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Tesla Top 5 Week in Review: TSLA surge, 0-60 mph 2.05 sec, neural nets, and more
Tesla has been in the news a lot this week, as usual, but the biggest headlines surrounded its unexpectedly strong stock market performance. Another event that made the Tesla crowd happy was the release of a new over-the-air software update which removed a power limiting safety feature. In a related story, a team of creative folks reverse engineered the maximum theoretical acceleration of a car; if you didn’t read this story, you’ll be amazed what they found out. Tesla CEO Elon Musk was a featured speaker in the UAE at the World Summit, which coincided with Tesla’s entrance into that market. And Musk also offered some fascinating insights about artificial intelligence and what the future might look like if humans don’t stay current with AI’s potential. Here are those stories.
Tesla (TSLA) shares surge across 52-week high as Model 3 production takes stage
Over a six month period, Tesla shares rose by nearly 25% and traded this week above $280. This is within grasp of the company’s all-time high, with a market cap that has grown by $10 billion. Investors have begun to give more weight to Tesla’s highly anticipated Model 3, which is slated to begin production on February 20. Development and planned timeline launch for the Model 3 look good and are critical to Tesla’s continued success moving forward. If all goes as hoped, the vehicle will help take the company from producing about 100,000 cars annually today to 500,000 annually in 2018.
Tesla removes performance restrictions in latest software update
Tesla’s policy on limiting the power output of its performance vehicles due to frequency patterns of launch mode engagement and maximum power levels has ended. This week, the car manufacturer pushed a software update to its customers that removes power limiting on Performance variants of its Model S and Model X. Tesla continued to remind its customers that prudent habits can prevent premature wear of components due to high stress launches. Tesla confirmed that they will now “monitor the condition of the powertrain and display an alert if service is needed so we can take proactive steps, such as by replacing parts if necessary, to maintain the vehicle’s performance.”
Math says, Tesla’s “Maximum Plaid” mode could achieve 0-60 mph in 2.05 seconds
In this article scoop, Teslarati related how a group of really creative folks at Engineering Explained decided to reverse engineer the maximum theoretical acceleration that a Tesla Model S could achieve. The team worked somewhat counter-intuitively. They began by calculating the maximum deceleration first. Then they moved back up to acceleration, focusing on a stock Model S with stock tires. The result? Tesla’s next generation Roadster with “Maximum Plaid” mode may have the ability to accelerate from 0-60 mph in 2.05 seconds.
Elon Musk presents at the Tesla Launch Event in the UAE (Video)
Tesla CEO Elon Musk was a celebrity speaker at this week’s World Government Summit in Dubai. In his remarks, Musk noted, “We expect to invest tens of millions of dollars in the UAE for charging, service and support infrastructures. By next year, you’ll be able to travel anywhere in the GCC with an electric vehicle.” As he spoke about sustainability, Musk acknowledged that EV availability wouldn’t necessarily translate into immediate sales, as the region still considers fossil fuel-powered cars to be the preferred method of transportation. Following Musk’s visit, the UAE announced that it had ordered 200 Model S and Model X vehicles for use as a limousine service.
Elon Musk says human brains need to merge with AI to stay competitive with machines
As artificial intelligence technology improves, as some point humans will become irrelevant. That’s why we must learn to merge with machines, according to Tesla CEO Elon Musk, who explained some of his beliefs about the dangers of artificial intelligence this week. “I think we need to be very careful in how we adopt artificial intelligence and that we make sure that researchers don’t get carried away,” he stated. “Sometimes what will happen is a scientist will get so engrossed in their work that they don’t really realize the ramifications of what they’re doing.” Musk described how humans can mitigate those dangers through a type of merger of biological and machine intelligence, which he said would solve the problem of humans losing control over artificial intelligence.
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Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report
The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and robotaxi operations.
A report from South Korea has suggested that Samsung Electronics is set to begin supplying 5G automotive modems to Tesla. If accurate, this would mark a major expansion of the two companies’ partnership beyond AI chips and into vehicle connectivity.
The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and Robotaxi operations.
Samsung’s 5G modem
As per industry sources cited by TheElec, Samsung’s System LSI division has completed development of a dedicated automotive-grade 5G modem for Tesla. The 5G modem is reportedly in its testing phase. Initial supply is expected to begin in the first half of this year, with the first deployments planned for Tesla’s Robotaxi fleet in Texas. A wider rollout to consumer vehicles is expected to follow.
Development of the modem began in early 2024 and it required a separate engineering process from Samsung’s smartphone modems. Automotive modems must meet stricter durability standards, including resistance to extreme temperatures and vibration, along with reliability over a service life exceeding 10 years. Samsung will handle chip design internally, while a partner company would reportedly manage module integration.
The deal represents the first time Samsung has supplied Tesla with a 5G vehicle modem. Tesla has historically relied on Qualcomm for automotive connectivity, but the new agreement suggests that the electric vehicle maker may be putting in some serious effort into diversifying its suppliers as connectivity becomes more critical to autonomous driving.
Deepening Tesla–Samsung ties
The modem supply builds on a rapidly expanding relationship between the two companies. Tesla previously selected Samsung’s foundry business to manufacture its next-generation AI6 chips, a deal valued at more than 22.7 trillion won and announced in mid-2025. Together, the AI chip and 5G modem agreements position Samsung as a key semiconductor partner for Tesla’s future vehicle platforms.
Industry observers have stated that the collaboration aligns with Tesla’s broader effort to reduce reliance on Chinese and Taiwanese suppliers. Geopolitical risk and long-term supply stability are believed to be driving the shift in no small part, particularly as Tesla prepares for large-scale Robotaxi deployment.
Stable, high-speed connectivity is essential for Tesla’s Full Self-Driving system, supporting real-time mapping, fleet management, and continuous software updates. By pairing in-vehicle AI computing with a new 5G modem supplier, Tesla appears to be tightening control over both its hardware stack and its global supply chain.
Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
