News
Tesla issues new recall for rearview image display delay in Autopilot Computer 2.5 vehicles
Tesla has issued a new recall of 947 Model 3, Model S, and Model X vehicles because certain cars equipped with Autopilot Computer 2.5 may have a delay in the rearview image display that is greater than two seconds of the start of a backing event, NHTSA documents state.
The affected vehicle population is less than 1,000 vehicles, as previously mentioned. The recall affects the 2017-2020 Model 3, 2018-2019 Model S, and 2018-2019 Model X.
“On certain affected vehicles equipped with Autopilot Computer 2.5 and running a firmware release between 2021.44.25 and 2021.44.25.2, inclusive, the rearview image may not comply with FMVSS 111, S5.5.3, which requires display of the image within two seconds of the start of a backing event,” NHTSA documents state as the description of noncompliance.
“Delayed availability of the rearview camera display may affect the driver’s rearview and increase the risk of a collision. The driver may continue to reverse the vehicle by performing a shoulder check and using their mirrors,” the NHTSA said regarding the potential safety risk of the issue.
The issue may have stemmed from a late 2021 Software Update with version 2021.44.24 rolling to cars. The NHTSA stated shortly after owners updated their cars, “Tesla’s fleet monitoring tool identified an abnormal frequency of computer resets among Model 3 vehicles equipped with Autopilot Computer 2.5 and running firmware release 2021.44.25.”
Tesla voluntarily issued the recall several days ago. “On March 11, 2022, having confirmed the root cause and having completed a compliance assessment, and despite not finding a noncompliance in the tests that Tesla conducted, a recall determination was made out of an abundance of caution to recognize the potential presence of a noncompliance in affected vehicles, as first identified in consumer complaints,” NHTSA filings stated.
Tesla will remedy the issue with a Firmware release of 2021.44.30 that will correct the condition and ensure that the rearview image display complies with FMVSS 111 S5.5.3.
According to the NHTSA’s Federal Motor Vehicle Safety Standards, FMVSS 111 S5.5.3 places certain guidelines on rearview image response time. According to the agency’s 2021 report, the standards for rearview response time is:
“The rearview image meeting the requirements of S5.5.1 and S5.5.2 (S6.2.1 and S6.2.2), when tested in accordance with S14.2, shall be displayed within 2.0 seconds of the start of a backing event (transmission gear selector placed into reverse). Note that image 65 response time testing requires the inside of the vehicle temperature to be between 150 C to 250 C (590 F to 770 F).”
Tesla has issued six recalls this year, with issues from “rolling stops” to seatbelt chimes being the subject of scrutiny by the U.S safety regulator.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
News
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.
News
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.
News
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.