I had the fantastic opportunity to talk with Aptera Co-Founder Chris Anthony on Friday. Our short half-hour conversation highlighted production timelines, vehicle design, sustainability, and more.
This weekend, Aptera is participating in the Fully Charged Show, an Electric Vehicle convention in San Diego, where they will be unveiling their Gamma vehicle. According to Co-CEO Chris Anthony, this vehicle is the last stop before attempting to enter production next year. And while the company has a long way before delivering orders, they have over 30,000 reservation holders eagerly awaiting the vehicle’s release.
Design language –
The first question I had to ask Mr. Anthony about was the design language of Aptera’s first vehicle. Specifically, what is Aptera attempting to make consumers think and feel when they see the car for the first time?
The first thing that came to the CEO’s mind was capability; he wants consumers to feel like Aptera is just as capable as any other vehicle and can even do more with its unique energy generation capabilities. When he has had the opportunity to have people sit in the vehicle, testers have stated that the vehicle is comfortable, and Mr. Anthony hopes the vehicle’s driving dynamics only further improve the experience.
Capability as a “do everything” vehicle –
Besides the Aptera’s beautiful design, many are looking to buy the Aptera for its function. Coming out of COVID lockdowns, many consumers have been spending more time outside the house, hiking and mountain biking, meeting with friends and family, and taking trips to local events and scenic locations. How has Aptera engineered capability into their vehicle to perform these tasks?
Mr. Anthony points to the car’s solar power generation and the surprising amount of interior space as two critical features in helping people use their vehicles in everyday life. The car’s numerous solar cells mean the vehicle can go further and do more things, which is the ultimate goal of capability. At the same time, the vehicle’s interior is surprisingly spacious, with seven feet of space behind the front seats to the tail; enough room to camp in the vehicle, throw in their mountain bikes, or just travel with their dog.
Customization –
A key part of how many people interact with vehicles today is how they make them their own, customizing the look, feel, and capabilities of the vehicle to best suit their needs. Aptera is not only in support of this goal but is actively working with third-party suppliers to make that dream a reality.
The CEO clarified that Aptera would be more than willing to supply third-party accessory makers with everything from dimensions to CAD files to detailed systems information. He says, “We are happy to share information to help our users find [the vehicle] to be more useful.” As he would note later in the interview, this stems from a “right to repair mindset.”
Possible use of the Tesla Connector –
Aptera previously announced that they were not only attempting to include the Tesla connector on their vehicle but also attempting to make the connector the U.S. standard EV connector. However, it remains unclear if Aptera will include the connector in the vehicle, and doubtful that the Tesla Connector would become the US standard.
Nonetheless, Mr. Anthony stood behind the engineering of the Tesla connector. Foremost, he cited the connector’s ease of use and smaller size, which makes it far easier to maneuver than other connector types. But the connector also benefits from supporting the vast majority of electric vehicles in the U.S.
The CEO even went as far as saying that the U.S. should be spending more money supporting Tesla supercharger locations as long as the government plans to expand EV charging anyway.
Aptera’s future goals –
It is clear that Aptera will be focused on getting to production and delivering to their over 30,000 reservation holders in the immediate future. But if the company can achieve these goals, where does the CEO see the company’s next focus?
First, Mr. Anthony doesn’t see the company abandoning the two-door/two-seater form factor. He argues that the Aptera is an ideal complimentary car, helping you complete your daily commute and essential activities that don’t require a lot of space.
Perhaps more excitingly, the CEO did hint at the possibility of multiple variants of the Aptera, a commercial version or a version with more cargo capacity, for instance. No other details are known about these ideas yet.
Production timeline –
With the unveiling of Aptera’s Gamma vehicle this weekend, the company will now be shifting to getting to production as soon as next year. And while the CEO acknowledged that the timeline might not be as fast as some have wanted, he believes in doing the process correctly the first time and hopefully avoiding future issues.
“We have the good graces of our reservation holders to do it right…”
With Aptera’s current production facility in California, they aim to produce 20,000 units within the first year, meaning that filling the 30,000 reservations will take roughly a year and a half. However, any prediction outside of the company is pure conjecture.
Sustainability –
Consumers now more than ever are looking to get the best option for them and the best choice for the planet. Automakers recognize this, and many produce vehicles with sustainable interior parts, recycled metal components, and more. What does the pursuit of sustainability look like for Aptera?
The most sustainable material on Earth is the material not mined, was the conclusion of Mr. Anthony. While others may have been looking to use more sustainable materials, Aptera has pointed itself at using fewer materials in the first place. Aptera achieves this by producing a smaller vehicle, pursuing low curb weight, and reducing the number of interior components.
The pursuit of lightweight sustainability has trickle-down effects as well. Because of the vehicle’s low weight, it requires less energy to move and hence can use fewer batteries to achieve the same range, once again reducing weight (a positive feedback loop).
Ultimately, Mr. Anthony notes that fewer rare earth minerals are mined, and the vehicle as a whole becomes a more sustainable option for consumers. More specifically, Aptera uses 30% of the metal found in a typical vehicle, uses recycled composite materials for its exterior body panels, and uses recycled cloth and plastics on the interior.
The long-term goal is to have these vehicles on the road 50 years from now via upgraded parts along the way; better batteries, improved solar cells, replaceable interior pieces, etc.
Efficiency and beauty –
Manufacturers worldwide have been using aerodynamics to improve efficiency since the car’s inception. But perhaps most recently, due to the limitations of battery capacity, this pursuit has resulted in finding the most efficient shape possible, arguably at the cost of design. While vehicles like the Lucid Air and Mercedes EQS may have been beautiful in previous years, with the introduction of the Volkswagen ID Aero, it is clear that manufacturers are willing to trade unoriginality for efficiency.
Mr. Anthony doesn’t think that this has to be the case. In his response to this issue, he notes that Aptera proves that new and exciting designs can still be made in different form factors while still achieving maximal efficiency.
Are smaller vehicles the future? –
Aptera has highlighted the numerous benefits of producing smaller form factor vehicles. They can be more efficient, reduce manufacturing costs, be more aerodynamic, and be more sustainable. But are these motivators enough to get Americans to buy smaller vehicles in the future?
The CEO doesn’t believe so. Americans are obsessed with huge vehicles, evidenced by exceptionally high SUV and Truck sales. But perhaps, if anything, Aptera can show Americans what future transportation could look like, and if they are willing to give it a chance, maybe it will even change hearts and minds.
Aptera CEO Chris Anthony was incredibly gracious in giving Teslarati a piece of his busy schedule. If you want to learn more about the company’s vehicle, go to their website. And if you happen to be in the San Diego area, it’s worth the trip to the Fully Charged Show to check out the Aptera booth and the numerous other manufacturers attending the event.
William is not an Aptera ambassador, order holder, or investor.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
