Tesla’s 2-million-vehicle Autopilot “recall” involved the company releasing software version 2023.44.30 as a free over-the-air update to affected vehicles. With their updated software in place, Tesla’s electric vehicles would be able to display more prominent alerts to drivers who are using features like Autopilot and Full Self-Driving, among other things.
Considering the fact that the Autopilot recall was the result of a years-long investigation from the National Highway Traffic Safety Administration (NHTSA), the changes that were required by the safety agency were surprisingly minor. For one, the recall did not temper down or remove any Autopilot or FSD features. It simply made the features more difficult to abuse.
But a 2-million-vehicle Tesla recall is still sensationalist news, and in a recent series of posts, US Senator Richard Blumenthal opted to make his stance known. The Senator noted that the NHTSA recall is far from sufficient, and that the agency “must put its legal muscle where its mouth is.” Blumenthal’s comments caught quite a bit of criticism considering its tone, which was notably alarmist for an over-the-air software update.
The record of Tesla crashes, fatalities & injuries should be bone chilling to regulators. Musk mocking them is hardly cause for comfort or complacency. NHTSA must put its legal muscle where its mouth is.— Richard Blumenthal (@SenBlumenthal) December 16, 2023
“This Tesla recall is only a first step—far from sufficient. NHTSA must meet the breadth of Tesla Autopilot safety flaws—virtually every Tesla on American roads is now under recall—with real action & enforcement. Many use features on roads where they weren’t designed to work reliably. This danger puts everyone at risk. The record of Tesla crashes, fatalities & injuries should be bone chilling to regulators. Musk mocking them is hardly cause for comfort or complacency. NHTSA must put its legal muscle where its mouth is,” Blumenthal wrote.
Among those who responded to the US Senator’s comments was Tesla VP of Public Policy and Business Development Rohan Patel. As per Patel, the Tesla team is looking forward to working even with its most aggressive critics, though the company also stands by its data, which shows that systems like Autopilot — when used as intended and not abused — are significantly safer than a human driver.
In case anyone is wondering, yes we have made earnest attempts by other means to educate and provide our best data and safety evidence. Figured I’d give X a try also!— Rohan Patel (@rohanspatel) December 19, 2023
“Apparently Senator Blumenthal missed my previous post below, but we’ll continue to try and correct his misunderstandings and misstatements. If the Senator took the time to meet with our hardware and software safety teams, he wouldn’t just get an education. He’d be inspired by their work. If I were his constituent in Connecticut, I’d at least want him educated on the data and facts.
“In case anyone is wondering, yes we have made earnest attempts by other means to educate and provide our best data and safety evidence. Figured I’d give X a try also!” the Tesla VP wrote.
While Elon Musk has mostly served as Tesla’s de facto spokesperson over the years, it is pretty encouraging to see other executives step up and provide context and insights about the company’s data and its technologies. With Musk essentially playing the role of a joker in the world’s deck of cars today, after all, executives such as Patel and IR Head Martin Viecha, who are well-versed in social media, could express Tesla’s stance on issues — all without the usual Elon Musk drama. And that, ultimately, is something that the EV maker needs at this point.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
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.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
