The upcoming X Takeover, formerly the Tesla Takeover, has added another keynote speaker to its lineup after it announced an appearance from Tesla’s design lead earlier this week.
Tesla Chief Designer Franz von Holzhausen was announced as a keynote speaker for the upcoming X Takeover event on Monday, and Tesla Owners Silicon Valley has now revealed that entrepreneur and Polaris Program head Jared Isaacman will join von Holzhausen as a keynote speaker. Taking place on July 27 and 28 at The Madonna Inn fields in San Luis Obispo, California, the event starts at $40 for an early bird day pass on the registration page, with that price available until April 30.
The focus of Isaacman’s keynote speech at the X Takeover will be “From Entrepreneurship to the Cosmos: A Journey of Inspiration,” along with von Holzhausen’s keynote speech on “Shaping the Future of Automotive Innovation.”
Isaacman funded and led the first private spaceflight sending civilians into orbit, dubbed the Inspiration4 mission, as part of the ongoing Polaris Program, and he is also CEO of the company Shift4 Payments. The launch also went on to get its own Netflix documentary, for which you can watch the trailer below.
The announcement also comes as the takeover event, which began as a Tesla enthusiast event in 2021, has re-branded for the upcoming year to include more than just Tesla. Instead, as highlighted by the addition of Isaacman to the keynote lineup, the event is being opened to all enthusiasts of Tesla and SpaceX, as well as Elon Musk’s other companies and other electric vehicle (EV) companies.
In addition to the many exhibitioners expected to be at the event—there were over 60 last year and more are planned this year—a portion of ticket purchases are being donated to the charitable organizations 17 Strong and St. Jude Children’s Research Hospital. St Jude was also a benefactor of Isaacman’s Inspiration4 launch, and at the time, Musk himself had even donated $50 million to the cause.
The X Takeover event is set to include the following, as detailed on the registration site:
- Inspirational Keynotes
- Influencer Meet & Greet
- Cybertruck Showcase
- Tesla Pro Tips Workshop
- Scenic Central Coast Ride & Drive
- Tesla Synchronized Light Show
- Engaging Panel Discussions
- E-Mobility Demo Rides
- Customized Tesla Showcase
- Unique Collection of Exhibitors and Merchandise
- Networking Opportunities
- Professional Detailing
- Accessories Installations
Last year, Elon’s mother, Maye Musk, was the keynote speaker, while industry manufacturing expert Sandy Munro was featured as the keynote speaker the year before. The event had around 2,000 attendees in 2023, and organizers are expecting as many as 2,000 to 3,000 for this year’s.
Tesla Owners Silicon Valley also notes that space for the event will be limited, so those hoping to attend should register as soon as possible.
New record for largest Tesla light show clinched by owners in Finland
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
