Those who have been following the Tesla story for years would notice that the news surrounding the company this fourth quarter has been relatively muted, despite the fourth quarter being halfway done. This is despite the electric car maker’s ambitious goal of delivering over 180,000 cars this quarter, allowing it to hit Elon Musk’s half-a-million vehicle delivery target for 2020.
The relative quiet surrounding Tesla’s fourth-quarter bodes well for the electric car maker, and it highlights the experience it has gained as an automaker over the years. In years past, it is not uncommon to see report after report of alleged issues in Tesla’s factories or production difficulties in the middle of a quarter. A couple of Elon Musk’s feuds on Twitter would round out the usual drama surrounding the company.
This drama seems strangely absent this quarter so far. While Tesla has caught some of it earlier this year with Elon Musk opening the Fremont Factory while butting heads with officials from Alameda County, the company has, for the most part, been silently executing on its plans. The Model Y ramp appears to be going well, with the all-electric crossover’s production seemingly improving quickly.
While early-production Model Ys were observed with build quality issues, vehicles produced just months later showed vast improvements in quality. Needless to say, the Model Y’s ramp definitely seems to be much smoother than the Model 3’s, a vehicle which took a heavy toll on both Tesla and Elon Musk.
The Model Y ramp is just the tip of the iceberg too. The Model 3, Tesla’s best-selling vehicle for a few years now, has undergone a “refresh” of sorts. With this update, the Model 3 now comes with a revamped interior and exterior, as well as increases in range. These changes would likely make the vehicles more attractive to electric car buyers, many of whom would likely aim to take delivery of their Teslas before the end of the year.
Interestingly enough, Tesla is also putting the pedal to the metal in the construction of Gigafactory Berlin and Giga Texas, as well as the expansion of Gigafactory Shanghai. The Roadrunner pilot line in Fremont, the first of the company’s battery cell production facilities, is also being prepared to support the initial ramp of the Germany-based Model Y factory, which is poised to start operations next year. The Full Self-Driving beta is also being improved and developed in preparation for a wider rollout by the end of the year.
The silence surrounding Tesla these days suggests that the company is actively executing its plans without rippling the waters that much. It also shows that the company has reached a point where it is no longer making as many mistakes as it learns its lessons. Instead, it is now putting all those learnings to work as it aims to reach even higher and more ambitious targets.
Tesla’s quiet execution this fourth quarter ultimately bodes well for the company’s supporters. It also serves as a warning of sorts to its longtime critics, most of whom have been proven wrong over the years. Tesla was able to stay afloat in more turbulent times, after all, and it was able to thrive despite coming close to ruin on several occasions. The company is now on more stable footing, and its vehicles are only getting better and more attainable. With these in mind, doubling down on anti-Tesla points this quarter definitely does not seem like a smart idea.
Disclosure: I am long TSLA.
News
SpaceX successfully launches 100th Starlink mission of 2025
With 100 Starlink missions completed for 2025, space enthusiasts have noted that SpaceX has successfully launched 2,554 Starlink satellites so far this year.
SpaceX achieved its 100th Starlink mission of the year on Friday, October 31, marking another milestone for 2025.
A Falcon 9 rocket carrying 28 Starlink broadband satellites successfully lifted off from Vandenberg Space Force Base in California at 4:41 p.m. ET, carrying another 28 Starlink satellites to Low Earth Orbit (LEO).
Falcon 9 booster’s 29th flight
Roughly 8.5 minutes after liftoff, the Falcon 9’s first stage touched down on the drone ship Of Course I Still Love You in the Pacific Ocean. This marked the booster’s 29th flight, which is approaching SpaceX’s reuse record of 31 missions.
This latest mission adds to SpaceX’s impressive 138 Falcon 9 launches in 2025, 99 of which were dedicated to Starlink, according to Space.com. The company’s focus on reusing boosters has enabled this breakneck pace, with multiple launches each week supporting both Starlink’s expansion and external customers.
Starlink’s network continues massive global expansion
Starlink remains the largest active satellite constellation in history, with more than 10,000 satellites launched, nearly 8,800 of which are currently active. SpaceX recently achieved Starlink’s 10,000-satellite milestone. With 100 Starlink missions completed for 2025, space enthusiasts have noted that SpaceX has successfully launched 2,554 Starlink satellites so far this year.
Starlink, which provides high-speed, low-latency internet connectivity even to the world’s most remote areas, has been proven to be life-changing technology for people across the globe. The service is currently operational in about 150 countries, and it currently has over 5 million subscribers worldwide. From this number, 2.7 million joined over the past year.
News
Tesla shares updated timeframe for Cybertruck FSD V14 release
The Cybertruck was expected to receive FSD V14 before the end of the month, but Tesla was not able to meet the target.
Tesla’s Full Self-Driving (FSD) V14 update for the Cybertruck could arrive this weekend, as per recent comments from Director of Autopilot Software and VP of AI Ashok Elluswamy.
The Cybertruck was expected to receive FSD V14 before the end of the month, but Tesla was not able to meet the target.
Cybertruck FSD V14
Considering the extended wait for FSD V14, it was no surprise that several Cybertruck owners were asking for updates about the system’s rollout to the all-electric pickup truck on Friday. These included the official Cybertruck X account, which responded to Elluswamy’s end of month estimate with “I only see trick. Where is my treat.”
This prompted a response from the AI executive, who replied with, “Sorry, pushing for early access Cyber release over the weekend.” This means that if all goes well, Cybertruck owners would be able to experience FSD V14 very soon. Some, however, are wondering if Tesla would go straight to V14.2 for the Cybertruck’s FSD V14 update, or if the vehicle will receive V14.1 first.
Tesla pushes to unify FSD experience across its lineup
The upcoming Cybertruck rollout represents the next step in Tesla’s efforts to roll out FSD capabilities across all of its vehicles. FSD V14 is a notable step forward for the company’s AI-driven self driving system, with features like Mad Max mode getting positive reviews from longtime Full Self Driving testers.
For the Cybertruck, the FSD V14 update would mark one of its first major over-the-air upgrades for the vehicle. Likely due to its size, the Cybertruck tends to receive FSD updates later than the S3XY lineup, which is quite surprising considering that the all-electric pickup truck is a premium-priced vehicle that is home to some of Tesla’s most advanced technologies.
News
“Tesla Ride” program lets riders experience FSD and Grok AI in real-world demos
The initiative aims to bring supervised Full Self-Driving demos and Grok AI-guided experiences to consumers in real world trips.
Tesla has launched a new service designed to make its Full Self-Driving (FSD) technology familiar to all commuters.
Dubbed the “Tesla Ride” program, the initiative aims to bring supervised Full Self-Driving demos and Grok AI-guided experiences to consumers in real world trips.
How Tesla Ride Works
As per the official Tesla Ride website, the session will allow participants to sit in the driver’s seat while a Tesla Advisor rides shotgun as co-pilot. The Tesla Advisor then guides riders through the company’s latest supervised FSD features, comfort settings, and in-car entertainment. Participants would also be able to interact with Grok AI in the vehicles. Grok will be capable of answering questions during the ride, and it will even tell stories along the way.
Tesla noted, however, that Tesla Ride sessions are capped at 45 minutes each, and it requires participants to have a valid driver’s license and insurance. Interested participants are also advised to call beforehand so they can schedule their Tesla Rides.
Marketing push and reach
The Tesla Ride program runs across several markets from October into November, and in some locations into the end of December 2025. Participating states are numerous, from Michigan to Virginia to Illiois, Nevada, and California, among others. A look at the official webpage for Tesla Ride shows that the company is still taking a very cautious approach with the program, with disclaimers clearly stating that FSD Supervised does not make Teslas autonomous just yet.
Tesla’s focus on safety with FSD was highlighted recently by Senior Vice President for Automotive Tom Zhu. “Elon said it in 2021: “For self-driving, even if the road is painted completely wrong and a UFO lands in the middle of the road, the car still cannot crash and still needs to do the right thing.
“The prime directive for the autopilot system is: Don’t crash. That really overrides everything. No matter what the lines say or how the road is done, the thing that needs to happen is minimizing the probability of impact while getting you to your destination conveniently and comfortably,” the executive stated.
SpaceX successfully launches 100th Starlink mission of 2025
Tesla shares updated timeframe for Cybertruck FSD V14 release
“Tesla Ride” program lets riders experience FSD and Grok AI in real-world demos
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