Interesting. Elon gives a one-month deadline and after that, nobody gets the ‘lifetime’ version that costs $8k. I wonder if there’s a specific milestone behind this (either technology or FSD take rate-wise), or just a move towards more recurring revenue?

It’ll also be interesting to see what it means for existing owners that would want to transfer the FSD to a new car.

What if this means Tesla will untie the current 'lifetime' FSD from the car and onto the owner? This would essentially mean a lifetime transfer window for existing byers, and no real risk of problems since there are no new lifetime members created.

Euro NCAP, the safety testing body in Europe, awarded the updated Model 3 as the safest Large Family Car and the Model Y as the top Small SUV, both with five-star ratings from tests in May and November 2025. 25.

The Model 3 scored 90% for adult protection, 93% for child safety, 89% for vulnerable road users, and 87% for safety assist, while the Model Y hit 91%, 93%, 86%, and 92% in those categories. Tesla now claims Best in Class for every model tested in Europe.

Tesla increased its EV market dominance in the US in Q4 to 58.9% share, and for the full 2025, Teslas made up 46.2% of all EVs sold in the US, per Cox Automotive.

The top five EV models:

Every fourth EV sold in the US in 2025 was still a Tesla Model Y.

Also, all configurations of Premium & Performance now come with black headliner and a larger 16" center touchscreen.

There are now at least ten Cybercabs testing on public roads between Austin, the Bay Area, Buffalo, and Chicago.

Yes, you read that right - Buffalo NY cybercab was spotted, likely for cold(er) weather testing (Tesla does have that Giga NY in Buffalo for a good base):

And also, Tesla chose to put up a pic of Cybercab in Chicago on the official robotaxi account, writing nothing but “Da cab”:

The Cybercab was also seen testing on the highway near Austin, as seen on this (beautiful) slow-mo video.

There was also this image that has been circulating, showing a (broken down?) Cybercab. However, without context, it’s safe to assume this was just how the vehicle was transported back to whatever base needed.

Meanwhile, Tesla has sent out notifications in the robotaxi app for users in the Bay Area:

The Robotaxi tracker has so far discovered 156 different vehicles in Bay Area, 38 in Austin.

Elon says: "Roughly 10 billion miles of training data is needed to achieve safe unsupervised self-driving. Reality has a super long tail of complexity."

Not sure what those training data miles are exactly. If on FSD, then Tesla is at ~7.2B according to its FSD Safety page, probably reaching the 10B on current trends by the end of Q1 / mid Q2.

Tesla is looking to hire an engineer to make its iOS Robotaxi app feel “magical.”

Job description: "You will take full ownership of features - from architecture design to robust implementation - delivering delightful and polished experiences that make Robotaxi not just functional, but magical In addition to working on groundbreaking Robotaxi features, you'll also contribute to the broader Mobile App experience used by millions of Tesla owners worldwide."

Oh, and I also found the perfect job listing for all true Tesla geeks: Tours Coordinator at Tesla Giga Nevada. A full-time (dream) gig.

I happened to break two stories about Supercharging myself this week, both connected to the Supercharging for Business side of things:

First off, I found that Francis Energy partnered with Tesla to install Superchargers at its sites in Oklahoma.

Francis Energy held a (re)opening ceremony for one of their existing sites yesterday, which now features… four Tesla Superchargers. I’ve also confirmed that this Norman, Oklahoma site won’t be the last, and there are several already finishing works before going live.

My analysis has shown that Oklahoma is today the only US state that does not have Tesla running the show as the charging operator with most stalls deployed. Back in September 2025, the Oklahoma state charging scene was absolutely dominated by Francis Energy, here are the top three CPOs:

For context, one reason for the dominance in the state ties back to the distribution of the VW dieselgate settlement funds for fast charging rollout.

The Supercharge.info site that specializes in tracking the Supercharger deployments has already listed several more sites in development:

Now, the other story that I managed to get to first was bp pulse installing Tesla 750kW MCS Megachargers at its first public e-truck depot in California.

The first of such depots is now about to go live at their new Ontario, California site, with 2x 750kW Tesla MCS pull-through bays, installed next to 4× 400kW (looks like Alpitronic) CCS pull-through bays.

Tesla plans to build the largest Supercharger station in the world, extending the current 56-stall site in Firebaugh, California, to 304 charging stalls in total, including 16 Tesla Semi charging stalls. Like with Tesla Oasis, this site will also include an amenity area.

Dan Priestley, the head of the Tesla Semi program, comments: “Lots of trucks to electrify on I-5.”

Over 184 new Tesla Wall Connector for Business sites with over 1,400 Wall Connector chargers have opened around the world in the last two months. I've been watching the team jump on that angle for a while now, clearly ramping up recently.

SpaceX has won $739 million worth of new Pentagon contracts for U.S. Military launches, the full amount of the contract.

Meanwhile, the FCC gave authorization to SpaceX to deploy and operate their satellite count of the satellites from 7,500 to 15,000.

Starlink updated its Roam plan, boosting high-speed data from 50GB to 100GB for no extra fees.

Lufthansa announced it will install Starlink on its entire fleet of 850 aircraft. I’ll be flying with one of Starlink-equipped planes next week, will report back.

Also, here’s an unexpected benefit of the airplanes installing Starlink: it’s a smaller unit compared to the regular antennas, which in turn helps save fuel on every flight!

Grok had a scandal of some users being able to generate inappropriate images (some headlines saying it was of minors), and now the Grok Image generation feature on 𝕏 is only available to 𝕏 Premium and 𝕏 Premium+ subscribers. Seems most likely a guardrail issue, as X has done the most to fight against exploitation since Elon took over, visible by statistics against FB, IG and other giants.

Unrelated, Elon posted: "We will make the new 𝕏 algorithm, including all code used to determine what organic and advertising posts are recommended to users, open source in 7 days. This will be repeated every 4 weeks, with comprehensive developer notes, to help you understand what changed."

xAI's Colossus 3 AI datacenter has been announced: an 800,000 sqft building seen from the inside (empty) in this announcement video.

Here's a good aerial look at Colossus 2 and Colossus 3.

Combined with Colossus 1 and 2, xAI’s total datacenter footprint is estimated at ~2.5M sqft. Together, the three sites will form a nearly 2GW supercomputer, with well over 1 million GPUs, likely costing over $35B combined

And xAI has now confirmed it raised $20B in the Series E funding round:

It writes on the announcement: "Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play. This financing will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products reaching billions of users, and fuel groundbreaking research advancing xAI's core mission: Understanding the Universe."

It has been a while since we had an update on this…

Tesla has started deliveries, it seems, of its new redesigned residential solar panel. Notably, it is now 420 Watts, up from 410W (true to Tesla’s nature), and includes other changes like a thicker architectural frame while sitting closer to the roof, having 18 power zones so that the shade impacts are less, etc.

The Boring Company says that, during CES,

It provided transportation to:

Here's a video of a ride through the loop, now fully on FSD.

Also, Boring Company released a lot of details of the Las Vegas Loop and future in this article, as journalists there were given an exclusive tour.

As many as 1,200 Tesla vehicles will be in Vegas Loop when it's done building 68 miles of tunnels and 104 stations in the next few years.

And the article says the phase 4 plans see a dedicated underground airport station directly serving the terminals.