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Tesla owners weather PG&E’s power outage as gas stations across CA shut down
Tensions are rising in up to 34 counties in California as residents begin feeling the effects of Pacific Gas and Electric Co’s decision to cut power to around 800,000 customers as a way to avoid potential wildfires in the area. Amidst the chaos, Tesla owners who have installed rooftop solar and Powerwall 2 batteries are reporting that they are weathering the widespread power outage with no problems.
PG&E’s shutdown has received widespread criticism among CA residents and officials alike. In a statement to The San Francisco Chronicle, Rep. Jared Huffman described the power provider’s strategy as a “lousy set of choices.” Michael Wara, director of the climate and energy policy program at Stanford University, added that the widespread outage shows that the company cannot operate their system safely during challenging times. CHP officers have even started looking into an incident involving a PG&E vehicle in Colusa County that appeared to have been shot at by a disgruntled resident on Wednesday morning.
This is particularly prominent among gas stations in the state, many of which require power to function. Only a few gas stations remain operational in CA amid the power outage, resulting in long lines of vehicles as owners attempt to acquire fuel. Ali Alezzani, a manager of an Exxon station on San Pablo Avenue in El Cerrito, noted to the Chronicle that tensions are currently so high, some gas car owners almost got into fights while they were waiting for their turn at the pump. Videos taken of gas stations across the state hint at extremely long wait times as large numbers of car owners line up for a chance to acquire fuel.
Amidst the chaos surrounding the state, Tesla owners who purchased a Powerwall 2 battery with rooftop solar systems have reported that they are barely feeling the effects of the ongoing outage. Mark Flocco, a homeowner who acquired two Powerwalls for his home, noted in a Twitter post that his battery units have been powering his house with no issues since the outages started.
Considering that there seems to be enough sun in CA these days, Flocco noted in a follow-up post that his two Powerwalls haven’t dipped below 68% before the next day begins and they can start getting power from the sun again. Thus, for now, the Powerwall 2 owner’s home could remain powered indefinitely, or at least until the days start getting shorter.
Other Powerwall 2 customers have reported similar experiences. Tesla enthusiast @sumfollower, for one, also described that his home is now being supported solely by his Powerwall 2 and solar panels. Tesla Model 3 Mike Morris, whose home appears to have been affected by the power outage, even shared some footage from his electric car, where he is watching movies through Tesla Theater.
While Tesla owners with residential battery systems and solar panels are practically immune to the effects of PG&E’s widespread shutdown, CEO Elon Musk has pledged to improve the company’s Supercharger Network by installing Powerpack batteries within the next few weeks. Musk also mentioned that solar panels will be added to its Superchargers as fast as possible, in order to acquire clean, 24/7 power.
Tesla’s electric car and energy storage business is designed to promote an ecosystem that allows customers to achieve energy independence from the grid. By using the company’s electric cars together with its solar panels and home batteries, owners could essentially power their vehicles and houses with the sun. This, ultimately, is Tesla’s endgame, and if the performance of Powerwall 2 batteries and solar panels in PG&E’s current outage is any indication, a good number of homeowners might very well end up purchasing batteries and solar systems for their houses after this incident.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.