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Tesla’s Robotaxi event has lots of hype, but the real excitement comes after (Op-ed)
Tesla’s Robotaxi unveiling event is tonight, and it has a lot of hype based on what investors, analysts, and fans are all expecting.
But the real excitement comes after, and it all leans on Tesla’s ability to execute what it details this evening.
In the past, we’ve seen Tesla hold many events, including vehicle unveilings and “days” dedicated to batteries, autonomy, and investors.
These events, especially the vehicle unveilings and Battery Day event, all hyped up future products, creating somewhat of a visual roadmap for investors and fans to look toward for years to come.
While they are absolutely exciting and paint a vivid picture of Tesla’s prowess in manufacturing and its ability to disrupt the industries it enters, they are, in essence, hype for what the company could bring, not necessarily what it will bring.
Tesla will likely talk about things like timelines, vehicle manufacturing details, and a lot of other juicy details that will have investors, analysts, and fans salivating at what they plan to bring to market in the next couple of years.
Rumors have gone mad in the past few weeks. We have heard some people guess that Tesla will unveil more than just a “Cybercab” this evening, with everything from the $25,000 mass-market EV, a Robovan, and even the Roadster, circulating through the rumor mill.
Tesla bull makes bold claim, says three cars will be unveiled at Robotaxi event
No matter what Tesla brings out tonight and reveals, the true excitement will come down the road, and it all depends on whether the company can maintain a strict adherence to its timelines, something that it has had trouble doing in the past.
Some analysts have estimated that the Robotaxi will be commercially scaled in 2026 or 2027. Others have estimated that it will become a $1 trillion business on its own. These things might be true, but in the coming years, Tesla will need to execute on whatever it says this evening.
This is not to say things cannot change. Ununforeseen circumstances may arise outside of the business. For example, the Cybertruck was unveiled in November 2019, and just six months later, COVID-19 had essentially stopped the entire world from spinning. It impacted everything from the workforce to economics to the supply chain.
Barring any significant macro-level issues, Tesla will gain so much credit for listing a timeline this evening and sticking to it. Some will say that no matter when the Robotaxi comes out, it will be a success.
I would be prone to agree because if Full Self-Driving gets to Level 5 autonomy and does not require human interaction, even if it is two years late, it would still be a success.
However, there are competitors out there that are worthy, and they will only get better, like Tesla.
Keeping expectations realistic, not overreaching, and coming through on what it says at the timelines it lists would be a big boost of credibility for Tesla and investors might feel a little more comfortable.
I don’t care if Elon Musk comes on stage and says Robotaxi will be here by the end of 2025 or by the beginning of 2028. I do care that Tesla gets it done by the time it says.
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Tesla Semi just got a huge vote of confidence from 300-truck fleet
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
The Tesla Semi is moving closer to broader fleet adoption, with Keller Logistics Group wrapping up a key pre-production planning session with the electric vehicle maker’s team this week.
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
Keller’s pre-production Tesla Semi sessions
Keller Logistics Group, a family-owned carrier with over 300 tractors and 1,000 trailers operating in the Midwest and Southeast, completed the session to assess the Tesla Semi’s fit for its operations. The company’s routes typically span 500-600 miles per day, positioning it as an ideal tester for the Semi’s day cab configuration in standard logistics scenarios.
Details remain under mutual NDA, but the meeting reportedly focused on matching the truck to yard, shuttle and regional applications while scrutinizing economics like infrastructure, maintenance and incentives.
What Keller’s executives are saying
CEO Bryan Keller described the approach as methodical. “For us, staying ahead isn’t a headline, it’s a habit. From electrification and yard automation to digital visibility and warehouse technology, our teams are continually pressure-testing what’s next. The Tesla Semi discussion is one more way we evaluate new tools against our standards for safety, uptime, and customer ROI. We don’t chase trends, we pressure-test what works,” Keller said.
Benjamin Pierce, Chief Strategy Officer, echoed these sentiments. “Electrification and next-generation powertrains are part of a much broader transformation. Whether it’s proprietary yard systems like YardLink™, solar and renewable logistics solutions, or real-time vehicle intelligence, Keller’s approach stays the same, test it, prove it, and deploy it only when it strengthens service and total cost for our customers,” Pierce said.
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Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Tesla Semi just got a huge vote of confidence from 300-truck fleet
Tesla extends FSD Supervised ride-alongs in Europe by three months
