behind you.
Not sure who wrote this, but it’s accurate pic.twitter.com/gRvWxOJZ56
— Elon Musk (@elonmusk) May 26, 2021
It seems that the real key to vision being a better approach comes down to the fact that, in clear conditions, it won’t have an issue identifying and removing itself from danger. Even in rainy conditions, where visibility isn’t necessarily bad, the vision approach is more advantageous than using radar.
The goal, ultimately, is to make the cars act as a human would, and humans don’t have radar. Instead, they compensate for reduced visibility with less dangerous driving. Slower speeds, more cautious navigation, and less frequent lane changes. Autopilot and FSD are already pretty timid and “shy” to begin with, it’s not like they’re out there driving like pissed-off teenagers.
I think that, while this move is somewhat worrisome for some drivers, the benefits outweigh the disadvantages. This has been a part of the plan for some time, and I think that now it is becoming a reality, some are starting to put the pieces together that there won’t be any radar so visibility limitations could end up being problematic. I wouldn’t worry, because I believe the cars will adjust just as humans do, they will simply be more cautious and more courteous on the roads in these settings.
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I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
News
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
News
Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
News
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Tesla CEO Elon Musk confirmed the upcoming update in a post on social media platform X.
Tesla will be ending one-time purchases of its Full Self-Driving (FSD) system after Valentine’s Day, transitioning the feature to a monthly subscription-only model.
Tesla CEO Elon Musk confirmed the upcoming update in a post on social media platform X.
No more FSD one-time purchases
As per Elon Musk in his post on X, “Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.” This marks a shift in how Tesla monetizes its FSD system, which can now be purchased for a one-time fee or accessed through a monthly subscription.
FSD’s subscription model has been $99 per month in the United States, while its one-time purchase option is currently priced at $8,000. FSD’s one-time purchase price has swung wildly in recent years, reaching $15,000 in September 2022. At the time, FSD was proficient, but its performance was not on par with v14. This made its $15,000 upfront price a hard sell for consumers.
Tesla’s move to a subscription-only model could then streamline how the company sells FSD. It also lowers the entry price for the system, as even price-conscious drivers would likely be able to justify FSD’s $99 monthly subscription cost during periods when long-distance travel is prevalent, like the holidays.
Musk’s compensation plan and FSD subscription targets
Tesla’s shift to a subscription-only FSD model comes amidst Musk’s 2025 CEO Performance Award, which was approved by Tesla shareholders at the 2025 Annual Shareholders Meeting with roughly 75% support. Under the long-term compensation plan, Musk must achieve a series of ambitious operational milestones, including 10 million active FSD subscriptions, over the next decade for his stock awards to vest.
The 2025 CEO Performance Award’s structure ties Musk’s potential compensation to Tesla’s aggressive targets that span market capitalization, vehicle deliveries, robotics, and software adoption. Apart from his 10-million active FSD subscription target, Musk’s compensation is also tied to Tesla producing 20 million vehicles cumulatively, delivering 1 million Tesla bots, and having 1 million Robotaxis in operation. He must also lead Tesla to a market cap of $8.5 trillion.
If successful, Elon Musk’s 2025 CEO Performance Award could make him the world’s first trillionaire. It could also help Tesla become the world’s most valuable company by market cap by a notable margin.
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
