Toyota’s bZ4X electric vehicle arrives at dealers this Spring, catalyzing the Japanese automaker’s launch into pure EVs, its first in nearly ten years.
“The all-electric Toyota bZ4X SUV not only looks to further Toyota’s commitment to a carbon-neutral future, but it does so in style,” the company said after launching the vehicle this morning. “Ready to make a fresh mark on the Battery Electric Vehicle (BEV) segment, bZ4X blends bold, modern styling with tech-laden features in an extremely capable platform.”
Credit: Toyota
The bZ4X is Toyota’s first addition to the global bZ series, which stands for “Beyond Zero.” Designed and developed with human-centricity at the heart, Toyota said it hopes to provide more than a mobility solution for customers, but also an innovative space for drivers to imagine a new era of the company’s vehicles.
The bZ4X is a competitive and attractive option for electric vehicle buyers. Important metrics like range and performance are at the focal point of any consumer’s decision in the emerging EV sector, and Toyota brought some competitive numbers to the table with its introductory bZ offering. The bZ4X offers 252 miles of range in its XLE front-wheel-drive models and will start at just $42,000. Not to mention, the bZ4X’s body style is a common selection in the U.S. market. Combining functionality with a sleek design, it is neither bulky nor restrictive.
Credit: Toyota
Toyota said the design of the bZ4X is one that focuses on a “dynamically flowing silhouette.” “The profile of the bZ4X is balanced and sleek, with dynamic character lines that flow from front to rear,” the automaker said. It is a sporty look that also encapsulates some futuristic features, like the enclosed grille area that is simply not feasible on a gas-powered vehicle. Despite its design, it still has the classic Toyota look, keeping the vehicle unique in its own way, not veering too far away from the overall feel of its cars.
Four Trim Levels, All Under $50k
Toyota will offer four trim levels for the bZ4X: two grades with XLE and Limited and two drivetrains, front-wheel and all-wheel-drive.
- 2023 Toyota bZ4X XLE FWD – $42,000
- 2023 Toyota bZ4X Limited FWD – $46,700
- 2023 Toyota bZ4X XLE AWD – $44,080
- 2023 Toyota bZ4X Limited AWD – $48,780
Front-Wheel-Drive trim levels will produce 201 horsepower, with All-Wheel-Drive configurations offering slightly more at 214. Instant torque will help the bZ4X achieve a 7.1-second 0-60 MPH time for the FWD trims and just 6.5 seconds for the AWD drivetrains.
All bZ4X models are equipped with a J1772/CCS1 socket, so home and public charging will be a breeze. Toyota said that there is also a 6.6 kW onboard charger, which allows the bZ4X to charge from low to full in about 9 hours with a Level 2 charger at home or in public.
Credit: Toyota
Toyota’s Big Plans for EVs
About a quarter of Toyota’s total sales in the United States in 2021 were of its electrified vehicles, it said. However, these are not pure EVs, and included hydrogen fuel cell electrics, hybrids, and plug-in hybrids.
There are big plans for pure EVs at Toyota, however, despite its focus on other powertrains for many years. Globally, Toyota plans to expand to around 70 electrified models by 2025, featuring 15 dedicated pure EVs. Seven of the fifteen will feature the bZ brand moniker. “This diverse portfolio of electrified products will help propel Toyota toward its goal of carbon neutrality by 2050,” the company added. “Globally, Toyota has put more than 20 million electrified models on the road – with a CO2 emissions reduction effect equivalent to the CO2 emissions reduction of over 5.5 million BEVs. Over the next nine years, Toyota will invest $70+ billion in electrified vehicles as a whole with the target to launch 3.5 million BEVs globally in 2030.”
Toyota debuts bZ4X SUV concept, kicking off its 15 electric vehicle lineup
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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
