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October 11, 2025 3 mins
Tesla BioSnap a weekly updated Biography.

The last few days have been a spectacle for Tesla watchers with the company once again taking center stage in global business and tech headlines. It began with a flurry of social media teasers on X, as Tesla posted cryptic videos featuring headlights in the dark and a spinning black disk, culminating in the date October 7, fueling rampant speculation across newsrooms and trading floors alike. The consensus among major outlets such as Reuters, CNBC, and Fox Business is that Tesla is poised to finally unveil its long-anticipated affordable Model Y, a stripped-down version that insiders say is about 20 percent cheaper to produce than the current model and could be a game changer for both Tesla and the electric vehicle market at large.

Matt Britzman, senior analyst at Hargreaves Lansdown, told TechResearchOnline that this more affordable Model Y could help Tesla keep sales volumes thriving as U.S. tax credits expire, particularly since the refreshed model is expected to unlock a new tier of buyers eager for something less than $30,000. Tesla itself confirmed back in June that initial production runs of this pared-back car had begun and hinted that full-scale sales could ramp up before the end of 2025—a detail backed up by reporting from Mezha.Media, which cited Reuters estimates of up to 250,000 units produced per year by 2026 in the U.S. alone.

Meanwhile, Tesla’s Q3 numbers keep the stock in the spotlight, with the company reporting 497,099 vehicle deliveries, a figure that smashed Wall Street expectations and sent shares soaring by more than 5 percent after the teaser videos went live. This quarter’s surge, however, comes with a caveat: the expiration of the $7,500 federal EV tax credit on September 30 led to a last-minute buying frenzy. Analysts, including those at The Street and CBT News, warn this could dampen demand in upcoming quarters absent a blockbuster new launch.

On the technology front, Tesla rolled out version 14 of its Full Self-Driving software, described in several YouTube discussions and AI industry news as exhibiting “sentient” behaviors—cars that anticipate, react, and drive with more human-like intuition than ever before. There’s also been a quiet update to the Tesla robotaxi app, which some observers interpret as the next step in the company’s broader shift to autonomous and ride-sharing business models.

Wall Street has responded with a mix of excitement and caution. RBC Capital just hiked Tesla’s price target to $500, noting that the CFO’s pay package is now explicitly tied to breakthroughs with humanoid robotics and full-scale robotaxi deployment. This aligns with persistent social media buzz, with the October 7 event widely seen as make-or-break for Tesla’s position as the EV market’s innovation leader rather than a company resting on past successes. Investors, analysts, and fans are all watching for details that could redefine the company’s trajectory, lending this week a sense of high-stakes drama worthy of a Silicon Valley cliffhanger.

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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
The last few days have been a spectacle for Tesla watchers,
with the company once again taking center stage in global
business and tech headlines. It began with the flurry of
social media teasers on x as Tesla posted cryptic videos
featuring headlights in the dark and a spinning black disc,
culminating in the date October seventh, fueling rampant speculation across

(00:20):
newsrooms and trading floors alike. The consensus among major outlets
such as Reuter's, CNBC and Fox Business is that Tesla
is poised to finally unveil its long anticipated affordable model Y,
a stripped down version that insider says about twenty percent
cheaper to produce than the current model and could be
a game changer for both Tesla and the electric vehicle

(00:41):
market at large. Matt Britzman, senior analyst at Hargreaves Lansdowne,
told Tech Research Online that this more affordable model why
could help Tesla keep sales volumes thriving as US tax
fort its expire, particularly since the refreshed model is expected
to unlock a new tier of buyers eager for something
less than thirty thousand dollars. Tesla itself confirmed back in

(01:04):
June that initial production runs of this pared back car
had begun, and hinted that full scale DCS sales could
ramp up before the end of twenty twenty five, a
detail backed up by reporting from Mesaudot Media, which cited
Reuter's estimates of up to two hundred and fifty thousand
units produced per year by twenty twenty six in the
US alone. Meanwhile, Tesla's Q three numbers keep the stock

(01:27):
in the spotlight, with the company reporting four hundred ninety
seven thousand and ninety nine vehicle deliveries, a figure that
smashed Wall Street expectations and sent share soaring by more
than five percent after the teaser videos went live. This
quarter surge, however, comes with a caveat the expiration of
the seven thousand, five hundred dollars federal ev tax credit

(01:48):
on September thirtieth, led to a last minute buying a frenzy. Analysts,
including those at The Street and CBT News, warned this
could damp and demand in upcoming quarters. Absent to blockbuster
new life. On the technology front, Tesla rolled out version
fourteen of its full self driving software described in several
YouTube discussions and AI industry news as exhibiting sentient behaviors,

(02:13):
cars that anticipate, react, and drive with more human like
intuition than ever before. There's also been a quiet update
to the Tesla Robotaxi app, which some observers interpret as
the next step in the company's broader shift to autonomous
and ride sharing business models. Wall Street has responded with
a mix of excitement and caution. RBC Capital just hiked

(02:42):
Tesla's price target to five hundred dollars, noting that the
cfo's paypacket is now explicitly tied to breakthroughs with humanoid
robotics and full scale robotic sea deployment. This aligns with
persistent social media buzz, with the October seventh event widely
seen as make or break for Tesla's position as the
EV market's innovation leader, rather than a company resting on

(03:03):
past successes. Investors, analysts, and fans are all watching for
details that could redefine the company's trajectory, lending this week
a sense of high stakes drama worthy of a Silicon
Valley cliffhanger. And that is it for today. Make sure
you hit the subscribe button and never miss him update
on Tesla. Thanks for listening. This has been a quiet

(03:24):
please production. For more check out Quiet Please dot ai
or search the term biosnap wherever you listen
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