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!
Investor's Corner
Legendary investor Ron Baron says Tesla and SpaceX stock buys will continue
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
Legendary investor Ron Baron says he will continue buying stock of both Tesla and SpaceX, as he continues his support behind CEO Elon Musk, who he says is a special person and “brilliant.”
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
With assets under management approaching $55–56 billion, Baron detailed his firm’s substantial holdings, outlined plans for the anticipated SpaceX IPO, and painted an exceptionally optimistic picture for both Tesla (NASDAQ: TSLA) and SpaceX, framing them as generational opportunities that will reshape industries and deliver extraordinary long-term returns.
Baron Capital’s position in SpaceX has grown dramatically since the firm began investing around 2017. What started as roughly $1.7 billion has ballooned to more than $15 billion, making it the firm’s largest holding.
Tesla ranks second, valued at approximately $5 billion in the portfolio. Together with stakes in xAI and related Musk-led ventures, these investments account for roughly one-third of Baron Capital’s $60 billion in lifetime profits since 1992. Baron emphasized that the growth stems from Musk’s singular ability to execute ambitious visions—from reusable rockets to global satellite internet and beyond.
The centerpiece of the discussion was SpaceX’s expected initial public offering, targeted for mid-2026 following a confidential S-1 filing. Baron announced plans to purchase an additional $1 billion in shares at the IPO.
Ron Baron said today that he plans on buying an additional $1 billion of SpaceX stock during the upcoming IPO:
“At the IPO price, I’ve got an order for $1 billion. I want to buy more stock at the IPO. I don’t know if we’re going to get filled, but we’re going to try. I believe… pic.twitter.com/KOv1HvYcZ0
— Sawyer Merritt (@SawyerMerritt) May 12, 2026
He described the company’s trajectory in sweeping terms: “This is going to become the largest company on the planet.”
He highlighted Starlink’s expansion of high-speed internet to every corner of the globe, the revolutionary economics of reusable rockets, and Starship’s potential to enable massive space-based data centers and interplanetary infrastructure.
Baron sees SpaceX not merely as a rocket company but as a platform poised for exponential scaling once it goes public, with post-IPO appreciation potentially reaching 10- to 20- or even 30-times current levels over the next decade or more.
On Tesla, Baron struck an equally enthusiastic note, declaring that “now is Tesla’s moment.” He projected the stock could reach $2,000 to $2,500 per share within 10 years—implying a market capitalization near $8.3 trillion and roughly 5–6 times upside from recent levels. While Tesla remains a major holding, Baron’s optimism centers on its evolution beyond electric vehicles into an AI, robotics, autonomous-driving, and energy platform.
He pointed to robotaxis, Full Self-Driving (FSD) technology, Optimus humanoid robots, energy storage, and the vast real-world data advantage from Tesla’s global fleet as catalysts that will fundamentally alter the company’s revenue model and valuation multiples. Baron views these developments as transformative, shifting Tesla from a traditional automaker to a high-margin technology and infrastructure powerhouse.
Throughout the interview, Baron’s admiration for Musk was unmistakable. He has likened the entrepreneur to a modern Leonardo da Vinci for his artistic, multidisciplinary approach to solving humanity’s biggest challenges.
Baron’s personal commitment mirrors this confidence: he has repeatedly stated he does not expect to sell a single share of his own Tesla or SpaceX holdings in his lifetime, positioning himself as the “last one out” after his clients. This stance underscores a philosophy of patient, long-term ownership rather than short-term trading.
Baron’s comments arrive at a time of heightened anticipation around SpaceX’s public debut, which could rank among the largest IPOs in history and potentially value the company at $1.5–2 trillion or more at listing.
For investors, his message is clear: the Musk ecosystem—spanning electric vehicles, autonomy, robotics, satellite communications, and space exploration—represents one of the most compelling secular growth stories of the era. While short-term volatility in tech and EV stocks may persist, Baron sees these as buying opportunities for those who share his multi-decade horizon.
In summarizing his outlook, Baron reinforced that the combination of technological breakthroughs, massive addressable markets, and Musk’s leadership creates asymmetric upside that few other investments can match.
For Baron Capital’s clients and long-term Tesla and SpaceX shareholders alike, the investor’s latest CNBC remarks serve as both validation and a call to remain patient through the inevitable ups and downs. As Baron sees it, the best days for both companies—and the returns they can deliver—are still ahead.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Legendary investor Ron Baron says Tesla and SpaceX stock buys will continue
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
