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Cars & Coffee group keeps Tesla Supercharger free after mass blocking incident
After its members were called out for blocking a Tesla Supercharger en masse last Sunday, the Cars & Coffee Yorktown, NY group has made sure that its next regular meetup will be free of any untoward incidents. The result of these efforts was a Supercharger that was free to use by any Tesla owners in need and a Cars & Coffee session that welcomed a member of the electric car community.
The Cars & Coffee Yorktown, NY group caught the ire of the Tesla and electric car community last week after images emerged online showing a group of its members parking their muscle cars and other high-performance vehicles in a Supercharger, effectively blocking access to all of the station’s stalls. The incident resulted in strong reactions among EV enthusiasts online, especially after it became evident that the organizers of the meetup had posted a request to its members to not block the Supercharger before the Cars & Coffee session.
With images of the mass-blocked Superchargers spreading online, the organizers of the auto enthusiast group explained that they would work harder to ensure that such incidents will not happen again. If photos taken of the Supercharger this past Sunday are any indication, it appears that Cars & Coffee Yorktown, NY stayed true to their word, keeping the charging station’s stalls free of parked vehicles during the duration of its most recent meetup.
Tesla Model 3 owner Benswing Rich, who wanted to check out the location following the previous week’s incident, posted several images of the ICE-free Supercharger. Cones clearly marked “Tesla Only” appear to have been placed by the auto enthusiasts as well, to further emphasize that the spaces in the charging station were only intended for Teslas. The Tesla owner shared his observations on a Tesla Model 3-themed Facebook group.
“Cars & Coffee in Yorktown NY, where a bunch of people blocked the Superchargers last weekend, has put cones to signify the Superchargers are for Tesla owners only. I met the organizer and he is a good guy. He loves cars including Teslas. Please share!” he wrote.
An update from the Cars & Coffee organizers revealed that the Tesla Model 3 owner actually ended up being encouraged to attend the group’s next meetups. The organizers added that the group’s members learned more about Teslas from the Model 3 owner, though they maintained that the anti-EV allegations thrown at the Cars & Coffee group the previous week were false.
“We had a nice turnout today at C&C. We met a great Tesla owner Ben Rich who was spurred to come to C&C due to the social media ruckus of this past week. He saw that what was being said by many folks in the Tesla community (most that live nowhere near here) portraying us as EV/Tesla haters were false. As you can see pictured, we made sure to block off all the Tesla charging spots for the C&C time period to avoid issues experienced last week. We learned a lot about Teslas from Ben and had an all-around great morning,” the organizers wrote.
Ultimately, credit is due to the organizers of Cars & Coffee Yorktown, NY for stepping up and staying true to its word. While the previous week’s incident was unfortunate, the group appears to be showing some real effort to ensure that such a thing does not happen again. Perhaps more Teslas could be part of the group in the future? If the Tesla Model 3 owner’s update is any indication, that seems to be a real possibility. Real car enthusiasts recognize and respect great vehicles, after all, electric or otherwise.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
