News
Tesla Semi ‘speed & agility’ praised by professional driver after electric truck encounter
The Tesla Semi is currently traveling across the United States to gather real-world data and refine its systems before it gets released next year. Tesla seems to have brought the Semi over to be test driven by professional driver and 28-year auto veteran Emile Bouret recently as well, who walked away from the experience thoroughly impressed.
Emile Bouret is a professional test driver who has worked with Tesla for years. Bouret is a close friend of Tesla chief designer Franz von Holzhausen, and he has been asked to test drive the company’s vehicles from the Model S to the original Tesla Roadster. He was also the man who conducted test drives in the next-generation Tesla Roadster during the vehicle’s unveiling last November.
The professional driver recently posted an update on his Instagram about the Tesla Semi, lauding the electric long-hauler for its speed and agility, stating that the truck’s performance is practically at odds with its size. Bouret’s caption on his Instagram post suggests that he actually got some hands-on time with the electric long-hauler.
“Blurring The Line | Coworker Edition – I’m clearly very lucky to do what I do & to work with many talented people. As if they could ever be overlooked, the inanimate coworkers I get to work with also tend to be incredibly capable. And that was certainly true with this one, which made a surprise appearance at a recent work site. To see this thing coming down the road in near silence & with speed & agility seemingly at odds with something of its size makes you feel as if you’re living in the future. Kickass cool & crazy in equal measure… the Tesla Semi.”
Tesla loves bending the rules of markets that it disrupts. When the company started selling cars, its business model did away with dealerships, shaking the very idea of how brand new cars are sold. When it seemed like GA3 would not be enough to build 5,000 Model 3 per week by the end of Q2 2018, Tesla built another assembly line inside a sprung structure at the grounds of the Fremont factory.
Now, Tesla is attempting to break into another market that is ripe for disruption — the American trucking industry — and its weapon of choice is the Tesla Semi. The Tesla Semi, just like CEO Elon Musk and the company itself, has attracted its own set of disbelievers and critics. Martin Daum, Daimler’s head of trucks, even suggested that the Tesla Semi defies the laws of physics, considering the specs announced by Musk. Jon Mills, a spokesman for engine maker Cummins Inc., largely dismissed the electric truck and its chances at the long-haul market as well, citing weak demand.
That has not stopped Tesla from pushing the Semi, though. Over the past few weeks, multiple sightings of the Semi have been reported across the United States, and during this time, the vehicle was seen visiting some of the companies that placed pre-orders for the long-hauler. Among these are UPS, J.B. Hunt, and Ruan Transportation Management Systems, all of which shared their enthusiasm for the truck online.
Just like Tesla’s other vehicles, the Semi is designed to be a long-hauler that could be driven well. This is a trademark of all Tesla electric cars to date, as the Model S, Model X, and Model 3 have all been hailed for their ride and drive. The vehicles themselves might attract criticism over their design (such as the Model X’s overcomplicated Falcon Wing Doors and the first-production Model 3’s build quality), but when it comes to drivability and performance, Tesla’s electric cars usually pass with flying colors.
This is what happened with the Model 3 during Detroit veteran Sandy Munro’s teardown and analysis of the vehicle. Munro spared no criticism when he talked about the Model 3’s panel gaps and overall build quality, but when he actually drove the electric sedan, he was impressed. Munro later noted that the person who tuned the suspension for the Model 3 could easily have been an “F1 Prince” — no small compliment coming from a man with decades of experience in the auto industry.
If Emile Bouret’s praise for the Tesla Semi is any indication, it appears that the electric long-hauler would be able to impress even its staunchest critics when it comes to the way it drives and its overall performance. Tesla, after all, has noted that it is in the process of improving the truck before it enters mass production. Elon Musk has already teased that the long-range variant of the vehicle will have closer to 600 miles of range. Making the Telsa Semi impressive to drive is just more icing on the cake.
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.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, 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 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
